U.S. Paper and Forestry Products Stock News

NYSE:FCX
NYSE:FCXMetals and Mining

Freeport McMoRan (FCX) Valuation After Analyst Upgrades And Earnings Estimate Revisions

Freeport-McMoRan (FCX) is back in the spotlight after analysts raised earnings estimates and upgraded their views. The stock still trades at a discount to peers, drawing fresh attention from investors. See our latest analysis for Freeport-McMoRan. Recent trading reflects that shifting sentiment. Despite a 5.22% one day share price decline to US$62.04, Freeport-McMoRan still posts a 54.48% 90 day share price return and a 56.40% one year total shareholder return. This indicates that momentum...
NasdaqGS:CNDT
NasdaqGS:CNDTProfessional Services

Conduent (CNDT) Loss-Making Quarter Extends On US$767 Million Revenue Challenging Margin Improvement Narratives

Conduent (CNDT) has just posted its FY 2025 third quarter numbers, with revenue of US$767 million and a net income loss of US$48 million, translating to basic EPS of a US$0.31 loss. Over recent quarters the company has seen revenue move from US$828 million and EPS of US$1.09 in Q2 2024 to US$751 million and EPS of a US$0.33 loss in Q1 2025, before landing at US$767 million and EPS of a US$0.31 loss in Q3 2025. Trailing twelve month figures now sit at US$3.1 billion of revenue and an EPS loss...
NYSE:PSX
NYSE:PSXOil and Gas

Assessing Phillips 66 (PSX) Valuation After Recent Share Price Momentum

Why Phillips 66 (PSX) is on investors’ radar Phillips 66 (PSX) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but stronger performance over the past month and past 3 months. See our latest analysis for Phillips 66. The recent 1 day share price decline of 3.24% to US$156.26 sits against a stronger trend, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 29.14%. Together these figures suggest momentum...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Class Action Settlement And What It Means For Valuation Risks

Rivian Automotive (NasdaqGS:RIVN) has agreed to a proposed $250 million settlement of a securities class action lawsuit. The case concerns investors who bought Rivian stock in the period following its IPO. The proposed settlement is subject to court approval, with a hearing scheduled for May 2026. Rivian Automotive, trading at around $14.0, has seen mixed share price performance, with a 2.0% return over the past week and a 25.7% decline over the past month. Year to date, the stock shows a...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow AI Deals Expand Workflow Reach While Shares Trade Below Targets

ServiceNow (NYSE:NOW) and consulting firm Kearney announced a new AI partnership to help enterprises automate and redesign core business processes using the ServiceNow AI Platform. Bearing introduced a physical security operations solution built directly on ServiceNow, expanding the platform into security operations for physical sites. These announcements highlight new AI driven workflow and security use cases for ServiceNow across large organizations. For investors watching how large...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group’s Record Trading Activity Reframes Growth And Valuation Debate

StoneX Group reported record activity in listed derivatives and precious metals trading, supported by its global logistics network and business structure. The company is progressing with the integration of R.J. O'Brien, following the acquisition, and is pushing into new commercial and environmental markets. These operational shifts are reshaping how StoneX Group, NasdaqGS:SNEX, competes across trading and risk management services. For investors watching NasdaqGS:SNEX, the operational news...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Estée Lauder Lawsuit Tests Walmart Marketplace Controls And Investor Confidence

Estée Lauder has filed a federal lawsuit against Walmart, alleging that counterfeit versions of its skincare and fragrance products were sold through Walmart's online marketplace. The case centers on third party sellers on Walmart.com and raises questions about product authenticity controls across the retailer's e commerce operations. The legal action introduces potential legal and reputational risk for Walmart at a time when its online marketplace has become a key part of its retail...
NYSE:CTRE
NYSE:CTREHealth Care REITs

A Look At CareTrust REIT’s (CTRE) Valuation After Strong Results And 2026 Growth Outlook

CareTrust REIT (CTRE) drew investor attention after reporting fourth quarter and full year results that exceeded revenue expectations, alongside higher funds from operations and fresh guidance for 2026. See our latest analysis for CareTrust REIT. The recent update on higher funds from operations and 2026 guidance comes after a strong run in the shares, with a 30 day share price return of 7.44% and a 1 year total shareholder return of 57.78%. This suggests momentum has been building rather...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

UPLIZNA’s Expanded EU Use in Autoimmune Disease Could Be A Game Changer For Amgen (AMGN)

Amgen recently reported that the European Commission approved UPLIZNA (inebilizumab) as an add-on therapy for adults with generalized myasthenia gravis who are anti-acetylcholine receptor or anti-muscle specific tyrosine kinase antibody positive, expanding the drug’s use alongside its prior approvals in neuromyelitis optica spectrum disorder and immunoglobulin G4-related disease. This decision strengthens Amgen’s presence in rare autoimmune conditions, adding a twice-yearly maintenance...
NYSE:UPS
NYSE:UPSLogistics

Is It Time To Reassess United Parcel Service (UPS) After Recent Share Price Rebound

If you are wondering whether United Parcel Service shares are offering fair value at around US$118, you are not alone. This article is designed to help you size up what you are really paying for. The stock has returned 1.3% over the last 7 days, 10.8% over the last 30 days, 16.9% year to date, 9.1% over 1 year, while the 3 year and 5 year returns sit at 25.9% and 10.5% declines. Recent attention on UPS has been shaped by broader debates around parcel volumes, cost inflation and how the...
NYSE:TMHC
NYSE:TMHCConsumer Durables

A Look At Taylor Morrison Home (TMHC) Valuation After Q4 Beat And Expanded Buyback Program

Taylor Morrison Home (TMHC) is back in focus after Q4 2025 results topped Wall Street forecasts on both revenue and earnings, supported by firm demand in higher priced communities and an expanded share buyback plan. See our latest analysis for Taylor Morrison Home. The latest Q4 beat and expanded buyback come after a 90 day share price return of 9.61% and a three year total shareholder return of 80.71%. This suggests momentum has built steadily over time despite some near term volatility. If...
NYSE:SJM
NYSE:SJMFood

A Look At J. M. Smucker (SJM) Valuation After Major Executive Leadership Restructuring

J. M. Smucker (SJM) just reshaped its leadership structure, removing the chief operating officer role and expanding responsibilities for several senior executives. This move could meaningfully influence how investors think about the stock. See our latest analysis for J. M. Smucker. The leadership reshuffle comes after a strong recent run, with a 30 day share price return of 9.25% and a year to date share price return of 14.88%, in contrast to a 15.83% decline in total shareholder return over...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Assessing Willis Towers Watson’s Valuation After Stock Pullback Mixed Earnings And RiskAgility FM Upgrade

Willis Towers Watson (WTW) has moved into focus after a sharp pullback from its late 2025 share price peak, mixed quarterly earnings, sector jitters around AI distribution, and a fresh upgrade to its RiskAgility FM platform. See our latest analysis for Willis Towers Watson. Recent volatility has been sharp, with a 7 day share price return of 13.55% and a 30 day share price return of 13.57% pulling Willis Towers Watson back to US$282.98, even though the 3 year total shareholder return of...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Protagonist Therapeutics (PTGX) Valuation Check After Strong Multi Year Shareholder Returns

Protagonist Therapeutics (PTGX) is back on investor watchlists after recent trading moves, with its latest close at US$81.93 highlighting how the market is currently pricing its late stage pipeline and revenue profile. See our latest analysis for Protagonist Therapeutics. Recent trading has been choppy, with a 1.9% single day share price decline and a modest 7 day share price gain. However, the 1 year total shareholder return of 111.8% and the very large 3 year total shareholder return of...
NYSE:TRN
NYSE:TRNMachinery

A Look At Trinity Industries (TRN) Valuation After Its Recent Share Price Surge

Recent performance and business snapshot Trinity Industries (TRN) has caught investor attention after a recent share price move, with the stock showing strong gains over the past month and past 3 months. This has prompted a closer look at the railcar specialist. The company reports annual revenue of US$2,175.1 million and net income of US$103.3 million, reflecting its role in providing railcar products and services across North America through leasing, maintenance, and manufacturing...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH) Is Down 5.3% After Raising Profit Outlook On Specialty Strength And Capital Returns – Has The Bull Case Changed?

In early February 2026, Cardinal Health reported past second-quarter 2025 results showing sales of US$65,627 million and net income of US$467 million, alongside higher earnings per share and confirmation of its ongoing capital return program through share repurchases and a quarterly dividend of US$0.5107 per share. The company’s stronger pharmaceutical and specialty segment performance, coupled with raised profit guidance and continued investment in higher-margin specialty and services...
NYSE:ADC
NYSE:ADCRetail REITs

Is Agree Realty (ADC) Pricing Look Attractive After Recent 1-Year Share Price Gain?

If you are looking at Agree Realty and wondering whether the current share price reflects its true worth, you are not alone. The stock last closed at US$76.58, with returns of 0.6% over 7 days, 7.2% over 30 days, 6.2% year to date and 11.2% over 1 year, while the 5 year return stands at 47.5%. Recent attention on Agree Realty has focused on its position in the listed real estate sector and on how investors are treating income focused names relative to other asset classes. This context helps...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Evaluating Palo Alto Networks (PANW) After Recent Share Price Weakness

If you are wondering whether Palo Alto Networks is priced attractively or not, this article walks through the key numbers behind the stock rather than just the headlines. The share price recently closed at US$162.81, with returns of 2.2% over 7 days, a 14.7% decline over 30 days, a 9.2% decline year to date, an 18.6% decline over 1 year, but gains of 92.4% over 3 years and 146.1% over 5 years. Recent news around Palo Alto Networks has focused on its role as a major cyber security provider...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Critical Metals Tanbreez Assays Highlight Resource Scale But Share Volatility

Critical Metals (NasdaqGM:CRML) reported final assay results from its 2025 drilling program at the Tanbreez Rare Earths Project in Greenland. The results highlight substantial rare earth mineralization across the project area. Management indicated that the assays reinforce the large scale resource potential and support future development plans. The company plans to use these data to guide further drilling and advance key project milestones in 2026. Critical Metals, trading at $9.83, has...
NYSE:WST
NYSE:WSTLife Sciences

West Pharmaceutical Services Margins Slip To 16.3% Raising Questions Around Bullish Growth Narratives

West Pharmaceutical Services (WST) just posted its FY 2025 third quarter scorecard, with revenue of US$804.6 million and basic EPS of US$1.94 setting the tone for the latest update. The company has seen revenue move from US$702.1 million in Q2 2024 to US$804.6 million in Q3 2025, while basic EPS has ranged from US$1.52 in Q2 2024 to US$1.94 in the latest quarter. This gives investors a clearer view of how the top line and per share earnings have tracked through the last six reported periods...
NYSE:ADM
NYSE:ADMFood

Akralos Venture Puts ADM Animal Nutrition And Valuation In Focus

ADM (NYSE:ADM) and Alltech have launched Akralos, a North American animal nutrition joint venture, which is now fully operational. The venture combines ADM’s feed operations with Alltech’s brands and expertise in animal nutrition. Akralos is positioned as one of the largest animal feed and nutrition platforms in North America. For you as an investor looking at ADM (NYSE:ADM), Akralos ties directly into the company’s existing footprint in agricultural processing and animal feed. Animal...
NYSE:TRU
NYSE:TRUProfessional Services

TransUnion (TRU) Margin Jump To 9.5% Challenges Earnings Skeptics

TransUnion (TRU) just posted its latest FY 2025 numbers with Q3 revenue of US$1.2b, basic EPS of US$0.50 and net income excluding extra items of US$96.6m, set against trailing 12 month revenue of US$4.4b and EPS of US$2.16. These figures reflect an 87.5% year over year earnings jump and a move in net margin from 5.5% to 9.5%. The company has seen quarterly revenue range from US$1.0b in Q4 2024 to US$1.2b in Q3 2025. Over the same period, quarterly EPS moved from US$0.34 to US$0.76 and then...
NYSE:BMI
NYSE:BMIElectronic

Is Badger Meter’s (BMI) Insider Buying Amid Margin Pressures Quietly Reframing Its Competitive Narrative?

In early February 2026, Badger Meter reported a fourth-quarter earnings miss while Executive Vice President Robert Wrocklage acquired 1,650 company shares amid ongoing cost and competitive pressures. This combination of weaker-than-expected results, margin headwinds and insider buying has sharpened investor focus on the company’s resilience and long-term positioning in smart water infrastructure. With insider buying occurring alongside margin pressures from tariffs and input costs, we’ll now...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation After Earnings Beat And New AI Collaboration With CEA Leti

Lam Research (LRCX) is back in focus after reporting quarterly results ahead of analyst expectations and unveiling a multi year collaboration with CEA Leti, aimed at next generation semiconductor devices for AI and high performance computing. See our latest analysis for Lam Research. The recent earnings beat and CEA Leti partnership come on top of strong price momentum, with a 90 day share price return of 56% and a very large 1 year total shareholder return of 180.2%. This suggests investors...