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SW Stock Forecast: Smurfit WestRock Plc Price Predictions for 2026-2027

Last close, 5 Nov 2026
$45
−1.50% on the day

The 16 Wall Street analysts covering Smurfit WestRock Plc hold a median 12-month price target of $55 — +23.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 5 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$22.8B
Ticker Nerd rank
18/ 100
Median analyst target
$55
Analysts covering
16
Revenue$8.0B+1.1% y/y
Operating income$429.0M
Net income$88.0M
Free cash flow$300.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+4.7%
1M
+5.0%
YTD
+18.5%
1Y
+27.1%
From 52W high
−12.4%
From 52W low
+39.7%
$32
$51
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SW stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Smurfit WestRock Plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 5 Nov 2026
18/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
70
Momentum
64
Issuance
44
Quality
34
Value
33
Revisions
30
Volatility
20
Growth
18
Size
9

Accruals (70): Reported profit is backed by cash, and the company is not expanding recklessly.

Growth (18): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

SW stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SW, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$35$40$45$50$55$60$65Jan 26Apr 26Jul 26Oct 26SWHigh $60Median $55Low $46

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says16 analysts
16 Buy0 Hold0 Sell
Low $46Median $55High $60

The green dot is the last close — the median target sits +23.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
3 Nov 2026BarclaysMaintainsOverweight$56 → $55
2 Nov 2026CitigroupMaintainsBuy$54 → $50
29 Oct 2026JP MorganMaintainsOverweight$69 → $57
29 Oct 2026Truist SecuritiesMaintainsBuy$54 → $51
16 Oct 2026RBC CapitalMaintainsOutperform—
16 Oct 2026RBC CapitalMaintainsOutperform$60 → $55
12 Oct 2026Truist SecuritiesMaintainsBuy—
12 Oct 2026Truist SecuritiesMaintainsBuy$57 → $54
2 Oct 2026CitigroupMaintainsBuy$57 → $54
2 Oct 2026CitigroupMaintainsBuy—
23 Sept 2026JP MorganMaintainsOverweight—
27 Aug 2026Morgan StanleyMaintainsOverweight—
4 Aug 2026BarclaysMaintainsOverweight—
4 Aug 2026CitigroupMaintainsBuy—
31 July 2026JP MorganMaintainsOverweight—
30 July 2026RBC CapitalMaintainsOutperform—
30 July 2026Truist SecuritiesMaintainsBuy—
30 July 2026Wells FargoMaintainsOverweight—
28 July 2026JP MorganMaintainsOverweight—
17 July 2026RBC CapitalMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

SW appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.

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The AI build-out map
PDF

  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

SW vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 5 Nov 2026, Smurfit WestRock Plc returned +27.1% against +9.3% for the S&P 500, dividends included.

SW vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Jan 26Apr 26Jul 26Oct 26SWS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SW analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
−26.3%
Analysts raising
2
Analysts cutting
3
Fundamentals

Smurfit WestRock Plc (SW) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
49.9×

Cheaper than 14% of US stocks

Price / sales
0.7×

Cheaper than 74% of US stocks

Price / book
1.3×

Cheaper than 60% of US stocks

EV / EBITDA
8.0×

Cheaper than 45% of US stocks

Growth & margins
Revenue growth (YoY)
2.0%

Higher than 32% of US stocks

Earnings growth (YoY)
−9.8%

Higher than 27% of US stocks

Gross margin
17.4%

Higher than 17% of US stocks

Operating margin
6.4%

Higher than 57% of US stocks

Net margin
1.5%

Higher than 51% of US stocks

Returns & dividend
Return on equity
2.6%

Higher than 48% of US stocks

Return on assets
2.4%

Higher than 61% of US stocks

Dividend yield
4.0%

Higher than 91% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Smurfit WestRock Plc (SW) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Smurfit WestRock Plc has a market value of $22.8B and an enterprise value of $36.1B.

  • Revenue in the twelve months to 30 June 2026: $31.3B. The latest quarter grew 2.0% year on year.

  • Net income over the same four quarters: $494.0M, a 1.6% net margin.

  • Diluted earnings per share, trailing twelve months: $0.94.

  • Free cash flow in the twelve months to 30 June 2026: $1.0B, after $2.3B of capital spending.

  • Smurfit WestRock Plc spent $924.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 524.5M.

  • Trailing P/E: 49.9×; forward P/E: 13.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 4.01%, paying out 186% of earnings.

  • Smurfit WestRock Plc employs 96,000 people — $326K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 4 Nov 2026

Data provided by Twelve Data

Peers

SW vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelPackaging & Containers
CompanyMarket capTKN rank
SWSmurfit WestRock Plc$22.8B18
PKGPackaging Corporation of America$22.4B67
AMCRAmcor Plc$21.2B63
IPInternational Paper Co.$18.1B27
BALLBall Corp.$17.4B67
AVYAvery Dennison Corp.$14.7B85
CCKCrown Holdings, Inc.$13.6B93

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Smurfit WestRock Plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SW news & analysis

Smurfit Westrock: Another Guidance Cut, But 2027 Recovery Keeps Us Bullish

Seeking Alpha · 29 Oct 2026negative

Smurfit WestRock's Q3 revenue rose 2%, but higher production and freight costs reduced adjusted EBITDA by 7.5% and margins by 150 basis points. Management cut FY2026 EBITDA guidance to $4.7 billion; the article cites capacity closures, planned price increases and integration savings as potential supports for a stronger 2027 recovery.

Why it matters — The guidance cut and weaker margins highlight near-term earnings pressure, while the cited 2027 factors may influence expectations for a recovery.

Smurfit Westrock Plc (SW) Q3 2026 Earnings Call Transcript

Seeking Alpha · 28 Oct 2026neutral

The headline identifies a Seeking Alpha transcript of Smurfit Westrock Plc’s Q3 2026 earnings call. The excerpt provides no details about the call’s discussion or results.

Why it matters — SW watchers can use the transcript to review the company’s Q3 2026 commentary, though the supplied excerpt contains no substantive details.

SW Q3 Earnings Miss Estimates on Higher Costs, Weak Volumes

Zacks Investment Research · 28 Oct 2026negative

Smurfit Westrock missed Q3 earnings estimates as higher freight, energy and raw material costs, along with weak volumes, pressured margins. The company also lowered its 2026 EBITDA outlook.

Why it matters — The earnings miss and reduced EBITDA outlook highlight ongoing cost and volume pressures on SW’s margins and outlook.

What Smurfit Westrock (SW) Said on Its Q3 Earnings Call

MarketBeat · 28 Oct 2026negative

Smurfit Westrock reported third-quarter adjusted EBITDA of $1.205 billion and an adjusted EBITDA margin of 14.8%. CEO Tony Smurfit said higher energy and freight costs weighed on results and are expected to create an approximately $700 million year-over-year headwind in 2026.

Why it matters — The results and the expected cost headwind give SW watchers information about recent performance and anticipated cost pressures.

Smurfit Westrock (SW) Reports Q3 Earnings: What Key Metrics Have to Say

Zacks Investment Research · 28 Oct 2026neutral

Zacks Investment Research notes that Smurfit Westrock’s Q3 top- and bottom-line results provide a view of performance for the quarter ended September 2026. The article focuses on comparing key metrics with Wall Street estimates and year-ago values.

Why it matters — Those comparisons offer SW watchers additional context for assessing the company’s quarterly performance.

FAQ

Frequently asked questions about SW stock

What is the SW stock price forecast for 2026-2027?

The 16 Wall Street analysts covering Smurfit WestRock Plc have a median 12-month price target of $55, with estimates ranging from $46 to $60. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SW stock a buy right now?

Of the 16 analysts covering Smurfit WestRock Plc, 16 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Smurfit WestRock Plc 18 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SW?

As at 5 Nov 2026, Smurfit WestRock Plc ranks 18 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (70 of 100).

Will SW stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +23.6% from the last close, and Ticker Nerd's factor model ranks Smurfit WestRock Plc 18 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SW stock forecast for 2030?

No analyst covering Smurfit WestRock Plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $46 to $60 over the next 12 months.

How has SW stock performed over the past year?

Smurfit WestRock Plc returned +27.1% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Smurfit WestRock Plc do?

Smurfit WestRock Plc is a global packaging company focused on paper-based solutions for industrial and consumer markets. It manufactures and supplies containerboard, corrugated containers, paperboard, folding cartons, solid board, kraft paper, graphic board, paper sacks, and bag-in-box packaging.

What is the latest news on SW?

The most recent item we track (Seeking Alpha, 29 Oct 2026): "Smurfit Westrock: Another Guidance Cut, But 2027 Recovery Keeps Us Bullish". Smurfit WestRock's Q3 revenue rose 2%, but higher production and freight costs reduced adjusted EBITDA by 7.5% and margins by 150 basis points. Management cut FY2026 EBITDA guidance to $4.7 billion; the article cites capacity closures, planned price increases and integration savings as potential supports for a stronger 2027 recovery.

Company

About Smurfit WestRock Plc.

Smurfit WestRock Plc is a global packaging company focused on paper-based solutions for industrial and consumer markets. It manufactures and supplies containerboard, corrugated containers, paperboard, folding cartons, solid board, kraft paper, graphic board, paper sacks, and bag-in-box packaging. The company also provides corrugated sheet boards, hexacomb packaging, inserts, labels, and displays, supporting a wide range of packaging needs across food and beverage, healthcare, beauty and personal care, consumer goods, industrial, and foodservice sectors. With operations across multiple regions, Smurfit WestRock Plc plays an important role in the supply chain by converting fiber-based materials into protective, transport, and shelf-ready packaging used by businesses around the world.

CEO Mr. Anthony Paul J. Smurfit · 96,000 employees · Ireland · https://www.smurfitwestrock.com