Smurfit WestRock

SW · NYSE

$41.85−$0.58 (−1.37%)TodayMarket closed · Oct 23, 7:30 PM ET

Prev close $42.43

SW analyst rating

BuyConsensus of 11 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy11
Hold0
Underperform0
Sell0

12-month price target · 21 analysts

Average $56.75 (+35.6% upside)

Low: $46.46
Now: $41.85
High: $63.00

Upgrades and downgrades

The latest rating actions, newest first

SW analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 16, 2026	Maintains	Outperform	$60.00 → $55.00	31%
Truist Securities	Oct 12, 2026	Maintains	Buy	$57.00 → $54.00	47%
Citigroup	Oct 2, 2026	Maintains	Buy	$57.00 → $54.00	54%
JP Morgan	Sep 23, 2026	Maintains	Overweight	$68.00 → $69.00	35%
Morgan Stanley	Aug 27, 2026	Maintains	Overweight	$57.00 → $58.00	17%
Citigroup	Aug 4, 2026	Maintains	Buy	$56.00 → $57.00	54%
Barclays	Aug 4, 2026	Maintains	Overweight	$52.00 → $56.00	50%
JP Morgan	Jul 31, 2026	Maintains	Overweight	$71.00 → $68.00	35%
RBC Capital	Jul 30, 2026	Maintains	Outperform	$56.00 → $60.00	31%
Truist Securities	Jul 30, 2026	Maintains	Buy	$55.00 → $57.00	47%

The case for and against

Updated Apr 17, 2026

Bull case

Smurfit WestRock PLC is positioned for positive growth due to a favorable outlook in the containerboard market, which is expected to lead to stronger volumes and improved margins. The company has demonstrated solid performance in Latin America, with corrugated volume growth of approximately 1.1%, and notable increases in markets like Colombia, Chile, and Peru. Furthermore, Smurfit WestRock's strategic capital expenditures projected at $2.4-2.5 billion for 2026, alongside a strong business pipeline and favorable production costs, contribute to a confidence in sustained growth and operational efficiency moving forward.

Bear case

Smurfit WestRock's stock outlook is negatively impacted by a notable decline in consumer packaging shipments, which fell approximately 5.8% year-over-year, coupled with a substantial 8.7% decrease in corrugated volumes that reflects a challenging demand environment. The company's guidance for FY25 Adjusted EBITDA has been lowered to a range of $4.9 to $5.1 billion, representing a downward adjustment of $100 million from previous projections, indicating ongoing operational challenges. Moreover, declining margins in the EMEA and APAC regions, driven by increased headwinds in energy, labor costs, and lower third-party paper prices, further complicate the company's financial performance potential.

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