Weyerhaeuser (WY) Stock Forecast & Price Target

Weyerhaeuser has provided an optimistic forecast for segment Adjusted EBITDA, raising its guidance to approximately $390 million for FY25, indicating strong operational performance relative to previous estimates. The company’s robust timberland holdings in desirable markets are poised to ensure steady cash flows, bolstered by ongoing long-term demand growth across wood products and increasing international demand. Additionally, the acquisition of Plum Creek is expected to enhance overall financial performance, with anticipated annual EBITDA contributions of $19 million over the initial five years, which significantly surpasses the company's average contributions.

Weyerhaeuser's 2Q Wood Products EBITDA forecast has been significantly adjusted downward from $180 million to $102 million, contributing to a total consolidated forecast reduction from $399 million to $319 million. The company's net asset value also decreased to $39 per share, impacted by a higher net debt balance and weakened expectations for its North Timber Products segment, which is projected to experience an EBITDA loss in 3Q25—the first unprofitable quarter for this segment since 2011. Furthermore, ongoing declines in engineered wood product realizations and a challenging oriented strand board pricing environment suggest sustained financial pressure, as evidenced by expectations of lower segment earnings and adjusted EBITDA for Q4 2025.