UBS maintains Buy on West Pharma, reiterates $285 target

Published 19/03/2025, 16:04
UBS maintains Buy on West Pharma, reiterates $285 target

On Wednesday, UBS reaffirmed its confidence in West Pharmaceutical Services, Inc. (NYSE:WST), maintaining a Buy rating and a price target of $285.00. According to InvestingPro data, the company currently trades at a P/E ratio of 34.8x and an EV/EBITDA multiple of 22.2x, suggesting premium valuation metrics. The endorsement follows a recent industry expert discussion that UBS hosted, which focused on the pharmaceutical packaging sector and West Pharma’s position within it.

The expert dialogue, termed a "Doc Debates" call, provided insights into the industry trends and evaluated the growth prospects for West Pharma. UBS analyst Dan Leonard found the discussion to be positive regarding the company’s growth opportunities. InvestingPro analysis reveals the company maintains strong financial health with a ’GOOD’ overall score, supported by a solid current ratio of 2.79 and moderate debt levels. This conversation, combined with insights from a recent engagement with a competitor of West Pharma and further information from West’s management about the timeline of sales impacts from continuous glucose monitors (CGMs), has led UBS to an increasingly optimistic stance on the company.

Leonard highlighted the constructive nature of the expert call, stating, "Today we hosted a Doc Debates call with a pharmaceutical packaging Expert to discuss industry trends and assess West Pharma’s growth outlook. We thought the Expert call was constructive on West’s growth opportunity." He also emphasized the additional context provided by West’s management regarding CGMs, which has contributed to UBS’s continued recommendation of West Pharma as a top selection within their diversified Tools coverage.

West Pharmaceutical Services, Inc. specializes in creating packaging components and delivery systems for injectable drugs and healthcare products. Its stock performance is closely watched by investors and analysts alike, given the critical role of packaging in the pharmaceutical supply chain.

UBS’s reiterated Buy rating and price target reflect a belief in the company’s strong fundamentals and potential for growth in the pharmaceutical packaging market. The $285.00 price target suggests UBS sees substantial upside for West Pharma shares, based on the current market conditions and company prospects.

In other recent news, West Pharmaceutical Services Inc . reported its fourth-quarter 2024 earnings, surpassing analyst expectations with an earnings per share (EPS) of $1.82, compared to the forecasted $1.72. Revenue for the quarter was $748.8 million, slightly above the expected $740.75 million. Despite this positive earnings performance, the company’s stock experienced a significant decline due to concerns over future growth and margin pressures. The company has set a full-year 2025 EPS guidance of $6.00 to $6.20 and anticipates 2-3% organic sales growth. Additionally, West Pharmaceutical (TADAWUL:2070) declared a second-quarter dividend of $0.21 per share, payable on May 7, 2025, emphasizing its commitment to shareholder value. Analyst firm KeyBanc Capital Markets revised its price target for the company’s shares to $325 from the previous $470, maintaining an Overweight rating. Meanwhile, Evercore ISI initiated coverage with an Outperform rating and a $275 price target, highlighting the company’s strong position in the pharma packaging market. These developments reflect a mix of positive earnings results and cautious future guidance for West Pharmaceutical Services.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.