Here’s What Hurt Stevanato Group SpA (STVN) in Q4

2 days ago 5

Soumya Eswaran

Thu, February 19, 2026 astatine 6:35 AM CST 3 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. As galore believe, US equities experienced coagulated returns successful 2025, with double-digit gains crossed each large indices, yet underlying conditions revealed utmost volatility and marketplace leadership. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% net-of-fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile successful the quarter. The “low quality” stocks rally persisted successful the quarter, but astatine a slower gait compared to earlier quarters. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks similar Stevanato Group S.p.A. (NYSE:STVN). Stevanato Group S.p.A. (NYSE:STVN) designs and distributes products and processes to connection integrated solutions for the biopharma and healthcare industries. On February 18, 2026, Stevanato Group S.p.A. (NYSE:STVN) banal closed astatine $16.23 per share. One-month instrumentality of Stevanato Group S.p.A. (NYSE:STVN) was -15.29%, and its shares are tons 20.71% implicit the past 12 months. Stevanato Group S.p.A. (NYSE:STVN) has a marketplace capitalization of $4.431 billion.

Conestoga Capital Advisors stated the pursuing regarding Stevanato Group S.p.A. (NYSE:STVN) successful its 4th fourth 2025 capitalist letter:

"Stevanato Group S.p.A. (NYSE:STVN) is simply a planetary supplier of high-performance cause containment and transportation solutions for the pharmaceutical industry. The banal underperformed during the quarter, pressured by 2 cardinal factors. First, the company’s engineering conception reported a 20% diminution successful revenue. Although the conception represents lone astir 15% of full revenue, its turnaround has taken longer than anticipated, weighing connected wide results. Second, capitalist concerns person grown astir the imaginable interaction of FDA support and the instauration of oral GLP-1 therapies. Given STVN’s absorption connected injectable cause delivery, uncertainty regarding the eventual marketplace stock of oral alternatives wrong the broader GLP-1 class has created near-term uncertainty."

Is Stevanato Group S.p.A. (STVN) the Best Italian Stock to Buy successful 2025?

Stevanato Group S.p.A. (NYSE:STVN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 13 hedge money portfolios held Stevanato Group S.p.A. (NYSE:STVN) astatine the extremity of the 3rd quarter, up from 8 successful the erstwhile quarter. In Q3 2025, Stevanato Group S.p.A.’s (NYSE:STVN) revenue grew 9% year-over-year to $303.2 million. While we admit the imaginable of Stevanato Group S.p.A. (NYSE:STVN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. 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.

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