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Stock impact report

JPMorgan Adjusts International Paper (IP) Target as Industry Faces Supply Headwinds [Yahoo! Finance]

International Paper Company (IP) 
Last international paper company earnings: 4/30 07:00 am Check Earnings Report
US:NYSE Investor Relations: internationalpaper.com/performance
Company Research Source: Yahoo! Finance
On December 5, JPMorgan analyst Detlef Winckelmann trimmed his price target on International Paper Company (NYSE:IP) to $46 from $48 while maintaining a Neutral stance. He noted that with excess supply “looming in almost every market across almost every product grade,” the setup for 2026 looks challenging for the broader paper and packaging space. Even so, he pointed out that the US corrugated packaging market is going through a structural capacity reset that should help keep pricing supported in 2026. International Paper Company (NYSE:IP)'s latest move lines up with that view. Earlier in November, the company said that it would shut down two US packaging plants by January as part of its ongoing cost-cutting and consolidation efforts amid softer demand. The closures affect facilities in Compton, California, and Louisville, Kentucky, and will impact approximately 218 employees. Production from those sites will be shifted to nearby locations. International Paper Company (NYSE:IP) h Show less Read more
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