$WY 0.21 Weak

Notable posts

• @wallstengine bullish 31 eng

  Raymond James Upgrades $WY to Strong Buy from Outperform, PT $30 Analyst comments: "We are upgrading our rating on Weyerhaeuser to Strong Buy, following what we believe has been a disproportionate overreaction to WY’s June operating update posted to the company’s website on June 25. Since then, WY shares have traded off by ~13%, leaving its valuation very close to ~$2,000 per acre on a total EV/timber-only basis, while ascribing zero value to its industry-leading Wood Products or Strategic Land Solutions platforms. Adding in our conservative estimates for total platform value, WY’s current 37% NAV discount is nearly two full standard deviations below its 15-year median. We note that WY shares have already bounced off these valuation levels multiple times this year. Importantly, those earlier bounces did not have the benefit of $500+/mbf lumber prices, which have continued to rise steadily into July and currently stand at $525/mbf per the Random Lengths Composite. With signs of continued tightening across the Wood Products supply chain, WY’s industry-leading manufacturing platform appears to be solidly back to double-digit gross margins, despite the added fuel costs. Given the importance of timberland as a key store-of-value asset class that provides steady inflation protection, cash flow upside, and multiple alternative-use options, we find the public-market pricing of WY’s 10.5 million acres, which includes some of North America’s most irreplaceable forestry assets, too compelling to ignore. Said another way, investors can currently acquire two acres of the industry’s highest-quality timber portfolio for the same price as one ounce of gold, while getting all of WY’s lumber and HBU land optionality as completely free call options." Analyst: Buck Horne

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• @wallstengine neutral 26 eng

  WEYERHAEUSER $WY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.9B (Est. $1.83B) 🟢 🔹 Adj. EPS: $0.13 (Est. $0.09) 🟢; +8% YoY 🔹 Net Income: $162M (Est. $63.3M) 🟢 🔹 Adjusted EBITDA: $310M (Est. $297M) 🟢 Segment Operating Income: 🔹 Timberlands: $130M 🔹 Wood Products: $71M 🔹 Strategic Land Solutions: $94M Other Q2 Metrics: 🔹 Operating Income: $223M (Est. $147M) 🟢 🔹 Net Earnings Before Special Items: $91M

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• @tenet_research neutral 26 eng

  Tenet Market Wake-Up Summary 📷📷 July.31.26 $SMCI $NVDA $RKLB $RDW $FLY $LHX $VSAT $AAPL $AVGO $TSLA $SPCX $AMZN $NVDA $NVO $CRCL $SKHY $AMD $INTC $NVDA $BABA $MSFT $TEM $FSLR $NXT $MSTR $GDDY $LEA $LIN $AU $CVX $MTD $MRNA $EXPO $SYK $EIX $DXC $WY $CRCL $PTEN $COIN $META $BIRK $AMZN $GDDY $EIX $RBLX $REPL $AXTI $KPTI $MYGN @ripster47 | @TENETTRADEGROUP | @TenetCharts

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