Clearwater Paper reports Q4 EPS ($1.17) vs. (15c) last year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2025
0mins
Should l Buy CLW?
Q4 Financial Performance: Clearwater Paper reported Q4 revenue of $387.1 million, a significant increase from $268.6 million the previous year.
Strategic Transformation: The company is focusing on becoming a paperboard packaging entity, having acquired a manufacturing facility in Georgia to boost capacity and divested its tissue business for $1.06 billion to strengthen its balance sheet.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CLW?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CLW
Wall Street analysts forecast CLW stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 17.220
Low
25.00
Averages
27.50
High
30.00
Current: 17.220
Low
25.00
Averages
27.50
High
30.00
About CLW
Clearwater Paper Corporation is an independent supplier of solid bleached sulfate (SBS) paperboard packaging products to North American converters. The Company produces quality paperboards that provides sustainable packaging solutions for consumer goods and food service applications. The Company operates through Pulp and Paperboard segment. It supplies bleached paperboard to quality-conscious printers and packaging converters, and offers services that include custom sheeting, slitting and cutting. SBS paperboard is a premium paperboard grade that is used to produce folding cartons (also includes blister and carded packaging and top sheet), food service (including liquid packaging, cups and plates) and commercial printing items. It produces paperboard that is then converted and printed by independent converters and primarily used in folding carton and food service applications. Food service paperboard includes both liquid packaging and cup and plate categories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Home Furnishings Stocks Decline, Arhaus Down 5%
- Market Weakness: Home furnishings stocks collectively fell by approximately 2.5%, indicating a decline in market confidence that could impact future investment decisions.
- Arhaus Leads Decline: Arhaus shares dropped by about 5%, reflecting weak consumer demand and increased market competition, which may lead to a decrease in the company's short-term sales.
- RH Struggles: RH's stock fell by approximately 4.9%, indicating challenges in the high-end home market that could affect its profitability and market share.
- Uncertain Industry Outlook: Other sectors like paper and forest products also performed poorly, suggesting that the overall economic environment may exert pressure on the home improvement industry, necessitating close monitoring of future market dynamics.
See More
Analysts Upgrade Agilent and Others, Target Price Set at $180
- Agilent Upgrade: HSBC analyst Sidharth Sahoo initiated coverage on Agilent Technologies Inc (NYSE:A) with a Buy rating and a price target of $180, indicating significant upside from Friday's close of $139.64, reflecting optimism about its future growth prospects.
- Group 1 Automotive Outlook: Evercore ISI Group analyst John Saager initiated coverage on Group 1 Automotive Inc (NYSE:GPI) with an Outperform rating and a price target of $500, suggesting potential upside from Friday's close of $395.06, indicating strong market confidence in its performance.
- Brinker International Potential: TD Cowen analyst Andrew M. Charles initiated coverage on Brinker International Inc (NYSE:EAT) with a Buy rating and a price target of $192, showing a clear increase from Friday's close of $157.68, reflecting a positive outlook on its future profitability.
- Clearwater Paper Stability: Truist Securities analyst Michael Roxland initiated coverage on Clearwater Paper Corp (NYSE:CLW) with a Hold rating and a price target of $21, slightly above Friday's close of $20.09, indicating a cautious market stance on its stability.
See More
Microsoft Options Volume Hits 171,422 Contracts, Exceeding 78% of Daily Average
- Active Options Trading: Microsoft options have seen a trading volume of 171,422 contracts today, equivalent to approximately 17.1 million shares, indicating a robust activity level at 78.4% of the average daily volume of 21.9 million shares over the past month.
- High Put Option Volume: Notably, the $510 strike put option has traded 10,335 contracts today, representing about 1.0 million shares, reflecting market concerns regarding potential future declines in the stock price.
- Clearwater Options Activity: Clearwater Paper Corp's options volume stands at 1,524 contracts today, equivalent to approximately 152,400 shares, reaching 76% of its average daily volume of 200,630 shares over the past month, indicating investor interest in the company.
- Call Option Trading: Among Clearwater's options, the $20 strike call option has seen 1,510 contracts traded, representing about 151,000 shares, suggesting investor expectations for future price increases in the stock.
See More
Clearwater Ranked 36th on MSSP Alert's 2025 Top Global MSSPs List
- Ranking Improvement: Clearwater's ascent to 36th place on MSSP Alert's 2025 Top Global MSSPs list highlights strong growth in its managed security services, reflecting increased client trust, particularly in the healthcare and defense sectors.
- Rising Client Demand: As cyber threats intensify, demand for Clearwater's Managed Security Services (MSS) is surging, especially among organizations in highly regulated environments, showcasing the company's market leadership in complex compliance-driven industries.
- Service Innovation: Clearwater's offerings, including continuous monitoring, threat detection and response, and cloud security, enable clients to enhance their security posture while meeting regulatory obligations, further solidifying its competitive advantage in the industry.
- Team Recognition: President Baxter Lee emphasized that the dedication of the team and the trust of clients are key to the company's continued rise, and this recognition not only enhances brand image but also strengthens customer loyalty.
See More
Transcript of Clearwater Paper's (CLW) Q3 2025 Earnings Call
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
See More
Analysts Predict ITOT Will Hit $161
ETF Analyst Target Price: The iShares Core S&P Total U.S. Stock Market ETF (ITOT) has an implied analyst target price of $160.92, indicating a potential upside of 10.09% from its current trading price of $146.17.
Notable Holdings with Upside: Key underlying holdings of ITOT, such as Xponential Fitness Inc (XPOF), Clearwater Paper Corp (CLW), and Red Cat Holdings Inc (RCAT), show significant upside potential, with target prices suggesting increases of 64.60%, 61.29%, and 52.82% respectively from their recent trading prices.
See More
Home Furnishings Stocks Decline, Arhaus Down 5%
- Market Weakness: Home furnishings stocks collectively fell by approximately 2.5%, indicating a decline in market confidence that could impact future investment decisions.
- Arhaus Leads Decline: Arhaus shares dropped by about 5%, reflecting weak consumer demand and increased market competition, which may lead to a decrease in the company's short-term sales.
- RH Struggles: RH's stock fell by approximately 4.9%, indicating challenges in the high-end home market that could affect its profitability and market share.
- Uncertain Industry Outlook: Other sectors like paper and forest products also performed poorly, suggesting that the overall economic environment may exert pressure on the home improvement industry, necessitating close monitoring of future market dynamics.
See More
Analysts Upgrade Agilent and Others, Target Price Set at $180
- Agilent Upgrade: HSBC analyst Sidharth Sahoo initiated coverage on Agilent Technologies Inc (NYSE:A) with a Buy rating and a price target of $180, indicating significant upside from Friday's close of $139.64, reflecting optimism about its future growth prospects.
- Group 1 Automotive Outlook: Evercore ISI Group analyst John Saager initiated coverage on Group 1 Automotive Inc (NYSE:GPI) with an Outperform rating and a price target of $500, suggesting potential upside from Friday's close of $395.06, indicating strong market confidence in its performance.
- Brinker International Potential: TD Cowen analyst Andrew M. Charles initiated coverage on Brinker International Inc (NYSE:EAT) with a Buy rating and a price target of $192, showing a clear increase from Friday's close of $157.68, reflecting a positive outlook on its future profitability.
- Clearwater Paper Stability: Truist Securities analyst Michael Roxland initiated coverage on Clearwater Paper Corp (NYSE:CLW) with a Hold rating and a price target of $21, slightly above Friday's close of $20.09, indicating a cautious market stance on its stability.
See More
Microsoft Options Volume Hits 171,422 Contracts, Exceeding 78% of Daily Average
- Active Options Trading: Microsoft options have seen a trading volume of 171,422 contracts today, equivalent to approximately 17.1 million shares, indicating a robust activity level at 78.4% of the average daily volume of 21.9 million shares over the past month.
- High Put Option Volume: Notably, the $510 strike put option has traded 10,335 contracts today, representing about 1.0 million shares, reflecting market concerns regarding potential future declines in the stock price.
- Clearwater Options Activity: Clearwater Paper Corp's options volume stands at 1,524 contracts today, equivalent to approximately 152,400 shares, reaching 76% of its average daily volume of 200,630 shares over the past month, indicating investor interest in the company.
- Call Option Trading: Among Clearwater's options, the $20 strike call option has seen 1,510 contracts traded, representing about 151,000 shares, suggesting investor expectations for future price increases in the stock.
See More
Clearwater Ranked 36th on MSSP Alert's 2025 Top Global MSSPs List
- Ranking Improvement: Clearwater's ascent to 36th place on MSSP Alert's 2025 Top Global MSSPs list highlights strong growth in its managed security services, reflecting increased client trust, particularly in the healthcare and defense sectors.
- Rising Client Demand: As cyber threats intensify, demand for Clearwater's Managed Security Services (MSS) is surging, especially among organizations in highly regulated environments, showcasing the company's market leadership in complex compliance-driven industries.
- Service Innovation: Clearwater's offerings, including continuous monitoring, threat detection and response, and cloud security, enable clients to enhance their security posture while meeting regulatory obligations, further solidifying its competitive advantage in the industry.
- Team Recognition: President Baxter Lee emphasized that the dedication of the team and the trust of clients are key to the company's continued rise, and this recognition not only enhances brand image but also strengthens customer loyalty.
See More
Transcript of Clearwater Paper's (CLW) Q3 2025 Earnings Call
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
See More
Analysts Predict ITOT Will Hit $161
ETF Analyst Target Price: The iShares Core S&P Total U.S. Stock Market ETF (ITOT) has an implied analyst target price of $160.92, indicating a potential upside of 10.09% from its current trading price of $146.17.
Notable Holdings with Upside: Key underlying holdings of ITOT, such as Xponential Fitness Inc (XPOF), Clearwater Paper Corp (CLW), and Red Cat Holdings Inc (RCAT), show significant upside potential, with target prices suggesting increases of 64.60%, 61.29%, and 52.82% respectively from their recent trading prices.
See More
