B+
Bull case
20%
Probability
Target price
$55.00
+62.6% vs current
IP
International PaperDNYSE / Materials
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment AIMost likely
B
Base case
60%
Probability
Target price
$47.08
+39.2% vs current
B-
Bear case
20%
Probability
Target price
$36.36
+7.5% vs current
AI sentiment snapshot
Latest data as of 2026-02-07
Recent news sentiment (30D)
+20.1
Positive
Company
-
Unavailable
Macro
+20.1
Positive
Pulse
+16.6
Positive
Sentiment proxy
+87.0
Score
AI commentary
Analyst consensus price targets cluster in the mid-$40s (median ≈ $47), implying limited near-term upside versus the anchor [#SERP-1][#SERP-3]. Media coverage highlights potential value from the announced split but emphasizes execution risk and recent Q4 weakness, producing a neutral-to-cautious tone [#NEWS-1][#NEWS-3]. Short-term interest from insider purchases and analyst Q&A has raised attention but has not materially shifted consensus guidance [#NEWS-6][#SERP-4].
RankAlpha Sentiment AI - 2026-02-07
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-08eventAnnual shareholder meeting / governance actionsMedium impact
Potential for votes or announced capital-allocation changes to shift sentiment; no firm date published in provided snippets, so expected_date is conservatively assumed 90 days out (end of assumed window) and noted here [#SERP-1].
2026-05-08catalystQuarterly earnings release (next reported quarter)Medium impact
Next quarterly report could move shares on EPS/revenue guidance and pulp pricing sensitivity; market consensus targets cluster near current levels [#SERP-1], [#SERP-3]. Assumes typical reporting cadence; date conservatively set 90 days out.
2027-02-07catalystSustained cost-savings / restructuring impactHigh impact
Ongoing operational efficiency programs and fiber-cost cycles could materially improve margins over 12 months; outcome depends on raw material and freight cost trends [#SERP-3].
Recommendation
N/A
No formal recommendation provided.
As of 2026-02-07 • Updated nightlySource: Internal modelMethodology