West Pharmaceutical Services, INYSE: WST
Health Care · Health Care Supplies
$328.37
+1.48%
Vol: 550K
Research Digest
Thursday, June 18, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 17West Pharmaceutical launched its integrated West Synchrony prefillable syringe system in China at CPHI China 2026 on June 16, targeting the country's growing biologics market.Positive▶
On June 16, 2026, West Pharmaceutical Services announced availability of its West Synchrony prefillable syringe (PFS) system to drug developers at CPHI & PMEC China 2026 (June 16-18). The platform integrates the syringe barrel, plunger and needle shield/tip cap into a fully harmonized, verified single-supplier system, and the launch underscores West's push to support China's biopharmaceutical sector. It matters because biologics and self-injection devices have been key drivers behind West's recently upgraded 2026 outlook and a $1 billion share repurchase program. The launch follows a recent cyberattack that disrupted manufacturing and logistics globally, though the company says operations have been restored with no expected material impact. The risk is execution in a competitive Chinese market plus residual fallout from the cyber incident. CEO transition is also underway, with former Thermo Fisher executive Michel Lagarde set to take over August 31.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours. Recent items (CEO Eric Green retirement plan, post-cyberattack recovery progress as of May 15, West Synchrony PFS launch) predate the window.
May 21West Pharmaceutical reports significant progress restoring operations after May 4 cyberattackNegative▶
West Pharmaceutical Services is recovering from a material cybersecurity attack detected May 4, 2026 that involved data exfiltration and system encryption. In early May, the company shut down systems globally, engaged Palo Alto Networks Unit 42, and notified law enforcement. As of recent updates, core enterprise systems have been restored and shipping/receiving/manufacturing have restarted at key sites including Eschweiler, Germany, with others coming back online. Shares dropped 3.6% on May 12 to $310. CEO Eric Green announced retirement plans pending succession. Shareholders rejected an independent board chair proposal. Analyst ratings: 12 Buy, 3 Hold. Risk: unknown extent of customer impact and exfiltrated data; CEO succession uncertainty layered on operational disruption.
May 20West Pharmaceutical reports significant progress recovering from material ransomware attack that disrupted global operations.Mixed▶
West Pharmaceutical Services disclosed a material cybersecurity incident detected on May 4, 2026, involving data exfiltration and system encryption that forced systems offline globally; Palo Alto Networks Unit 42 and law enforcement were engaged. By May 15, the company reported significant progress, with core enterprise systems restored and key shipping, receiving and manufacturing processes resumed at some sites while others come back online. Financial impact has not yet been determined. The cyber event followed strong Q1 2026 results that beat earnings and revenue estimates and drove a 8.2% rally, with several analysts raising price targets. Sentiment is mixed given recovery progress against material operational and data risk.
May 19West Pharmaceutical contained its May 4 ransomware attack and is restoring critical manufacturing systems, but disclosed material data exfiltration on May 7.Negative▶
West Pharmaceutical Services detected a network intrusion on May 4, 2026 and on May 7, 2026 disclosed a material cybersecurity attack in which data was exfiltrated and certain systems were encrypted. The company took on-prem infrastructure offline globally, notified law enforcement, and engaged Palo Alto Networks' Unit 42 for incident response. By May 14, 2026, WST said it had contained the ransomware and was restarting manufacturing, receiving, and shipping at certain sites; on May 15, 2026, the company reported 'significant progress' in post-cyberattack recovery. Shares fell 3.6% to $310 on May 12 on operational disruption fears. The May 4 annual meeting saw shareholders reject an independent-chair proposal. The risk is downstream revenue impact from supply disruption to drug-packaging customers and potential regulatory/litigation exposure tied to the data theft.
May 18West Pharma reports material cyberattack with data exfiltration; stock fell 3.6% to $310 on May 12Negative▶
West Pharmaceutical Services detected a network systems issue on May 4, 2026, later confirmed as a material cyberattack involving data exfiltration and system encryption. The company engaged Palo Alto Networks' Unit 42 for investigation and recovery. As of May 15, West reported significant progress in post-cyberattack recovery, with core enterprise systems restored and key shipping/receiving/manufacturing processes restarted at some sites, with other locations being brought back online. The financial impact has not yet been determined. The stock fell 3.6% to $310 on May 12 on the news. Despite the disruption, West reported Q1 2026 results that beat earnings and revenue expectations, prompting several analysts to lift price targets. Analyst sentiment remains 12 Buy/3 Hold/0 Sell with an average target of $379.81.
May 15West Pharmaceutical disclosed a material ransomware incident detected May 4 that disrupted global operations, with restoration ongoing; shares still rose 3% on May 14 on portfolio additions and strong Q1.Mixed▶
On May 4, 2026, West Pharmaceutical Services detected a cyberattack involving data exfiltration and system encryption, prompting the company to take systems offline globally, notify law enforcement, and engage Palo Alto Networks Unit 42 for forensics. Core enterprise systems have been restored and shipping/manufacturing has restarted at some sites, with other locations still being brought back online; no ransomware group has yet taken credit. Despite the incident, WST rose ~3% to $322.01 on May 14, aided by a 13F disclosure that Generation Investment Management added 682,107 shares. Earlier in May, Q1 results beat earnings and revenue estimates, prompting analyst PT hikes. The annual meeting rejected an independent chair proposal. Risk: cyber-incident financial impact, customer disruption, and potential downstream supply effects on biologics/vaccines packaging customers.
May 14West Pharmaceutical disclosed material ransomware attack on May 12, with hackers exfiltrating data and encrypting global systemsNegative▶
West Pharmaceutical Services disclosed a material cybersecurity incident detected May 4 in which an unauthorized actor exfiltrated data and encrypted certain systems, prompting a global systems shutdown. Core enterprise systems have been restored and shipping/manufacturing resumed at some sites, but full restoration timeline and financial impact remain undetermined; Palo Alto Networks Unit 42 engaged for forensics. Stock fell 3.6% on May 12 to ~$310 and traded around $307 on May 13. Earlier in May, Q1 results beat estimates and prompted analyst PT raises before the cyber news. Risk: extended operational disruption could hit Q2 revenue and customer trust.
May 13West Pharmaceutical Services stock fell 3.6% to $310 on May 12 amid ongoing operational disruption from a cyberattack detected May 4 that took global systems offline.Negative▶
West Pharmaceutical Services disclosed a material cyberattack detected on May 4, 2026, involving data exfiltration and system encryption that caused global operational disruption. On May 12, shares fell 3.6% to $310 as core enterprise systems were restored but some sites still being brought back online. The company engaged Palo Alto Networks Unit 42 for cyber-forensic support. Financial impact remains undetermined. WST is also presenting at the BofA Global Healthcare Conference on May 12. Wall Street analyst sentiment shows 12 Buy, 3 Hold ratings.
May 12West Pharmaceutical hit a new 52-week high near $323.29 on strong Q1 earnings beat ($2.13 EPS vs $1.68 est) and raised FY26 EPS guidance to $8.40-$8.75.Positive▶
West Pharmaceutical Services hit a new 52-week high of $323.29 on May 7, 2026, after a strong Q1 earnings beat with EPS of $2.13 vs $1.68 consensus and revenue of $844.9M vs $779.7M expected. The company raised FY 2026 guidance to $8.40-$8.75 EPS and Q2 to $2.05-$2.12 EPS. Shares are up 24.16% over the past 30 days on positive medical packaging demand momentum. The company paid a $0.22 quarterly dividend on May 6 and maintains a $1B buyback authorization. Analyst ratings remain favorable.
May 11West Pharma hits 52-week high on Q1 beat with EPS $1.92 up 56%; raises FY26 guidance and presents at BofA conference May 12Positive▶
WST posted Q1 2026 net sales of $844.9M (+21% YoY) and diluted EPS of $1.92 (+56.1% YoY), beating estimates. Adjusted EPS of $2.13 beat $1.68 consensus by 26.8%. FY26 guidance was raised to net sales of $3.295B-$3.350B and adjusted EPS of $8.40-$8.75. Shares hit a 52-week high near $323 with momentum of +24% over 30 days. The CEO presents at the BofA Global Healthcare Conference on May 12 and William Blair Growth Stock Conference on June 2. Morgan Stanley raised PT to $315 from $285, Barclays to $310 from $275. 15-analyst consensus: 12 Buy, 3 Hold.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WSTWEST | $328.37 | +1.48% | +7.3% | 34.3x | 1.18 | $23.2B |
| ALGNALIGN | $182.23 | +5.01% | +11.4% | 14.7x | 1.67 | $13.0B |
| COOCOOPER | $65.96 | +1.39% | +6.7% | 13.2x | 0.87 | $12.9B |
| LLYELI | $1,099.89 | -1.09% | +7.8% | 24.7x | 0.52 | $979.6B |
| JNJJOHNSON | $228.45 | -2.46% | -0.4% | 18.0x | 0.26 | $549.8B |
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Price above both MAs — bullish structure.