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IPIP

International Paper Company

$IP·$21B·Packaging & Containers·Consumer Cyclical
$38.20-0.1%YTD-3.3%1Y-18.4%
Mentions · last 7 days
2026-06-22: 84 posts2026-06-23: 19 posts2026-06-24: 24 posts2026-06-25: 68 posts2026-06-26: 134 posts2026-06-27: 35 posts2026-06-28: 9 posts374
Price updated 8m ago·X counts updated 2d ago
IPIP
$IPInternational Paper Company
$38.21-0.07%374 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-06-30

The move has stalled — likely just drifts unless something new shows up.

Packaging giant in the middle of a network-optimization push — divergent X chatter is about the Story Protocol crypto rebrand, not International Paper.

International Paper is a $20B-cap North American containerboard and packaging leader, in the middle of a multi-year network-optimization plan after the DS Smith merger integration. The X chatter for $IP is the Story Protocol crypto token (rebranded to DATA Network) and not International Paper the packaging company.

The equity setup:

  • The fundamentals are barely growing: Q1 revenue grew 1.2% YoY to $5.97B, EPS was just $0.11, and trailing operating margin is -10.5% — the post-DS-Smith integration is still working through cost dyssynergies, and FY26 analyst EPS consensus is essentially flat against a $38 share price.
  • The strategic-transformation story is concrete, if slow: International Paper announced new North American packaging network optimization moves on June 26 as part of the broader strategic transformation, the kind of capacity-rationalization and footprint-cleanup that typically converts to margin recovery 2-4 quarters later.
  • The valuation has compressed enough to matter: at 0.8x trailing sales and a 2.7% FCF yield with a 64% debt-to-equity, the equity is being priced as a melting-margin packaging cyclical — but with position in the 52-week range at 33% (well off the highs), most of the bad news is already in the price.

July 30 Q2 earnings is the next decision — a beat with named network-optimization cost savings quantified and DS Smith integration commentary that's better-than-expected restarts the move from these stalled levels. Another quarter of flat top-line plus margin compression, or a containerboard-pricing surprise to the downside, is what would extend the stalled pattern at the lower end of the range.

What to watch: July 30 Q2 earnings — a beat with named network-optimization cost savings quantified and DS Smith integration commentary that's better-than-expected restarts the move from these stalled levels; another quarter of flat top-line plus margin compression, or a containerboard-pricing surprise to the downside, extends the stalled pattern.

On the calendar: 2026-07-30 — Q2 earnings

divergent sentimentpost merger integrationnetwork optimizationcontainerboard cyclelow forward multiple

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠6 posts analyzed · as of 2026-06-29 · top-engagement diverged

International Paper announced North American packaging network optimization moves as part of strategic transformation. A separate Story Protocol crypto $IP rebranded to The DATA Foundation (network renamed to DATA Network, token migrated 1:1 to $DATA). Bears mock the rebrand as 'grifters rebranding under AI sauce to grift again' (referencing Grayscale shilling). MEXC is supporting the rebrand. The market maker pumped IP to $12 before selling off indefinitely to $0.30 according to bears. Mixed: paper-equity optimization vs crypto-token rebrand grift narrative.

Read the AI verdict + X sentiment for $IP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

International Paper Company, established in 1898 and headquartered in Memphis, Tennessee, functions as a leading global packaging enterprise. Its extensive operational footprint spans the United States, Europe, the Middle East, Africa, the Pacific Rim, Asia, and various other regions across the Americas. The company's business activities are structured into two principal divisions: Industrial Packaging and Global Cellulose Fibers. The Industrial Packaging segment is dedicated to producing a diverse range of containerboards, which encompass linerboard, medium, whitetop, recycled linerboard, recycled medium, and saturating kraft. Concurrently, the Global Cellulose Fibers division supplies fluff, market, and specialized pulps. These pulps are integral components for a wide array of products, including absorbent hygiene items such as baby diapers, feminine care, and adult incontinence products, alongside other non-woven goods, and traditional tissue and paper products. Additionally, they find application in numerous non-absorbent sectors like textiles, filtration systems, building materials, paints and protective coatings, reinforced plastics, and various other industrial uses. International Paper distributes its products directly to ultimate consumers and converters, as well as through an established network of agents, resellers, and paper distributors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaging & Containers sits in its cycle right now — and what that implies for $IP.

Packaging & Containers · Consumer Cyclical

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-4.8%YTD
+7.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-20.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.15$0.15+2.3%
Q4 2025Jan 29, 2026$-0.08$0.28-128.6%
Q3 2025Oct 30, 2025$-0.43$0.47-191.8%
Q2 2025Jul 31, 2025$0.20$0.39-48.5%
Next earningsThu, Jul 30·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.0B+1.2%20.7%2.9%$0.11$94.0M
Q4 FY25$6.0B+31.1%31.4%-42.7%$-4.52$255.0M
Q3 FY25$6.2B+32.8%31.1%-6.8%$-2.09$150.0M
Q2 FY25$6.8B+42.9%27.9%3.0%$0.14$54.0M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.7B$24.1B – $25.8B$1.38$1.25 – $1.529
FY27$25.7B$25.1B – $26.8B$2.66$2.36 – $3.129
FY28$26.0B$25.9B – $26.0B$3.13$2.76 – $3.538
FY29$27.0B$26.4B – $28.0B$3.86$3.74 – $4.047

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 520.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 1Scott TozierDirector10.0K sh$313KBuyMar 12Anders GustafssonDirector13.2K sh$500KBuyMar 11Anders GustafssonDirector12.9K sh$500KBuyJan 30Christopher M ConnorDirector25.0K sh$1.0MBuyJan 30Andrew K SilvernailCEO50.0K sh$2.0M
+ 31 other (16 awards · 15 inkinds) in window

See when $IP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDFeb 268-K — Item 7.01: Press release / Reg FD
8-KAcquisition completedJan 238-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 53
+ 13 other (5 13Gs · 2 11-Ks · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

International Paper Continues Strategic Transformation with North America Packaging Network Optimizationprnewswire.com·4d agoA Look at International Paper Co (IP) After 4.8% Gain -- GF Value $43.65 vs Price $38.30gurufocus.com·6d agoImagineAR Provides Corporate Update on Debt Settlementnewsfilecorp.com·7d agoINTERNATIONAL PAPER TO RELEASE SECOND-QUARTER 2026 EARNINGS ON JULY 30, 2026prnewswire.com·7d agoFish & Richardson Introduces FishStream AI, a Proprietary Tool Supporting Strategic Patent Prosecutionbusinesswire.com·8d ago
Voices on X · top 6 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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