Graphic Packaging to Gain From Improving Prices as Inflation, Demand Concerns Persist, RBC Says

MT Newswires Live11-05

Graphic Packaging (GPK) should benefit from improving prices and cost reductions, while inflation, uncertain demand and industry oversupply remain near-term concerns, RBC Capital Markets said in a note Wednesday.

The investment firm said it views Tuesday's 21% rally in the shares as short covering rather than a change in fundamentals.

RBC said Graphic Packaging should meet its fiscal 2026 earnings before interest, taxes, depreciation and amortization guidance of $1.05 billion and expects fiscal 2027 EBITDA to grow by $150 million, with $135 million of that from non-recurring costs dropping off.

Price increases of $60 million so far this year could become a $150 million annual run-rate benefit from fiscal 2027, though the investment firm said it remains cautious on industry oversupply.

RBC kept its sector perform rating and raised its price target to $12 from $9, citing improved execution and the turnaround.

Price: 11.88, Change: +0.57, Percent Change: +5.04

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