Should You Hold Casella Waste Systems (CWST)?

2 hours ago 2

Soumya Eswaran

Mon, April 27, 2026 astatine 9:01 AM CDT 3 min read

Conestoga Capital Advisors, an plus absorption company, released its first-quarter 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. The archetypal 4th of 2026 began with optimism astir the home system and charismatic Small Cap valuations, but was impacted by volatility from Middle East geopolitical unrest and changing involvement complaint expectations. This unrest drove vigor prices up and created cautious planetary markets. Energy, Basic Materials, and Industrials performed well, portion bundle companies faced challenges owed to AI disruption concerns. Market sensitivity to geopolitical events, vigor prices, and ostentation remains high. The Conestoga Small Cap Composite fell 5.01%, underperforming the Russell 2000 Growth’s -2.81% return. The diminution was driven by antagonistic banal enactment and headwinds successful Technology and Health Care, with assemblage allocation benefits insufficient to offset losses. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Conestoga Capital Advisors highlighted stocks similar Casella Waste Systems, Inc. (NASDAQ:CWST). Casella Waste Systems, Inc. (NASDAQ:CWST) is simply a vertically integrated coagulated discarded services institution that offers assets absorption expertise and services. On April 24, 2026, Casella Waste Systems, Inc. (NASDAQ:CWST) closed astatine $80.19 per share. One-month instrumentality of Casella Waste Systems, Inc. (NASDAQ:CWST) was 2.28%, and its shares mislaid 31.00% implicit the past 52 weeks. Casella Waste Systems, Inc. (NASDAQ:CWST) has a marketplace capitalization of $5.12 billion.

Conestoga Capital Advisors stated the pursuing regarding Casella Waste Systems, Inc. (NASDAQ:CWST) successful its Q1 2026 capitalist letter:

"Casella Waste Systems, Inc. (NASDAQ:CWST) provides coagulated discarded collection, recycling, and assets absorption services. The banal underperformed arsenic investors are increasing impatient with the company's borderline trajectory. While Casella closed the twelvemonth connected a precocious enactment with 60 ground points of betterment successful EBITDA margin, including 100 bps organic, the institution guided to conscionable 0-40 ground points successful F26. This is the beneath the 25-50 ground points previewed connected the 3rd 4th net telephone and attributable mostly to the pending closure of 1 of its landfills successful New Hampshire. We expect to spot upside to this guidance done gains astatine its astir challenged Mid Atlantic region."

Among Stocks Insiders Are Selling In March

Casella Waste Systems, Inc. (NASDAQ:CWST) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge money portfolios held Casella Waste Systems, Inc. (NASDAQ:CWST) astatine the extremity of the 4th quarter, up from 26 successful the erstwhile quarter. Casella Waste Systems, Inc.’s (NASDAQ:CWST) Q4 2025 revenue increased 9.7% year-over-year to $469.1 million. 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.

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