Seaport Global Securities Upgrades Smurfit Westrock Plc (SW) from “Neutral” to “Buy,” Sets $52 PT

RIT Capital Partners holds $19,839,800 worth of Smurfit Westrock Plc (NYSE:SW) shares, representing 2.49% of its portfolio. With this, the company secures a spot on our list of billionaire Jacob Rothschild’s RIT Capital Partners: 9 stocks with huge upside potential.

Seaport Global Securities Upgrades Smurfit Westrock Plc (SW) from “Neutral” to “Buy,” Sets $52 PT

On October 6, 2025, Seaport Global Securities upgraded Smurfit Westrock Plc (NYSE:SW) from “Neutral” to “Buy,” setting a $52 price target.

The investment firm believes Smurfit Westrock Plc (NYSE:SW)’s share price decline in 2025 so far incorporates investor concerns about European containerboard capacity expansion. Citing capacity closures, which are expected to increase due to poor profitability and strategic actions, Seaport also highlighted improving prospects for European recycled containerboard medium (RCCM) pricing.

Looking ahead, the investment firm has set high hopes for valuation multiple expansion once Smurfit Westrock Plc (NYSE:SW) presents its five-year strategy plan in February 2026. With this presentation, the company is expected to outline $400 million in initial synergies, asset repositioning, cost reductions, and commercial growth opportunities within its North American box business.

Smurfit Westrock Plc (NYSE:SW) is engaged in the development and supply of packaging solutions globally, offering corrugated boards, solid boards, and hexacomb packaging for industrial and consumer applications. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.

While we acknowledge the potential of SW to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SW and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.