Why Argenx SE (ARGX) Stock Advanced on Commercial Execution

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the ClearBridge Mid Cap Strategy reported underperformance versus the Russell Midcap Index, which returned 0.16% during the period, as narrow market leadership and sentiment-driven trading weighed on results. Weakness in information technology and real estate holdings pressured returns, while gains in select consumer discretionary stocks provided partial support. The firm noted that elevated dispersion and uneven earnings reactions continued to shape mid-cap equity performance during the quarter. Looking ahead, the portfolio management team expressed cautious optimism, noting that improving clarity around policy, interest rates, and business investment could create a more favorable backdrop for active stock selection, particularly as valuation gaps widen and fundamentals across many mid-cap companies continue to strengthen. In addition, please check the fund’s top five holdings to know its best picks in 2025.

Argenx SE (NASDAQ:ARGX) is an immunology-focused biotechnology company developing antibody-based therapies for severe autoimmune diseases. The one-month return of Argenx SE (NASDAQ:ARGX) was 2.79% while its shares have traded between $510.06 to $934.62 over the last 52 weeks. On January 27, 2026, Argenx SE (NASDAQ:ARGX) stock closed at approximately $864.42 per share, with a market capitalization of about $53.493 billion.

ClearBridge Investments, an investment management company, stated the following regarding Argenx SE (NASDAQ:ARGX) in its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter:

"While overall stock selection in industrials and health care weighed on results during the quarter, there were a number of encouraging areas of performance. In health care, Argenx SE (NASDAQ:ARGX), an immunology-focused biotechnology company, advanced on continued commercial execution and pipeline progress."

Argenx SE (NASDAQ:ARGX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 50 hedge fund portfolios held Argenx SE (NASDAQ:ARGX) at the end of the third quarter, which was 53 in the previous quarter. While we acknowledge the risk and potential of Argenx SE (NASDAQ:ARGX) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. 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.

In another article, we covered Argenx SE (NASDAQ:ARGX) and shared the Baron Funds' view on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.