From Yahoo Finance: 2025-04-29 10:00:00

Conestoga Capital Advisors released its first-quarter 2025 investor letter, noting a sharp decline in equities due to concerns over slowing earnings and geopolitical tensions. The Conestoga Small Cap Composite returned -11.35%, the SMid Cap Composite returned -5.73%, the Micro-Cap Composite returned -8.24%, and the Mid Cap Composite returned 0.96%.

In the same investor letter, Conestoga Capital Advisors highlighted RBC Bearings Incorporated (NYSE: RBC), a manufacturer of precision bearings. The one-month return of RBC was 0.93%, with shares gaining 31.59% over the last 52 weeks. On April 28, 2025, RBC stock closed at $324.75 per share with a market cap of $10.212 billion.

Conestoga Capital Advisors praised RBC Bearings Incorporated in its investor letter, citing better-than-expected quarterly results and guidance. The company’s gross margin performance was impressive, benefiting from synergies from its Dodge acquisition. Visibility is improving due to the aerospace cycle and infrastructure market improvements.

Despite its potential, RBC Bearings Incorporated is not among the 30 most popular stocks among hedge funds. In the third quarter of 2025, RBC reported $394 million in net sales, a 5.5% increase over the previous year. While RBC has promise as an investment, AI stocks are believed to offer greater returns within a shorter timeframe.

Read more: RBC Bearings (RBC) Rose as Results and Guidance Exceeded Expectations