摩根大通将 Smurfit Westrock 上调至增持，理由是第二季度业绩强劲，第三季度财报前的增长潜力。 JPMorgan upgraded Smurfit Westrock to Overweight, citing strong Q2 results and growth potential ahead of Q3 earnings.

Jporgan将其蓝精石Westrock的价格目标从60美元提高到61美元,在公司2025年第三季度收入报告之前保持超重评级。 JPMorgan raised its price target for Smurfit Westrock to $61 from $60, keeping an Overweight rating ahead of the company’s third-quarter 2025 earnings report. 这一行动是在第二季度全年收入猛增147.56%之后采取的,其动力是包装部分业绩强劲、效率和成本降低。 The move follows a 147.56% year-over-year revenue surge in the second quarter, fueled by strong performance in packaging segments, improved efficiency, and cost reductions. 该公司强调北美协调包装、可持续性举措和数字转换等支持性因素的弹性需求。 The firm highlighted resilient demand in North American corrugated packaging, sustainability initiatives, and digital transformation as supportive factors. 尽管没有提供第三季度指导,但升级表明了对Smurfit Westrock在竞争中增长前景的信心. While no Q3 guidance was provided, the upgrade signals confidence in Smurfit Westrock’s growth prospects amid competition.