International Paper (IP) News Today

International Paper Company (NYSE: IP) is getting mixed attention from analysts, but the latest headlines appear to be pressuring sentiment after news that the company is shutting down and laying off workers at four U.S. facilities. That operational restructuring may help cost savings over time, but in the near term it signals weaker demand or margin pressure, which can weigh on the stock.

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for International Paper to $1.32 from $1.28 and also nudged higher its forecasts for Q3 2026, Q1 2027, Q2 2028, and FY2028, suggesting improved earnings expectations over the longer term.
• Positive Sentiment: The analyst also lifted its Q1 2027 estimate to $0.54, Q3 2026 to $0.53, and FY2028 to $3.28, which may support the view that earnings could recover further out.
• Neutral Sentiment: Zacks Research still maintains a Strong Sell rating on International Paper, so the higher estimates have not changed the firm’s overall negative stance.
• Negative Sentiment: International Paper announced shutdowns and layoffs at four U.S. facilities, a move that points to near-term operational weakness and may raise investor concerns about demand and profitability.
• Negative Sentiment: Zacks also trimmed its Q1 2028 and Q4 2027 earnings estimates earlier in the batch of notes, reinforcing that analysts still see uneven conditions ahead despite some forecast increases.

Overall, IP appears to be moving lower on restructuring news and continued bearish analyst sentiment, even though some longer-term earnings estimates were revised up.