$IP

Goughnour Holly G. (VP & Chief Accounting Officer) sold 3,500 shares of INTERNATIONAL PAPER CO /NEW/ (IP) at $41.96 ($0.15M total) on 2026-08-04.

Analysts issued new ratings for consumer cyclical stocks. Morgan Stanley’s Brian Nowak kept Amazon (AMZN) at Buy and set a $335 target; consensus Strong Buy targets $329.30. Truist’s Michael Roxland reiterated Buy for International Paper (IP) with a $49 target; J.P. Morgan upgraded to Buy at $61. Stifel kept Codere Online (CDRO) at Hold with a $10 target.

International Paper reported Q2 progress tied to North American box volume growth expected to beat the industry by about 2% in 2026. Management cited cost-out and mill simplification, plus Riverdale conversion and NORPAC acquisition. Full-year adjusted EBITDA guidance was narrowed to $2.35B-$2.45B, with a $600M H2 step-up. EMEA plans 31 facility closures and 3,000 job reductions.

International Paper said it expects adjusted EBITDA improvement in 2H as earlier price increases in North America and EMEA flow through, though most pricing gains have been offset by higher OCC, energy, and freight costs. It cited ramp-ups and integrations (Riverdale, NORPAC, Waterloo) to improve mix, lower costs, and utilization. A Pine Hill mill outage may hurt near-term results. IP trades near $42.77.

International Paper (NYSE:IP) reported Q2 2026 adjusted EPS of $0.04, beating expectations for a $0.04 loss, while revenue fell to $6.00B versus $6.23B expected. Adjusted EBITDA was $587M, down from $670M a year earlier. For Q3, it guided adjusted EBITDA of $780M to $830M, with full-year 2026 at $3.20B to $3.40B.

International Paper (IP) shares fell about 4.3% after the company’s Q2 2026 results on July 30. Adjusted EPS was $0.04 vs -$0.04 expected, but revenue was about $6.0B vs ~$6.23B consensus. Guidance was softened, including lower 2026 EBITDA outlook and a Pine Hill mill outage expected to affect Q3.

Citigroup raised its price target on International Paper to $48 from $43 and kept a Buy rating, according to the article. The piece also notes other analysts’ moves on the same stock, including UBS lifting its target to $47 from $40 with a Neutral rating and RBC raising its target to $52 from $48 with an Outperform rating.

Wall Street analyst actions on Friday included Wells Fargo reiterating Nvidia as overweight and raising estimates with a $315 price target ahead of F2Q27 results. Morgan Stanley reiterated Apple and Amazon as overweight after earnings. Deutsche Bank downgraded Roblox to hold. Other calls covered SpaceX, Coinbase, Reddit, Arm, and several smaller names with new or revised ratings and targets.

The article summarizes Thursday’s Wall Street rebound after a 1,100-point DJIA drop, citing strong Microsoft earnings and economic data. It lists analyst actions including BMO cutting Roblox’s (RBLX) price target from $100 to $45, and Deutsche Bank upgrading International Paper (IP) to Buy with a $50 target. It also notes gold near $4,018 and bond yields around 5.22% (30-year) and 4.67% (10-year).

Crypto Token Unlocks August 2026: PROVE, IP, YZY, and SUI August 2026 is turning into a busy month for token supply events. Four names are on the radar: Succinct (PROVE), Story Protocol (IP), YZY, and Sui (SUI). All four are releasing previously locked tokens, but not in the same way. Three of them hit their holders in one big shot on a single day. The fourth trickles out gradually, month after month. If you're tracking crypto token unlocks August 2026, knowing which is which actually matters.