U.S. Paper and Forestry Products Stock News

Lumentum Holdings Inc. recently released its fourth quarter and full year 2025 earnings, reporting US$480.7 million in quarterly sales and US$213.3 million net income, reversing last year's loss, along with full-year sales of US$1.65 billion and US$25.9 million net income. Alongside these financial improvements, the company announced a major U.S. semiconductor capacity expansion aimed at supporting AI and data center demand, reinforcing its manufacturing footprint and role in the growing...

Recently, Morgan Stanley and J.P. Morgan both issued positive ratings on Welltower, while company insiders increased their share purchases over the past quarter. This combination of optimistic analyst outlooks and insider activity comes as Welltower enhances its senior housing and outpatient medical portfolios, and completes US$3.7 billion in acquisitions and loan funding with a strong balance sheet. To understand the impact, we'll examine how growing insider confidence may shape...

T-Mobile US recently launched the new Revvl 8 smartphone and announced enhanced perks for its 5G Home and Small Business Internet plans, including improved support features and advanced cyber security for small businesses. Additionally, the company completed a large debt financing to support its acquisition of assets from Array Digital Infrastructure, highlighting sustained investment in its growth and network capabilities. We'll examine how T-Mobile's focus on offering greater value through...

Root, Inc. recently reported second quarter 2025 results, announcing a net income of US$20.9 million, a turnaround from a net loss of US$7.8 million in the prior year, and improved earnings per share from both basic and diluted continuing operations. This marks the company's first return to profitability for both the quarter and year-to-date periods, reflecting a substantial shift in operating performance. We will examine how Root's return to profitability could influence its ongoing...

In early August 2025, Lamar Advertising reported its second-quarter results, with revenue reaching US$579.31 million and net income rising to US$154.36 million, alongside the completion of a US$150 million share buyback program. Management notably increased full-year net income guidance, highlighting confidence in continued operational momentum following both earnings and capital allocation updates. We'll now explore how Lamar's updated earnings guidance shapes its investment narrative and...

OneStream, Inc. announced its second quarter and first half 2025 results earlier this month, reporting revenue of US$147.59 million for the quarter and US$283.9 million for the first half, alongside a widening net loss and new revenue guidance for the third quarter and full year. While the company continued to show strong top-line growth, the increased net loss has drawn attention to the balance between expansion and profitability as OneStream issues updated forecasts. We'll examine how the...

In early August 2025, reports emerged that Atour Lifestyle Holdings Limited is considering a secondary listing in Hong Kong to raise several hundred million US dollars, working with advisers on a potential share sale. This move reflects a broader trend among US-listed Chinese firms seeking dual listings to address US delisting concerns and expand their access to global capital. We’ll examine how Atour Lifestyle Holdings’ pursuit of a Hong Kong listing could influence its capital flexibility...

Sensient Technologies recently participated in Baird's Investor Day in St. Louis and held a special company call, both events taking place earlier this week. These activities have raised expectations among investors for potential new disclosures or updates that could signal meaningful shifts in the company's direction. We'll explore how Sensient's investor conference participation and special call may influence its outlook for natural colors and clean-label growth. We've found 19 US stocks...

Dell Technologies recently announced a partnership with Nvidia and Elastic to enhance its AI Data Platform, leveraging Elastic's Elasticsearch technology alongside Nvidia GPUs on Dell PowerEdge servers to speed up AI workload processing and data search across industries such as media, entertainment, and finance. This collaboration highlights Elastic's expanding footprint in enterprise AI solutions and follows the release of Elastic's Logs Essentials and AI SOC Engine, which introduce new...

Ormat Technologies reported second quarter 2025 financial results on August 6, highlighting year-over-year growth in both revenue (US$234.02 million) and net income (US$28.05 million), affirmed its quarterly dividend at US$0.12 per share, and provided updated full-year revenue guidance of US$935 million to US$975 million. The company’s performance and updated guidance reflect ongoing execution in clean power markets and continued investor confidence through consistent dividend...

CarGurus, Inc. reported strong second-quarter 2025 results, marking a swing to profitability with US$22.34 million in net income and increased revenue, while announcing it will wind down its CarOffer wholesale business before the end of 2025 and expand its share buyback program by US$150 million. This move signals a shift in CarGurus’ strategy, emphasizing higher-margin AI-powered analytics and marketplace operations, and ending efforts in the more volatile transaction facilitation...

Gibraltar Industries recently announced its second-quarter 2025 results, reporting increased sales of US$309.52 million but a decrease in net income to US$26 million compared to the previous year, along with updated full-year guidance projecting lower earnings per share for 2025. While sales growth continued, the company's forecast for reduced annual earnings per share compared to 2024 signals shifting profitability dynamics that may influence expectations for the rest of the year. We'll now...

On August 4, 2025, Baidu, Inc. and Lyft, Inc. announced a strategic partnership to deploy Baidu's Apollo Go autonomous vehicles across key European markets, starting with Germany and the UK in 2026, pending regulatory approval, and scaling to thousands of vehicles in the following years. This collaboration marks Baidu’s first major autonomous vehicle initiative in Europe, leveraging Lyft’s platform and existing FREENOW network to accelerate regional rollout and regulatory acceptance. We'll...

On August 12, 2025, Waystar Holding Corp. announced it had refinanced and repriced its first lien term loan, reducing the interest rate and receiving strong demand from new and existing lenders, while also adding US$250 million of incremental term loans to help fund its pending acquisition of Iodine Software. The transaction was supported by reaffirmed debt ratings and a stable outlook from major credit agencies, highlighting lender confidence in Waystar’s balance sheet and future cash flow...

Earlier this week, Philip Morris International reported continued progress in its transition to smoke-free products, highlighting notable gains in its reduced-risk portfolio and strong pricing power across key markets. A central insight is that the company's smoke-free transformation and cost-saving initiatives are supporting its long-term ambition to decrease reliance on combustibles and enhance profitability. We'll explore how the recent momentum in Philip Morris International's smoke-free...

Lineage, Inc. recently reported second quarter 2025 earnings, showing a narrowed net loss of US$6 million on sales of US$1.35 billion, alongside ongoing legal proceedings related to its July 2024 IPO. This combination of improved quarterly results and an unresolved class action lawsuit highlights both operational progress and persistent legal uncertainty for the company. With this backdrop, we'll explore how the legal risks connected to the IPO are influencing Lineage's overall investment...

GitLab Inc. recently announced a three-year strategic collaboration agreement with Amazon Web Services to widen access to GitLab Dedicated, its single-tenant, cloud-hosted solution tailored for organizations with demanding compliance requirements in regulated industries and the public sector. This agreement allows organizations to deploy GitLab Dedicated within their preferred AWS Regions, reducing infrastructure burden while consolidating development and security tools on a unified...

In the past week, Box, Inc. and Netpoleon Solutions Pte Ltd. announced a partnership making Netpoleon a value-added distributor for Box's intelligent content management platform in Singapore, aiming to support digital transformation and expansion into regulated industries like finance and healthcare. This collaboration enhances Box’s local integration, automation, and security services, aligning with Singapore’s Smart Nation initiative and increasing the platform’s reach in a growing...

Arrowhead Pharmaceuticals announced its third quarter and nine-month results for the period ended June 30, 2025, reporting US$27.77 million in quarterly sales and a net loss of US$175.24 million for the quarter, but a shift to net income of US$22.12 million for the nine months, compared to a loss of US$428.96 million a year earlier. This turnaround was driven by a very large year-on-year increase in year-to-date sales, resulting in the company returning to profitability over the nine-month...

Earlier in August 2025, Exact Sciences Corporation reported second-quarter sales of US$811.09 million and a net loss of US$1.19 million, while also raising its full-year 2025 revenue guidance to a range of US$3.13 billion to US$3.17 billion. This update highlights ongoing sales momentum and improving profitability, supported by reaffirmed long-term targets for compounded annual revenue growth through 2027. We’ll now explore how the raised 2025 revenue outlook could influence Exact Sciences'...

On August 11, 2025, CCC Intelligent Solutions announced that Elitek Vehicle Services has expanded its integration with the CCC Diagnostics Network, enabling automatic inclusion of Elitek's mobile sublet services and records within CCC ONE® work files for collision repair facilities. This expansion automates repair documentation and reduces administrative tasks for repair shops, underscoring growing demand for digital efficiency in automotive service workflows. We'll explore how the recent...

In recent weeks, Vertex Pharmaceuticals reported strong second-quarter financial results with US$2.96 billion in revenue and announced its investigational pain therapy VX-993 did not meet the primary endpoint in a Phase 2 trial, resulting in the decision not to pursue it further as a monotherapy for acute pain. This combination of a pipeline setback and robust financial performance, alongside continued share repurchases and confirmation of annual revenue guidance, reflects both the strengths...

In early August 2025, HubSpot announced strong second quarter results with revenue reaching US$760.87 million and a narrowing net loss year-over-year, while partner FormAssembly independently revealed its integration launch in the HubSpot App Marketplace with new no-code form automation tools for users. Alongside improved earnings guidance and a share repurchase completion, ongoing ecosystem expansion through third-party integrations continues to broaden HubSpot's solutions and appeal among...

Earlier this week, Chevron U.S.A. Inc., a subsidiary of Chevron Corporation, issued US$5.5 billion in notes with maturities ranging from 2027 to 2035 to secure long-term funding, with the notes guaranteed by its parent company. This financing move coincides with Chevron's focus on production expansion in the Permian Basin and commitment to efficiency and sustainability initiatives. We'll explore how Chevron's US$5.5 billion debt raise could bolster investment in its Permian Basin operations...