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WSWST

West Pharmaceutical Services, Inc.

$WST·$26B·Medical - Instruments & Supplies·Healthcare
$384.02+0.3%YTD+36.6%1Y+43.7%
Price updated 6h ago·X counts updated 5d ago
WSWST
$WSTWest Pharmaceutical Services, Inc.
$384.02+0.26%44 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

44X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $WST's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Injectable-drug container specialist with Q1 revenue +21% YoY, 21% operating margin and shares up 37% YTD on biologic-launch momentum.

West Pharmaceutical Services makes elastomer closures and delivery components for injectable drugs (biologics, vaccines, insulins), so earnings scale with biologic-drug approvals and the primary-containment component market.

  • Q1 FY26 revenue $844.9M, +21.0% YoY with 21.0% operating margin; prior four quarters: 7.5-9.1% revenue growth — Q1 marks a growth acceleration
  • TTM: 42x earnings, 6.9x sales, 18% ROE, 36% gross margin, 21% operating margin, FCF yield 2.1%, debt-to-equity 0.11 — scaled med-device economics
  • 2026 estimates: $3.37B revenue, $8.97 EPS; 2027 $3.58B, $9.98 EPS — modeling MSD revenue growth
  • YTD +37%, trailing-12m +34% at $365.01 against a $26B market cap
  • Multiple sell-side conference appearances (Morgan Stanley Healthcare, Wells Fargo Healthcare) and 'Reasons to Add' coverage

The operating line stepped up — Q1 revenue growth tripled from the recent 7-9% range to 21%, consistent with the biologic-launch cycle hitting West's component mix. The equity has caught up with the acceleration, with FY27 estimates implying modest further growth.

What to watch: Oct 22 Q2 earnings — whether revenue growth holds above 15% or decelerates back to the HSD range of the prior four quarters.

On the calendar: 2026-10-22 Q2 earnings

Read the AI verdict on $WST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes sterile packaging components and drug delivery systems for injectable biologic pharmaceuticals.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $WST.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $WST

Partial — Makes sterile packaging components and drug delivery systems for injectable biologic pharmaceuticals.

Industry benchmark

9-name peer basket
-4.5%YTD
-0.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$2.37$2.08+13.9%
Q1 2026Apr 23, 2026$2.13$1.68+26.8%
Q4 2025Feb 12, 2026$2.04$1.83+11.5%
Q3 2025Oct 23, 2025$1.96$1.68+16.7%
Next earningsThu, Oct 29·consensus EPS $2.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$844.9M+21.0%35.1%21.0%$1.93$47.2M
Q4 FY25$805.0M+7.5%37.8%19.5%$1.83$175.0M
Q3 FY25$804.3M+7.7%36.5%21.6%$1.94$133.9M
Q2 FY25$766.2M+9.1%35.7%20.6%$1.82$101.9M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.3B – $3.4B$8.97$8.87 – $9.0412
FY27$3.6B$3.5B – $3.6B$9.98$9.47 – $10.1912
FY28$3.8B$3.7B – $4.0B$11.35$10.33 – $12.499
FY29$4.2B$4.1B – $4.3B$12.97$12.71 – $13.274
FY30$4.4B$4.4B – $4.5B$14.01$13.73 – $14.334

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Annette F FavoriteSr. VP & Chief HR Officer2.5K sh$921KSellSep 14Annette F FavoriteSr. VP & Chief HR Officer2.5K sh$888KSellSep 11Annette F FavoriteSr. VP & Chief HR Officer2.5K sh$863KSellSep 8Annette F FavoriteSr. VP & Chief HR Officer2.5K sh$852KSellApr 27Annette F FavoriteSr. VP & Chief HR Officer2.8K sh$860KSellApr 27Chad WintersVP, Chief Accounting Officer896 sh$269K
+ 23 other (13 awards · 8 exempts · 2 inkinds) in window

See when $WST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 103
8-KPress release / Reg FDJul 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

West Pharmaceutical Services, Inc. filed an 8-K on July 23, 2026 under Items 2.02 and 7.01 to report its second-quarter 2026 financial results and to furnish an investor presentation under Regulation FD. The company, an Exton, Pennsylvania-based manufacturer of drug packaging components and delivery systems — primarily stoppers, closures, and self-injection systems for injectable drugs — furnished both items as exhibits to this filing. West Pharmaceutical's products are used by pharmaceutical and biotech companies worldwide to package and deliver parenteral therapies; investors track organic sales growth, price/mix contribution, and segment-level margins. Detailed Q2 net sales by reportable segment, adjusted diluted EPS, and updated full-year 2026 guidance are in the attached press release exhibit.

8-KMaterial agreementJul 148-K — Item 1.01: Material agreement
AI summary

West Pharmaceutical Services (WST) disclosed on July 14, 2026, that it entered into cross-license and distributorship agreements with Daikyo Seiko, Ltd. West will have exclusive rights to distribute Daikyo's products outside Japan, while Daikyo will have non-exclusive rights to distribute West's products in Japan. The licensing arrangements are royalty-free except for specific patent and technical information licenses. These agreements formalize and expand the long-standing commercial relationship between the two companies in pharmaceutical packaging components.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

WST (WST) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include The Securities, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-K/AMaterial event (amended)May 208-K/A — Item 1.05
AI summary

West Pharmaceutical Services, Inc. (WST) filed an 8-K/A (Amendment No. 1) on May 20, 2026 amending a May 7, 2026 8-K under Item 1.05, which covers material cybersecurity incidents. West Pharmaceutical is an Exton, Pennsylvania-based drug delivery components and packaging manufacturer listed on the NYSE. Item 1.05 amendments are required to disclose additional material information about a previously reported cybersecurity incident; this amendment may update the scope, impact, or remediation status of the incident, making it material to investors.

8-KPress release / Reg FDMay 118-K — Item 1.05 · Item 7.01: Press release / Reg FD
AI summary

WST filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-11. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KShareholder voteMay 58-K — Item 5.07: Shareholder vote
AI summary

WST held its Annual Meeting of stockholders around 2026-05-05 (8-K Item 5.07). Stockholders elected 10 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

WST reported first-quarter 2026 financial results. A copy of the p financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 6 other (3 13Gs · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

West Pharmaceutical Stock Gains 36.1% YTD: What's Behind the Rally?zacks.com·2d agoWest Pharmaceutical Services (NYSE:WST) Stock Price Crosses Above Two Hundred Day Moving Average – Time to Sell?defenseworld.net·2d agoMeta, JPMorgan, West Pharmaceutical And More: CNBC's ‘Final Trades'benzinga.com·3d agoTop 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com·6d agoWest to Host Third-Quarter 2026 Conference Callprnewswire.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $WST on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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