Jim Cramer endorses Weyerhaeuser (WY) amid expectations of lower interest rates, diverging from broader Wall Street sentiment.
Jim Cramer advised investors to consider Weyerhaeuser Company (NYSE:WY) on *Mad Money*, citing potential upside if interest rates decline. He argued the stock is undervalued relative to Wall Street’s bearish stance tied to rate hike concerns.
Weyerhaeuser, a timber REIT, trades at a discount to peers like Rayonier Inc., according to Kopernik Global All-Cap Equity Fund’s Q1 2026 investor letter. The fund highlighted timber’s scarcity and mispricing as key drivers for initiating positions in both companies.
The stock’s performance hinges on rate expectations, with Cramer suggesting a bullish case if rates fall. No immediate market reaction was reported.