UBS Trims International Paper (IP) Target as Cost-Saving Efforts Continue

Core Viewpoint - International Paper Company (NYSE:IP) is recognized for its potential in the market, with analysts highlighting its cost-saving measures and strategic positioning in the packaging industry, aiming for significant EBITDA growth by 2027 [2][3][4]. Group 1: Analyst Ratings and Price Targets - UBS analyst Anojja Shah has reduced the price target for International Paper from $53 to $51 while maintaining a Buy rating, citing ongoing cost-saving efforts linked to mill closures [2]. - RBC Capital Markets has included International Paper in its Top 30 Global Ideas list for 2026, indicating a favorable outlook due to expected price increases from tighter containerboard capacity in North America [3]. - RBC has set a price target of $55 for International Paper, based on a blended multiple of approximately 7.75 times estimated trend EBITDA and projected 2026 EBITDA [5]. Group 2: Company Strategy and Performance - International Paper is focusing on internal efficiency initiatives, which are anticipated to drive meaningful EBITDA growth by 2027 [3]. - The company is recognized for its disciplined capital allocation strategy, emphasizing cost-cutting, reliability improvements, and investments in high-return projects [4]. - The broader transformation plan of International Paper is viewed as a potential source of additional upside for the company [4].