Suzano stock heads toward November 5 results as pulp prices rise

Published on 10/06/2026 at 11:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Suzano stock was last at USD 8.43 on October 5, 2026, while its next results are scheduled for November 5. Q2 adjusted EBITDA reached BRL 4.7 billion.

SUZ, US86959K1051, Illustration mit AI erstellt.

Suzano (ISIN US86959K1051) was last at USD 8.43 on the NYSE on October 5, 2026, with the quote 0.82 percent below the prior close. The company heads toward its third-quarter 2026 results on November 5, 2026, according to Suzano.

November results meet higher pulp prices

The scheduled release gives investors the next formal checkpoint after a second-quarter report that showed operating strength alongside balance-sheet pressure. October pulp list prices add a commercial test before the results arrive.

Reuters reported on September 22, 2026, that Suzano would raise pulp prices by USD 50 per tonne in the Americas and Europe and by USD 20 per tonne in China and other Asian markets, effective October 1, 2026.

Cash flow improves while leverage stays high

For Q2 2026, Suzano reported adjusted EBITDA of BRL 4.7 billion. Packaging News Daily also reported USD 12.8 billion of net debt and leverage of 3.4 times net debt to EBITDA for the quarter.

The company has set a USD 11 billion net-debt target and leverage below 2.5 times net debt to EBITDA, compared with the Q2 level of 3.4 times. The gap makes debt reduction a central issue for the November results.

The same report put 2026 capital expenditure at USD 2.1 billion, 18 percent below 2025. That restraint can support deleveraging, but it also limits the room for large new growth projects while pulp prices remain cyclical.

Consensus target stays above the ADR

MarketBeat reports a Hold consensus and an average target of USD 13.20. The target lies 56.6 percent above the USD 8.43 NYSE quote, while the consensus includes two Buy and two Sell ratings.

The market picture is therefore split between better pulp pricing and still-elevated leverage. Suzano's October increases could strengthen near-term earnings momentum, but the November report must show that higher prices translate into cash generation and debt reduction.

Suzano stock remains below its yearly high

Suzano stock was last at USD 8.43 on the NYSE on October 5, 2026 at 4:00 p.m. ET. That price was 26.95 percent below the 52-week high of USD 11.54 and 11.66 percent above the 52-week low of USD 7.55.