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IPIP

International Paper Company

$IP·$22B·Paper, Lumber & Forest Products·Basic Materials
$41.12-0.0%YTD+7.1%1Y-14.9%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 5 posts2026-08-09: 6 posts2026-08-10: 12 posts2026-08-11: 9 posts2026-08-12: 6 posts2026-08-13: 6 posts51+19%
Price updated 9h ago·X counts updated 7h ago
IPIP
$IPInternational Paper Company
$41.12-0.05%51 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Comeback attemptStalledAI verdict · as of 2026-08-13

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

International Paper Q2 EPS beat by 234% — up 7% YTD but the tape is stalled at 57% of 52-week range.

International Paper Company is the largest US containerboard producer. The story is a real turnaround underway with Board additions and operating leverage on stable packaging demand.

Where it stands:

  • The operating story is modest but stable: Q1 revenue $5.97B grew 1.2% year-over-year at a 21% gross margin and 2.9% operating margin.
  • Recent EPS beats: Q2 EPS $0.04 vs -$0.030 (234% surprise on the sign of the number) and Q1 $0.15 vs $0.147 (2.3% surprise).
  • The forward earnings arc is a hockey stick: consensus 2026 EPS $1.41 stepping to $2.91 in 2027 and $3.46 in 2028 — meaningful ramp on cost-side execution.
  • The valuation is elevated on trailing (-6x due to negative TTM EPS) but reasonable on forward — the multiple bakes in the recovery.
  • The tape is stalled: shares at the 57th percentile of the 52-week range, +8% above both the 50-day and 200-day, up 7% YTD.
  • Katherine Collins (former Putnam Investments CIO) and Lori Ryerkerk (former Celanese CEO) appointed as independent directors effective October 1 — real governance strengthening.
  • Insider signal: officer Hamic had $1M sale on August 10, officer Goughnour sold $147K on August 4 — real dollars but not strategic exit.

Stalled here means the market is testing whether the operating recovery can convert to the 2027 EPS ramp. What restarts the tape is a Q3 print (October 28) with continued operating margin expansion, plus commentary on 2027 pricing. What breaks the setup is either a specific packaging demand pullback, or an insider-sale cluster of larger size.

Differs from X sentimentThe X chatter under this cashtag is entirely a Robinhood Chain memecoin (Infinite Potential) — not the International Paper equity. There is no coherent crowd view on this stock to align with; treat the sentiment as noise.

What to watch: Q3 earnings October 28 — specifically containerboard pricing, operating margin trajectory, and any commentary on 2027 pricing. Watch also for further insider selling; a $2M+ cluster would raise a caution flag.

On the calendar: 2026-10-28 — Q3 earnings

X sentiment

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

Neutral sentiment8 posts analyzed · as of 2026-08-10

The $IP cashtag stream is entirely a Robinhood Chain memecoin promotional conversation labeled Infinite Potential, with ape-in prompts and no substantive discussion of International Paper the equity. Tone is speculative crypto with no coherent thesis on the listed company.

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.

Global industrial packaging company producing containerboard and corrugated boxes for industrial and consumer markets across North America and Europe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Paper, Lumber & Forest Products sits in its cycle right now — and what that implies for $IP.

Paper, Lumber & Forest Products · Basic Materials

What this means for $IP

Partial — Global industrial packaging company producing containerboard and corrugated boxes for industrial and consumer markets across North America and Europe; partial earnings exposure to packaging & containers demand dynamics through its product portfolio.

Top industry ETF

$XLBMaterials Select Sector SPDR
+14.2%YTD
+15.0%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
Q2 2026Jul 30, 2026$0.04$-0.03+233.7%
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%
Next earningsWed, Oct 28·consensus EPS $0.32

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$24.8B$24.3B – $25.1B$1.41$1.33 – $1.538
FY27$26.0B$25.1B – $26.9B$2.91$2.53 – $3.829
FY28$26.4B$25.3B – $28.1B$3.46$3.06 – $3.949
FY29$27.0B$26.2B – $28.0B$3.86$3.71 – $4.044

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.57%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.+7.6%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.+7.2%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 today0.7% 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.β0.895-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

SellAug 7Hamic William ThomasPresident24.5K sh$1.0MSellAug 4Holly G. GoughnourVP & Chief Accounting Officer3.5K sh$147KBuyMay 1Scott TozierDirector10.0K sh$313KBuyMar 12Anders GustafssonDirector13.2K sh$500KBuyMar 11Anders GustafssonDirector12.9K sh$500K
+ 16 other (10 awards · 5 inkinds · 1 discretionary) 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
Free, forever. No credit card.

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-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

International Paper appointed Katherine Collins (former Putnam Investments CIO) and Lori Ryerkerk (former Celanese CEO) as independent directors, both effective October 1, 2026. Collins brings investment management expertise and Ryerkerk brings industrial operations experience, strengthening IP's board governance as the company integrates its DS Smith acquisition.

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
AI summary

International Paper held its 2026 Annual Meeting on May 11, 2026, with 480,640,962 of 529,486,211 shares (90.8%) represented. Eleven directors were elected to one-year terms, including Jamie A. Beggs (451,694,836 for), Christopher M. Connor (445,295,315), Ahmet C. Dorduncu (444,426,468), Anders Gustafsson (450,805,888), Jacqueline C. Hinman (444,524,262), and Clinton A. Lewis Jr. (436,740,200+). All 11 nominees were elected; full vote tallies for all directors and other proposals including auditor ratification and say-on-pay are in the complete filing.

8-KPress release / Reg FDFeb 268-K — Item 7.01: Press release / Reg FD
+ 16 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

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

Sylvamo Releases Second Quarter Earningsgurufocus.com·7d agoInternational Paper Q2 Earnings Call Highlightsmarketbeat.com·14d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, and More247wallst.com·14d agoInternational Paper Company (IP) Q2 2026 Earnings Call Transcriptseekingalpha.com·15d agoIP Q2 Earnings Beat Estimates, Decline Y/Y on High Maintenance Costszacks.com·15d ago

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Voices on X · last 7 days

No standout posts about $IP on X in the 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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