WY Weyerhaeuser Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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14:00
Jul 31
Jul 31
Guidance is mixed: lumber volume is improving and transportation constraints are easing, but OSB faces higher maintenance costs and continued market oversupply. Overall, the tone is cautiously optimistic but not a clear inflection.
HIGH
23:12
Jul 30
Jul 30
Weyerhaeuser's profit rise is reported as a factual earnings result tied to higher lumber.
Weyerhaeuser's profit rise is reported as a factual earnings result tied to higher lumber and log prices, not a forward-looking trade call.
LOW
23:47
Jul 09
Jul 09
Bullish on rates declining, buy now.
Weyerhaeuser is a buy if you believe interest rates will eventually go lower, as lower rates benefit the stock. Cramer is more bullish on it than the rest of Wall Street, and recommends starting to buy here if you have that rate view.
MED
23:30
Jul 09
Jul 09
Buy WY if rates go lower
Cramer believes Weyerhaeuser is a buy if interest rates go lower, stating he is more bullish than the rest of Wall Street. The stock tends to fall when rates rise, so a decline in rates would benefit it. He suggests starting to buy at current levels if one expects rates to eventually fall.
MED
17:40
Jun 16
Jun 16
Timberland alone valued at $31-41B vs. $23B enterprise value – a 25%+ discount. This margin of safety plus a 3.4% dividend provides downside protection, while the cyclical lumber business (currently near break-even) could generate $1.5-2B in profits in a good year, making the stock a deep value play with asymmetric upside. Buy WY for its asset-backing and free optionality on lumber cycle recovery; long-term, housing demand should drive a double. Prolonged low lumber prices, rising interest rates hurting housing starts, timberland valuation assumptions being too optimistic, or the stock remaining flat as a value trap.
HIGH
19:17
Jun 06
Jun 06
The author found 21 entities in WY and plans to tweet about them.
The author found 21 entities in WY and plans to tweet about them, but no position or forward view is expressed.
LOW
14:00
May 01
May 01
Guidance is for stable performance; lumber pricing strength is offset by cost inflation and a soft housing market. The tone is cautious, with no clear improvement or deterioration in the near-term outlook.
HIGH
15:00
Jan 30
Jan 30
Management notes extremely challenging market conditions with prices near historic lows, but sees recent improvements and expects a seasonal pickup in demand. The tone is cautiously optimistic but grounded in the reality of a weak market, resulting in a 'neutral' stance.
HIGH
About WY Analyst Coverage
Buzzberg tracks WY (Weyerhaeuser) across 5 sources. 3 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (38%). 8 total trade ideas tracked. Latest voices: Davey Wold, BarbarianCap, Jim Cramer.