
Clearwater Paper (CLW) Stock Forecast & Price Target
Clearwater Paper (CLW) Analyst Ratings
Bulls say
Clearwater Paper is expected to see a positive outlook in 2026 due to a decrease in working capital and an increase in liquidity, with a potential for additional representation and warranty insurance proceeds. However, there are potential risks that could negatively impact the company's rating and price target, such as weaker demand for their products or cost volatility. Clearwater has also implemented price increases to offset unique cost pressures and has seen a decline in excess industry supply, potentially leading to improved operating rates. There is uncertainty regarding supply response and production levels at Cypress Bend, but for the upside scenario, a strong rebound in demand or capacity removal could lead to a multiple re-rating. Additionally, Clearwater's Q2 results were slightly ahead of estimates and guidance, with an increase in sales volumes and average net selling price. The company has a diverse board of directors and executive officers, with a high percentage of independent members and female representation.
Bears say
Clearwater Paper is facing multiple challenges including outages and elevated costs which affected their first quarter earnings and will continue to impact their performance in the second quarter. Furthermore, the company is heavily dependent on the Pulp and Paperboard segment, which may face supply-demand imbalances due to increased imports and substitution between paperboard grades. There is also a risk of competition in the paperboard business and the potential for a reduction in orders from their top 10 customers. Based on these factors, the outlook for Clearwater's stock is negative in the short term.
This aggregate rating is based on analysts' research of Clearwater Paper and is not a guaranteed prediction by Public.com or investment advice.
Clearwater Paper (CLW) Analyst Forecast & Price Prediction
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