West Pharmaceutical Services, Inc. (WST): A Bull Case Theory

We came across a bullish thesis on West Pharmaceutical Services, Inc. on TipRanks™’s YouTube Channel. In this article, we will summarize the bulls’ thesis on WST. West Pharmaceutical Services, Inc.'s share was trading at $271.83 as of January 13th. WST’s trailing and forward P/E were 40.27 and 36.23 respectively according to Yahoo Finance.

West Pharmaceutical Services, Inc. (WST) is a leading global manufacturer of packaging components, container solutions, and drug delivery systems for injectable drugs and healthcare products, trading at $275 per share. The company, based in Pennsylvania and founded in 1923, produces critical components such as rubber stoppers, syringe plungers, prefillable syringes, and advanced polymer containers, alongside drug delivery devices like auto-injectors and wearable injectors, complemented by analytical lab services and regulatory support.

After a 17% decline over the past year, the stock has rebounded strongly, gaining 25% over the last six months. West Pharma scores a perfect 10 on the TipRanks Smart Score, supported by bullish blogger sentiment, increased hedge fund activity, and positive technicals.

The company recently reported a strong quarter, beating earnings and revenue expectations, with earnings per share of $1.96, exceeding estimates by $0.27, and revenue growing 5% to $805 million. Management raised full-year 2025 guidance to $3.06–$3.07 billion, driven in part by GLP1 elastimers, now contributing 9% of total sales.

Analysts highlight that West sits at the intersection of multiple sector trends, including injectable biologics, GLP1s, and growing regulatory demand, which support its transition toward high-value products with higher margins.

With 12 analyst ratings, including 10 buys and two holds, the average price target is $348, implying upside potential of roughly 26%, making WST a compelling growth opportunity with strong fundamentals, margin expansion, and significant market tailwinds.

Previously, we covered a bullish thesis on West Pharmaceutical Services, Inc. (WST) by Swiss Transparent Portfolio in May 2025, which highlighted the company’s leadership in injectable drug packaging, strong secular growth drivers, and resilient fundamentals despite short-term earnings softness. WST’s stock price has appreciated by approximately 30.38% since our coverage. TipRanks™ shares a similar bullish view but emphasizes the recent earnings beat, raised guidance, and the growing impact of GLP-1 products on long-term growth.

West Pharmaceutical Services, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 49 hedge fund portfolios held WST at the end of the third quarter which was 46 in the previous quarter. While we acknowledge the potential of WST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy NOW 

Disclosure: None.