U.S. Paper and Forestry Products Stock News

In late November and early December 2025, BeOne Medicines reported positive Phase 1/2 data for its investigational BCL2 inhibitor sonrotoclax in relapsed or refractory mantle cell lymphoma and chronic lymphocytic leukemia, alongside U.S. FDA Priority Review, Breakthrough Therapy, Fast Track and multiple Orphan Drug designations, plus participation in Project Orbis. The new data, including an overall response rate of 52.4% in heavily pretreated mantle cell lymphoma and rapid, sustained...

In early December 2025, BofA Securities downgraded PROCEPT BioRobotics from Buy to Neutral, citing slower utilization growth and decelerating system sales for its Aquablation technology amid tighter hospital capital budgets. The report still emphasized PROCEPT’s sizable market opportunity and financial flexibility, highlighting a tension between near-term growth concerns and longer-term adoption potential for Aquablation in benign prostatic hyperplasia. We’ll now examine how this slowdown in...

Core & Main, Inc. has reported past third-quarter 2025 results with net sales of US$2,062 million and net income of US$137 million, alongside reaffirmed full-year guidance for net sales of US$7.60 billion to US$7.70 billion. The company also expanded its share repurchase authorization to US$1.00 billion, highlighting an increased commitment to returning capital to shareholders. Next, we’ll examine how reaffirmed guidance and the larger share repurchase plan may influence Core & Main’s...

Healthpeak Properties, Inc. recently released an updated investor presentation and shifted to paying monthly dividends, while outlining plans to monetize up to US$1.00 billion of its outpatient medical office portfolio to fund development, acquisitions, and share repurchases. This combination of a clearer investor roadmap, a higher and more frequent dividend, and recycling capital from outpatient assets highlights a sharpened focus on capital allocation and income consistency for...

Alexandria Real Estate Equities (ARE) is back on investors radar following a 45% dividend cut, weak third quarter results, and a sharp share price drop that has already attracted several securities class action lawsuits. See our latest analysis for Alexandria Real Estate Equities. The latest selloff has pushed Alexandria Real Estate Equities’ share price down to about $44.97, with a steep year to date share price return of around minus 53.9% and a five year total shareholder return of roughly...

Financial momentum reshapes expectations for F&G Annuities & Life F&G Annuities & Life (FG) is back on investors radar after a powerful run in net premiums earned and an upbeat outlook for book value growth that reframes its earnings trajectory. See our latest analysis for F&G Annuities & Life. Even with the latest share price at $33.01 and a solid 1 month share price return of 7.14%, the year to date share price return of negative 19.74% and 1 year total shareholder return of negative 24.78%...

GEO Group (GEO) has been grinding through a tricky year, and the stock’s recent bounce contrasts sharply with its weak past 3 months and deep year to date drawdown. See our latest analysis for GEO Group. Over the past few weeks, a 10.91% 1 month share price return to $16.78 has only partially offset GEO Group’s sharp year to date share price loss, while its 3 year total shareholder return still looks robust, suggesting sentiment is stabilising after a tough stretch. If GEO’s rebound has you...

Arthur J. Gallagher (AJG) has been slipping lately, with the stock down over the past month and past 3 months, even as revenue and net income continue to grow at a healthy double digit clip. See our latest analysis for Arthur J. Gallagher. Zooming out, that recent weakness sits against a share price of $237.85 and a solid backdrop, with the 5 year total shareholder return of 108.16 percent still signaling long term momentum, even as shorter term share price returns cool. If AJG's pullback has...

Broadcom stock extends strong multi month rally Broadcom (AVGO) has been on a steady tear lately, with the stock up roughly 15% over the past month and nearly 20% in the past 3 months, catching investors attention. See our latest analysis for Broadcom. That surge sits on top of a huge run, with the share price up strongly year to date and a powerful multi year total shareholder return that suggests momentum is still very much building as investors re rate Broadcom’s growth story. If...

NovoCure has announced that CEO and Director Ashley Cordova resigned effective November 30, 2025, with President Frank Leonard stepping into the Chief Executive Officer role from December 1, 2025, while Executive Chairman William F. Doyle represented the company at the Piper Sandler Healthcare Conference shortly thereafter. The leadership handover to Leonard, a long-time internal executive who has overseen global operations and innovation, suggests continuity in both commercial execution and...

Vaxcyte (PCVX) just hit a key milestone by dosing the first participants in its OPUS Phase 3 trial of VAX-31, a head-to-head study against current adult pneumococcal vaccines that supports its future approval plans. See our latest analysis for Vaxcyte. That backdrop helps explain why, even with a sharp year to date share price return of minus 44.56 percent and a one year total shareholder return of minus 49.84 percent, the recent three month share price rebound of 41.14 percent suggests...

Zai Lab Limited recently dosed the first participant in a global Phase 1/1b trial of ZL-1503, its internally discovered IL-13/IL-31R bispecific antibody for moderate-to-severe atopic dermatitis, and secured 2025 National Reimbursement Drug List renewal in China for VYVGART, NUZYRA, and ZEJULA. Together, these developments highlight Zai Lab’s efforts to build proprietary immunology assets while preserving broad reimbursement for key in-licensed therapies in China’s healthcare system. We’ll...

Over recent weeks, Vertiv Holdings has expanded its AI-focused data center capabilities through the completed US$1.00 billion PurgeRite acquisition, a power-systems collaboration with Nvidia for future 800V DC facilities, and a sizeable quarterly dividend increase announced in mid-November. These moves strengthen Vertiv’s role in high-density, liquid-cooled AI infrastructure and grid technology just as global data center power needs are projected to more than double by decade-end. Next,...

Solventum (SOLV) has quietly put together a solid run, with the stock up around 25% this year and roughly 16% over the past 3 months, catching more investor attention. See our latest analysis for Solventum. That move has been driven more by a re-rating than a one off headline. The latest 1 month share price return of about 15% has added to already strong year to date momentum, even after a recent pullback to around $82.60. If Solventum’s recent run has you rethinking your healthcare exposure,...

Enphase Energy (ENPH) just started shipping its new IQ EV Charger 2 across the U.S. and Canada, a move that quietly pushes the stock’s story beyond solar into mainstream home and commercial EV charging. See our latest analysis for Enphase Energy. The new IQ EV Charger 2 and recent PowerMatch launch in Europe arrive against a tough backdrop, with the 1 year total shareholder return down sharply and the year to date share price return still deeply negative. However, the strong 7 day share price...

Ford Motor recently outlined the next phase of its European transformation, including a new partnership with Renault Group to co-develop affordable, multi-energy and electric vehicles, expand its passenger car line-up, and streamline manufacturing across key plants in Germany, Spain and the UK. By combining Renault’s Ampere EV platform with Ford’s commercial-vehicle software ecosystem and industrial alliances such as Ford Otosan, the company is trying to reset its competitiveness in Europe’s...

SEI Investments (SEIC) has quietly slipped about 2% over the past month and roughly 7% in the past 3 months, despite steady mid single digit revenue and net income growth. See our latest analysis for SEI Investments. At around $80.90, SEI Investments’ recent 30 day and quarter share price weakness sits in contrast to its solid multi year total shareholder returns. This suggests momentum has cooled even as the longer term wealth creation story remains intact. If this more measured setup at SEI...

Sunstone Hotel Investors (SHO) has quietly slid about 24% over the past year, even as its annual revenue and net income have both grown. That disconnect naturally raises a valuation question for patient income investors. See our latest analysis for Sunstone Hotel Investors. Despite a modest 1 day share price return of minus 0.22%, the bigger story is the roughly 24% year to date share price decline and similarly weak 1 year total shareholder return. This suggests sentiment has cooled even as...

Plug Power (PLUG) has been on a wild ride lately, with the stock swinging sharply even without a single headline driving the move. That kind of volatility usually reflects shifting views on risk and survival. See our latest analysis for Plug Power. At around $2.16, Plug Power’s recent slide, including an 18.5% 1 month share price return decline after a strong 90 day share price rebound, sits against a still deeply negative 3 year total shareholder return. This suggests sentiment is improving...

Palomar Holdings (PLMR) is drawing fresh attention after another period of strong business execution, with rapid growth in premiums and a meaningfully stronger balance sheet that underscores its expansion in niche insurance markets. See our latest analysis for Palomar Holdings. Despite a softer patch recently, with a negative 30 day share price return and the stock now at $115.43, Palomar still carries strong momentum when you zoom out. This is highlighted by a powerful three year total...

In early December 2025, Somnigroup International board member Simon Dyer disclosed a Form 4 insider purchase of 32,000 shares, worth about US$3.00 million, signaling his personal commitment to the company. This sizeable insider buying, coming soon after Somnigroup’s proposed all-stock acquisition of Leggett & Platt, highlights internal confidence in the combined group’s long-term direction. Next, we’ll explore how Simon Dyer’s sizeable insider buying shapes Somnigroup International’s...

Victory Capital Holdings (VCTR) is streamlining its ETF lineup, moving to liquidate three VictoryShares funds after a routine review of client demand and product fit. For shareholders, this is less drama and more housekeeping. See our latest analysis for Victory Capital Holdings. The tidy up comes after a choppier spell for the stock, with a 90 day share price return of minus 8.5 percent and year to date share price return of minus 4.7 percent. However, a powerful three year total shareholder...

In recent days, UniFirst has faced intensifying shareholder activism as Engine Capital won support from proxy advisor ISS to elect its director nominees, while investors criticized the board’s rejection of Cintas’s US$275-per-share takeover offers and called for a special committee to explore a potential sale. This coordinated push from multiple shareholders and an influential proxy advisor signals growing pressure on UniFirst’s governance, capital allocation, and long-term...

Digi International recently launched an SGP.32-compatible eSIM accessory, aligning its connected device portfolio with GSMA .32 standards to improve interoperability, lifecycle governance, and global SIM management for enterprise IoT deployments. This move positions Digi to benefit from rapidly growing eSIM adoption and rising demand for orchestrated, multi-carrier IoT connectivity as enterprises scale distributed networks worldwide. We’ll now explore how Digi’s SGP.32-compatible eSIM...