International Paper (IP) shares rose 7.6% on Thursday as of 2:28 p.m. EDT, after falling roughly 20% year-to-date. Two private equity firms may bid for its European business, formerly DS Smith, which could sell for less than $6 billion, a 40% discount to the $9.9 billion paid in 2024. The European segment has posted steady operating losses, and the company carries about $8.5 billion in net debt. However, North American revenue fell 4.5% and operating income fell 26.4% last quarter, so the article suggests today's bounce could be a one-off.
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- Why International Paper Rallied Today
International Paper (NYSE:IP) shares rose 7.6% on reports that two private equity firms may bid for its European business, formerly DS Smith, after the stock had fallen roughly 20% year-to-date. The Financial Times reported the total sale could be under $6 billion, a 40% discount to the $9.9 billion International Paper paid in 2024. Even at that loss, a sale would ease the company's roughly $8.5 billion in net debt and remove a segment with steady operating losses. The article notes, however, that the North American business is still struggling, with revenue down 4.5% and operating income down 26.4% last quarter, so the rebound could prove a one-off unless conditions improve.
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- Is Palantir Stock a Buy Right Now ? | The Motley Fool
Palantir went public through a direct listing six years ago at $10 per share and now trades at about $186. The article explains its growth through its Gotham and Foundry data platforms, its integration of large AI models such as ChatGPT and Claude, its profitability since 2023, and its inclusion in the S&P 500 and Nasdaq-100 in 2024. Analysts expect revenue and EPS to grow at 59% and 70% CAGRs from 2025 to 2028, and the stock trades at 87 times next year's earnings. Risks include rising interest rates and Treasury yields, its controversial reputation, and indirect competition from Snowflake and Databricks. The author says he would not buy while interest rates keep rising, but would take a second look if the macro environment improves.
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