Latest news with #CarillonTowerAdvisers
Yahoo
7 hours ago
- Business
- Yahoo
Jim Cramer Says Oracle 'Can Show Some Very Good Revenue Growth This Quarter'
Oracle Corporation (NYSE:ORCL) is one of the 11 stocks on Jim Cramer's radar. Coming to Oracle Corporation (NYSE:ORCL) during the episode, Cramer stated: 'Now, two companies give us earnings of interest on Wednesday… After the close, it's Oracle's turn. The last quarter was poorly perceived, and the stock got hammered. Now, it's bounced almost all the way back, that's an astounding 50-point move almost in a straight line, too. Oracle's gigantic data center build-out should start paying off soon. I think that they can show some very good revenue growth this quarter.' A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle (NYSE:ORCL) provides a broad range of cloud software, infrastructure technologies, and hardware products designed to support enterprise IT needs, including applications for business operations, databases, development tools, and industry-specific solutions, along with related support and consulting services. Carillon Tower Advisers stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q1 2025 investor letter: 'Oracle Corporation's (NYSE:ORCL) earnings guidance fell short of expectations after the stock's strong run in 2024. Bookings were strong, but investors were still skeptical about the company's ability to execute. The company did lose a small government contract, which created consternation about additional government cancellations.' While we acknowledge the potential of ORCL 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. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
7 hours ago
- Business
- Yahoo
Jim Cramer Says Oracle 'Can Show Some Very Good Revenue Growth This Quarter'
Oracle Corporation (NYSE:ORCL) is one of the 11 stocks on Jim Cramer's radar. Coming to Oracle Corporation (NYSE:ORCL) during the episode, Cramer stated: 'Now, two companies give us earnings of interest on Wednesday… After the close, it's Oracle's turn. The last quarter was poorly perceived, and the stock got hammered. Now, it's bounced almost all the way back, that's an astounding 50-point move almost in a straight line, too. Oracle's gigantic data center build-out should start paying off soon. I think that they can show some very good revenue growth this quarter.' A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle (NYSE:ORCL) provides a broad range of cloud software, infrastructure technologies, and hardware products designed to support enterprise IT needs, including applications for business operations, databases, development tools, and industry-specific solutions, along with related support and consulting services. Carillon Tower Advisers stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q1 2025 investor letter: 'Oracle Corporation's (NYSE:ORCL) earnings guidance fell short of expectations after the stock's strong run in 2024. Bookings were strong, but investors were still skeptical about the company's ability to execute. The company did lose a small government contract, which created consternation about additional government cancellations.' While we acknowledge the potential of ORCL 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. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-05-2025
- Business
- Yahoo
Flywire Corporation (FLYW) Traded Lower as Guidance Fell Short of Expectations
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Small-cap stocks experienced a significant drop in Q1, with the Russell 2000 Growth Index (down 11.12%) trailing the Russell 2000 Value Index (down 7.74%). In the Russell 2000 Growth Index, real estate, which increased by 1.76%, outperformed all sectors both absolutely and relatively. The only other sector delivering positive returns was consumer staples, which rose by 0.67%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as Flywire Corporation (NASDAQ:FLYW). Headquartered in Boston, Massachusetts, Flywire Corporation (NASDAQ:FLYW) is a payments enablement and software company. The one-month return of Flywire Corporation (NASDAQ:FLYW) was 23.13%, and its shares lost 39.01% of their value over the last 52 weeks. On May 23, 2025, Flywire Corporation (NASDAQ:FLYW) stock closed at $11.03 per share with a market capitalization of $1.365 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding Flywire Corporation (NASDAQ:FLYW) in its Q1 2025 investor letter: "Flywire Corporation (NASDAQ:FLYW) is a global payments enablement and software company that specializes in secure, scalable and efficient cross-border payment solutions across various industries. The stock pulled back dramatically following 2025 guidance, as the outlook came in lower than investors expected. We continue to evaluate the stock as we believe its valuation has become extremely discounted for a business growing revenues in the double digits, expanding margins, and maintaining a clean balance sheet." A digital tablet presenting various payment options alongside an educational lecture on the benefits of diverse capabilities. Flywire Corporation (NASDAQ:FLYW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held Flywire Corporation (NASDAQ:FLYW) at the end of the first quarter, which was 34 in the previous quarter. While we acknowledge the potential of Flywire Corporation (NASDAQ:FLYW) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Flywire Corporation (NASDAQ:FLYW) and shared the list of best growth stocks under $10 to buy. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-05-2025
- Business
- Yahoo
Protagonist Therapeutics (PTGX) Rose on Positive Trial Outcome
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Small-cap stocks experienced a significant drop in Q1, with the Russell 2000 Growth Index (down 11.12%) trailing the Russell 2000 Value Index (down 7.74%). In the Russell 2000 Growth Index, real estate, which increased by 1.76%, outperformed all sectors both absolutely and relatively. The only other sector delivering positive returns was consumer staples, which rose by 0.67%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as Protagonist Therapeutics, Inc. (NASDAQ:PTGX). Protagonist Therapeutics, Inc. (NASDAQ:PTGX) is a biopharmaceutical company. The one-month return of Protagonist Therapeutics, Inc. (NASDAQ:PTGX) was 2.86%, and its shares gained 50.15% of their value over the last 52 weeks. On May 23, 2025, Protagonist Therapeutics, Inc. (NASDAQ:PTGX) stock closed at $45.66 per share with a market capitalization of $2.83 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding Protagonist Therapeutics, Inc. (NASDAQ:PTGX) in its Q1 2025 investor letter: "Protagonist Therapeutics, Inc. (NASDAQ:PTGX) is a leading biotechnology company focused on developing drugs for rare and preventable diseases. The company has two key assets: rusfertide for the treatment of polycythemia vera (a type of blood cancer) and icotrokinra for the treatment of psoriasis and ulcerative colitis. During the first quarter, a major pharmaceutical company announced that icotrokinra met its primary endpoint in a phase 2 trial in patients with ulcerative colitis, achieving a clinical remission rate that is among the highest for oral therapies addressing this condition. This positive outcome contributed to the strong performance in the stock." A research scientist wearing a lab coat working with precision in a biopharmaceutical laboratory. Protagonist Therapeutics, Inc. (NASDAQ:PTGX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Protagonist Therapeutics, Inc. (NASDAQ:PTGX) at the end of the first quarter, which was 37 in the previous quarter. While we acknowledge the potential of Protagonist Therapeutics, Inc. (NASDAQ:PTGX) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Protagonist Therapeutics, Inc. (NASDAQ:PTGX) and shared the list of best cancer stocks to invest in for long term gains. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-05-2025
- Business
- Yahoo
Here's Why Aris Water Solutions (ARIS) Performed Well in Q1
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Small-cap stocks experienced a significant drop in Q1, with the Russell 2000 Growth Index (down 11.12%) trailing the Russell 2000 Value Index (down 7.74%). In the Russell 2000 Growth Index, real estate, which increased by 1.76%, outperformed all sectors both absolutely and relatively. The only other sector delivering positive returns was consumer staples, which rose by 0.67%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as Aris Water Solutions, Inc. (NYSE:ARIS). Aris Water Solutions, Inc. (NYSE:ARIS) is an environmental infrastructure and solutions company. The one-month return of Aris Water Solutions, Inc. (NYSE:ARIS) was -11.08%, and its shares gained 53.32% of their value over the last 52 weeks. On May 23, 2025, Aris Water Solutions, Inc. (NYSE:ARIS) stock closed at $23.35 per share with a market capitalization of $1.381 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding Aris Water Solutions, Inc. (NYSE:ARIS) in its Q1 2025 investor letter: "Aris Water Solutions, Inc. (NYSE:ARIS) provides water infrastructure and solutions for the oil and gas industry within the Permian Basin in West Texas and southeastern New Mexico. The stock performed well. We believe the company is distinctly positioned to benefit from a number of important trends unfolding in the oil and gas industry and more specifically in the Delaware sub-basin of the Permian Basin. Well output that contains rising ratios of water to oil, as well as increased demand for recycled water to be used in new-well completion activities, combined to help drive strong quarterly results." An industrial complex with a pillar of steam billowing from a water recycling plant. Aris Water Solutions, Inc. (NYSE:ARIS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held Aris Water Solutions, Inc. (NYSE:ARIS) at the end of the first quarter, which was 31 in the previous quarter. While we acknowledge the potential of Aris Water Solutions, Inc. (NYSE:ARIS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Aris Water Solutions, Inc. (NYSE:ARIS) and shared the list of high growth utility stocks to invest in. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
