Carillon Tower Advisers released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter, noting continued market rally driven by AI enthusiasm, limited inflation from tariffs, and expected interest rate cuts. Mid-cap stocks saw positive gains, with the Russell Midcap Growth Index underperforming the Russell Midcap Value Index. Detailed views on sectors were shared, along with the fund’s top 5 holdings for 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Fair Isaac Corporation (NYSE:FICO), known for its analytic, software, and decision-making technologies. Fair Isaac Corporation (NYSE:FICO) saw a one-month return of 4.90% and closed at $1,748.25 per share on November 24, 2025, with a market cap of $41.964 billion.

Regarding Fair Isaac Corporation (NYSE:FICO), the investor letter mentioned challenges from competing credit-scoring products affecting the company’s mortgage credit scoring dominance. Despite this, Fair Isaac Corporation (NYSE:FICO) conducted its largest stock buyback and raised guidance, reflecting optimism in its data value and monetization capabilities.

Fair Isaac Corporation (NYSE:FICO) is not among the 30 most popular stocks among hedge funds, though 74 hedge fund portfolios held it at the end of the second quarter. While recognizing Fair Isaac Corporation’s potential, there are AI stocks with greater upside potential and lower downside risk. For those seeking undervalued AI stocks benefiting from current trends, a free report on the best short-term AI stock is available.

Read more at Yahoo Finance: Should You Be Optimistic on Fair Isaac Corporation (FICO)?