West Pharmaceutical Services, Inc. (WST) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
West Pharmaceutical Services is rated a buy, supported by strong Q3 results, raised guidance, and a resilient long-term growth thesis. WST's focus on high-value proprietary elastomer components and secular industry drivers, like GLP-1 demand, underpins robust margin and revenue growth. Risks include questionable capital allocation, recent insider selling during buybacks, and potential disruption from oral drug alternatives.
West Pharmaceutical Services, Inc. ( WST ) Stephens Annual Investment Conference 2025 November 20, 2025 12:00 PM EST Company Participants Robert McMahon - Senior VP & CFO Shane Campbell - SVP & Chief Proprietary Segment Officer John Sweeney - Head of Investor Relations Conference Call Participants Steven Etoch - Stephens Inc., Research Division Presentation Steven Etoch Stephens Inc., Research Division Welcome to day 3 of Stephens 2025 Investment Conference here at Nashville. I'm Mac Etoch, the Life Science Tools and Pharma Services Analyst.
West Pharmaceutical Services, Inc. ( WST ) Jefferies London Healthcare Conference 2025 November 18, 2025 5:00 AM EST Company Participants Robert McMahon - Senior VP & CFO Conference Call Participants David Windley - Jefferies LLC, Research Division Presentation David Windley Jefferies LLC, Research Division Good morning. I'm Dave Windley with Jefferies Healthcare Equity Research.
West Pharmaceutical Services, Inc. ( WST ) UBS Global Healthcare Conference 2025 November 11, 2025 9:30 AM EST Company Participants Robert McMahon - Senior VP & CFO Presentation Unknown Analyst Joining our next session is with West Pharma and joining me on stage from West is Bob McMahon. Well, Bob.
West Pharmaceutical's strong Q3 beat and raised EPS outlook highlight robust demand, FX tailwinds, and solid growth in Proprietary Products.
West Pharmaceutical Services (WST) came out with quarterly earnings of $1.96 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.85 per share a year ago.
West Pharma's Q3 numbers hinge on robust GLP-1 and biologics demand, but labor constraints, tariffs, and plant shutdowns could test its margin resilience.
West Pharmaceutical Services, Inc. (NYSE:WST ) Bank of America Global Healthcare Conference 2025 September 24, 2025 10:05 AM EDT Company Participants Eric Green - Non-Independent Chair of the Board, President & CEO Robert McMahon - Senior VP & CFO Conference Call Participants Michael Ryskin - BofA Securities, Research Division Presentation Michael Ryskin BofA Securities, Research Division Thanks for joining us for our next session. My name is Mike Ryskin.
WST rides on GLP-1 demand and Annex 1 expansion, but margins face pressure from pricing and tariff headwinds.
The mean of analysts' price targets for West Pharmaceutical (WST) points to a 28.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The consensus price target hints at a 25.3% upside potential for West Pharmaceutical (WST). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.