Target
$29.34 → $29.35
Current stock research snapshot · 7/11/26 46 days old
STVNStevanato Group
Investment conviction●●○○○2 of 5 · current snapshot
Research target$29.35Current stock price target
Investment thesis statusSTRENGTHENEDLast reviewed 7/11/26
Market cap$5.35BSnapshot value · 7/11/26
Research history
See all STVN changes ↗What changed
Glass/barrel + high-value containment + assembly. GLP-1/incretin exposure ~21-22% of revenue. FY2025 revenue reached €1.19B and Q1 2026 showed 7% growth, preserving the RTU/Annex 1 conversion thesis.
GLP-1 demand driving high-value solutions (+17% in Q1 2026); cartridge line conversion bridging near-term shortage; Fishers (Indiana) + Latina (Italy) capacity coming late 2026/early 2027; Annex 1 RTU conversion tailwind; 2026 guidance maintained at €1.26B-€1.29B revenue.
GLP-1 concentration (~21-22% of revenue — swing factor); oral GLP-1 bypassing sterile bottleneck; Engineering-segment lumpiness; new-facility depreciation; capacity overbuild risk.
Neutral — No investor/analyst mentions of the company found. [X search Aug 2026]
Snapshot · 7/11/26🟡 Mixed · ins-$0.3M · 13F 12+/13-×0.5 · short↑0.32
Snapshot · 7/11/26