Company Overview - Bio-Techne Corporation (TECH) is headquartered in Minneapolis, Minnesota, and specializes in developing, manufacturing, and selling life science reagents, instruments, and services for research, diagnostics, and bioprocessing markets, with a market cap of $9.3 billion [1] Earnings Expectations - Analysts expect TECH to report a profit of $0.37 per share on a diluted basis for the fiscal first quarter of 2026, which is unchanged from the same quarter last year [2] - For the full fiscal year, analysts project an EPS of $1.76, reflecting a 2.9% increase from $1.71 in fiscal 2025, and an expected rise to $2 in fiscal 2027, representing a 13.6% year-over-year growth [3] Stock Performance - TECH stock has underperformed the S&P 500 Index, which gained 14.4% over the past 52 weeks, with TECH shares down 18.7% during the same period [4] - The stock also underperformed the Health Care Select Sector SPDR Fund, which saw a 7.8% loss in the same timeframe [4] Recent Financial Results - On August 6, TECH reported its Q4 results, with an adjusted EPS of $0.53, surpassing Wall Street expectations of $0.50, and revenue of $317 million, exceeding forecasts of $315.4 million [5] Analyst Ratings - The consensus opinion on TECH stock is bullish, with a "Strong Buy" rating overall; out of 16 analysts, 11 recommend "Strong Buy," one suggests "Moderate Buy," and four give a "Hold" rating [6] - The average analyst price target for TECH is $66.77, indicating a potential upside of 11.9% from current levels [6]

Company Overview - Bio-Techne Corporation (TECH) is headquartered in Minneapolis, Minnesota, and specializes in developing, manufacturing, and selling life science reagents, instruments, and services for research, diagnostics, and bioprocessing markets, with a market cap of $8.3 billion [1] - The company focuses on proteins, cytokines, growth factors, immunoassays, and small molecules, positioning itself as a significant player in the biotechnology industry [1] Market Position - TECH is classified as a mid-cap stock, with a market cap exceeding $2 billion, highlighting its size, influence, and dominance within the biotechnology sector [2] - The company is committed to innovation, strategic acquisitions, and has a global presence, which positions it for continued success and growth opportunities both domestically and internationally [2] Stock Performance - Despite its strengths, TECH's stock has decreased by 34.5% from its 52-week high of $80.80, reached on November 6, 2024 [3] - Over the past three months, TECH stock gained 7.3%, underperforming the Dow Jones Industrials Average, which gained 8.7% during the same period [3] - Year-to-date, shares of TECH have dipped 26.5%, and over the past 52 weeks, they have fallen 31.5%, significantly underperforming the Dow Jones Industrials Average's YTD gains of 8.8% and 9.9% returns over the last year [4] Recent Financial Results - On August 6, TECH reported its Q4 results, with an adjusted EPS of $0.53, surpassing Wall Street expectations of $0.50, and revenue of $317 million, exceeding forecasts of $315.4 million [5] - In comparison, Adaptive Biotechnologies Corporation (ADPT) has shown significant resilience, with YTD gains of 132.4% and 227% returns over the past 52 weeks, indicating a competitive challenge for TECH [5]

Core Insights - The Brown Capital Management Small Company Fund experienced an 8.59% return in Q2 2025, underperforming the Russell 2000® Growth index which returned 11.97% [1] - The underperformance was noted to occur in the last few weeks of the quarter [1] Company Highlights - Bio-Techne Corporation (NASDAQ:TECH) is highlighted in the investor letter, with a market capitalization of $7.973 billion [2] - Bio-Techne's one-month return was -3.81%, and it experienced a significant decline of 31.43% over the past 52 weeks, closing at $51.26 per share on September 12, 2025 [2] - Bio-Techne Corporation was identified as a detractor to the fund's performance in Q2 2025 [3]