Weyerhaeuser (WY) Steady Amid Lumber Demand and Tariff Uncertainty

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Key Highlights:

  • Weyerhaeuser's CEO notes steady lumber demand despite lower expectations.
  • Wall Street sets a one-year average price target of $34.80 for WY, implying significant upside potential.
  • The GuruFocus GF Value estimate suggests a 19.06% upside from the current stock price.

Weyerhaeuser Co. (WY, Financial), under the leadership of CEO Devin Stockfish, is experiencing a steady demand for lumber. However, this demand has not matched the company's expectations. Stockfish has highlighted the role of Canadian tariffs in potentially altering order patterns. Meanwhile, the pricing for Engineered Wood Products remains stable, with expectations for volume increases driven by seasonal factors. The company has maintained its harvest levels, and a new Carbon Capture and Storage (CCS) project with Occidental is set to provide potential financial benefits beginning in 2029.

Wall Street Analysts Forecast

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A comprehensive analysis from 10 Wall Street analysts has set the average one-year price target for Weyerhaeuser Co. (WY, Financial) at $34.80. The forecasts range from a high of $38.00 to a low of $30.00, suggesting an impressive potential upside of 40.27% from the company’s current stock price of $24.81. For more extensive forecast data, visit the Weyerhaeuser Co. (WY) Forecast page.

The consensus among 13 brokerage firms positions Weyerhaeuser Co. (WY, Financial) with an average recommendation of 2.1, denoting an "Outperform" status on the rating scale. This scale ranges from 1 for a Strong Buy to 5 for a Sell, offering investors a clear perspective on the stock's potential.

According to GuruFocus estimates, the projected GF Value of Weyerhaeuser Co. (WY, Financial) is $29.54 over the next year. This estimation suggests a potential upside of 19.06% from the existing price of $24.81. GuruFocus' GF Value metric assesses the stock's fair market value, calculated by examining historical trading multiples, past business growth, and future business performance projections. More detailed analysis is available on the Weyerhaeuser Co. (WY) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.