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Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Kapitalo Investimentos Ltda cut its stake in shares of Suzano S.A. Sponsored ADR (NYSE: SUZ) by 77.9% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 377,151 shares of the company's stock after selling 1,331,992 shares during the period. Kapitalo Investimentos Ltda's holdings in Suzano
Suzano offers compelling long-term upside as the pulp cycle appears to be bottoming and supply curtailments accelerate. SUZ's lowest-quartile production costs and vertical integration enable resilience and strong margins even amid depressed pulp prices. New Chinese capacity and elevated debt make timing the recovery slightly harder; however, return potential makes it worthwhile.
West Fraser Timber (NYSE: WFG - Get Free Report) and Suzano (NYSE: SUZ - Get Free Report) are both materials companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, risk, valuation, analyst recommendations, dividends and earnings. Volatility and Risk West Fraser Timber has a
Suzano (NYSE: SUZ - Get Free Report) and GreenFirst Forest Products (OTCMKTS:ICLTF - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, dividends, profitability, risk, earnings, analyst recommendations and institutional ownership. Valuation and Earnings This table compares Suzano and
Suzano (SUZ) shows EBITDA growth driven by pulp price increases, though input cost inflation and muted volumes temper gains. Price upside for SUZ is structurally capped by expanded Chinese hardwood pulp capacity kick-in and softwood substitution, limiting acceleration of deleveraging. Operational improvements—hedges, reduced downtime, and sourcing deals—should lower cash costs and support improvements, deleveraging now at ~3% per quarter.
Suzano NYSE: SUZ reported second-quarter 2026 results marked by stronger free cash flow, higher pulp prices and improved paper sales volumes, while geopolitical volatility, inflation in oil-linked inputs and maintenance-related disruptions weighed on costs and operations.
Suzano S.A. (SUZ) Q2 2026 Earnings Call Transcript