Core Viewpoint - Smurfit Westrock (NYSE:SW) is considered a cheap stock with potential for growth over the next three years, supported by recent price target adjustments from major financial institutions [1][2][3]. Group 1: Price Target Adjustments - Morgan Stanley raised the price target for Smurfit Westrock to 4,000 GBp from 3,900 GBp while maintaining an Overweight rating [1]. - Truist maintained a Buy rating but reduced the price target to $49 from $50, citing anticipated challenges in packaging volumes due to limited promotions [2]. - Citi also lowered its price target to $48 from $49 while keeping a Buy rating, reflecting updated estimates in the packaging group for 2026 [3]. Group 2: Market Outlook - The packaging volumes are expected to face modest challenges in early 2026, although some consumer packaged goods companies are managing to increase volumes while maintaining price gains [2]. - Continued growth is anticipated for beverage cans in North America and Europe, indicating a positive trend in specific segments of the packaging market [2]. Group 3: Company Overview - Smurfit Westrock, along with its subsidiaries, specializes in the manufacturing, distribution, and sale of containerboard, corrugated containers, and other paper-based packaging products [4].
Morgan Stanley Lifts Smurfit Westrock (SW) PT to 4,000GBp on 2026 Synergy Gains