William Blair analyst Matt Larew has maintained their bullish stance on STVN stock, giving a Buy rating yesterday.
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Matt Larew has given his Buy rating due to a combination of factors, notably management’s clear visibility on GLP-related revenue and strong contractual underpinning for future capacity. He views the company’s 2026 outlook as well supported by binding agreements that include minimum volume commitments and pricing protections, which meaningfully reduce demand risk and make execution the primary driver of results over the next several years.
At the same time, he highlights a favorable financial trajectory, with capital spending set to decline while margins expand as new facilities ramp and the product mix shifts toward higher‑value solutions, driving faster free cash flow growth and better returns on capital. In his view, the current valuation—about 10.4 times projected 2026 adjusted EBITDA—fails to reflect this profile of sustained double‑digit growth, expanding profitability, and rising ROIC, even as the business benefits from, but is not reliant on, GLP therapies, supporting his Outperform (Buy) stance.
Larew covers the Healthcare sector, focusing on stocks such as Twist Bioscience, Danaher, and Waters. According to TipRanks, Larew has an average return of -8.5% and a 27.00% success rate on recommended stocks.
In another report released yesterday, Citi also maintained a Buy rating on the stock with a $26.00 price target.