Smurfit Westrock price target lowered to $52 from $56 at Morgan Stanley

Investing.com - Morgan Stanley reduced its price target on Smurfit Westrock (NYSE:SW) to $52.00 from $56.00 on Monday, while maintaining an Overweight rating on the packaging company’s stock. The stock currently trades at $36.92, near its 52-week low of $35.21, with InvestingPro data showing it has fallen 14.93% in the past week alone.

The price target adjustment follows Smurfit Westrock’s third-quarter 2025 results, which prompted Morgan Stanley to update its financial model for the company. Despite the reduction, Morgan Stanley’s target still suggests significant upside potential, with the broader analyst consensus remaining firmly bullish at 1.31 (Strong Buy).

Morgan Stanley’s 2025 EBITDA estimate for Smurfit Westrock decreased modestly by $17 million to $4,983 million, positioning it in the middle of the company’s guidance range of $4.9-5.1 billion.

The firm also lowered its 2027 EBITDA estimate from $5,505 million to $5,450 million, citing lower demand growth projections in the United States market.

These revised estimates resulted in a 7% reduction in the price target to $52 per share, while Morgan Stanley’s bull case scenario for Smurfit Westrock fell by 6% to $68 per share.

In other recent news, Smurfit Westrock PLC reported its third-quarter earnings for 2025, revealing a mixed financial performance. The company posted earnings per share (EPS) of $0.58, which fell short of the expected $0.72, marking a 19.44% miss. Despite the EPS shortfall, Smurfit Westrock’s revenue slightly exceeded expectations, reaching $8 billion compared to the forecasted $7.89 billion. These results have led to a negative market reaction, reflecting investor concerns over the earnings miss.

In addition to the earnings report, analysts from various firms have been adjusting their outlooks on Smurfit Westrock. While some analysts have maintained their ratings, others have expressed caution due to the earnings miss. The company’s recent performance and the analysts’ reactions highlight the ongoing challenges and opportunities facing Smurfit Westrock. Investors are closely monitoring these developments as they assess the company’s future prospects.

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