Casella Waste Systems (CWST) Experienced Ups and Downs in Q4

7 hours ago 1

Soumya Eswaran

Thu, April 2, 2026 astatine 8:24 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted stocks similar Casella Waste Systems, Inc. (NASDAQ:CWST). Casella Waste Systems, Inc. (NASDAQ:CWST) is simply a vertically integrated coagulated discarded services institution that offers assets absorption expertise and services. On April 1, 2026, Casella Waste Systems, Inc. (NASDAQ:CWST) closed astatine $81.54 per share. One-month instrumentality of Casella Waste Systems, Inc. (NASDAQ:CWST) was -16.35%, and its shares mislaid 29.08% implicit the past 52 weeks. Casella Waste Systems, Inc. (NASDAQ:CWST) has a marketplace capitalization of $5.18 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding Casella Waste Systems, Inc. (NASDAQ:CWST) successful its 4th fourth 2025 capitalist letter:

"Many of our Industrials positions supply indispensable business-to-business operational services, highly method components, instrumentality enabling automation and ratio improvements, oregon indispensable infrastructure services. The fortunes of Casella Waste Systems, Inc. (NASDAQ:CWST) waxed and waned during the quarter. At the opening of the quarter, Casella’s shares slipped up of its fiscal quarterly report. After showing revenues and net higher than anticipated, on with amended full-year guidance, its stock terms recovered and ended the 4th up 3% for this supplier of coagulated discarded collection, transfer, disposal, and recycling services for residential, commercial, municipal, and concern customers."

Among Stocks Insiders Are Selling In March

Casella Waste Systems, Inc. (NASDAQ:CWST) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 28 hedge money portfolios held Casella Waste Systems, Inc. (NASDAQ:CWST) astatine the extremity of the 4th quarter, up from 26 successful the erstwhile quarter. Casella Waste Systems, Inc.'s (NASDAQ:CWST) Q4 2025 gross accrued 9.7% year-over-year to $469.1 million. While we admit the imaginable of Casella Waste Systems, Inc. (NASDAQ:CWST) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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