Carillon Tower Advisers released its third-quarter 2025 investor letter for the Carillon Eagle Small Cap Growth Fund, noting equity market gains driven by AI acceleration, reduced inflationary impacts, and potential interest rate cuts. Small-cap stocks mirrored the rally, with the Russell 2000® Growth Index up 12.19% in the quarter.

Perimeter Solutions, Inc. (NYSE:PRM) was highlighted in the investor letter for its manufacturing of firefighting products and lubricant additives. The stock had a one-month return of -4.11% and gained 58.22% over the last 52 weeks, closing at $21.47 per share on October 28, 2025, with a market cap of $3.144 billion.

Carillon Eagle Small Cap Growth Fund praised Perimeter Solutions, Inc. (NYSE:PRM) in its third-quarter 2025 investor letter, citing impressive operating execution, accretive acquisitions, and a new multi-year agreement with a major customer. The stock’s less cyclical business model has provided a lift to its value.

Perimeter Solutions, Inc. (NYSE:PRM) is not among the 30 Most Popular Stocks Among Hedge Funds, with 28 hedge fund portfolios holding the stock at the end of the second quarter. While acknowledging its potential, some AI stocks offer greater upside potential with less downside risk, particularly in the current market environment.

Read more at Yahoo Finance: Here’s What Lifted Perimeter Solutions (PRM) in Q3