SCHOTT Pharma Stock Surges on Upgraded Outlook and Customer Settlement

SCHOTT Pharma (1SXP) shares surged more than 15% on Thursday after the company released strong preliminary third-quarter results, raised its full-year fiscal 2026 forecast, and announced the resolution of a key customer dispute that had previously weighed on the stock.

Strong Results and Upgraded Guidance

The injectable drug packaging specialist reported preliminary constant-currency revenue growth of approximately 8% for the third quarter, more than double the consensus estimate of 3.5%, according to a company announcement made after Wednesday's market close. The company also posted an EBITDA margin of approximately 27% for the period.

Buoyed by the strong performance, SCHOTT Pharma raised its full-year 2026 outlook:

• Constant-currency revenue growth is now forecast to be between 5% and 6%, up from a prior range of 2% to 5%.
• The EBITDA margin target was lifted to a range of 27% to 28%, from a previous estimate of approximately 27%.

Both revised metrics now exceed current market expectations, signaling management's increased confidence for the remainder of the fiscal year.

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Customer Dispute Resolved

Critically, the company also confirmed it had reached a settlement with a key glass syringe customer. This dispute had triggered a profit warning in December 2025 and was viewed by analysts as a significant overhang on investor sentiment. The resolution removes a major source of uncertainty that had pressured the stock.

Market Reaction and Analyst Upgrades

The combination of positive news created a powerful catalyst for the shares, which traded up 15.2% at €20.30. The rally was further supported by an analyst upgrade from RBC Capital, which raised its rating on SCHOTT Pharma to Outperform from Sector Perform and lifted its price target to €21 from €18. This followed a recent upgrade from Deutsche Bank on July 6, which raised its rating to Buy with a €22 price target, suggesting a broader shift in analyst sentiment.