Should You Be Optimistic on West Pharmaceutical (WST)?

Group 1: Brown Advisory Large-Cap Growth Strategy Overview - Brown Advisory's Large-Cap Growth Strategy demonstrated resilience in 2025, returning 16% in Q2, slightly underperforming the Russell 1000® Growth Index [1] - The strategy effectively protected investor capital during market declines and participated in the rebound since early April [1] Group 2: West Pharmaceutical Services, Inc. (NYSE:WST) Performance - West Pharmaceutical Services, Inc. (NYSE:WST) had a one-month return of 5.52% but experienced a 17.15% decline over the past 52 weeks, closing at $253.15 per share with a market capitalization of $18.203 billion on September 08, 2025 [2] - The company specializes in elastomer-based solutions for injectable drugs and healthcare products, but has underperformed in 2025 due to guidance falling short of expectations [3] Group 3: Company Challenges and Outlook - West Pharmaceutical's revenue and earnings outlooks were impacted by challenges in the biologics market and inventory destocking [3] - The company is exiting part of its contract manufacturing business related to glucose monitoring due to unfavorable economics, with minimal anticipated financial impact [3] Group 4: Hedge Fund Interest and Investment Potential - West Pharmaceutical Services, Inc. was held by 46 hedge fund portfolios at the end of Q2 2025, an increase from 40 in the previous quarter [4] - Despite its potential, the company is considered less favorable compared to certain AI stocks that offer greater upside potential and lower downside risk [4]