Here’s Why Casella Waste Systems (CWST) Declined in Q3

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted stocks specified arsenic Casella Waste Systems, Inc. (NASDAQ:CWST). Casella Waste Systems, Inc. (NASDAQ:CWST) is simply a vertically integrated coagulated discarded services company. The one-month instrumentality of Casella Waste Systems, Inc. (NASDAQ:CWST) was 3.62%, and its shares mislaid 5.03% of their worth implicit the past 52 weeks. On January 5, 2026, Casella Waste Systems, Inc. (NASDAQ:CWST) banal closed astatine $100.12 per share, with a marketplace capitalization of $6.357 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Casella Waste Systems, Inc. (NASDAQ:CWST) successful its 3rd 4th 2025 capitalist letter:

"Many of our Industrials positions supply indispensable business-to-business operational services, highly method components, instrumentality enabling automation & ratio improvements, oregon indispensable infrastructure services. Casella Waste Systems, Inc. (NASDAQ:CWST) backed up by -18%. The coagulated discarded handler’s revenues were amended than expected, but net were hampered by the slower-than-expected systems integration of recently acquired territories successful Mid-Atlantic states and the implementation of a caller endeavor assets readying system. We spot some issues arsenic transitory, knowing that Casella successful the past rapidly improved margins of acquisitions and the ERP strategy should facilitate that, truthful we added to our position."

Casella Waste Systems, Inc. (NASDAQ:CWST) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 26 hedge money portfolios held Casella Waste Systems, Inc. (NASDAQ:CWST) astatine the extremity of the 3rd quarter, up from 24 successful the erstwhile quarter. In the 3rd 4th of 2025, Casella Waste Systems, Inc. (NASDAQ:CWST) reported revenues of $485.4 million, up $73.7 cardinal oregon 17.9% year-over-year. While we admit the imaginable of Casella Waste Systems, Inc. (NASDAQ:CWST) 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.