11 stories mentioning SWUpdated 25d ago
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Smurfit Westrock (SW) has an average rating of buy and mean price target of $56.66, according to analysts polled by FactSet.Price: $50.39, Change: $+0.96, Percent Change: +1.94%
Smurfit Westrock (SW) has an average rating of buy and mean price target of $56.26, according to analysts polled by FactSet.Price: $48.27, Change: $+0.70, Percent Change: +1.46%
Smurfit Westrock (SW) has an average rating of buy and mean price target of $56.20, according to analysts polled by FactSet.Price: $48.48, Change: $-0.04, Percent Change: -0.08%
Smurfit Westrock (SW) has an average rating of buy and mean price target of $54.68, according to analysts polled by FactSet.Price: $42.97, Change: $+0.90, Percent Change: +2.14%
Smurfit Westrock (SW) has an average rating of Buy and mean price target of $53.77, according to analysts polled by FactSet.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $10 to $42 on an EV/EBITDA of 7.0x our 2026 EBITDA estimate, a discount to the peer average of 9.8x, but above SW's limited trading history average of 7.0x over the past year to reflect synergy target achievements. We cut our 2026 EPS view by $0.73 to $2.30 and cut 2027 EPS by $0.54 to $3.20. Q1 results reflected significant cost inflation, with energy costs increasing by $200M and freight costs increasing by $50M based on the current price outlook for FY 2026. The largest positive was the surge in demand in March and April, with SW selling out of nearly all paper grades near-term and allowing price increases to be realized for Q2 this year. We believe the $50 per ton containerboard increase YTD ($20 in Q1 & $30 in April) will drive revenue higher in 2H 2026, with Europe costs potentially increasing by EUR100 per ton as well. We note that North America volumes were down 7.4% in Q1 with a better outlook for the remainder of FY 2026.
Smurfit Westrock (SW) has an average rating of buy and mean price target of $54.23 according to analysts polled by FactSet.Price: $39.39, Change: $+0.99, Percent Change: +2.58%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SW delivered mixed Q1 2026 results. Net sales were $7.71B (+0.7% Y/Y, $184M above consensus), but adjusted EBITDA was $1.08B (-14.1% Y/Y, $77M below consensus), resulting in a 14.0% margin, down 240 bps Y/Y. Management quantified $65M in weather-related headwinds, primarily $55M in North America, which significantly affected quarterly performance. The company took strategic downtime for system optimization, which had a $74M impact, but demonstrated improving underlying demand trends. Net income dropped substantially to $63M from $382M. The decline was due to higher restructuring charges ($54M vs. $15M) and sustained elevated interest expense of $166M, reflecting ongoing integration costs. Consequently, basic EPS fell sharply to $0.12 from $0.74 (-83.8% Y/Y), while adjusted basic EPS declined to $0.33 from $0.68 (-51.5% Y/Y, $0.07 below consensus).
Consumer stocks were mixed premarket Thursday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) down 0.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) 1% higher.Unilever (UL) stock was up more than 1% after the company reported a 3.8% underlying sales growth, along with a 3.3% decline in turnover, in Q1.Royal Caribbean Group (RCL) shares were up more than 6% after the company reported higher Q1 adjusted earnings and revenue.Smurfit Westrock (SW) stock was down more than 6% after the company posted a decline in Q1 adjusted earnings.
PepsiCo (PEP), Smurfit WestRock (SW), Givaudan, and Statkraft signed a 10-year virtual power purchase agreement with a wind asset in Spain, the companies said Tuesday.The deal is part of PepsiCo's "pep+ REnew" program for emissions reductions and energy transition, according to the statement. No financial details were disclosed.The agreement is expected to contribute to a reduction in carbon emissions of about 32,000 metric tons per year, the companies said.Price: $156.13, Change: $+2.03, Percent Change: +1.32%
Smurfit Westrock (SW) has an average rating of buy and mean price target of $55.91, according to analysts polled by FactSet.Price: $41.17, Change: $-0.89, Percent Change: -2.12%
