Clearwater Paper Launches New Lightweight Carton Paperboard Velora
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy CLW?
Clearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. "Velora is a strategic expansion of our portfolio. It is purpose-built for value, efficiency and dependable converting performance," said Arsen Kitch, president and chief executive officer. "It complements our premium Candesce(R) brand while giving customers a strong domestic option in the lightweight segment."
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: 14.020
Low
25.00
Averages
27.50
High
30.00
Current: 14.020
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.
US Stocks Plunge as Trade Policy Concerns Emerge
- Market Decline: On Monday, the S&P 500 Index fell by 1.04%, the Dow Jones Industrial Average dropped by 1.66%, and the Nasdaq 100 Index decreased by 1.21%, reflecting risk-off sentiment triggered by uncertainty over U.S. trade policy.
- Tariff Increase: President Trump signed an executive order raising global tariffs from 10% to 15%, a move that could curb global economic growth and negatively impact the stock market, particularly as it faces existing pressures.
- AI Risk Impact: A report from Citrini Research detailing potential risks of artificial intelligence on the global economy led to declines in software and payment stocks, with Datadog and Atlassian seeing drops of over 11% and 10%, respectively, indicating market concerns over tech stocks.
- Economic Data Highlights: Despite the stock market downturn, the U.S. January Chicago Fed National Activity Index rose by 0.39 to 0.18, surpassing expectations, suggesting that the economic fundamentals remain strong and may provide support for a future market rebound.
See More
US Stocks Plunge Sharply as Market Risk Sentiment Intensifies
- Market Downtrend: The S&P 500 index fell by 1.20%, the Dow Jones Industrial Average dropped by 1.58%, and the Nasdaq 100 index decreased by 1.47%, reflecting a risk-off sentiment triggered by uncertainty over U.S. trade policy.
- Trade Policy Impact: President Trump signed an executive order raising global tariffs from 10% to 15%, a move that may curb global economic growth and exacerbate downward pressure on the markets.
- Software Stocks Under Pressure: Concerns over AI impacts led to a more than 9% drop in CrowdStrike and other software stocks, which not only affected the market capitalization of these companies but also negatively influenced overall market sentiment.
- Economic Data Performance: The U.S. January Chicago Fed National Activity Index rose by 0.39 to 0.18, exceeding expectations and indicating potential improvement in economic activity, yet the market remains cautious ahead of upcoming corporate earnings and economic data releases.
See More
Clearwater Paper Q4 2025 Earnings Call Insights
- Performance Growth and Challenges: Clearwater Paper reported a 12% year-over-year increase in net sales to $386 million for 2025, primarily driven by full-year operations at the Augusta mill, yet faces pricing and margin pressures due to industry supply-demand imbalances.
- Significant Cost Control Success: Adjusted EBITDA reached $20 million, improving by $71 million from the previous year, attributed to exceptional cost management, with SG&A expenses reduced to 6.5% of net sales, demonstrating effective operational efficiency.
- Cautious Future Outlook: The company expects adjusted EBITDA to be approximately breakeven for Q1 2026 due to operational disruptions and $15 million to $20 million in incremental costs from severe weather, highlighting vulnerabilities in its financial outlook amid ongoing challenges.
- Strategic Investments and Product Launch: Clearwater plans to launch a new lightweight paperboard product line, Valora, in Q2, and has completed engineering feasibility for a $60 million investment at Cypress Bend, aiming to capture 100,000 to 150,000 tons of market demand.
See More
Clearwater Paper Set to Announce Q4 Earnings on February 18
- Earnings Announcement Date: Clearwater Paper is set to release its Q4 earnings on February 18, with a consensus EPS estimate of -$0.54, reflecting a staggering 104.5% year-over-year decline, indicating significant profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 stands at $368 million, representing a 23.8% year-over-year drop, which highlights weak market demand and industry challenges that could negatively impact future cash flow and investment capacity.
- Historical Performance Review: Over the past year, Clearwater Paper has beaten EPS estimates 75% of the time and revenue estimates 75% of the time, indicating relative stability in financial forecasting, yet the recent downward revisions raise concerns about future performance.
- Forecast Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, with revenue estimates also seeing no upward revisions and one downward revision, suggesting a waning analyst confidence in the company's future outlook, which may affect investor sentiment.
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
US Stocks Plunge as Trade Policy Concerns Emerge
- Market Decline: On Monday, the S&P 500 Index fell by 1.04%, the Dow Jones Industrial Average dropped by 1.66%, and the Nasdaq 100 Index decreased by 1.21%, reflecting risk-off sentiment triggered by uncertainty over U.S. trade policy.
- Tariff Increase: President Trump signed an executive order raising global tariffs from 10% to 15%, a move that could curb global economic growth and negatively impact the stock market, particularly as it faces existing pressures.
- AI Risk Impact: A report from Citrini Research detailing potential risks of artificial intelligence on the global economy led to declines in software and payment stocks, with Datadog and Atlassian seeing drops of over 11% and 10%, respectively, indicating market concerns over tech stocks.
- Economic Data Highlights: Despite the stock market downturn, the U.S. January Chicago Fed National Activity Index rose by 0.39 to 0.18, surpassing expectations, suggesting that the economic fundamentals remain strong and may provide support for a future market rebound.
See More
US Stocks Plunge Sharply as Market Risk Sentiment Intensifies
- Market Downtrend: The S&P 500 index fell by 1.20%, the Dow Jones Industrial Average dropped by 1.58%, and the Nasdaq 100 index decreased by 1.47%, reflecting a risk-off sentiment triggered by uncertainty over U.S. trade policy.
- Trade Policy Impact: President Trump signed an executive order raising global tariffs from 10% to 15%, a move that may curb global economic growth and exacerbate downward pressure on the markets.
- Software Stocks Under Pressure: Concerns over AI impacts led to a more than 9% drop in CrowdStrike and other software stocks, which not only affected the market capitalization of these companies but also negatively influenced overall market sentiment.
- Economic Data Performance: The U.S. January Chicago Fed National Activity Index rose by 0.39 to 0.18, exceeding expectations and indicating potential improvement in economic activity, yet the market remains cautious ahead of upcoming corporate earnings and economic data releases.
See More
Clearwater Paper Q4 2025 Earnings Call Insights
- Performance Growth and Challenges: Clearwater Paper reported a 12% year-over-year increase in net sales to $386 million for 2025, primarily driven by full-year operations at the Augusta mill, yet faces pricing and margin pressures due to industry supply-demand imbalances.
- Significant Cost Control Success: Adjusted EBITDA reached $20 million, improving by $71 million from the previous year, attributed to exceptional cost management, with SG&A expenses reduced to 6.5% of net sales, demonstrating effective operational efficiency.
- Cautious Future Outlook: The company expects adjusted EBITDA to be approximately breakeven for Q1 2026 due to operational disruptions and $15 million to $20 million in incremental costs from severe weather, highlighting vulnerabilities in its financial outlook amid ongoing challenges.
- Strategic Investments and Product Launch: Clearwater plans to launch a new lightweight paperboard product line, Valora, in Q2, and has completed engineering feasibility for a $60 million investment at Cypress Bend, aiming to capture 100,000 to 150,000 tons of market demand.
See More
Clearwater Paper Set to Announce Q4 Earnings on February 18
- Earnings Announcement Date: Clearwater Paper is set to release its Q4 earnings on February 18, with a consensus EPS estimate of -$0.54, reflecting a staggering 104.5% year-over-year decline, indicating significant profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 stands at $368 million, representing a 23.8% year-over-year drop, which highlights weak market demand and industry challenges that could negatively impact future cash flow and investment capacity.
- Historical Performance Review: Over the past year, Clearwater Paper has beaten EPS estimates 75% of the time and revenue estimates 75% of the time, indicating relative stability in financial forecasting, yet the recent downward revisions raise concerns about future performance.
- Forecast Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, with revenue estimates also seeing no upward revisions and one downward revision, suggesting a waning analyst confidence in the company's future outlook, which may affect investor sentiment.
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
