Is West Pharmaceutical Services (WST) a Great Business Unfairly Sold Off by the Market?
In its second quarter 2025 investor letter, Brasada Capital Management highlighted stocks such as West Pharmaceutical Services, Inc. (NYSE:WST). West Pharmaceutical Services, Inc. (NYSE:WST) designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products. The one-month return of West Pharmaceutical Services, Inc. (NYSE:WST) was 1.28%, and its shares lost 29.03% of their value over the last 52 weeks. On July 11, 2025, West Pharmaceutical Services, Inc. (NYSE:WST) stock closed at $227.18 per share with a market capitalization of $16.322 billion.
Brasada Capital Management stated the following regarding West Pharmaceutical Services, Inc. (NYSE:WST) in its second quarter 2025 investor letter:
"The best way to demonstrate this is with examples. We want to highlight two recent purchases where we think great businesses were undeservingly sold off by the market due to short-term fears. The first is West Pharmaceutical Services, Inc. (NYSE:WST), which we purchased through our Friedberg Focused Equity and GCI Select Equity strategies. The second is Uber Technologies (Ticker: UBER), which we purchased through our Brasada Equity and GCI Select Equity strategies.
A closeup of multiple drug containment systems in an array of colors.
West Pharmaceutical Services, Inc. (NYSE:WST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held West Pharmaceutical Services, Inc. (NYSE:WST) at the end of the first quarter, which was 35 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.
In another article, we covered West Pharmaceutical Services, Inc. (NYSE:WST) and shared Parnassus Mid Cap Growth Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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