gurufocus.comOCT 142 min read$WY

Bank of America Securities Upgrades Weyerhaeuser (WY) to Buy Ami

Bank of America upgraded Weyerhaeuser (WY) to Buy, citing undervaluation and potential upside from lumber and housing markets. WY's P/S ratio is 2.02, below its 5-year median of 2.9x. GuruFocus estimates WY is 29.3% undervalued, but notes financial stress. Gurus are net buyers, while insiders are net sellers. WY's market cap is $13.78B.

Original reporting

gurufocus.com

Published Oct 14, 2026, 2:03 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Oct 14, 2026, 2:57 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefFinancial news

Primary signal

$WY

Bullish

high confidence

Mentioned

$WY

Relevance

7/10

AlphAI data visualization · based on gurufocus.com

Decision brief

The 30-second read

$WYBullishMed

Why it matters

Analyst upgrade could attract value‑oriented investors, but execution risks remain.

Market read

The upgrade provides a fresh catalyst for WY and may influence REIT sector sentiment.

What to watch

Potential downside from continued lumber inventory constraints and broader macro slowdown.

Relevance 7/10Novelty 7/10Timing: today

Background

Weyerhaeuser is a large REIT with timberland assets; its stock has been pressured by weak housing demand and negative cash flow.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$WYBullishHigh confidence

Context

Bank of America Securities upgraded Weyerhaeuser (WY) from Neutral to Buy, citing undervalued price and lumber market upside.

Expected impact

upward pressure as investors price in the new Buy rating and valuation thesis

Evidence & confidence

Analyst upgrade with a clear valuation argument is a fresh catalyst that can move the stock in the short term.

Market effects

Sector

May lift sentiment in the REIT and forest products sector as peers are re‑rated.

Regional

Primarily affects U.S. markets where WY trades; limited regional spillover.

Global

Low global impact beyond U.S. timber and REIT investors.

Counterpoint

What could challenge this read

The upgrade may be premature given WY's cash‑flow negativity and housing affordability headwinds.

Key entities

analyst
Bank of America Securities
Issued the Buy upgrade for WY.
company
Weyerhaeuser Co
Forest products REIT receiving the upgrade.

Read at source ← All news

OCT 27

$WYMed

DA Davidson cuts Weyerhaeuser stock price target on cost pressures

DA Davidson reduced its price target for Weyerhaeuser (WY) to $27 from $31, citing higher fuel costs and moderated housing demand. The stock is down 20% over six months. Despite the cut, the firm maintains a Buy rating. WY reported Q2 earnings beating estimates, with revenue of $1.87B. Truist Securities raised its target to $28, keeping a Hold rating. WY offers a 4.29% dividend yield.

investing.com2 min

OCT 14

$WYHigh

Weyerhaeuser upgraded at Bank of America on timberland assets

Bank of America upgraded Weyerhaeuser (WY) to Buy, citing discounted valuation and potential upside from lumber and housing market recovery. The price target was lowered to $25. BofA also adjusted targets for Louisiana-Pacific (LPX), Boise Cascade (BCC), and Sylvamo (SLVM). Lumber price forecasts were updated, with near-term challenges noted.

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OCT 7

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4 Dividend REITs Collecting Rent From Some of America’s Strangest Properties

VICI Properties (VICI) reported 100% occupancy and a 39.6-year average lease term. It owns properties like Caesars Palace and MGM Grand, with a 8.1% yield. Gaming & Leisure Properties (GLPI) raised its dividend to $0.82, with an 8.6% yield. Weyerhaeuser (WY) owns timberlands, with a 4.5% yield. Gladstone Land (LAND) owns farmland, with a 95.4% occupancy rate.

247wallst.com5 min

SEP 30

$WYMed

JPMorgan Adjusts Weyerhaeuser Price Target to $24 From $28

JPMorgan reduced its price target for Weyerhaeuser from $28 to $24. The company's stock is currently trading at $19.28, down 1.36% on the day and 8.79% over the past year. JPMorgan previously adjusted the target from $31 to $28 on September 3.

marketscreener.com1 min

AUG 27

$WYMedAI 8/10

Weyerhaeuser Reaffirms $1.5 Billion EBITDA Growth Target by 2030 – Minichart

Weyerhaeuser (WY) reaffirmed its target to grow Adjusted EBITDA by $1.5 billion by 2030, with $1 billion from ongoing initiatives. Key growth areas include Wood Products, Strategic Land Solutions, and Timberlands. The company is investing $500 million in a new facility in Monticello, Arkansas, expected to generate $100+ million in annual EBITDA. Weyerhaeuser also announced a $1 billion share repurchase authorization and maintains a strong financial position with $5.3 billion in long-term debt an

minichart.com.sg2 min