Do You Believe in the Upside Potential of ATI (ATI)?

2 weeks ago 19

Soumya Eswaran

Wed, December 3, 2025 astatine 6:39 AM CST 3 min read

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, precocious released its third-quarter 2025 capitalist missive for “Carillon Scout Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Russell Midcap Index posted affirmative returns successful the quarter, fueled by beardown firm earnings, the continued momentum successful artificial quality (AI) infrastructure, and the anticipation of the U.S. Federal Reserve’s (Fed) involvement rates. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Scout Mid Cap Fund highlighted stocks specified arsenic ATI Inc. (NYSE:ATI). ATI Inc. (NYSE:ATI) is an concern institution that engages successful the accumulation and organisation of specialty materials and analyzable components. ATI Inc. (NYSE:ATI) banal gained 2.25% implicit the past month, and its shares roseate 64.71% successful worth implicit the past 52 weeks. On December 02, 2025, ATI Inc. (NYSE:ATI) banal closed astatine $98.66 per share, with a marketplace capitalization of $13.599 billion.

Carillon Scout Mid Cap Fund stated the pursuing regarding ATI Inc. (NYSE:ATI) successful its 3rd 4th 2025 capitalist letter:

"ATI Inc. (NYSE:ATI) supplies specialty metals and components chiefly for the aerospace and defence markets. ATI’s banal sold disconnected pursuing second-quarter results that did not conscionable elevated capitalist expectations and implicit fears that successful the adjacent word commercialized aerospace producers person excessively overmuch inventory of the metals and parts that ATI supplies. We proceed to favour the company’s displacement distant from commodity products and into higher value-added offerings for aerospace, medical, electronics and specialty vigor uses. We besides spot important semipermanent aerospace maturation arsenic request for question increases and airlines modernize their fleets with much fuel-efficient planes."

ATI Inc. (NYSE:ATI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge money portfolios held ATI Inc. (NYSE:ATI) astatine the extremity of the 3rd quarter, which was 57 successful the erstwhile quarter. ATI Inc.’s (NYSE:ATI) 3rd 4th gross accrued 7% year-over-year, to implicit $1.1 billion. While we admit the imaginable of ATI Inc. (NYSE:ATI) 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.

In another article, we covered ATI Inc. (NYSE:ATI) and shared Loomis Sayles Small/Mid Cap Growth Fund's views connected the institution successful the erstwhile quarter. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.