Smurfit Westrock price target raised to $60 from $49 at Truist

Truist raised the firm’s price target on Smurfit Westrock (SW) to $60 from $49 and keeps a Buy rating on the shares. Smurfit Westrock reported Q4 adjusted EBITDA of $1.172B and EPS of 34c, below both internal and Street estimates, with outperformance in EMEA, APAC, and Latin America offset by a weaker North America, the analyst tells investors in a research note. The company guided 2026 EBITDA to $5B-$5.3B and reiterated a $2.4B-$2.5B capex plan, with upside potential from current North American pricing and improving demand across regions supporting optimism, Truist says.