West Pharmaceutical Services Inc. has seen its stock price drop as it hits a 5-day low amid broader market weakness, with the Nasdaq-100 down 0.17% and the S&P 500 down 0.10%.
The company has reached a definitive agreement to sell its SmartDose® 3.5mL On-Body Delivery System and associated facilities to AbbVie for $112.5 million, expected to close in mid-2026. This strategic decision reflects West's aim to optimize its product portfolio, allowing it to focus on the development of other SmartDose products, which are anticipated to contribute approximately 4% of revenues in fiscal year 2025. The CEO emphasized that this transition aligns with the company's patient-centric development strategy, aiming for sustainable growth by concentrating resources on large-dose on-body delivery devices.
This sale is part of West's broader strategy to enhance its market positioning and drive long-term profitable growth. The company remains committed to ensuring customer service remains unaffected during the transition period.
Wall Street analysts forecast WST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WST is 348.70 USD with a low forecast of 285.00 USD and a high forecast of 375.00 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.
12 Analyst Rating
Wall Street analysts forecast WST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WST is 348.70 USD with a low forecast of 285.00 USD and a high forecast of 375.00 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.
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 235.890
Low
285.00
Averages
348.70
High
375.00
Current: 235.890
Low
285.00
Averages
348.70
High
375.00
Nephron Research
Hold
to
Buy
upgrade
$367
2025-12-11
Reason
Nephron Research
Price Target
$367
AI Analysis
2025-12-11
upgrade
Hold
to
Buy
Reason
Nephron Research upgraded West Pharmaceutical to Buy from Hold with a $367 price target.
TD Cowen
Brendan Smith
Buy
initiated
$350
2025-10-29
Reason
TD Cowen
Brendan Smith
Price Target
$350
2025-10-29
initiated
Buy
Reason
TD Cowen analyst Brendan Smith initiated coverage of West Pharmaceutical with a Buy rating and $350 price target. West sits at the nexus of multiple, sector-wide trends - including injectable biologics, GLP-1s and expanding regulatory demand - that have helped the company evolve from a supplier of standard drug delivery components towards high-value products with higher gross margins, the analyst tells investors. The mix shift to higher value products should sustainably grow revenue and margins long term, the analyst contends.
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Barclays
Equal Weight
maintain
$275 -> $325
2025-10-27
Reason
Barclays
Price Target
$275 -> $325
2025-10-27
maintain
Equal Weight
Reason
Barclays raised the firm's price target on West Pharmaceutical to $325 from $275 and keeps an Equal Weight rating on the shares. The company reported a "solid beat across the board" and has a good setup into 2026, the analyst tells investors in a research note.
Evercore ISI
Daniel Markowitz
Tactical Outperform -> Outperform
downgrade
$390
2025-10-27
Reason
Evercore ISI
Daniel Markowitz
Price Target
$390
2025-10-27
downgrade
Tactical Outperform -> Outperform
Reason
Evercore ISI analyst Daniel Markowitz had a "Tactical Outperform" call on West Pharmaceutical heading into earnings, but is removing it from the firm's TAP list given that West reported earnings late last week. The firm has an Outperform rating and $390 price target on the shares.
About WST
West Pharmaceutical Services, Inc. is a global manufacturer that is engaged in the design and production of technologically advanced, integrated containment and delivery systems for injectable drugs and healthcare products. The Company operates in two segments: Proprietary Products and Contract-Manufactured Products. The Proprietary Products segment offers elastomers & primary containment, drug delivery devices, integrated solutions, and analytical lab services, primarily to biologic, generic, and pharmaceutical drug customers. The Contract-Manufactured Products reportable segment serves as a fully integrated business, focused on the design, manufacture, and automated assembly of complex devices, primarily for pharmaceutical, diagnostic, and medical device customers. This segment manufactures customer-owned components and devices used in surgical, diagnostic, ophthalmic, injectable, and other drug delivery systems, as well as consumer products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
