Right here’s What Offers ATI (ATI) a Shiny Future

Carillon Tower Advisers, an funding administration firm, launched its “Carillon Eagle Small Cap Progress Fund” second-quarter 2025 investor letter. A duplicate of the letter could be downloaded right here. Within the second quarter, fairness markets skilled considered one of their most turbulent intervals in current historical past. Small-cap shares managed a rebound within the quarter, recovering from declines at first of the 12 months. Amongst fashion indexes, the Russell 2000® Progress Index led the best way with an 11.96% achieve, outpacing the Russell 2000® Worth Index, which rose by 4.96%. As well as, please test the fund’s prime 5 holdings to know its finest picks in 2025.

In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Progress Fund highlighted shares akin to ATI Inc. (NYSE:ATI). ATI Inc. (NYSE:ATI) is an industrial firm that engages within the manufacturing and distribution of specialty supplies and complicated elements. ATI Inc. (NYSE:ATI) inventory fell 23.42% over the previous month, whereas its shares rose 10.29% in worth over the past 52 weeks. On August 19, 2025, ATI Inc. (NYSE:ATI) inventory closed at $72.05 per share, with a market capitalization of $9.93 billion.

Carillon Eagle Small Cap Progress Fund acknowledged the next concerning ATI Inc. (NYSE:ATI) in its second quarter 2025 investor letter:

“ATI Inc. (NYSE:ATI) produces specialty metals and alloys for a diversified set of industries, however most notably aerospace and protection. After a interval of considerably difficult working outcomes prior to now 12 months, the corporate put collectively a extra spectacular quarter that exceeded expectations throughout the board. We consider the corporate’s fascinating positioning inside an exceptionally tight aerospace specialty alloys market units it up for a vivid future if it might probably proceed executing. We additionally consider ATI’s expo certain to newer-generation plane, an accelerating pricing surroundings, and newly introduced contracts with a big OEM buyer to which ATI traditionally has had little publicity all ought to present for a optimistic backdrop going ahead.”

A machinist performing intricate work on a high-temperature resistant alloy for a jet engine.

ATI Inc. (NYSE:ATI) shouldn’t be on our record of 30 Most Fashionable Shares Amongst Hedge Funds. As per our database, 52 hedge fund portfolios held ATI Inc. (NYSE:ATI) on the finish of the primary quarter, which was 45 within the earlier quarter. ATI Inc.’s (NYSE:ATI) second quarter income elevated 4% year-over-year, to over $1.1 billion. Whereas we acknowledge the potential of ATI Inc. (NYSE:ATI) as an funding, we consider sure AI shares provide better upside potential and carry much less draw back threat. In case you’re searching for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.