Clearwater Paper Corp · Brief

Next report

105 days

Feb 17 · after closeest.Q4 FY26

Expected move

No implied move.

8 reportsHistory

3 of 8≥ implied

Nov 4 '24±14.5%▲+11.10%×0.77

Apr 29 '25±11.8%▲+7.40%×0.63

Jul 29 '25±10.8%▼−18.31%×1.70

Oct 28 '25±18.3%▼−8.54%×0.47

Feb 18 '26±12.0%▼−9.33%×0.78

Q1 FY26±30.2%▼−13.20%×0.44

Q2 FY26±12.5%▲+23.42%×1.87

Q3 FY26±15.9%▼−28.77%×1.81

quarterimplied−35%0+35%realized×

Q3 FY26±15.9%▼−28.77%×1.81

Q2 FY26±12.5%▲+23.42%×1.87

Q1 FY26±30.2%▼−13.20%×0.44

Feb '26±12.0%▼−9.33%×0.78

Oct '25±18.3%▼−8.54%×0.47

Jul '25±10.8%▼−18.31%×1.70

2 older reports

Apr '25±11.8%▲+7.40%×0.63

Nov '24±14.5%▲+11.10%×0.77

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Feb 17 report · est.

Bull2 of 3

3tracked funds holding CLWN-PORT · Aug 31 '26

136managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

6 of 22of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

5 of 8recent reports where the move came in under the options implied rangeEarnings history

AI captions · Nov 2 '26once per report · top 2 per case

CLW report session

No linked exposure.

Oct 26impliedImplied move: ±15.9% into Oct 26 earnings (Oct 26 close).Source

Oct 13impliedImplied move: ±13.6% into Oct 27 earnings (Oct 13 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.