Casella Waste Systems (CWST) Positioned for Long-Term Compounding Growth

2 hours ago 1

Attiya Zainib

Tue, February 3, 2026 astatine 7:52 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Mid Cap Strategy” Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. During the quarter, the ClearBridge Mid Cap Strategy reported underperformance versus the Russell Midcap Index, which returned 0.16% during the period, arsenic constrictive marketplace enactment and sentiment-driven trading weighed connected results. Weakness successful accusation exertion and existent property holdings pressured returns, portion gains successful prime user discretionary stocks provided partial support. The steadfast noted that elevated dispersion and uneven net reactions continued to signifier mid-cap equity show during the quarter. Looking ahead, the portfolio absorption squad expressed cautious optimism, noting that improving clarity astir policy, involvement rates, and concern business could make a much favorable backdrop for progressive banal selection, peculiarly arsenic valuation gaps widen and fundamentals crossed galore mid-cap companies proceed to strengthen. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

Casella Waste Systems Inc. (NASDAQ:CWST) provides residential, commercial, and concern coagulated waste, recycling, and assets absorption services crossed the northeastern United States. The one-month instrumentality of Casella Waste Systems Inc. (NASDAQ:CWST) was 0.88% portion its shares person traded betwixt $82.2 to $121.24 implicit the past 52 weeks. On February 2, 2026, Casella Waste Systems, Inc. (NASDAQ:CWST) banal closed astatine astir $102.39 per share, with a marketplace capitalization of astir $6.501 billion.

ClearBridge Investments, an concern absorption company, stated the pursuing regarding Casella Waste Systems Inc. (NASDAQ:CWST) successful its “ClearBridge Mid Cap Strategy” Q4 2025 capitalist letter:

We initiated positions successful Casella Waste Systems Inc. (NASDAQ:CWST), a residential discarded services supplier with a precocious proportionality of recurring revenue, pursuing a transitory selloff tied to insignificant acquisition integration issues, wherever a highly recurring revenuemodel and constricted vulnerability to near-term AI disruption enactment durable semipermanent growth.

Casella Waste Systems Inc. (CWST) Positioned for Long-Term Compounding Growth

Casella Waste Systems Inc. (NASDAQ:CWST) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge money portfolios held Casella Waste Systems Inc. (NASDAQ:CWST) astatine the extremity of the 3rd quarter, which was 24 successful the erstwhile quarter. While we admit the hazard and imaginable of Casella Waste Systems Inc. (NASDAQ:CWST) arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns and doing truthful wrong a shorter clip frame. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.