West Pharmaceutical Services (WST) Rebounded in Q3

Core Insights - Brown Advisory's Large-Cap Growth Strategy reported a net return of -0.88% in Q3 2025, underperforming the Russell 1000 Growth Index due to underweighting speculative momentum-driven stocks despite significant exposure to AI [1] - The investor letter highlighted West Pharmaceutical Services, Inc. (NYSE:WST) as a key stock, which experienced a one-month return of 3.26% but a 52-week loss of 10.65% [2] - West Pharmaceutical Services, Inc. rebounded with a 20% stock increase in Q3 2025 following a strong earnings report and the hiring of a new CFO, while also showing consecutive revenue growth in its high-value product segment [3] Company Performance - West Pharmaceutical Services, Inc. reported revenues of $805 million in Q3 2025, reflecting a 5% organic growth [4] - The company's market capitalization stood at $18.554 billion as of December 3, 2025, with shares closing at $284.31 [2] - Despite the positive outlook for West Pharmaceutical Services, some analysts believe that certain AI stocks present greater upside potential and lower downside risk [4] Market Sentiment - TD Cowen initiated coverage on West Pharmaceutical Services with a Buy rating and a target price of $350 [4] - The number of hedge fund portfolios holding West Pharmaceutical Services increased from 46 to 49 in Q3 2025, indicating growing interest among institutional investors [4]