$STVN — FinTwit mentions on Surfaced

$STVN — FinTwit mentions on Surfaced

Recent mentions

26 mentions

@invesquotesJun 10, 2026 · 4:36 PM

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 be 30% of the GLP-1 market (with fewer uncertainty than several months ago) - Biologics advancing through the pipeline and starting to show up in the numbers - Cartridges transitioning to RTU - Management making the claim that higher dosages don't necessarily cannibalize lower dosages because they grab their fair share of value - Probably the two most bullish investor conferences ever for the company $STVN

@invesquotesJun 5, 2026 · 11:39 AM

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 narrative is shifting Great news for a couple of companies like $STVN and $WST

@invesquotesJun 3, 2026 · 11:47 AM

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 to grow DDs in the foreseeable future and engineering is expected to return to HSD growth with a 20-22% gross margin (both things are consistent with my model) - Franco wants to double the company every 5-6 years, he believes it's realistic (I also do). At a constant multiple, this results in around a 12-15% CAGR, but the multiple maybe should be higher considering the business and its resilience. - Management confirmed that HVS margins are between 40-70%, which is pretty good. I'd imagine that the margin mix within HVS should move higher as molecules become more complex. For context, 2025 BDS gross margin was 31.5% - They described the remaining opportunity in GLP-1s: "GLP-1 today is at the beginning of the journey. Today, the penetration is between 6-8% worldwide." I wouldn't assume penetration should be 100%, but there's definitely significant runway left All in all, great news!

@invesquotesJun 3, 2026 · 11:47 AM

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 to grow DDs in the foreseeable future and engineering is expected to return to HSD growth with a 20-22% gross margin (both things are consistent with my model) - Franco wants to double the company every 5-6 years, he believes it's realistic (I also do). At a constant multiple, this results in around a 12-15% CAGR, but the multiple maybe should be higher considering the business and its resilience. - Management confirmed that HVS margins are between 40-70%, which is pretty good. I'd imagine that the margin mix within HVS should move higher as molecules become more complex. For context, 2025 BDS gross margin was 31.5% - They described the remaining opportunity in GLP-1s: "GLP-1 today is at the beginning of the journey. Today, the penetration is between 6-8% worldwide." I wouldn't assume penetration should be 100%, but there's definitely significant runway left All in all, great news!

@invesquotesMay 29, 2026 · 6:30 AM

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 shareholders but to raise as much money as possible $ABNB $STVN https://t.co/otr5POVCsr

@invesquotesMay 21, 2026 · 2:32 PM

So you are telling me that the best performing GLP-1 is an inyectable? Hmmm $STVN $WST

@invesquotesMay 13, 2026 · 3:08 PM

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 Stevanato leads 2) On the oral narrative: "We have very good visibility for the next three, four years." 3) There's plenty of flexibility in the Capex thanks to vertical integration: "We can switch easily from producing dual chamber to Nexa syringes due to our engineering flexibility." 4) "Most of the Capex has been already deployed." The FCF and margin inflection is coming. 5) Starting to gain visibility on 2027 on the engineering segment All in all, good conference

@invesquotesMay 7, 2026 · 3:22 PM

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

@invesquotesMay 6, 2026 · 10:47 AM

Results from injectables peers very strong and confirming orals expanding market Weak Foundayo launch Price cuts making volume go bonkers You know what that means, but we’ll find out tomorrow $STVN

@invesquotesApr 30, 2026 · 8:36 PM

Numbers/earnings slowly but steadily putting the oral GLP-1 narrative to rest Fun times ahead $STVN $WST

@invesquotesApr 24, 2026 · 1:27 PM

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 Good news for injectables, West mentioned yesterday that the market is shaping up how they expected: 70/30 $STVN $WST

@invesquotesApr 23, 2026 · 11:50 AM

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

@invesquotesMar 25, 2026 · 8:29 PM

The year is 2055, $STVN still trades like sh*t even though GLP-1 injectables continue to grow nicely

@invesquotesMar 18, 2026 · 3:29 PM

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 higher volumes More relevant than the market is giving the company credit for $STVN https://t.co/X1pRKIIh9X

@invesquotesMar 12, 2026 · 10:36 PM

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 (and pretty significant tailwinds) $STVN

@invesquotesMar 5, 2026 · 9:16 PM

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 massive beat and management is guiding conservatively. Result is that 2026 numbers likely way ahead of consensus coming into Q4 Oral narrative weighing on the stock, but pretty much every narrative has an expiry date and I don't think it'll be different this time (patience required and will likely be wrong for a while, fine) $STVN

@invesquotesMar 4, 2026 · 6:28 PM

Published this on $STVN's earnings Good earnings and (better yet) good colour on the GLP-1 exposure. Find it in the usual place! https://t.co/NOzyd4wpPW

@invesquotesFeb 11, 2026 · 4:39 PM

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

@invesquotesFeb 4, 2026 · 3:29 PM

Makes total sense yep! $WST $STVN https://t.co/gFng3lNui0

@invesquotesFeb 3, 2026 · 6:18 PM

@mvcinvesting You can literally substitute $OMDA for $STVN and the post is accurate as well

@invesquotesJan 26, 2026 · 4:45 PM

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 will not end with the injectables obesity market)

@invesquotesJan 23, 2026 · 8:39 PM

Have come to the realization that $STVN is basically a... - 2x-3x leveraged $WST - An inverse oral GLP-1 ETF Fun times ahead!

@invesquotesJan 10, 2026 · 4:49 PM

What does Nvidia's $NVDA stock price have to do with Stevanato's $STVN? https://t.co/hpXZeZLAUj

@invesquotesDec 23, 2025 · 1:00 PM

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 (great) help of @Lab_Inversion, we go over... 1. The GLP-1 market 2. Orals vs injectables 3. Why the narrative has been greatly exaggerated for Stevanato If you are a $NVO $LLY $STVN $GXI $1SXP.F shareholder, you want to read this. (Also special thanks to @ZissouCapital) Find it in the usual place!

@invesquotesDec 23, 2025 · 11:26 AM

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

@invesquotesDec 22, 2025 · 11:03 AM

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 narrative is flawed)' (with a special collaboration) $NTDOY $STVN