In a report released yesterday, Lars Kjellberg from Stifel Nicolaus maintained a Buy rating on Sealed Air (SEE – Research Report), with a price target of $48.80.
Lars Kjellberg has given his Buy rating due to a combination of factors that highlight Sealed Air’s strong financial performance and strategic initiatives. The company has demonstrated a solid start to 2025 with a 5% EBITDA beat and a 20% EPS beat compared to consensus estimates, indicating strong operational execution. Despite maintaining its previous guidance for the year, Sealed Air’s prudent approach in navigating market uncertainties is seen as a positive aspect.
Moreover, the company’s Food segment continues to outperform, driven by market share gains in retail and case-ready solutions, which help offset lower volumes in the Protective segment. The benefits from the CTO2Grow Program and cost-reduction actions have contributed to year-over-year and quarter-over-quarter margin expansion. Additionally, Sealed Air’s leverage position shows improvement, and the company maintains a robust liquidity profile, further supporting the Buy rating.
According to TipRanks, Kjellberg is a 4-star analyst with an average return of 6.7% and a 54.11% success rate. Kjellberg covers the Consumer Cyclical sector, focusing on stocks such as Avery Dennison, International Paper Co, and Sealed Air.
In another report released on April 22, Truist Financial also maintained a Buy rating on the stock with a $33.00 price target.