$STVN mention timeline

Stevanato Group. Every tracked FinTwit mention of $STVN, newest first. 26 mentions since the first on Dec 22, 2025. See the price chart.

June 2026 · 4 mentions

Jun 10
Leandro — There were fewer incremental positive news for Stevanato when it was at $27 than today when it sits at $17, which is kind of crazy if you think about it - Orals penciling out to b…↗
Jun 5
Leandro — Interesting that TD Cowen upped the GLP-1 forecast but keeps orals at a 14% share...it's likely a value share (not volume) but still seems pretty low and it seems like the oral nar…↗
Jun 3
Leandro — Stevanato $STVN participated yesterday in one of the most "bullish" conferences I remember in terms of optimism and forward-looking commentary. Some highlights: - BDS is expected…↗
Jun 3
Leandro — Stevanato $STVN participated yesterday in one of the most "bullish" conferences I remember in terms of optimism and forward-looking commentary. Some highlights: - BDS is expected…↗

May 29
Leandro — So long as the business has not been a complete disaster...charts like these ones actually portray good capital allocation The goal of an IPO is NOT to make money for the first sh…↗
May 21
Leandro — So you are telling me that the best performing GLP-1 is an inyectable? Hmmm $STVN $WST↗
May 13
Leandro — Some interesting nuggets from $STVN recent conference: 1) Surprised by sterile cartridges demand. Especially relevant since this is a category that's predominantly bulk and that S…↗
May 7
Leandro — Just published an update on Stevanato’s Q1 Earnings $STVN Not as good as I would’ve liked but nonetheless pretty good earnings Free to read https://t.co/cgOdhfvZsM

Apr 30
Leandro — Numbers/earnings slowly but steadily putting the oral GLP-1 narrative to rest Fun times ahead $STVN $WST↗
Apr 24
Leandro — Imho Foundayo doing poorly at launch (compared to Wegovy Pill) demonstrates that the oral GLP1 market is what it is, won’t make it bigger once saturated by launching more orals Go…↗
Apr 23
Leandro — Wow $WST, great beat, beat, raise Common sense tells me it should be good for $STVN, but then again $STVN and common sense are not best friends WST up 18% pre↗

Mar 25
Leandro — The year is 2055, $STVN still trades like sh*t even though GLP-1 injectables continue to grow nicely↗
Mar 18
Leandro — Everyone focused on GLP-1s and meanwhile Stevanato converting cartridges (a historically bulk category) to HVS which is accretive to the top line and margins without requiring high…↗
Mar 12
Leandro — The narrative in Stevanato will shift, not a matter of IF but WHEN imho Not even a defensive name at this point, growing EBITDA at a mid-teens rate and enjoying secular demand (an…↗
Mar 5
Leandro — Stevanato's revenue up 9% in 2025 vs starting guide of 5-8% (company implicitly raised the guide 3x during the year) Guidance for FY 26 was a tad soft vs consensus but Q4 was a ma…

Feb 11
Leandro — My friend @ZissouCapital once told me that with $STVN you get 2x the downside of $WST but only 1x (or less) of the upside And you know what? He might actually be right↗
Feb 4
Leandro — Makes total sense yep! $WST $STVN https://t.co/gFng3lNui0↗
Feb 3
Leandro — @mvcinvesting You can literally substitute $OMDA for $STVN and the post is accurate as well↗

Jan 26
Leandro — The bad news about Stevanato $STVN is the stock price The good news is that you don't even need to have a view on the oral GLP-1 narrative to do well from here (although orals wil…↗
Jan 23
Leandro — Have come to the realization that $STVN is basically a... - 2x-3x leveraged $WST - An inverse oral GLP-1 ETF Fun times ahead!↗
Jan 10
Leandro — What does Nvidia's $NVDA stock price have to do with Stevanato's $STVN? https://t.co/hpXZeZLAUj↗

Dec 23
Leandro — Didn't expect to be publishing this the day Oral Wegovy got approved in the US, but here we are. 'The Great (Oral) GLP-1 Scare: Why The Stevanato Narrative is Flawed.' With the (…↗
Dec 23
Leandro — Funny that Novo’s Oral Wegovy got approved just last night…because an article on GLP1s (oral vs injectable) is coming out today at Best Anchor Stocks… $NVO $STVN $LLY↗
Dec 22
Leandro — Lots of great content coming out at Best Anchor Stocks during Christmas week 👇 Today: 'Nintendo's Memory Woes' Later this week: 'The Great GLP-1 Scare (Why the Stevanato narrati…↗