Medpace Holdings (MEDP) Benefited From GLP-1 Strength

3 weeks ago 10

Soumya Eswaran

Mon, April 6, 2026 astatine 8:49 AM CDT 3 min read

Mairs & Power, an concern advisor, released the fourth-quarter 2025 capitalist missive for the “Mairs & Power Small Cap Fund.” A transcript of the missive tin beryllium downloaded here. In 2025, artificial quality (AI) and marketplace attraction dominated the market. Increased concern successful exertion and AI infrastructure drove rising valuations and firm spending, starring to bubble-like tendencies. However, easing inflation, a Federal Reserve complaint chopped successful Q4, and resilient firm net provided immoderate optimism. In this environment, the Fund returned 3.98% successful 2025, trailing the Russell 2000 Total Return (TR) Index’s 12.81% gain, the S&P Small Cap 600 TR’s 6.02% return, and the Morningstar U.S. Fund Small Blend’s 7.68% gain. Macro headwinds affected smaller companies successful 2025, but the 2nd fractional of the twelvemonth saw small-cap stocks summation arsenic the labour marketplace softened. Stock enactment notably impacted performance, particularly successful Health Care, Information Technology, and Materials. While assemblage allocation positively contributed. Looking up to 2026, the Fund remains optimistic astir small-cap stocks, which are expected to turn astatine oregon supra the S&P 500's rate. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Mairs & Power Small Cap Fund highlighted Medpace Holdings, Inc. (NASDAQ:MEDP) arsenic 1 of its notable contributors. Medpace Holdings, Inc. (NASDAQ:MEDP) is simply a objective research-based cause and aesculapian instrumentality improvement services provider. The one-month instrumentality of Medpace Holdings, Inc. (NASDAQ:MEDP) was 5.90%, and its shares gained 73.57% of their worth implicit the past 52 weeks. On April 2, 2026, Medpace Holdings, Inc. (NASDAQ:MEDP) banal closed astatine $498.34 per share, with a marketplace capitalization of astir $14.14 billion.

Mairs & Power Small Cap Fund stated the pursuing regarding Medpace Holdings, Inc. (NASDAQ:MEDP) successful its 4th fourth 2025 capitalist letter:

"Notable affirmative contributors for the Fund were Exact Sciences, Medpace Holdings, Inc., and nVent Electric. Medpace Holdings, Inc. (NASDAQ:MEDP)outperformed this twelvemonth owed to improvements successful objective proceedings cancellation trends wrong its pipeline, powered by GLP-1 strength."

Medpace Holdings, Inc. (NASDAQ:MEDP) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 52 hedge money portfolios held Medpace Holdings, Inc. (NASDAQ:MEDP) astatine the extremity of the 4th quarter, up from 43 successful the erstwhile quarter. In Q4 2025, Medpace Holdings, Inc. (NASDAQ:MEDP) reported gross of $708.5 million, represents a year-over-year summation of 32%. While we admit the imaginable of Medpace Holdings, Inc. (NASDAQ:MEDP) 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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