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Stock impact report

RBC Sees Acquisition Opportunities for West Fraser (WFG) as Wood Products Market Weakens Further [Yahoo! Finance]

West Fraser Timber Co. Ltd Common stock (WFG) 
Company Research Source: Yahoo! Finance
Capital reaffirmed its Outperform rating on West Fraser Timber Co. Ltd. (NYSE:WFG) but reduced its price target from $92 to $91. Best Lumber Stocks to Buy Photo by René Schubert on Unsplash This follows the company's October 23 earnings results for the third-quarter of 2025, which showed significant losses amid difficult market conditions. In almost every indicator, West Fraser's Q3 2025 financial results showed a significant decline from the previous quarter. The company's adjusted EBITDA margin changed from 6% to -11%, while sales dropped to $1.307 billion from $1.532 billion in the second quarter. According to the firm, West Fraser's low-cost strategy, favorable softwood lumber duty rate, geographic diversification, and robust financial sheet, put the company in a position to weather a variety of wood products market conditions for the rest of 2025 and 2026. Moreover, RBC believes West Fraser Timber Co. Ltd. (NYSE:WFG) is in a strong position to potentially acquire premiu Show less Read more
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