Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
This is precisely where StockStory comes in - we do the heavy lifting to identify companies with solid fundamentals so you can invest with confidence. Keeping that in mind, here are two mid-cap stocks with huge upside potential and one that could be down big.
One Mid-Cap Stock to Sell:
First Citizens BancShares (FCNCA)
Market Cap: $23.36 billion
With roots dating back to 1898 and a significant expansion through its 2023 acquisition of Silicon Valley Bank, First Citizens BancShares (NASDAQGS:FCNC.A) is a bank holding company that provides financial services to individuals and businesses through its First-Citizens Bank & Trust Company subsidiary.
Why Are We Cautious About FCNCA?
- 6.9% annual revenue growth over the last two years was slower than its banking peers
- Net interest income is projected to remain flat over the next 12 months as demand decelerates from its five-year trend
- Net interest margin dropped by 60.3 basis points (100 basis points = 1 percentage point) over the last two years, implying the firm’s loan book profitability fell as competitors entered the market
First Citizens BancShares is trading at $1,911 per share, or 1.1x forward P/B. To fully understand why you should be careful with FCNCA, check out our full research report (it’s free for active Edge members).
Two Mid-Cap Stocks to Watch:
SPX Technologies (SPXC)
Market Cap: $10.39 billion
With roots dating back to 1912 as the Piston Ring Company, SPX Technologies (NYSE: SPXC) supplies specialized infrastructure equipment for HVAC systems and detection and measurement applications across industrial, commercial, and utility markets.
Why Will SPXC Outperform?
- Annual revenue growth of 12.7% over the last two years was superb and indicates its market share increased during this cycle
- Operating margin improvement of 8.5 percentage points over the last five years demonstrates its ability to scale efficiently
- Earnings per share grew by 23% annually over the last two years and trumped its peers
At $208.53 per share, SPX Technologies trades at 29.3x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.
Globus Medical (GMED)
Market Cap: $12.02 billion
With operations spanning 64 countries and a portfolio of over 10 new products launched in 2023 alone, Globus Medical (NYSE: GMED) develops and sells implantable devices, surgical instruments, and technology solutions for spine, orthopedic, and neurosurgical procedures.
Why Do We Like GMED?
- Constant currency growth averaged 58.8% over the past two years, showing it can expand globally regardless of the macroeconomic environment
- Earnings growth has trumped its peers over the last five years as its EPS has compounded at 21.6% annually
- Robust free cash flow margin of 16% gives it many options for capital deployment
Globus Medical’s stock price of $88.38 implies a valuation ratio of 23.1x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free for active Edge members.
Stocks We Like Even More
If your portfolio success hinges on just 4 stocks, your wealth is built on fragile ground. You have a small window to secure high-quality assets before the market widens and these prices disappear.
Don’t wait for the next volatility shock. Check out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
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