Should You Buy Potlatchdeltic Corp (PCH) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
41.120
1 Day change
-0.75%
52 Week Range
48.120
Analysis Updated At
2026/01/26
PotlatchDeltic Corp (PCH) is not a strong buy for a beginner, long-term investor at this time. Despite positive financial performance in Q3 2025, the company's pending merger with Rayonier and reduced exposure to lumber pose uncertainties. Additionally, hedge funds are heavily selling, and analyst ratings have been downgraded with reduced price targets. The technical indicators are moderately bullish, but the lack of strong trading signals and the absence of recent positive catalysts make this stock a hold rather than a buy.
Technical Analysis
The stock shows moderately bullish technical indicators with a positive MACD histogram (0.253), neutral RSI (59.993), and bullish moving averages (SMA_5 > SMA_20 > SMA_200). Key support and resistance levels are Pivot: 43.613, R1: 45.34, S1: 41.887, R2: 46.407, S2: 40.82. However, the stock is not showing strong momentum for immediate growth.
Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Technical Summary
Sell
8
Buy
6
Positive Catalysts
Strong Q3 2025 financial performance with revenue up 23.14% YoY, net income up 682.50% YoY, EPS up 725.00% YoY, and gross margin up 67.99% YoY.
Neutral/Negative Catalysts
Pending merger with Rayonier reduces exposure to lumber and creates uncertainty. Hedge funds are heavily selling (7056% increase in selling over the last quarter). Analysts have downgraded the stock with reduced price targets, citing challenges in the U.S. South pulpwood markets and tepid demand conditions.
Financial Performance
In Q3 2025, the company reported strong financial growth: Revenue increased to $314.18M (up 23.14% YoY), Net Income increased to $25.89M (up 682.50% YoY), EPS increased to $0.33 (up 725.00% YoY), and Gross Margin increased to 18.16% (up 67.99% YoY).
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts have shown a negative trend in ratings. BMO downgraded the stock to Market Perform from Outperform with a price target of $45 (down from $51). BofA lowered the price target to $44 from $46 but maintained a Buy rating. RBC Capital and other firms have also reduced price targets, citing challenges in the timber and pulpwood markets.
Wall Street analysts forecast PCH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PCH is 45 USD with a low forecast of 40 USD and a high forecast of 51 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast PCH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PCH is 45 USD with a low forecast of 40 USD and a high forecast of 51 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
4 Hold
1 Sell
Hold
Current: 41.430
Low
40
Averages
45
High
51
Current: 41.430
Low
40
Averages
45
High
51
BMO Capital
BMO
Outperform -> Market Perform
downgrade
$51 -> $45
AI Analysis
2026-01-08
Reason
BMO Capital
BMO
Price Target
$51 -> $45
AI Analysis
2026-01-08
downgrade
Outperform -> Market Perform
Reason
BMO Capital downgraded PotlatchDeltic (PCH) to Market Perform from Outperform with a price target of $45, down from $51. The company's pending merger with Rayonier (RYN) will significantly reduce its exposure to lumber, the analyst tells investors in a research note. Meanwhile, the U.S. South pulpwood markets are likely to remain challenged in the near term due to pulp and paper capacity shutdowns, adds BMO.
BofA
Buy
downgrade
$46 -> $44
2026-01-05
Reason
BofA
Price Target
$46 -> $44
2026-01-05
downgrade
Buy
Reason
BofA lowered the firm's price target on PotlatchDeltic to $44 from $46 and keeps a Buy rating on the shares. While the firm has tried to be accurate in its modeling, fundamental trends could wind up worse than expected, causing downside to the shares relative to its price objective, the analyst tells investors in a research note.
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