What Analysts Say Is Changing the Story for West Pharmaceutical Services

West Pharmaceutical Services stock has seen its fair value estimate rise from $321.45 to $350.77, as analysts respond to recent positive momentum. This upward adjustment reflects increased confidence in the company’s growth prospects and management’s outlook following a strong quarterly performance. Stay tuned to learn how you can stay ahead of further changes in the narrative around West Pharmaceutical Services.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value West Pharmaceutical Services.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

BofA raised its price target on West Pharmaceutical Services to $370 from $310 and reiterated their Buy rating. The firm noted a strong third-quarter report, higher EPS estimates by 5% to 6%, and pointed to growth drivers and normalizing market conditions as reasons for optimism heading into 2026. Evercore ISI's analyst Daniel Markowitz raised the firm's price target to $390 from $350 and maintained an Outperform rating. He highlighted management's transparent communication and comfort with current Street estimates for 2026. The analyst sees a strong setup going into 2026, with upside potential for the company supported by solid execution and positive earnings momentum. Across these perspectives, analysts have rewarded West Pharmaceutical for its recent execution and clear management communication. The focus remains on continued growth momentum and stabilizing end markets as positive indicators supporting higher valuations.

🐻 Bearish Takeaways

Barclays increased its price target modestly to $275 from $260 and kept an Equal Weight rating, which reflects a more neutral stance. The firm suggests that while end markets are stable and sentiment is improving, the investment case may still be tempered by prior valuation pressures and cautious sentiment as share valuations have already come down. Remaining reservations are tied to how much upside has already been priced in, the company's valuation, and the need for ongoing improvements in market conditions to sustain momentum.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NYSE:WST Community Fair Values as at Nov 2025

What's in the News

West Pharmaceutical Services has launched the West Synchrony Prefillable Syringe (PFS) System, a new solution targeting biologics and vaccines. This system is scheduled for commercial availability in January 2026, offering verified performance, simplified regulatory submission, and a single-source supply model. The company has raised its full-year 2025 earnings guidance and now projects net sales between $3.060 billion and $3.070 billion. Expected reported net sales growth is 5.8% to 6.1%, with organic net sales growth forecast in the 3.75% to 4.0% range. New guidance for the fourth quarter of 2025 was introduced, with anticipated net sales in the range of $790 million to $800 million and reported sales growth between 5.5% and 6.8%. The supply agreement with scPharmaceuticals Inc. for the SmartDose drug delivery system was amended. The partnership is now extended through December 31, 2027, and termination payment terms have been clarified.

Story Continues

How This Changes the Fair Value For West Pharmaceutical Services

Fair Value Estimate has increased from $321.45 to $350.77. This reflects a higher consensus on intrinsic value. Discount Rate has risen slightly from 7.29% to 7.75%, which indicates a marginally higher risk premium applied to the company’s future cash flows. Revenue Growth projection has edged down from 6.83% to 6.50%, suggesting a modestly more conservative outlook on top-line expansion. Net Profit Margin estimate has improved from 18.91% to 19.05%. This indicates expectations for stronger profitability. Future P/E ratio has increased from 40.72x to 44.23x, signaling higher market expectations for earnings growth or an uplift in valuation multiples.

🔔 Never Miss an Update: Follow The Narrative

Narratives offer a smarter way to invest by linking the story behind a company to its financial outlook and fair value. On Simply Wall St’s Community page, millions of investors use Narratives to interpret numbers, set expectations, and compare fair value to the current price. Narratives update dynamically as new developments emerge, helping you decide the right time to buy or sell.

Read the original Narrative for West Pharmaceutical Services to stay ahead of what matters most:

How growth in GLP-1s and high-value product components could drive substantial revenue and margin gains through 2026. Why new automation and strategic expansion into higher-margin drug handling promise improved profitability and operational scale. The key business risks and analyst assumptions so you can sense-check consensus forecasts and reach your own conclusions.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include WST.

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