B+
Bull case
0%
Probability
Target price
$31.80
+30.0% vs current
WY
WeyerhaeuserDNYSE / Equity Real Estate Investment Trusts (REITs)
Last Price
At close
2026-06-03
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$27.50
+12.4% vs current
B-
Bear case
0%
Probability
Target price
$21.00
-14.2% vs current
AI sentiment snapshot
Latest data as of 2026-05-03
Recent news sentiment (30D)
-25.8
Negative
Company
-45.0
Negative
Macro
-25.0
Negative
Pulse
-45.4
Negative
Sentiment proxy
+57.1
Score
AI commentary
Primary tone is mixed. The company-source earnings release on April 30, 2026 showed a sequential rebound and near-term operating stability, but the market reaction was not enthusiastic: MarketBeat showed WY closing at $24.52 on April 30, 2026 and the packet anchor was $23.99 on May 1, 2026, implying the initial read faded. Trusted surprise framing was only modestly positive, clear T+3 analyst target revisions were not available, and the peer read-through is split between timberland REIT and wood-products comps, so this remains a monitoring view rather than a conviction rerating call.
RankAlpha Sentiment Codex - 2026-05-03
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-30eventPortfolio monetization proceeds support capital-allocation flexibilityMedium impact
Q1 included a $192 million Virginia timberlands divestiture, and the company said it received another $22 million after quarter-end from the British Columbia timber-license transfer, which helps fund dividends, repurchases or debt reduction even with weak quarterly FAD [#8-K-2026-04-30] [#10-Q-2026-05-01].
2026-07-30catalystQ2 setup is mixed after a sequential Q1 reboundMedium impact
Management said Q2 Timberlands and Wood Products earnings before special items and Adjusted EBITDA should be comparable to Q1, but Strategic Land Solutions is expected to be about $70 million lower on Adjusted EBITDA because Q1 included a large conservation easement transaction; that keeps the next print as a quality-of-earnings check rather than a clean acceleration story [#8-K-2026-04-30].
2026-12-31catalystWood products recovery still needs housing follow-throughHigh impact
Q1 Wood Products EBITDA improved to $71 million from negative $20 million in Q4 as lumber and OSB realizations improved, and the company highlighted growth projects and distribution expansion, but management also cited elevated macro uncertainty and only maintained a cautious longer-term demand outlook [#8-K-2026-04-30].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-03 • Updated nightlySource: Internal modelMethodology