International Paper price target hiked to $47 and $40 on PSNA improvements
Citi raised International Paper’s price target to $47 and maintained a Buy rating despite “light” fourth-quarter results and a flat outlook for 2026. Wells Fargo upgraded the stock to Equal Weight and lifted its target to $40 after PSNA operations delivered step-change improvements and a balanced risk/reward profile.
1. Analyst Upgrades and Price Targets
On February 2 Citi increased its price target for International Paper to $47 and kept a Buy rating despite reporting light fourth-quarter results and projecting a similar outlook. On January 30 Wells Fargo raised its rating from Underweight to Equal Weight and boosted its target to $40, citing PSNA operations improvements.
2. PSNA Operations Improvements
International Paper’s PSNA (Paper and Packaging North America) operations have delivered step-change improvements over the past two years, driving a more balanced risk/reward profile. Management’s view of region segmentation as independent entities aligned with analysts’ positive reassessment of performance metrics.
3. Company Structure and Recent Acquisition
International Paper operates in Industrial Packaging and Global Cellulose Fibers segments and focuses on renewable fiber-based packaging and pulp products. In 2025 the company expanded in North America and EMEA by acquiring DS Smith, enhancing its packaging footprint and market reach.