Stevanato Group’s (STVN) Core Business Improved Despite a 22% Pull Back in Q4

1 hour ago 2

Soumya Eswaran

Wed, April 1, 2026 astatine 10:56 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy 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 March 31, 2026, Stevanato Group S.p.A. (NYSE:STVN) closed astatine $13.75 per share. One-month instrumentality of Stevanato Group S.p.A. (NYSE:STVN) was -20.26%, and its shares mislaid 33.45% implicit the past 52 weeks. Stevanato Group S.p.A. (NYSE:STVN) has a marketplace capitalization of astir $3.81 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Stevanato Group S.p.A. (NYSE:STVN) successful its 4th fourth 2025 capitalist letter:

"Pulling backmost by -22% was Stevanato Group S.p.A. (NYSE:STVN), which manufactures solid packaging for syringes, autoinjectors, and different pharmaceutical needs. Recent revenues and net each exceeded expectations, though absorption was blimpish and simply reaffirmed its guidance for the equilibrium of its fiscal year. There whitethorn person been immoderate precocious purchasing from customers, though Stevanato’s halfway concern grew well, and we added to our presumption connected the weakness."

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 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 15 hedge money portfolios held Stevanato Group S.p.A. (NYSE:STVN) astatine the extremity of the 4th quarter, up from 13 successful the erstwhile quarter. In Q4 2025, Stevanato Group S.p.A.’s (NYSE:STVN) revenue grew 7% astatine changeless currency and 5% connected a reported ground to $346.5 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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