Acquisition Details: Sealed Air Corporation is set to be acquired by CD&R in an all-cash deal valued at $10.3 billion, with shareholders receiving $42.15 per share, a 41% premium over its closing price on August 14, 2025.
Go-Shop Period: The company will have a 30-day go-shop period to explore alternative offers, with an additional 15 days for negotiations with qualifying bidders, and the deal is expected to close in mid-2026.
Management's Perspective: CEO Dustin Semach emphasized that the acquisition will provide significant value to shareholders and support the company's transformation and growth in the Food and Protective sectors.
Recent Financial Performance: Sealed Air reported a third-quarter adjusted EPS of $0.87, exceeding estimates, and raised its FY25 adjusted EPS guidance while tightening its revenue outlook, despite a 3.37% drop in share price to $41.83.
Wall Street analysts forecast SEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEE is 44.02 USD with a low forecast of 38.00 USD and a high forecast of 52.00 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.
11 Analyst Rating
Wall Street analysts forecast SEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEE is 44.02 USD with a low forecast of 38.00 USD and a high forecast of 52.00 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.
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 41.800
Low
38.00
Averages
44.02
High
52.00
Current: 41.800
Low
38.00
Averages
44.02
High
52.00
Truist
Buy
maintain
$45 -> $49
2026-01-06
Reason
Truist
Price Target
$45 -> $49
AI Analysis
2026-01-06
maintain
Buy
Reason
Truist raised the firm's price target on Sealed Air to $49 from $45 and keeps a Buy rating on the shares. Early 2026 is expected to see modestly challenged packaging volumes due to limited promotions, though some CPGs are successfully driving volume while retaining price gains, the analyst tells investors in a research note. Beverage cans should continue growing in North America and Europe, and containerboard producers are likely to implement price increases successfully thanks to disciplined supply management, the firm says.
Baird
Outperform -> Neutral
downgrade
$45 -> $42
2025-12-18
Reason
Baird
Price Target
$45 -> $42
2025-12-18
downgrade
Outperform -> Neutral
Reason
Baird downgraded Sealed Air to Neutral from Outperform with a price target of $42, down from $45. The firm cites the expiration of the 30-day go-shop period as part of the pending acquisition of the company by private equity firm CD&R for the downgrade.
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Stifel
Lars Kjellberg
Buy
to
Hold
downgrade
$45
2025-11-17
Reason
Stifel
Lars Kjellberg
Price Target
$45
2025-11-17
downgrade
Buy
to
Hold
Reason
Stifel analyst Lars Kjellberg downgraded Sealed Air to Hold from Buy with a price target of $45, up from $43.80. The shares are up 19% since the Wall Street Journal reported on November 12 that private equity firm Clayton Dublier & Rice is in discussions to take Sealed Air private. Stifel now sees limited valuation in the stock.
BofA
NULL -> No Rating
downgrade
2025-11-14
Reason
BofA
Price Target
2025-11-14
downgrade
NULL -> No Rating
Reason
BofA moves to No Rating on Sealed Air after a Wall Street Journal report on November 12 said Clayton Dubilier & Rice is in advanced discussions to take the company private. Given these headlines from a reputable source, the firm views the stock as no longer trading on fundamentals.
About SEE
Sealed Air Corporation is a provider of packaging solutions integrating performance materials, automation, equipment and services. The Company designs, manufactures and delivers packaging solutions that preserve food, protect good and automate packaging processes. The Company operates through two segments: Food, and Protective. The Company’s portfolio of solutions includes CRYOVAC brand for food packaging, LIQUIBOX for fluids and liquids systems, SEALED AIR brand for protective packaging, AUTOBAG brand for automated systems, BUBBLE WRAP brand for packaging. The Company delivers its packaging solutions to an array of end markets including fresh proteins, foods, fluids, medical and healthcare, e-commerce, logistics and omnichannel fulfilment operations, and industrials. Its food solutions are sold to food processors in fresh red meat, smoked and processed meats, poultry, seafood, plant-based protein, fluids and liquids and cheese markets worldwide.
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.
