US · Basic Materials · Paper & Paper Products
EPS came in at -0.23 against a street estimate of -0.16 — a miss of 43.8%.
Analysts rate Clearwater Paper Corporation a hold (1 buy, 3 hold, 0 sell out of 4) with an average price target of $20.00.
MIXED Clearwater’s pricing recovery and refinancing improve the outlook, but Augusta disruptions, inflation, maintenance spending and leadership transition remain significant risks. Q3 FY26 Bleached imports declined 1% year-to-date through August, but European imports remained resilient despite tariffs and higher costs. Canadian shipments and inputs are largely tariff-exempt. Analysts focused on Augusta’s operational gap and recourse, 2027 maintenance and capital spending, CUK commercialization, pricing benefits and interest expense. Management emphasized recovery potential but acknowledged additional spending and execution risk. 2026-10-26…
Full summary in the app.
| Fund | Stake |
|---|---|
| Southeastern Asset Management Inc | 9.54% |
| BlackRock Inc | 7.82% |
| Dimensional Fund Advisors, Inc. | 6.58% |
| Gate City Capital Management, LLC | 5.81% |
| Readystate Asset Management LP | 4.84% |
| Vanguard Capital Management, LLC | 4.31% |
| JPMorgan Chase & Co | 2.81% |
| AQR Capital Management LLC | 2.61% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Clearwater Paper Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.