West Pharmaceutical (WST) jumps on Q1 beat and raised 2026 outlook

West Pharmaceutical Services (WST) is up 13.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The stock appears to be rising after West posted a strong first-quarter 2026 earnings and revenue beat and raised its full-year 2026 revenue and adjusted EPS guidance. Management highlighted robust demand in high-value components, with notable contribution from GLP-1 therapies and broader biologics-related mix.

Details:

West reported first-quarter 2026 net sales of $844.9 million (+21.0% year over year) and adjusted diluted EPS of $2.13 (+46.9% year over year).

The company increased full-year 2026 net sales guidance to $3.295–$3.350 billion and lifted full-year adjusted diluted EPS guidance to $8.40–$8.75.

High-Value Product Components revenue rose sharply, with the company citing double-digit organic growth in both GLP-1 and non-GLP-1 revenues and continued market demand alongside production ramp progress in Europe.

West said it repurchased about 1.2 million shares in the quarter for roughly $297.6 million under its repurchase program.

Sources:

SEC, West Pharmaceutical Services (Investor Relations), Associated Press

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$WST Hedge Fund Activity

We have seen 350 institutional investors add shares of $WST stock to their portfolio, and 364 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,635,288 shares (-74.4%) from their portfolio in Q4 2025, for an estimated $725,073,140
DURABLE CAPITAL PARTNERS LP removed 1,172,583 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $322,624,486
LONGVIEW PARTNERS (GUERNSEY) LTD added 778,887 shares (+221.2%) to their portfolio in Q4 2025, for an estimated $214,302,969
VAN ECK ASSOCIATES CORP removed 708,792 shares (-49.7%) from their portfolio in Q4 2025, for an estimated $195,017,030
GENERATION INVESTMENT MANAGEMENT LLP added 585,855 shares (+60.0%) to their portfolio in Q4 2025, for an estimated $161,192,144
BROWN ADVISORY INC removed 554,476 shares (-22.2%) from their portfolio in Q4 2025, for an estimated $152,558,526
CITADEL ADVISORS LLC removed 481,897 shares (-66.2%) from their portfolio in Q4 2025, for an estimated $132,589,140

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$WST Analyst Ratings

Wall Street analysts have issued reports on $WST in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

TD Cowen issued a "Buy" rating on 10/29/2025

To track analyst ratings and price targets for $WST, check out Quiver Quantitative's $WST forecast page.

$WST Price Targets

Multiple analysts have issued price targets for $WST recently. We have seen 4 analysts offer price targets for $WST in the last 6 months, with a median target of $302.5.

Here are some recent targets:

Luke Sergott from Barclays set a target price of $275.0 on 04/14/2026
Daniel Markowitz from Evercore ISI Group set a target price of $320.0 on 02/03/2026
Kallum Titchmarsh from Morgan Stanley set a target price of $285.0 on 12/02/2025
Brendan Smith from TD Cowen set a target price of $350.0 on 10/29/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.