White Brook Capital Partners, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter indicated that the first quarter of 2026 was a turnaround period. During this quarter, US military actions against Iran and developments in AI dominated economic discussions. These military interventions created a challenging environment for businesses in the following year, due to increased inflation, oil prices, and debt levels. Meanwhile, the outlook for AI remains uncertain and hard to forecast. In addition, please check the Firm’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, White Brook Capital Partners highlighted stocks like Rapid Micro Biosystems, Inc. (NASDAQ:RPID). Rapid Micro Biosystems, Inc. (NASDAQ:RPID) is a life science technology company that offers products for the detection of microbial contamination in the manufacture of pharmaceuticals, biologics, medical devices, and personal care products. On April 22, 2026, Rapid Micro Biosystems, Inc. (NASDAQ:RPID) closed at $2.38 per share. One-month return of Rapid Micro Biosystems, Inc. (NASDAQ:RPID) was 4.39%, and its shares gained 2.59% over the past 52 weeks. Rapid Micro Biosystems, Inc. (NASDAQ:RPID) has a market capitalization of $108.93 million.
White Brook Capital Partners stated the following regarding Rapid Micro Biosystems, Inc. (NASDAQ:RPID) in its Q1 2026 investor letter:
“Rapid Micro Biosystems, Inc. (NASDAQ:RPID) also continues to be an extremely favorable risk reward. On their fourth quarter call, similar to last year, they also offered underwhelming guidance. The reasons given were that there can be no assurance that a new large deal can be won this year and that the large contract they are executing on ends, in part in February 2027, not December 2026, and therefore more machines than hoped might slip into the next calendar year. We believe guidance to be conservative given increasing business momentum with significant early rollouts with Amgen, Samsung Biologics, and Merck Millipore – all of which have capacity and are likely to place large follow-on orders. We also believe the company has good line of sight to increased gross margin upside starting in 2Q’26 when their new vendor agreements kick in. We believe management is exceptionally conservative, the company is well positioned, and the company represents the best risk reward in the portfolio.”
Rapid Micro Biosystems, Inc. (NASDAQ:RPID) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 10 hedge fund portfolios held Rapid Micro Biosystems, Inc. (NASDAQ:RPID) at the end of the fourth quarter, up from 4 in the previous quarter. In Q4 2025, Rapid Micro Biosystems, Inc. (NASDAQ:RPID) reported revenue of $11.3 million, representing 37% year-over-year growth. While we acknowledge the potential of Rapid Micro Biosystems, Inc. (NASDAQ:RPID) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
