Last reviewed
7/8/26 → 7/11/26
Conviction●●●●○4 of 5
Research target$25.47Snapshot target
Thesis statusSTRENGTHENEDLast reviewed 7/11/26
Market cap$5.35BSnapshot value
Research history
See all STVN changes ↗What changed
Conviction
1 → 4
Target
— → $25.47
Thesis status
NEEDS_MORE_DATA → STRENGTHENED
Last reviewed
Not reviewed → 7/8/26
Target
— → $25.47
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.
needs X/Reddit sentiment sweep
Snapshot · 7/11/26🟢 Lean-Bull · ins-$0.1M · 13F 12+/12- · short↓0.08
Snapshot · 7/11/26