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International Paper Company Stock Price

NYSE:IP Community·US$18.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 50 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

IP Share Price Performance

US$34.36
-11.63 (-25.29%)
​
US$48.00
Fair Value
US$34.36
-11.63 (-25.29%)
28.4% undervalued intrinsic discount
US$48.00
Fair Value
Price US$34.36
AnalystConsensusTarget US$48.00
AnalystLowTarget US$39.00
AnalystHighTarget US$58.72
Wed, 26 Aug 26
Fair ValueUS$48.00
Share Pricen/a

IP Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$48 28.4% undervalued intrinsic discount

Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes

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14users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$39 11.9% undervalued intrinsic discount

Rising Compliance Costs Will Limit Transformation Gains

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1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$58.72 41.5% undervalued intrinsic discount

E-commerce And Automation Will Transform Fiber Packaging Markets

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1users have followed this narrative
IP logo
International Paper
28.4% undervalued intrinsic discount

Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 26 Aug
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IP logo
International Paper
41.5% undervalued intrinsic discount
Updated

E-commerce And Automation Will Transform Fiber Packaging Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Sep
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IP logo
International Paper
11.9% undervalued intrinsic discount

Rising Compliance Costs Will Limit Transformation Gains

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
IP logo

IP: Pricing Power And Cost Actions Will Drive Future Upside

Fair Value: US$58.72 41.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
IP logo

IP: Pricing Power And Mill Footprint Actions Will Drive Turnaround Potential

Fair Value: US$48 28.4% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
IP logo

IP: Pricing Power, Footprint Reset And Spin Plan Will Shape Outlook

Fair Value: US$39 11.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Very undervalued average dividend payer.

3 Risks
4 Rewards
View Full Analysis

International Paper Company Key Details

US$24.2b

Revenue

US$17.0b

Cost of Revenue

US$7.2b

Gross Profit

US$9.9b

Other Expenses

-US$2.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 28, 2026
-5.15
29.61%
-11.26%
63.2%
View Full Analysis

About IP

Founded
1898
Employees
62602
CEO
Andrew Silvernail
WebsiteView website
www.internationalpaper.com

International Paper Company produces and sells renewable fiber-based packaging in North America, Latin America, Europe, South America, and North Africa. It operates through two segments, Packaging Solutions North America and Packaging Solutions EMEA. The company offers linerboard, medium, whitetop, and saturating kraft; and converts containerboard into corrugated boxes, bulk bins, shipping containers and specialty packaging through its converting facilities. Its products support customers in various industries, such as food and beverage, agriculture, industrial manufacturing, personal care pharmaceuticals and consumer goods. The company was founded in 1898 and is headquartered in Memphis, Tennessee.

Recent IP News & Updates

User avatar
Narrative Update • Sep 09

IP: Pricing Power And Cost Actions Will Drive Future Upside

International Paper's analyst price target has been raised from $48.70 to $58.72 as analysts factor in ongoing containerboard pricing momentum, industry price increase announcements, and expectations for further margin expansion. Analyst Commentary Recent research on International Paper points to a clear shift toward more constructive views, especially from bullish analysts who are responding to pricing actions in containerboard and kraftliner, as well as internal cost and investment efforts.
User avatar
Narrative Update • Aug 26

IP: Pricing Power And Mill Footprint Actions Will Drive Turnaround Potential

The analyst price target for International Paper moves from about $43.64 to $48.00 as analysts highlight ongoing pricing momentum in containerboard, expectations for further margin expansion, and company specific cost and investment initiatives. Analyst Commentary Recent research on International Paper shows a clear tilt toward more optimistic views, with many firms lifting price targets and a few keeping a more cautious stance on execution and industry conditions.
Seeking Alpha • Aug 24

International Paper: H2 Recovery Looks Too Ambitious, Sell Rating Confirmed

Summary International Paper's H1 adjusted EBITDA reached $1.26 billion, leaving roughly $2.04 billion needed in H2 to hit the 2026 guidance midpoint. IP’s 2026 target looks ambitious, with limited room for execution missteps or weaker demand. Quarterly free cash flow stayed negative, while International Paper continues to fund the DS Smith integration, EMEA separation, and mill conversion projects. With lower EBITDA guidance and higher debt, we reduce our target price. Given the still-demanding valuation, we reiterate our Sell rating. Read the full article on Seeking Alpha

Recent updates

No updates

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