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Clearwater Paper Corp. (CLW)
NYSE:CLW
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Clearwater Paper (CLW) Price & Analysis

241 Followers

CLW Stock Chart & Stats

$15.00
$0.26(0.91%)
At close: 4:00 PM EST
$15.00
$0.26(0.91%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthModest leverage and a sizable equity base provide durable financial flexibility. The improved balance-sheet vs prior years reduces immediate liquidity stress, supports funding for planned maintenance and capex, and increases capacity to manage refinancing or temporary cash shortfalls.
Product Innovation And Competitive PositionIntroducing Velora expands product mix and targets competition with imported FBB, which can capture share in folding-carton demand. A differentiated, lightweight offering supports higher-value customer wins and a more resilient revenue mix versus commodity grades over coming quarters.
Structural Cost Reductions And Labor StabilityAnnualized mill savings plus a multi-year labor pact create persistent cost-base improvement and operational predictability. These actions reduce unit costs, lower SG&A percent of sales, and shorten the path to sustainable margins independent of short-term pricing swings.
Bears Say
Negative Free Cash FlowSustained negative free cash flow constrains reinvestment, increases reliance on one-off items (insurance recoveries, tax refunds) and heightens refinancing sensitivity. Continued cash burn would pressure liquidity and limit strategic flexibility over the next several quarters.
Profitability DeteriorationThe swing from prior-year profits to current losses reflects margin volatility and weak earnings power. Thin EBITDA margins reduce the company's ability to absorb input-cost shocks or finance capex internally, making margin recovery a necessary but uncertain multi-quarter task.
Industry Oversupply And Pricing PressureStructural excess capacity and weak pricing limit pricing power and extend margin recovery timelines. Even with product initiatives and cost cuts, an oversupplied market can keep spreads compressed for multiple quarters, constraining durable margin and cash-flow improvement.

Clearwater Paper News

CLW FAQ

What was Clearwater Paper Corp.’s price range in the past 12 months?
Clearwater Paper Corp. lowest stock price was $11.73 and its highest was $30.96 in the past 12 months.
    What is Clearwater Paper Corp.’s market cap?
    Clearwater Paper Corp.’s market cap is $256.71M.
      When is Clearwater Paper Corp.’s upcoming earnings report date?
      Clearwater Paper Corp.’s upcoming earnings report date is Aug 04, 2026 which is in 29 days.
        How were Clearwater Paper Corp.’s earnings last quarter?
        Clearwater Paper Corp. released its earnings results on Apr 28, 2026. The company reported -$1.29 earnings per share for the quarter, beating the consensus estimate of -$1.32 by $0.03.
          Is Clearwater Paper Corp. overvalued?
          According to Wall Street analysts Clearwater Paper Corp.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Clearwater Paper Corp. pay dividends?
            Clearwater Paper Corp. does not currently pay dividends.
            What is Clearwater Paper Corp.’s EPS estimate?
            Clearwater Paper Corp.’s EPS estimate is -1.56.
              How many shares outstanding does Clearwater Paper Corp. have?
              Clearwater Paper Corp. has 16,125,254 shares outstanding.
                What happened to Clearwater Paper Corp.’s price movement after its last earnings report?
                Clearwater Paper Corp. reported an EPS of -$1.29 in its last earnings report, beating expectations of -$1.32. Following the earnings report the stock price went down -13.199%.
                  Which hedge fund is a major shareholder of Clearwater Paper Corp.?
                  Currently, no hedge funds are holding shares in CLW
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Clearwater Paper Corp.

                    Clearwater Paper Corporation is an enterprise engaged in the manufacturing and supply of bleached paperboards, alongside various tissue products for consumers and parent roll applications, serving both the United States and international markets. Its operations are structured into two distinct divisions: Pulp and Paperboard, and Consumer Products. The Pulp and Paperboard segment delivers a diverse portfolio of items, including folding cartons, liquid packaging, cups, plates, materials for blister and carded packaging, top sheet and commercial printing papers, and softwood pulp. This division also provides tailored processing services such as custom sheeting, slitting, and cutting of paperboard. Its primary customers are packaging and folding carton converters, general merchants, and commercial printing firms. The Consumer Products division offers an extensive selection of household paper goods, encompassing bath tissues, paper towels, facial tissues, and napkins. Furthermore, it provides economical recycled fiber products and tissue solutions designed for commercial or institutional (away-from-home) use. This segment distributes its merchandise to a broad network of retailers and wholesale channels, including major grocery chains, club stores, mass market retailers, and discount outlets. Clearwater Paper Corporation was founded in 2005 and maintains its corporate headquarters in Spokane, Washington.

                    Clearwater Paper (CLW) Earnings & Revenues

                    CLW Company Deck

                    CLW Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call conveyed a balanced view: management highlighted operational resilience (5% shipment growth), a slight adjusted EBITDA beat, product innovation (Velora), cost reductions (Cypress Bend savings) and meaningful insurance recoveries, while also disclosing significant near-term headwinds including a Q1 net loss, weather-related EBITDA hits (~$15M), ongoing input-cost inflation ($3M–$5M per quarter), difficult pricing dynamics in an oversupplied market, and planned maintenance that pressures Q2 results. Management provided a credible plan to control costs, protect share, and pursue refinancing, and cited industry indicators (imports down, SBS demand growth, expected higher operating rates) that could support recovery later in the year.View all CLW earnings summaries

                    CLW Stock 12 Month Forecast

                    Average Price Target

                    $16.75
                    ▲(11.67% Upside)
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