Sealed Air’s Strong Q4 Performance and Strategic Focus Earns ‘Buy’ Rating from Edlain Rodriguez

Mizuho Securities analyst Edlain Rodriguez has maintained their bullish stance on SEE stock, giving a Buy rating yesterday.

Edlain Rodriguez has given his Buy rating due to a combination of factors including Sealed Air’s modestly better-than-expected fourth-quarter EBITDA results and a stable 2025 guidance. The company’s EBITDA for the fourth quarter of 2024 surpassed both Mizuho Securities’ and Bloomberg’s consensus estimates, driven by strong performance in the Food Care segment, despite ongoing challenges in Protective Care.
Rodriguez also noted that the company’s strategic focus on enhancing profitability through recently implemented go-to-market strategies is expected to continue under the new CEO. Although the Protective Care segment faces cyclical and secular challenges, the anticipated improvement in the second half of 2025 provides a positive outlook. The unchanged price target of $42 reflects confidence in Sealed Air’s forward-looking earnings and EBITDA projections.

In another report released yesterday, Bank of America Securities also maintained a Buy rating on the stock with a $39.00 price target.