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Yahoo
28-07-2025
- Business
- Yahoo
Here's What Lifted Olo (OLO) in Q2
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Olo Inc. (NYSE:OLO). Headquartered in New York, New York, Olo Inc. (NYSE:OLO) offers a SaaS platform for restaurants. The one-month return of Olo Inc. (NYSE:OLO) was 13.93%, and its shares gained 117.60% of their value over the last 52 weeks. On July 25, 2025, Olo Inc. (NYSE:OLO) stock closed at $10.14 per share, with a market capitalization of $1.714 billion. Conestoga Capital Advisors stated the following regarding Olo Inc. (NYSE:OLO) in its second quarter 2025 investor letter: "Olo Inc. (NYSE:OLO) is a SaaS technology platform that enables it's greater than 700 restaurant brand customers to reach their customers across over 85,000 locations. OLO has been a leader in two of the past three quarters. In its 1Q earnings report, OLO announced a major win with the Chipotle restaurant chain. Also, during the quarter, OLO announced that Red Lobster had come back to their platform after attempting to build their own solution but realizing OLO was a better option. There was also speculation during the quarter that OLO could be considering strategic alternatives, which contributed to the stock gains." A business executive showcasing a mobile ordering app to a busy restaurant staff. Olo Inc. (NYSE:OLO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge fund portfolios held Olo Inc. (NYSE:OLO) at the end of the first quarter compared to 30 in the previous quarter. In the first quarter of 2025, Olo Inc. (NYSE:OLO) generated total revenue of $80.7 million, reflecting an increase of 21% year-over-year. While we acknowledge the potential of Olo Inc. (NYSE:OLO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Olo Inc. (NYSE:OLO) and shared the list of best overlooked stocks that pay dividends. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-07-2025
- Business
- Yahoo
Here's What Driving Willdan Group's (WLDN) Broad-Based Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Willdan Group, Inc. (NASDAQ:WLDN). Willdan Group, Inc. (NASDAQ:WLDN) offers professional, technical, and consulting services that operate in the Energy and Engineering and Consulting segments. The one-month return of Willdan Group, Inc. (NASDAQ:WLDN) was 31.24%, and its shares gained 144.75% of their value over the last 52 weeks. On July 25, 2025, Willdan Group, Inc. (NASDAQ:WLDN) stock closed at $82.04 per share, with a market capitalization of $1.189 billion. Conestoga Capital Advisors stated the following regarding Willdan Group, Inc. (NASDAQ:WLDN) in its second quarter 2025 investor letter: "Willdan Group, Inc. (NASDAQ:WLDN) provides technical and consulting services to utilities, private industry, and public agencies. WLDN's 1Q performance was well above expectations, delivering 12% organic revenue growth. New wins, steady funding in their core programs, and three strategic acquisitions are driving the broad-based growth. Data centers and electrification are increasing demand for electricity and fueling investment in reliable power and resilient grid infrastructure. We believe these trends will remain in place and continue to support solid financial results over the coming years." An engineer standing proudly in front of a high-rise building, a symbol of the company's excellence in construction. Willdan Group, Inc. (NASDAQ:WLDN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 22 hedge fund portfolios held Willdan Group, Inc. (NASDAQ:WLDN) at the end of the first quarter compared to 19 in the previous quarter. While we acknowledge the potential of Willdan Group, Inc. (NASDAQ:WLDN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Willdan Group, Inc. (NASDAQ:WLDN) and shared Conestoga Capital Advisors' views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-07-2025
- Business
- Yahoo
Conestoga Capital Advisors' Views on Hillman Solutions Corp. (HLMN)
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Hillman Solutions Corp. (NASDAQ:HLMN). Hillman Solutions Corp. (NASDAQ:HLMN) offers hardware-related products and related merchandising services. The one-month return of Hillman Solutions Corp. (NASDAQ:HLMN) was 13.03%, and its shares lost 18.81% of their value over the last 52 weeks. On July 25, 2025, Hillman Solutions Corp. (NASDAQ:HLMN) stock closed at $8.07 per share, with a market capitalization of $1.594 billion. Conestoga Capital Advisors stated the following regarding Hillman Solutions Corp. (NASDAQ:HLMN) in its second quarter 2025 investor letter: "Hillman Solutions Corp. (NASDAQ:HLMN) is the leading distributor of hardware, home improvement products, and robotic kiosk technologies to a broad range of retailers. Hillman leverages its 1,100-person direct sales force to manage over 114,000 SKU's for 42,000 retail locations. HLMN reported inline 1Q results but highlighted the potential for $250 million in additional costs if liberation day tariff levels were enacted. While the company feels comfortable it can raise prices dollar-for dollar, this would still impact gross margins by 300 bps annually." Workers in protective clothing assembling hardware products on a production line. Hillman Solutions Corp. (NASDAQ:HLMN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 21 hedge fund portfolios held Hillman Solutions Corp. (NASDAQ:HLMN) at the end of the first quarter compared to 24 in the previous quarter. In the first quarter of 2025, Hillman Solutions Corp. (NASDAQ:HLMN) reported net sales of $359.3 million, reflecting a 2.6% increase compared to the first quarter of 2024. While we acknowledge the potential of Hillman Solutions Corp. (NASDAQ:HLMN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Hillman Solutions Corp. (NASDAQ:HLMN) and shared the list of most undervalued stocks with smart money ratings. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
28-07-2025
- Business
- Yahoo
Here's Why Energy Recovery (ERII) Fell in Q2
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Energy Recovery, Inc. (NASDAQ:ERII). Energy Recovery, Inc. (NASDAQ:ERII) develops, manufactures, and distributes energy efficiency technology solutions. The one-month return of Energy Recovery, Inc. (NASDAQ:ERII) was 8.61%, and its shares lost 3.81% of their value over the last 52 weeks. On July 25, 2025, Energy Recovery, Inc. (NASDAQ:ERII) stock closed at $13.88 per share, with a market capitalization of $756.449 million. Conestoga Capital Advisors stated the following regarding Energy Recovery, Inc. (NASDAQ:ERII) in its second quarter 2025 investor letter: "Energy Recovery, Inc. (NASDAQ:ERII) is a global leader in energy efficiency technology through its proprietary pressure exchanger technology. After being a 1Q leader, ERII gave back its gains on a weak first quarter report. ERII's results are always hard to predict on a quarterly basis and the first quarter is historically the lightest, but the street was caught off guard by revenue at half the expected level. Management also paused its Wastewater segment guidance due to its Chinese exposure. Liberation Day level tariffs made their products uncompetitive. The company's largest segment, desalination, continues to see robust demand." A treatment plant with a large industrial wastewater treatment pipe in the foreground. Energy Recovery, Inc. (NASDAQ:ERII) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 19 hedge fund portfolios held Energy Recovery, Inc. (NASDAQ:ERII) at the end of the first quarter compared to 15 in the previous quarter. While we acknowledge the potential of Energy Recovery, Inc. (NASDAQ:ERII) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Energy Recovery, Inc. (NASDAQ:ERII) and shared Conestoga Capital Advisors' views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-07-2025
- Business
- Yahoo
Montrose Environmental Group (MEG) Rallied in the Second Consecutive Quarter
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Montrose Environmental Group, Inc. (NYSE:MEG). Montrose Environmental Group, Inc. (NYSE:MEG) is an environmental services company. The one-month return of Montrose Environmental Group, Inc. (NYSE:MEG) was 7.08%, and its shares lost 23.85% of their value over the last 52 weeks. On July 25, 2025, Montrose Environmental Group, Inc. (NYSE:MEG) stock closed at $23.44 per share, with a market capitalization of $802.028 million. Conestoga Capital Advisors stated the following regarding Montrose Environmental Group, Inc. (NYSE:MEG) in its second quarter 2025 investor letter: "Montrose Environmental Group, Inc. (NYSE:MEG) is a pure play environmental services company that offers end-to-end solutions for addressing environmental issues. This is the second quarter in a row the stock traded up sharply on quarterly results. While there has been a persistent overhang on the stock from environmental deregulation concerns, the company continues to execute its long-range plan of high single digit organic growth." A biohazard waste disposal team safely transferring contaminated water for treatment. Montrose Environmental Group, Inc. (NYSE:MEG) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held Montrose Environmental Group, Inc. (NYSE:MEG) at the end of the first quarter, compared to 17 in the previous quarter. Montrose Environmental Group, Inc.'s (NYSE:MEG) first quarter revenue increased 14.5% to $177.8 million. While we acknowledge the potential of Montrose Environmental Group, Inc. (NYSE:MEG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Montrose Environmental Group, Inc. (NYSE:MEG) and shared Baron Discovery Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
