AptarGroup: Pharma Setback Creates Long-Term Opportunities

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Nov. 02, 2025 12:12 PM ETAptarGroup, Inc. (ATR) StockATRThe Value InvestorInvesting Group LeaderSummaryAptarGroup's shares have dropped over 25% from summer highs due to slower growth, especially in high-margin pharma emergency solutions.ATR's valuation has compressed from 26x to 20x earnings, reflecting concerns about flat growth and a soft outlook for 2026.Pharma remains the most profitable segment, but headwinds in emergency-use delivery systems are expected to impact revenues next year.While the stock is approaching attractive valuation territory, risks remain for earnings growth in 2026, making the opportunity reasonable but not extremely compelling yet.tdub303/E+ via Getty ImagesOver the summer, I concluded that shares of AptarGroup (ATR) were continuing to dispense profits. Shares were trading near their all-time highs, supported by predictable growth, currency tailwinds, yet an earnings multiple in the mid-twenties was a bit tooMore on my IG serviceIf you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!This article was written byThe Value Investor27.27K FollowersThe Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events. As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments