Carillon Eagle Mid Cap Growth Fund’s Views on Dexcom (DXCM)

5 days ago 9

Soumya Eswaran

Tue, November 25, 2025 astatine 6:50 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the equity markets continued their rally, fueled by enthusiasm for AI, constricted grounds of inflationary effects from tariffs, and expectations for further involvement complaint cuts from the U.S. Federal Reserve. Mid-cap stocks besides maintained their affirmative gains during the quarter. The Russell Midcap Growth Index (up 2.78%) underperformed the Russell Midcap® Value Index (up 6.16%) successful the quarter. The missive further shared the firm's elaborate views connected Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Mid Cap Growth Fund highlighted stocks specified arsenic DexCom, Inc. (NASDAQ:DXCM). DexCom, Inc. (NASDAQ:DXCM) is simply a aesculapian instrumentality institution that develops and commercializes continuous glucose monitoring (CGM) systems. The one-month instrumentality of DexCom, Inc. (NASDAQ:DXCM) was -10.14%, and its shares mislaid 20.18% of their worth implicit the past 52 weeks. On November 24, 2025, DexCom, Inc. (NASDAQ:DXCM) banal closed astatine $62.21 per share, with a marketplace capitalization of $24.396 billion.

Carillon Eagle Mid Cap Growth Fund stated the pursuing regarding DexCom, Inc. (NASDAQ:DXCM) successful its 3rd 4th 2025 capitalist letter:

"DexCom, Inc. (NASDAQ:DXCM) is simply a aesculapian instrumentality institution that helped pioneer the plan and improvement of continuous glucose monitoring systems (CGMs). The institution has been nether unit since posting unexpectedly atrocious results successful the 2nd 4th of 2024, contempt improving oregon astatine slightest stabilizing revenues and operating profits since then. Recently, determination person been concerns implicit accuracy issues with Dexcom’s latest procreation G7 continuous glucose monitor. The institution is addressing the issue, but truthful acold it’s unclear whether these issues person impaired the marque and caused a nonaccomplishment of marketplace share."

DexCom, Inc. (NASDAQ:DXCM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge money portfolios held DexCom, Inc. (NASDAQ:DXCM) astatine the extremity of the 2nd quarter, the aforesaid arsenic successful the erstwhile quarter. For the 3rd 4th of 2025, DexCom, Inc. (NASDAQ:DXCM) reported global revenue of $1.21 billion, compared to $994 cardinal successful the 3rd 4th of 2024. While we admit the imaginable of DexCom, Inc. (NASDAQ:DXCM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.