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Suzano Papel e Celulose SA (MX:SUZN)
:SUZN

Suzano Papel e Celulose SA (SUZN) Price & Analysis

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SUZN Stock Chart & Stats

$154.79
$0.00(0.00%)
At close: 4:00 PM EDT
$154.79
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Strong Pulp Profitability And Cash GenerationSuzano’s scaled pulp platform continues to generate substantial EBITDA and cash, supporting debt service and investment. Strong segment margins provide resilience across the cycle, although profitability remains exposed to global pulp pricing.
Downstream Diversification Through ArbexArbex broadens Suzano beyond commodity pulp into tissue, family care and professional products across more than 70 markets. Suzano can apply its scale and operating capabilities while potential efficiencies create a more diversified earnings base.
Hedging Protects Cash FlowExtensive currency and input-cost hedges reduce earnings and cash-flow sensitivity to major external shocks. Coverage extending into late 2026 and 2027 improves planning visibility and gives management more time to execute its cost-control and deleveraging plans.
Bears Say
Elevated Leverage Constrains Financial FlexibilityHigh leverage increases refinancing and equity-balance-sheet risk if pulp prices or volumes weaken. Although Suzano targets leverage below 2.5x in 2027–28, the enlarged debt burden limits flexibility during a prolonged industry downturn.
Cyclical Demand And Softer RevenueLower sales and volumes demonstrate continued exposure to global pulp-cycle weakness, especially subdued Chinese purchasing and weaker export demand. This can pressure utilization, margins and cash generation even while the company retains substantial operating scale.
Cost Inflation And Operating DisruptionsHigher energy, chemicals, logistics and harvesting costs directly compress pulp margins, while maintenance and ramp-up disruptions reduce output absorption. Persistent input inflation or execution problems could delay cash-cost targets and weaken deleveraging progress.

Suzano Papel e Celulose SA News

SUZN FAQ

What was Suzano Papel e Celulose SA’s price range in the past 12 months?
Suzano Papel e Celulose SA lowest stock price was $153.91 and its highest was $178.21 in the past 12 months.
    What is Suzano Papel e Celulose SA’s market cap?
    Suzano Papel e Celulose SA’s market cap is $166.26B.
      When is Suzano Papel e Celulose SA’s upcoming earnings report date?
      Suzano Papel e Celulose SA’s upcoming earnings report date is Nov 05, 2026 which is in 78 days.
        How were Suzano Papel e Celulose SA’s earnings last quarter?
        Suzano Papel e Celulose SA released its earnings results on Aug 12, 2026. The company reported $4.762 earnings per share for the quarter, beating the consensus estimate of $4.473 by $0.289.
          Is Suzano Papel e Celulose SA overvalued?
          According to Wall Street analysts Suzano Papel e Celulose SA’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Suzano Papel e Celulose SA pay dividends?
            Suzano Papel e Celulose SA does not currently pay dividends.
            What is Suzano Papel e Celulose SA’s EPS estimate?
            Suzano Papel e Celulose SA’s EPS estimate is 5.58.
              How many shares outstanding does Suzano Papel e Celulose SA have?
              Suzano Papel e Celulose SA has 1,264,117,700 shares outstanding.
                What happened to Suzano Papel e Celulose SA’s price movement after its last earnings report?
                Suzano Papel e Celulose SA reported an EPS of $4.762 in its last earnings report, beating expectations of $4.473. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Suzano Papel e Celulose SA?
                  Currently, no hedge funds are holding shares in MX:SUZN
                  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

                    Suzano Papel e Celulose SA Stock Smart Score

                    Company Description

                    Suzano Papel e Celulose SA

                    Suzano S.A. is a prominent global producer and seller of eucalyptus pulp and paper products, with operations extending internationally from its base in Brazil. Its core business is structured around distinct Pulp and Paper segments. The company's extensive product portfolio includes various types of paper, such as coated and uncoated printing and writing papers, paperboards, and tissue products. Additionally, Suzano supplies market and fluff pulps, along with lignin and its byproducts. Beyond these traditional offerings, Suzano maintains a diverse range of other ventures. These encompass the research, development, and production of biofuel, the operation of port terminals, and involvement in power generation and distribution. The company also engages in the commercialization of equipment, parts, paper, and computer materials. Its internal activities cover business office management, production packaging, and financial fundraising. A significant area of focus is innovation, with substantial investment in biotechnology research and development. This includes the entire lifecycle—from R&D to production, commercialization, and distribution—of wood-based textile fibers, yarns, and filaments derived from cellulose and microfibrillated cellulose. Furthermore, Suzano conducts research into new wood raw materials specifically for the textile industry. Founded in 1924, Suzano S.A. was formerly known as Suzano Papel e Celulose S.A. before adopting its current name in April 2019. The company's headquarters are located in Salvador, Brazil.

                    Suzano Papel e Celulose SA (SUZN) Earnings & Revenues

                    SUZN Company Deck

                    SUZN Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a balanced picture: solid operational execution with positive free cash flow, a high-margin pulp result (BRL 4.2bn EBITDA at 48%), successful closing of the Arbex acquisition and meaningful hedging protection. However, the quarter also showed notable headwinds — YoY EBITDA contraction in Brazilian operations, higher cash costs (BRL 843/ton, +5% QoQ), operational ramp-up issues, and market pressures in China and from geopolitical events that raised oil-related and input costs. Management is focused on deleveraging, cost guidance delivery and Arbex-driven efficiencies, but near-term risks to margins and leverage remain. On balance, positives and negatives appear roughly balanced.View all MX:SUZN earnings summaries
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