
Rayonier (RYN) Stock Forecast & Price Target
Rayonier (RYN) Analyst Ratings
Bulls say
Rayonier's positive outlook is supported by a 3% year-over-year increase in average delivered pulpwood prices, which have reached $30.05 per ton, attributed to improved supply and demand dynamics. Additionally, the company has seen a 7% year-over-year rise in average delivered prices for domestic sawtimber, now at $90.58 per ton, driven by strong domestic demand and favorable geographical factors. Management anticipates further enhancements in U.S. lumber production and timber pricing in the latter half of 2025 due to impending increases in softwood lumber duties on Canadian imports.
Bears say
Rayonier's average pine sawtimber and pulpwood stumpage realizations decreased by 16% and 17% year-over-year, respectively, driven by reduced demand from Southern sawmills and pulp mills, along with an influx of salvage timber and an unfavorable geographic mix. The company has revised its 2025 capital expenditures guidance downward from $72-77 million to $52-56 million, reflecting a significant reduction in expected investments. Furthermore, Rayonier's projected Adjusted EBITDA for Q2 2025 has been dramatically lowered to $30-40 million, down from an earlier estimate of $57.4 million, which indicates deteriorating financial expectations for the upcoming quarters.
This aggregate rating is based on analysts' research of Rayonier and is not a guaranteed prediction by Public.com or investment advice.
Rayonier (RYN) Analyst Forecast & Price Prediction
Start investing in Rayonier (RYN)
Order type
Buy in
Order amount
Est. shares
0 shares