U.S. Paper and Forestry Products Stock News

NYSE:ED
NYSE:EDIntegrated Utilities

Rate Hikes And Grid Upgrades Could Be A Game Changer For Consolidated Edison (ED)

In early February 2026, Consolidated Edison reported quarterly results that were close to Wall Street expectations while warning customers that upcoming energy bills will rise due to approved delivery rate increases and higher winter demand. At the same time, management reiterated its focus on regulated electric and gas distribution, emphasizing ongoing grid modernization and clean-energy infrastructure investment as key drivers of its long-term plan. With these rate hikes and capital...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips Resets Cost Base To Support Returns And Production Targets

ConocoPhillips (NYSE:COP) plans to cut capital and operating costs by US$1b in 2026. The company targets workforce reductions of 20% to 25% in 2025. Management is prioritizing higher shareholder returns while keeping a cautious stance on Venezuelan operations. The approach to Venezuela centers on legal and financial recovery rather than expanding on the ground. For you as an investor, this represents a wide reaching reset at one of the largest independent oil and gas producers...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Snap’s New Teen Safety Course And What It Could Mean For Investors

Snap (NYSE:SNAP) has launched "The Keys: A Guide to Digital Safety", an interactive course for teens and parents. The program focuses on digital risks such as bullying, illicit drug activity, and sextortion, using scenario based learning. The course is tailored to Snapchat's platform and is designed to provide practical tools for digital wellbeing. For investors watching NYSE:SNAP, this move sits directly in the core of its social media and messaging business, where teen engagement and...
NYSE:QSR
NYSE:QSRHospitality

Is Restaurant Brands International (QSR) Fairly Priced After Recent Brand Strategy Focus?

If you are wondering whether Restaurant Brands International is still reasonably priced at around US$70.25, the key question is whether today’s share price lines up with the cash flows and assets behind it. The stock has returned 5.2% over the last 7 days, 1.8% over 30 days, 3.6% year to date, 9.0% over 1 year and 16.7% and 40.9% over 3 and 5 years, which naturally raises questions about how much of its story is already reflected in the price. Recent news coverage has focused on Restaurant...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Does Archer Aviation (ACHR) Share Price Reflect DCF Upside After Recent Pullback

If you are wondering whether Archer Aviation's share price reflects its true worth, or if the market has pushed it too far in one direction, this article will help you size up what you are really paying for. The stock last closed at US$7.17, with returns of a 0.4% decline over 7 days, an 18.6% decline over 30 days, an 11.8% decline year to date, a 22.8% decline over 1 year, a very large gain over 3 years and a 49.3% decline over 5 years. This pattern hints at shifting views on both its...
NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

A Look At Landstar System (LSTR) Valuation After A Tough Year Of Lower Sales And Earnings

Landstar System (LSTR) just posted full year 2025 results showing sales of US$4,743.76 million and net income of US$115.01 million, both below the prior year, prompting investors to reconsider what they are paying for the stock. See our latest analysis for Landstar System. Despite the weaker full year results, Landstar System’s 90 day share price return of 24.52% and 1 year total shareholder return of 3.30% suggest recent momentum has improved compared with its longer term record, where the 3...
NYSE:KN
NYSE:KNElectronic

Knowles (KN) Margin Recovery Challenges Bearish Profitability Narratives After FY 2025 Results

Knowles (KN) has wrapped up FY 2025 with fourth quarter revenue of US$162.2 million and basic EPS of US$0.30, rounding out a year in which trailing twelve month EPS reached US$0.59 on revenue of US$593.2 million. Over the past few quarters, the company has seen revenue move from US$142.5 million and EPS of US$0.12 in Q4 2024 to US$132.2 million with essentially flat EPS in Q1 2025, before climbing to US$145.9 million and US$0.09 in Q2 and US$152.9 million and US$0.21 in Q3, giving investors a...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Taps AI Data Center Power Demand With 2 GW Deal

Caterpillar (NYSE:CAT) agreed to supply 2 GW of natural gas generator sets and battery storage to the Monarch Compute Campus AI data center project. The alliance includes American Intelligence & Power Corporation and Boyd CAT and focuses on emissions compliant power solutions tailored for AI workloads. The agreement also covers vendor financing support and lifecycle collaboration across the project’s development and operations. Caterpillar is best known for heavy equipment in construction...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Is Costco Wholesale (COST) Pricing Reflect Membership Strength Too Highly After Recent Share Surge

If you are wondering whether Costco Wholesale shares are still worth the price you see on your screen, you are not alone. This article is all about what that price could mean for value focused investors. The stock last closed at US$971.23, with returns of 5.0% over the past 30 days, 13.7% year to date, a 7.7% decline over the last year and a very large 3 year gain that is around 2x over 5 years. Recent headlines have focused on Costco Wholesale's ongoing membership centric model and its...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Camtek Hawk Order Highlights Growing AI Packaging Role And Concentration Risk

Camtek has received a major order for its Hawk inspection and metrology systems from a leading integrated device manufacturer. The new order focuses on advanced semiconductor packaging for AI applications. The deal adds to earlier Hawk deployments at the same tier 1 customer, highlighting continued use in next generation AI packaging flows. Camtek, traded as NasdaqGM:CAMT, is drawing fresh attention after this Hawk systems order, with shares recently at $154.0. The stock has seen strong...
NYSE:LEU
NYSE:LEUOil and Gas

Centrus Energy Expansion And HALEU Award Reshape Nuclear Fuel Outlook

Centrus Energy (NYSE:LEU) is expanding its Oak Ridge, Tennessee facility to increase manufacturing capacity and support additional jobs. The company has been selected by the U.S. Department of Energy for a potential US$900 million award tied to High Assay Low Enriched Uranium, or HALEU, production. Centrus Energy focuses on nuclear fuel and related services, and the Oak Ridge expansion highlights how its operations link directly to the U.S. nuclear supply chain. The potential US$900 million...
NYSE:PLNT
NYSE:PLNTHospitality

Steve Beard Joins Planet Fitness Board As Investors Weigh Growth Path

Planet Fitness (NYSE:PLNT) has appointed Steve Beard, Chairman and CEO of Covista Inc., to its Board of Directors as an independent director. Beard brings experience in healthcare strategy, talent acquisition, and corporate governance, as well as leadership through corporate transformation at Covista. Planet Fitness runs a large chain of fitness centers aimed at value focused gym users, a segment that continues to attract interest as consumers look for lower cost health and wellness...
NYSE:NVO
NYSE:NVOPharmaceuticals

Assessing Novo Nordisk (NYSE:NVO) Valuation After Recent Share Price Weakness

Context for Novo Nordisk (NYSE:NVO) After Recent Share Moves Novo Nordisk (NYSE:NVO) has seen its share price under pressure recently, with a 16.5% decline over the past month and a smaller pullback over the past 3 months, putting recent performance in focus for investors. See our latest analysis for Novo Nordisk. Looking beyond the recent pullback, Novo Nordisk’s 30 day share price return of 16.5% decline and 1 year total shareholder return of 40.2% decline point to fading momentum after a...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Is AeroVironment (AVAV) Pricing Look Compelling After Recent Pullback In Defense Focus?

If you are wondering whether AeroVironment is still reasonably priced after a strong run, this article walks through what the current share price might be implying about its value. The stock recently closed at US$263.26, after a 7.8% decline over the last week and a 27.9% decline over the last month, while the 1 year return sits at 46.8% and the 3 year return is around 190.9%. Recent attention around AeroVironment has centered on its role in defense technology and unmanned systems, with...
NYSE:PDM
NYSE:PDMOffice REITs

Does Piedmont Realty Trust's (PDM) Co-COO Move Reveal a Deeper Shift in Operating Strategy?

Piedmont Realty Trust recently promoted long-time executive Alex Valente to Co-Chief Operating Officer, giving him responsibility for property and asset management and oversight of roughly nine million square feet across key Eastern markets including Atlanta, Orlando, Northern Virginia/DC, and Boston. This leadership shift places an experienced insider at the center of Piedmont’s operational execution, a focal point for investors watching how upcoming earnings and longer-term leasing plans...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

DoorDash Delivers Europe Push As Deliveroo Deal Meets Valuation Questions

DoorDash has closed its acquisition of Deliveroo, expanding its reach into more than 20 European countries. The company is moving into new categories beyond restaurant delivery while rolling out a revamped tech platform. DoorDash is also investing in autonomous delivery infrastructure and fresh service offerings across its network. For investors watching NasdaqGS:DASH, these moves come as the stock trades at $185.64 after a 3 year return of about 3x and a 1 year return of 3.9%. Shorter...
NYSE:LNG
NYSE:LNGOil and Gas

Is Cheniere Energy (LNG) Pricing Reflect Its DCF Value After Recent Share Price Gains

If you are trying to figure out whether Cheniere Energy's share price really reflects what the business is worth, you are in the right place. The stock closed at US$218.37, with returns of 3.5% over 7 days, 12.5% over 30 days, 10.4% year to date, 0.6% over 1 year, 51.2% over 3 years and 233.1% over 5 years. This provides plenty of price history for a valuation check. Recent coverage around liquefied natural gas exporters, including Cheniere Energy, has focused on long term demand...
NYSE:ADNT
NYSE:ADNTAuto Components

Adient (ADNT) Is Up 23.1% After Raising 2026 Revenue Outlook Despite Q1 Net Loss

In early February 2026, Adient plc reported first-quarter 2026 sales of US$3,644 million, up from US$3,495 million a year earlier, while recording a net loss of US$22 million and basic and diluted loss per share from continuing operations of US$0.28. On the same day, Adient raised its full-year 2026 revenue guidance to US$14.60 billion, signaling management’s confidence in an improved vehicle production outlook and continued positive business performance despite the quarterly loss. With...
NYSE:FOUR
NYSE:FOURDiversified Financial

Is It Time To Reassess Shift4 Payments (FOUR) After A 49% One Year Share Price Fall

If you are wondering whether Shift4 Payments is priced attractively or not right now, you are not alone. This article will help you put the current share price in context. The stock last closed at US$59.81, with a recent 7 day return of 10.5%. However, that sits against a 1 year return of a 49.1% decline. Recent news coverage has largely focused on Shift4 Payments as a mid cap player in the payments and merchant services space. This has included ongoing attention on its role as a payment...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

ZoomInfo Technologies (ZI) Margin Breakout Reinforces Bullish Profitability Narratives

ZoomInfo Technologies (ZI) closed FY 2025 with Q4 revenue of US$319.1 million and basic EPS of US$0.11. Trailing 12 month revenue was US$1.25 billion and EPS was US$0.38, alongside a 326.8% year over year earnings increase. The company’s quarterly revenue moved from US$309.1 million and EPS of US$0.04 in Q4 2024 to US$319.1 million and EPS of US$0.11 in Q4 2025. Trailing 12 month net profit margin was 9.9% compared with 2.4% a year earlier, placing improving profitability at the center of the...
NYSE:NET
NYSE:NETIT

Assessing Cloudflare (NET) After Recent Security Headlines And A 3-Year Price Surge

If you are wondering whether Cloudflare's share price still lines up with its underlying worth, you are not alone. This article will walk through what that value picture looks like. Cloudflare closed at US$179.98, with returns of 5.7% over the last 7 days, a 1.5% decline over 30 days, an 8.2% decline year to date and 4.3% over the past year, while the 3 year return is very large and the 5 year return sits at 119.3%. Recent headlines have focused on Cloudflare's role in internet security and...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN) Extends Share Buybacks Amid 2025 Net Loss Shift Is Capital Allocation Evolving?

In January 2026, Olin Corporation reported fourth-quarter 2025 sales of US$1,665.1 million and a net loss of US$85.7 million, alongside a full-year 2025 net loss of US$42.8 million despite higher annual sales of US$6,780.8 million. The company also disclosed that, under its ongoing repurchase program launched in July 2022, it has cumulatively bought back 27,350,397 shares for US$1.35 billions, even as earnings turned to a loss. We’ll now look at how this shift from profit to loss, alongside...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Is Sterling Infrastructure (STRL) Quietly Turning Grand Parkway Work Into Durable Capital Efficiency Gains?

Sterling Infrastructure has been working on the Grand Parkway highway project in Houston, and over the last five years has recorded annual revenue growth of 9.4%, outpacing the sector average while also improving returns on capital. This combination of participation in a major infrastructure project and rising capital efficiency highlights how Sterling is converting large-scale work into stronger financial performance. We’ll now examine how Sterling’s role on the Grand Parkway, alongside...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence Targets AI Chip Design And Robotics With ChipStack And Trener Bet

Cadence Design Systems (NasdaqGS:CDNS) has introduced ChipStack AI Super Agent, described as the industry's first agentic AI tool for automating front end silicon design and verification workflows. The company is also participating as an investor in Trener Robotics' US$32 million Series A funding round, which focuses on AI driven industrial automation. Cadence, a major player in electronic design automation and chip design software, is pushing deeper into AI based tools with ChipStack AI...