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Rayonier Advanced Materials (RYAM)
NYSE:RYAM
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Rayonier Advanced Materials (RYAM) Price & Analysis

238 Followers

RYAM Stock Chart & Stats

$9.37
-$0.11(-1.39%)
At close: 4:00 PM EST
$9.37
-$0.11(-1.39%)

Bulls Say, Bears Say

Bulls Say
High Purity Cellulose ProfitabilitySustained strong profitability in High Purity Cellulose reflects durable product differentiation and customer qualification barriers. As a higher-margin specialty, it can drive cash generation and earnings resilience if management maintains volumes and pricing, supporting reinvestment and debt reduction over time.
Cellulose Specialty Pricing PowerA 17% YoY pricing gain and the majority of 2026 CS volume secured at higher contract levels indicate structural pricing discipline and tight industry utilization. Durable pricing strength in specialties supports margin sustainability versus commodity pulp, reducing revenue cyclicality over the medium term.
Liquidity And Near-term Cash ProgressHealthy liquidity plus an early positive adjusted free cash flow quarter ($12M in Q1) provide runway to execute the transition plan. Sizable available capital reduces immediate refinancing pressure and gives management flexibility to pursue strategic alternatives or fund mix shifts toward higher-margin specialties.
Bears Say
High Leverage And Weakened Balance SheetA debt-to-equity ratio around 3.33 materially raises financial risk, increasing interest and refinancing exposure. Elevated leverage constrains capital allocation, limits the ability to invest in margin-accretive projects, and narrows strategic optionality if cash generation falters or cyclical headwinds persist.
Weak Underlying ProfitabilityVery low gross margins and a large TTM net loss signal structural profitability challenges. Persistent margin pressure reduces free cash flow potential and makes the business more sensitive to raw material, logistics, and price cycles, complicating sustained deleveraging and reinvestment plans.
Commodity Segment Underperformance And Volume RiskLosses in paperboard and high-yield pulp and pressured cellulose-specialty volumes reflect structural demand and competitive oversupply issues. Continued underperformance in commodity lines undermines consolidated margins and cash conversion, increasing reliance on specialty recovery to stabilize results.

Rayonier Advanced Materials News

RYAM FAQ

What was Rayonier Advanced Materials’s price range in the past 12 months?
Rayonier Advanced Materials lowest stock price was $3.35 and its highest was $11.85 in the past 12 months.
    What is Rayonier Advanced Materials’s market cap?
    Rayonier Advanced Materials’s market cap is $496.35M.
      When is Rayonier Advanced Materials’s upcoming earnings report date?
      Rayonier Advanced Materials’s upcoming earnings report date is Aug 11, 2026 which is in 35 days.
        How were Rayonier Advanced Materials’s earnings last quarter?
        Rayonier Advanced Materials released its earnings results on May 05, 2026. The company reported -$0.609 earnings per share for the quarter, beating the consensus estimate of -$0.63 by $0.021.
          Is Rayonier Advanced Materials overvalued?
          According to Wall Street analysts Rayonier Advanced Materials’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Rayonier Advanced Materials pay dividends?
            Rayonier Advanced Materials pays a Quarterly dividend of $0.07 which represents an annual dividend yield of N/A. See more information on Rayonier Advanced Materials dividends here
              What is Rayonier Advanced Materials’s EPS estimate?
              Rayonier Advanced Materials’s EPS estimate is -0.22.
                How many shares outstanding does Rayonier Advanced Materials have?
                Rayonier Advanced Materials has 67,438,545 shares outstanding.
                  What happened to Rayonier Advanced Materials’s price movement after its last earnings report?
                  Rayonier Advanced Materials reported an EPS of -$0.609 in its last earnings report, beating expectations of -$0.63. Following the earnings report the stock price went up 5.705%.
                    Which hedge fund is a major shareholder of Rayonier Advanced Materials?
                    Currently, no hedge funds are holding shares in RYAM
                    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

                      Rayonier Advanced Materials

                      Rayonier Advanced Materials Inc. operates as a global supplier of specialty cellulose products, reaching markets across the United States, China, Canada, Japan, Europe, Latin America, and other Asian and international regions. Its operations are structured around its High Purity Cellulose, Paperboard, and High-Yield Pulp segments. Among its offerings are cellulose specialties, natural polymers that serve as critical raw materials for manufacturing a wide array of consumer products, such as components for liquid crystal displays, durable impact-resistant plastics, food thickeners, pharmaceutical ingredients, cosmetic additives, cigarette filters, high-strength rayon yarn for tires and industrial hoses, food casings, and various paints and lacquers. Commodity products also form a significant part of its offerings, including commodity viscose pulp. This pulp is integral to woven textiles like rayon for clothing and other fabrics, and non-woven applications such as baby, cosmetic, and industrial wipes, as well as mattress ticking. Another commodity is absorbent fluff fibers, essential for disposable baby diapers, feminine hygiene products, incontinence pads, convalescent bed pads, industrial towels, wipes, and other non-woven materials. The company further provides paperboards, widely used for packaging, printing documents, brochures, promotional materials, covers for paperback books or catalogs, file folders, tags, and tickets. Its high-yield pulps are critical for producing paperboard, packaging products, printing and writing papers, and various other paper-based items. Established in 1926, the company maintains its headquarters in Jacksonville, Florida.

                      Rayonier Advanced Materials (RYAM) Earnings & Revenues

                      RYAM Company Deck

                      RYAM Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call was mixed. There are meaningful positive developments: a 17% YoY increase in average CS sales price, $24M adjusted EBITDA in High Purity Cellulose, $12M of adjusted free cash flow in Q1, and clear commercialization targets in the product pipeline that support a path to improved mix and earnings. At the same time, consolidated adjusted EBITDA was low ($8M), certain segments (paperboard and high-yield pulp) were loss-making, CS volumes remain pressured by inventories and market softness in some end markets, logistics and input-cost inflation persist, and the company faces balance sheet and leadership-transition uncertainty. Management emphasized disciplined execution and a transition-year outlook that requires sequential improvement to meet full-year objectives.View all RYAM earnings summaries

                      RYAM Stock 12 Month Forecast

                      Average Price Target

                      $14.50
                      ▲(54.75% Upside)
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<div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":7.5,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":6.95,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":6.34,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":5.89,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n         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