DA Davidson maintains Buy rating on UFP Industries, $105 price target

UFP Packaging, a subsidiary of UFP Industries (UFPI), has acquired Apache Products, expanding its pallet manufacturing network in the Gulf Coast region. The deal adds 165 team members and strengthens UFP's customer base and supply capacity. Apache's local expertise will be combined with UFP's national resources to enhance service and growth.

UFP Industries extended its $750 million revolving credit facility with JPMorgan Chase and lenders to 2031. The amendment increased swingline loan and letter-of-credit sublimits to $75 million each and restricted foreign-currency borrowings. No cash borrowings were outstanding as of September 26, 2026, with $42 million in letters of credit outstanding.

UFP INDUSTRIES INC (UFPI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ​ ​ ​ ​ UFP Industries Announces Second Quarter 2026 Results ​ GRAND RAPIDS, MI (July 29, 2026) - UFP Industries, Inc. (Nasdaq: UFPI) a leading manufacturer focused on delivering value-added products across its Retail, Packaging, and Construction segments reported re

UFP Industries (NASDAQ:UFPI) declared a quarterly dividend of $0.36 per share, payable June 15 to shareholders of record June 1 (ex-dividend June 1). The company’s annualized dividend is $1.44, with a stated yield of 1.8%. Analysts expect EPS of $5.36 next year; the article cites a 21.1% payout ratio.

SFL Corporation (NYSE: SFL) announced plans to acquire three vessels: two 8,800 TEU container vessels and one 93,000 cbm dual-fuel ammonia carrier. The acquisitions, costing approximately $333 million, include long-term charters with options for extension and purchase. According to the company, these charters will add significant revenue.

Cerebras Systems (CBRS) shares rose 10% and Oracle (ORCL) gained 4% on Oct. 27 after Oracle announced plans to offer Cerebras' AI inference on its cloud starting in 2027. The deal aims to provide customers with more AI chip options. Analysts estimate Cerebras' 2027 revenue at $2.95 billion, though no deal value was disclosed. Cerebras trades at roughly half its average forward price/sales multiple since its IPO.