TimesSquare Mid Cap Growth Strategy Downplays Market Fears on Stevanato Group S.p.A. (STVN)

1 hour ago 1

Soumya Eswaran

Wed, July 1, 2026 astatine 8:28 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 capitalist letter. A transcript of the missive tin be downloaded here. The Strategy fell 7.72% (net) successful the 4th compared to -6.35% for the Russell Midcap Growth Index. In the archetypal quarter, markets navigated geopolitical tensions and economical resilience alongside impermanent planetary tariffs. High lipid prices and proviso concatenation disruptions followed U.S. and Israeli engagement successful Iran, prompting a displacement to safer assets and a reevaluation of proviso chains and vigor dependencies. Central banks maintained dependable policies contempt energy-driven inflation. In this environment, the Strategy remains focused connected disciplined absorption teams with durable competitory advantages. Please reappraisal the Strategy's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Stevanato Group S.p.A. (NYSE:STVN). Stevanato Group S.p.A. (NYSE:STVN) is an Italian institution that designs and distributes products and processes that connection integrated solutions for the biopharma and healthcare industries. On June 30, 2026, Stevanato Group S.p.A. (NYSE:STVN) closed astatine $18.07 per share. One-month instrumentality of Stevanato Group S.p.A. (NYSE:STVN) was -2.48%, and its shares mislaid 26.18% implicit the past 52 weeks. Stevanato Group S.p.A. (NYSE:STVN) has a marketplace capitalization of astir $4.93 billion.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the pursuing regarding Stevanato Group S.p.A. (NYSE:STVN) successful its Q1 2026 capitalist letter:

"Our preferences among Health Care stocks are those companies providing caller therapies for unmet needs that bid premium pricing, oregon specialized work providers. Stevanato Group S.p.A. (NYSE:STVN) supplies cause containment, cause delivery, and diagnostic solutions to the biopharmaceutical industry. Its shares declined by -32% connected marketplace concerns that the displacement to oral GLP1 cause formulations could dilatory maturation successful injectable products. However, we judge these concerns whitethorn beryllium overblown arsenic Stevanato has respective multi-year contracts representing beardown gross visibility. "

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, 21 hedge money portfolios held Stevanato Group S.p.A. (NYSE:STVN) astatine the extremity of the archetypal quarter, up from 15 successful the erstwhile quarter. 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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