Jim Cramer Points to Fed Rate Cuts as a Potential Catalyst for Weyerhaeuser

Weyerhaeuser Company (NYSE:WY) is one of the stocks on Jim Cramer’s radar recently. Cramer noted the company’s investor meeting and the long-term forecast for 2030, as he remarked:

“Earlier today, we got an update from Weyerhaeuser, it’s the largest private owner of timberlands in North America, at its investor meeting, where management laid out an optimistic long-term forecast for 2030. Unfortunately, Weyerhaeuser’s largest business is wood products, and somehow it’s still joint at the hip with the American housing market, and that has not been a great place to be in 2025. I tell you that a lot, and that’s why the stock’s down nearly 18% for the year. But with the Fed putting through a 25 basis point rate cut yesterday, there’s a real chance mortgage rates might start coming down, which would really make the stock go higher.”

Weyerhaeuser Company (NYSE:WY) is one of the largest private owners of timberlands in the world, as it manages sustainable timberlands and produces wood products. In addition, it operates in real estate, energy, and resource solutions. Baron Real Estate Income Fund stated the following regarding Weyerhaeuser Company (NYSE:WY) in its second quarter 2025 investor letter:

“During the quarter, we decided to exit our position in Weyerhaeuser Company (NYSE:WY). While shares have continued to trade at a significant discount to NAV, a softer-than-expected residential housing market this year resulted in a weak demand environment, which ultimately weighed on lumber and other wood products prices. As we wrote in our prior quarterly letter, Weyerhaeuser typically tracks the price of lumber, so soft demand and lower wood products prices can have a negative impact on the business and on the stock. We plan to continue monitoring the business and will potentially re-engage at the appropriate time.”

While we acknowledge the potential of WY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.