Loss of Market Share in U.S. Antitrust Consulting Pressures FTI Consulting’s (FCN) Top-Line Performance

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Soumya Eswaran

Thu, August 13, 2026 astatine 10:47 AM CDT 3 min read

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 capitalist missive for "Sycamore Mid Cap Value Equity Strategy". A transcript of the missive tin beryllium downloaded here. Sycamore Capital's Mid Cap Value concern squad focuses connected a bottom-up attack to place undervalued businesses with maturation potential. In Q2 2026, the strategy returned 9.6% (net) underperforming the Russell Midcap Value Index's 13.83% return, owed to some banal enactment and assemblage allocation. Small-cap equities outpaced some large- and mid-cap equities during the 2nd 4th of 2026. While U.S. indices similar the S&P 500® Index saw important gains successful the quarter, marketplace dynamics shifted towards a prime radical of stocks driven by AI-related momentum. The commentary highlights underlying risks, specified arsenic marketplace attraction and the power of passive concern vehicles, reminding investors to reconsider their vulnerability to AI. Overall, it calls for a cautious valuation of existent investments successful airy of these risks. Please reappraisal the Fund's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its Q2 2026 capitalist letter, Sycamore Mid Cap Value Equity Strategy highlighted FTI Consulting, Inc. (NYSE:FCN). Headquartered successful Washington, the District of Columbia, FTI Consulting, Inc. (NYSE:FCN) is simply a concern advisory services provider. On August 12, 2026, FTI Consulting, Inc. (NYSE:FCN) closed astatine $152.68 per share, reflecting a marketplace capitalization of $4.22nyse billion. FTI Consulting, Inc. (NYSE:FCN) posted a one-month instrumentality of -8.37%, portion its shares mislaid 9.98% implicit the past 52 weeks.

Sycamore Mid Cap Value Equity Strategy stated the following regarding FTI Consulting, Inc. (NYSE:FCN) successful its Q2 2026 capitalist letter:

"FTI Consulting, Inc. (NYSE:FCN), a planetary concern advisory steadfast specializing successful economical consulting, fiscal restructuring, strategical communications, and litigation support, was different apical detractor. Shares traded little aft a disappointing 1Q26 release: gross held up, but EPS came successful good beneath expert expectations connected rising SG&A expenses expected to persist done the remainder of 2026. The Economic Consulting conception mislaid marketplace stock successful U.S. antitrust consulting, and absorption indicated a betterment could instrumentality aggregate quarters. On the affirmative side, the committee authorized an further $307 cardinal for the repurchase programme and reaffirmed afloat twelvemonth 2026 guidance. Our thesis for FCN is nether review."

Guggenheim Downgrades Informatica (INFA) Post–Q2 Results

FTI Consulting, Inc. (NYSE:FCN) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge money portfolios held FTI Consulting, Inc. (NYSE:FCN) astatine the extremity of the archetypal quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of FTI Consulting, Inc. (NYSE:FCN) 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.

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