Latest news with #StevanatoGroup
Yahoo
3 days ago
- Business
- Yahoo
Stevanato Group S.p.A. (STVN): A Bull Case Theory
We came across a bullish thesis on Stevanato Group S.p.A. (STVN) on Best Anchor Stocks' Substack. In this article, we will summarize the bulls' thesis on STVN. Stevanato Group S.p.A. (STVN)'s share was trading at $22.61 as of 22nd May. STVN's trailing and forward P/E were 43.55 and 37.45 respectively according to Yahoo Finance. A biopharmaceutical facility with technicians working on a manufacturing line of treatments and preventions. Stevanato's recent earnings release highlighted a sharp return to growth, with Q1 revenue up 9% to €256.6 million—far ahead of expectations—driven primarily by strong performance in its high-value products (HVPs) and the ramp-up of new facilities in Latina and Fishers. Despite this impressive beat, the stock gave up early gains, staying true to its volatile trading pattern. However, the real story lies in Stevanato's compelling margin expansion potential and what appears to be sandbagged guidance. Margins improved meaningfully in Q1, yet remain artificially depressed due to underutilized vial capacity, dilutive effects from new plant ramp-ups, and a still-recovering engineering division. Net income grew 41% on just 9% revenue growth, illustrating the leverage embedded in the model. Management's commentary suggests that over time, as engineering margins normalize and the HVP mix continues to increase—especially with major projects like Ez-Fill cartridges for likely customers such as Novo Nordisk—the company could unlock over 1,000 basis points in margin expansion. Furthermore, current HVP gross margins are estimated to be double those of bulk products, signaling substantial upside. While guidance for 2025 was only modestly raised and Adjusted EBITDA lowered slightly due to tariffs, this conservatism appears more like strategic sandbagging than a real slowdown. Based on Q1 results and seasonal trends, full-year revenue could exceed management's guidance by 2.5%, implying double-digit growth is very much in reach. With expanding margins, a durable growth runway driven by mix shift and replacement demand, and strategic positioning in the U.S., Stevanato offers a long-term upside narrative not reflected in current valuation multiples. Stevanato Group S.p.A. (STVN) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 11 hedge fund portfolios held STVN at the end of the fourth quarter which was 11 in the previous quarter. While we acknowledge the risk and potential of STVN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than STVN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Business Wire
09-05-2025
- Business
- Business Wire
Stevanato Group to Participate in Upcoming Investor Conferences
PIOMBINO DESE, Italy--(BUSINESS WIRE)-- Stevanato Group S.p.A. (NYSE: STVN), a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries, today announced that it will participate in three upcoming investor conferences. Wednesday, May 14, 2025, at 5:00 p.m. (PT) – Fireside chat at the 2025 Bank of America Securities Healthcare Conference in Las Vegas Wednesday, June 4, 2025, at 1:20 p.m. (CT) – Presentation at the 45th Annual William Blair Growth Stock Conference in Chicago Thursday, June 5, 2025, at 10:30 a.m. (ET) – Fireside chat at the Jefferies Global Healthcare Conference in New York City A live webcast of each event will be available on the Company's website at under the "Investors" section. Replays will remain available for approximately 90 days after each event. About Stevanato Group Founded in 1949, Stevanato Group is a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries. The Group delivers an integrated, end-to-end portfolio of products, processes, and services that address customer needs across the entire drug life cycle at each of the development, clinical, and commercial stages. Stevanato Group's core capabilities in scientific research and development, its commitment to technical innovation, and its engineering excellence are central to its ability to offer value-added solutions to clients. For more information, please visit:
Yahoo
24-04-2025
- Business
- Yahoo
Stevanato Group to Report First Quarter 2025 Financial Results on May 8, 2025
PIOMBINO DESE, Italy, April 24, 2025--(BUSINESS WIRE)--Stevanato Group S.p.A. (NYSE: STVN), a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries, announced today that it will issue financial results for the first quarter of 2025 on Thursday, May 8, 2025, at 6:30 a.m. (ET). Conference call and webcast: The Company will host a conference call and webcast at 8:30 a.m. (ET) on Thursday, May 8, 2025, to discuss financial results. During the call, management will refer to a slide presentation, which will be available on the morning of the call on the "Financial Results" page under the Company's Investor Relations section of its website. Pre-registration: Participants who pre-register will be given a conference passcode and unique PIN to gain immediate access to the call and bypass the live operator. We encourage participants to pre-register for the conference call using the following link: STVN conference call pre-registration. Webcast: A live, listen-only webcast of the call will be available at the following link: STVN webcast. Dial in: Those who are unable to pre-register may dial in by calling: Italy: +39 02 802 09 11 United Kingdom: +44 1 212 818004 United States: +1 718 705 8796 United States Toll Free: +1 855 265 6958 Questions during the call: Participants who wish to ask questions during the call should use the HD webphone link: Replay: The webcast will be archived for three months on the Company's Investor Relations section of its website. About Stevanato Group Founded in 1949, Stevanato Group is a leading global provider of drug containment, drug delivery and diagnostic solutions to the pharmaceutical, biotechnology and life sciences industries. The Group delivers an integrated, end-to-end portfolio of products, processes, and services that address customer needs across the entire drug life cycle at each of the development, clinical, and commercial stages. Stevanato Group's core capabilities in scientific research and development, its commitment to technical innovation, and its engineering excellence are central to its ability to offer value-added solutions to clients. To learn more, visit: View source version on Contacts Investor Relations Lisa Miles: Media media@
Business Wire
24-04-2025
- Business
- Business Wire
Stevanato Group to Report First Quarter 2025 Financial Results on May 8, 2025
PIOMBINO DESE, Italy--(BUSINESS WIRE)-- Stevanato Group S.p.A. (NYSE: STVN), a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology, and life sciences industries, announced today that it will issue financial results for the first quarter of 2025 on Thursday, May 8, 2025, at 6:30 a.m. (ET). Conference call and webcast: The Company will host a conference call and webcast at 8:30 a.m. (ET) on Thursday, May 8, 2025, to discuss financial results. During the call, management will refer to a slide presentation, which will be available on the morning of the call on the 'Financial Results' page under the Company's Investor Relations section of its website. Pre-registration: Participants who pre-register will be given a conference passcode and unique PIN to gain immediate access to the call and bypass the live operator. We encourage participants to pre-register for the conference call using the following link: STVN conference call pre-registration. Webcast: A live, listen-only webcast of the call will be available at the following link: STVN webcast. Dial in: Those who are unable to pre-register may dial in by calling: Questions during the call: Participants who wish to ask questions during the call should use the HD webphone link: Replay: The webcast will be archived for three months on the Company's Investor Relations section of its website. About Stevanato Group Founded in 1949, Stevanato Group is a leading global provider of drug containment, drug delivery and diagnostic solutions to the pharmaceutical, biotechnology and life sciences industries. The Group delivers an integrated, end-to-end portfolio of products, processes, and services that address customer needs across the entire drug life cycle at each of the development, clinical, and commercial stages. Stevanato Group's core capabilities in scientific research and development, its commitment to technical innovation, and its engineering excellence are central to its ability to offer value-added solutions to clients. To learn more, visit:
Yahoo
24-02-2025
- Business
- Yahoo
Stevanato Group to Report Fourth Quarter and Fiscal Year 2024 Financial Results on March 6, 2025
PIOMBINO DESE, Italy, February 24, 2025--(BUSINESS WIRE)--Stevanato Group S.p.A. (NYSE: STVN), a leading global provider of drug containment, drug delivery, and diagnostic solutions to the pharmaceutical, biotechnology and life sciences industries, announced today that it will issue financial results for the fourth quarter and fiscal year 2024 on Thursday, March 6, 2025, at 6:30 a.m.(ET). Conference call and webcast: The Company will host a conference call and webcast at 8:30 a.m. (ET) on Thursday, March 6, 2025, to discuss financial results. During the call, management will refer to a slide presentation that will be available on the morning of the call on the "Financial Results" page under the Company's Investor Relations section of its website. Pre-registration: Participants who pre-register will be given a conference passcode and unique PIN to gain immediate access to the call and bypass the live operator. Participants are encouraged to pre-register for the conference call using the following link: STVN conference call pre-registration. Webcast: A live, listen-only webcast of the call will be available at the following link: STVN Q4 2024 Webcast Dial in: Those who are unable to pre-register may dial in by calling: Italy: +39 02 802 09 11 United Kingdom: +44 1 212 818004 United States: +1 718 705 8796 United States Toll Free: +1 855 265 6958 Questions during the call: Participants who wish to ask questions during the call should use the HD webphone link: Replay: The webcast will be archived for three months on the Investor Relations section of the Company's website. About Stevanato Group Founded in 1949, Stevanato Group is a leading global provider of drug containment, drug delivery and diagnostic solutions, as well as engineering solutions to the pharmaceutical, biotechnology and life sciences industries. Stevanato Group delivers an integrated, end-to-end portfolio of products, processes and services that address customer needs across the entire drug lifecycle from development to clinical and commercial stages. Stevanato Group's core capabilities in scientific research and development, its commitment to technical innovation and its engineering excellence are central to its ability to offer value-added solutions to clients. For more information, please visit View source version on Contacts Investor Relations Lisa Media media@
