Scout Investments, Inc., an affiliate of Carillon Tower Advisers, recently released its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”. A copy of the letter can be downloaded here. The Russell Midcap Index posted positive returns in the quarter, fueled by strong corporate earnings, the continued momentum in artificial intelligence (AI) infrastructure, and the anticipation of the U.S. Federal Reserve’s (Fed) interest rates. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Carillon Scout Mid Cap Fund highlighted stocks such as Gartner, Inc. (NYSE:IT). Established in 1979, Gartner, Inc. (NYSE:IT) is a research and advisory company that operates through research, conferences, and consulting segments. The one-month return of Gartner, Inc. (NYSE:IT) was -3.58%, and its shares lost 56.25% of their value over the last 52 weeks. On December 02, 2025, Gartner, Inc. (NYSE:IT) stock closed at $228.62 per share, with a market capitalization of $17.315 billion.
Carillon Scout Mid Cap Fund stated the following regarding Gartner, Inc. (NYSE:IT) in its third quarter 2025 investor letter:
“Gartner, Inc. (NYSE:IT) is a leading research and advisory firm that provides insights, advice, and tools to help organizations make informed decisions in business and technology. The stock sold off after a weak business outlook. It has also been hurt by an AI disruption narrative that has some clients considering downsizing their contracts and using AI to replace Gartner’s research solutions. Based on our research, the way information is consumed is undergoing a fundamental shift. Customers are less willing to read lengthy reports and instead want to interact with the data and ask the AI questions. We agree that AI could present a significant business risk to Gartner, shifting focus from its existing strategy.”
Gartner, Inc. (NYSE:IT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held Gartner, Inc. (NYSE:IT) at the end of the third quarter, which was 45 in the previous quarter. In the third quarter of 2025, Gartner, Inc. (NYSE:IT) reported revenue of $1.5 billion, reflecting as increase of 3% year-over-year as reported and 1% FX neutral. While we acknowledge the potential of Gartner, Inc. (NYSE:IT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
