U.S. Paper and Forestry Products Stock News

In early February 2026, Talen Energy completed the acquisition of 2.6 GW of gas generation assets in the PJM market from Energy Capital Partners and continued advancing its data center colocation ambitions, even as a Pennsylvania county commission previously rejected a rezoning bid for one of its proposed campuses. Analysts highlighted that these additional gas-fired assets could expand Talen’s flexibility in negotiating power-supply agreements with data center operators and reshape its...

Why The Trade Desk Is Back in Focus Recent analyst commentary on The Trade Desk (TTD), including lower price targets paired with ongoing positive ratings and questions around the sudden exit of CFO Alexander Kayyal, has put the company’s growth outlook and management stability under scrutiny. See our latest analysis for Trade Desk. The recent commentary and CFO change come after a sharp reset in expectations, with a 30 day share price return of 29.62% and a 1 year total shareholder return...

Watts Water Technologies (WTS) has wrapped up FY 2025 with fourth quarter revenue of US$625.1 million and basic EPS of US$2.51, backed by trailing twelve month revenue of about US$2.4 billion and EPS of US$10.17. The company has seen revenue move from US$540.4 million and EPS of US$2.02 in Q4 2024 to US$625.1 million and EPS of US$2.51 in Q4 2025. This sets up a story in which higher net profit margins and earnings growth sit at the center of how investors read this latest update. See our...

AAR (NYSE:AIR) has appointed Dylan Wolin as its new Chief Financial Officer. Wolin brings broad industry and leadership experience from AAR and other major industrial firms. The CFO transition marks a key leadership change for the aviation services company. AAR, trading under NYSE:AIR, last closed at $113.22, with the stock showing returns of 5.9% over the past week and 15.9% over the past month. Over longer periods, the shares have recorded returns of 34.1% year to date and 71.2% over the...

Recursion Pharmaceuticals, NasdaqGS:RXRX, has granted inducement restricted stock unit awards to recent hires. The awards are tied to employment start dates and are intended as a material component of new employee compensation. The move highlights ongoing hiring activity and investment in the company’s workforce. Recursion Pharmaceuticals focuses on using technology and data to support drug discovery, and that approach can require specialists across both biotech and software disciplines...

Exxon Mobil recently reported fourth-quarter 2025 results showing revenue of US$82,308 million and net income of US$6,501 million, affirmed a first‑quarter 2026 dividend of US$1.03 per share, and completed a large buyback program that has reduced its share count by over 16% since 2021. Together with record production levels and more than four decades of consecutive annual dividend-per-share increases, these actions underline Exxon Mobil’s emphasis on capital discipline and consistent...

Earlier in February 2026, SentinelOne expanded its AI Security Platform with new Data Security Posture Management capabilities to protect AI systems from data ingestion through runtime execution, aiming to help enterprises reduce data leakage risk and comply with privacy and regulatory requirements as AI deployment scales. By positioning DSPM as the “first mile” of AI security and integrating it with existing cloud and runtime protections, SentinelOne is pitching a unified platform that can...

Capital One Financial (NYSE:COF) has completed its $5.15b acquisition of fintech firm Brex. The deal adds Brex's AI driven expense management software to Capital One's existing credit and banking operations. Following its merger with Discover Financial Services, Capital One now combines software, banking, and payments capabilities under one roof. For you as an investor, this move comes at a time when NYSE:COF shares trade around $206.89 after a recent 4.6% decline over the past week and a...

Alamo Group (NYSE:ALG) is experiencing ongoing revenue and earnings declines tied to persistently high production costs. These elevated costs are compressing the company’s gross margin and weighing on overall financial performance. The trend has continued over multiple years, raising fresh questions about operational efficiency and long term profitability. Alamo Group, trading at around $209.2, is coming under closer scrutiny as its revenue and earnings move lower while production costs...

Jacobs Solutions (NYSE:J) has secured a multi year extension to lead the UK National Security Science and Research program. The company won new work on the US SHIELD missile defense program, focused on sensing and tracking threats. Jacobs was also selected for major coastal resilience work on the Bolivar Roads Gate System in Texas. Jacobs Solutions, trading at $131.52, is seeing fresh attention as it takes on bigger roles in national security and large scale infrastructure. The stock has...

Diversified Energy Company recently completed a US$200,000,000 tap-on issuance of its 9.75% senior secured bonds due 2029 through subsidiary Diversified Gas & Oil Corporation in the Nordic bond market, increasing the total size of this bond series to US$500,000,000 and securing them against key U.S. assets and intercompany loans. The new bonds come with leverage, asset coverage, equity and liquidity covenants that tighten financial discipline and could meaningfully shape Diversified’s...

In early February 2026, Everest Group, Ltd. reported fourth-quarter 2025 results showing revenue of US$4,424 million versus US$4,636 million a year earlier, while net income improved to US$446 million from a net loss of US$593 million, and full-year 2025 earnings and revenue both rose modestly year on year. Management linked the weaker-than-expected quarter to the divestiture of its commercial retail business and intentional reductions in U.S. casualty lines, underscoring a clear emphasis on...

Fortune Brands Innovations, Inc. has reported past fourth-quarter 2025 results showing sales of US$1,077.5 million and net income of US$76.4 million, both lower than the same period a year earlier, with diluted earnings per share from continuing operations easing to US$0.63 from US$0.84. Alongside this softer quarter, the company’s Fiberon unit is preparing to showcase its Novus fused decking technology, highlighting Fortune Brands’ push toward higher-end, sustainable and innovation-focused...

If you are wondering whether Ligand Pharmaceuticals at around US$181.65 is still offering value or has already run too far, you are not alone. The stock has seen a 59.4% return over the past year and 154.1% over three years, even though the last week and month showed 5.2% and 3.8% declines and year to date it is down 4.5%. Recent coverage has focused on Ligand's role as a platform company in pharmaceuticals and biotech partnerships, with attention on how its portfolio of royalty streams and...

Netskope recently announced Netskope One Data Lineage, a new capability designed to give enterprises granular visibility into how data is created, moves, and is used across their environments to support AI governance, compliance, and security objectives. The launch of Data Lineage, which extends Netskope One with provenance tracking, insider risk insights, and persistent data-aware policy controls, underscores how data governance and AI safety are becoming central requirements for cloud...

Ridgepost Capital (RPC) has just posted its FY 2025 numbers with Q3 total revenue at US$75.9 million and basic EPS of US$0.02, while trailing twelve month revenue stands at US$301.3 million and EPS at US$0.14, as investors weigh these against a mixed earnings backdrop affected by a one off US$33.1 million loss. Over recent quarters, revenue has moved from US$71.1 million in Q2 2024 to US$75.9 million in Q3 2025, while quarterly EPS shifted from US$0.06 to US$0.02. This sets the stage for a...

Plains GP Holdings, L.P. has reported past fourth-quarter 2025 results showing sales of US$10,565 million and net income of US$62 million, alongside full-year 2025 sales of US$44,262 million and net income of US$260 million. Despite lower sales than the prior year, the company moved from a net loss to a profit and lifted earnings per share for both the quarter and full year, pointing to stronger profitability and cost control. We’ll now examine how this improved profitability despite softer...

MPLX LP recently completed two fixed-rate senior unsecured note offerings totaling about US$1.49 billion, issuing 5.3% notes due 2036 and 6.1% notes due 2056 at slight discounts, supported by a syndicate of co-lead underwriters including BofA Securities, Mizuho, TD Securities, and Wells Fargo. By pairing long-dated fixed-income issuance with fresh shelf registration documents and supplemental indentures, MPLX is locking in diversified debt funding that can underpin its pipeline and...

Aehr Test Systems recently announced an initial production purchase order from its lead hyperscale data center customer for multiple Sonoma ultra-high-power package-level test and burn-in systems to support next-generation AI processors, with deliveries scheduled to begin in summer 2026. This early production win places Aehr directly in the critical reliability-testing step for high-performance AI accelerators, potentially making its systems an integral part of large-scale data center chip...

If you are wondering whether Vital Farms at around US$27.71 is priced attractively today, the key question is whether the current share price lines up with the underlying business value. The stock has been choppy, with a 5.8% gain over the last 7 days, a 9.4% decline over 30 days, a 7.1% decline year to date, a 21.8% decline over 1 year, but an 82.4% return over 3 years and a 2.7% decline over 5 years. Recent news coverage has focused on Vital Farms' position in the pasture raised egg and...

In early February 2026, Garmin acquired two adjacent hangars and office space totaling about 75,000 square feet at Mesa Gateway Airport in Arizona, expanding its capacity for aircraft certification and flight test operations alongside existing centers in Kansas and Oregon. This move deepens Garmin’s long-standing Phoenix-area aviation and engineering footprint, positioning the company to recruit specialized talent and accelerate aircraft airworthiness and flight test work near key aerospace...

If you are wondering whether Federal Realty Investment Trust is priced attractively right now, it helps to step back and look at what the current share price might already be factoring in. The stock recently closed at US$104.75, with returns of 2.6% over the past 30 days and 5.8% year to date, while the 1 year return sits at a 2.0% decline and the 5 year return at 28.0%. Recent attention on Federal Realty has centered on its position as a retail focused real estate investment trust and how...

In early February 2026, Haemonetics Corporation reported third-quarter fiscal 2026 results showing lower sales of US$338.97 million year over year but higher net income of US$44.74 million, and issued guidance calling for first-quarter 2026 revenue of US$300 million–US$310 million and full-year 2026 revenue of US$1.22 billion–US$1.26 billion. Management highlighted continuing weakness in Interventional Technologies against resilient plasma and blood management performance, while confirming...

Marsh & McLennan Companies (NYSE:MRSH) has appointed Michael Lewis as President of Marsh Risk Canada, signaling a refreshed leadership approach in that market. In the UK, Lisa Quest will serve as Marsh UK CEO while continuing in her Oliver Wyman role, consolidating responsibilities across the group. Marsh McLennan Agency Private Client Services is adopting ZestyAI risk analytics to better assess catastrophe exposure for high net worth property clients. For investors tracking NYSE:MRSH,...