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?

1. 6.9% annual revenue growth over the last two years was slower than its banking peers
2. Net interest income is projected to remain flat over the next 12 months as demand decelerates from its five-year trend
3. 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?

1. Annual revenue growth of 12.7% over the last two years was superb and indicates its market share increased during this cycle
2. Operating margin improvement of 8.5 percentage points over the last five years demonstrates its ability to scale efficiently
3. 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?

1. Constant currency growth averaged 58.8% over the past two years, showing it can expand globally regardless of the macroeconomic environment
2. Earnings growth has trumped its peers over the last five years as its EPS has compounded at 21.6% annually
3. 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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