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11 Best Mid Cap Tech Stocks to Buy According to Analysts

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In this article, we will look at the 11 Best Mid Cap Tech Stocks to Buy According to Analysts.

​On November 11, Seema Shah, Chief Global Strategist at Principal Asset Management, appeared on CNBC television to discuss the AI trade and related concerns about a growing tech bubble. Shah noted the volatility within the AI trade is inherent, considering the valuations and capital expenditure that are going into AI. However, she highlighted that in the broader picture, the valuations of the AI and tech companies are significantly lower compared to those during the dotcom bubble. Shah acknowledged concerns, including leverage finance and secular trends, which suggest that the bubble might be growing. However, the fundamentals of these companies are reassuring and suggest that the AI narrative can continue with some air pockets along the way.

​While talking about the concerns regarding increased debt financing of the Mag 7 and the rest of the S&P 500 companies, Shah noted that the debt financing of the AI and tech companies remains significantly lower compared to the rest of the market. However, she highlighted that this factor needs to be kept in check as it can fuel the bubble and has the potential to impact the rest of the market.

​In addition, Shah also talked about the potential beneficiaries of the government shutdown being lifted. She noted that one of the key factors regarding the shutdown is the missing economic data; lifting the shutdown will unveil this macro-level data, which is expected to put the Federal Reserve’s December cut back on the table. She believes that a rate cut would further benefit the technology sector in general, along with aiding the cyclical side of the market.

​With that, let’s take a look at the 11 Best Mid Cap Tech Stocks to Buy According to Analysts.

A technical stock market chart. Photo by Energepic from Pexels

Our Methodology

To curate the list of 11 Best Mid Cap Tech Stocks to Buy According to Analysts, we used the Finviz Stock Screener, CNN, WSJ, and Insider Monkey’s Q2 2025 database. Using the screener, we aggregated a list of mid-cap technology stocks (Market Cap between $2 billion – $10 billion) with more than 30% analyst upside potential. Next, we cross-checked the market cap from WSJ and the analyst upside from CNN. Lastly, we ranked the stocks in ascending order of the analyst upside. We have also added the hedge fund sentiment around each stock, sourced from Insider Monkey’s database. Please note that the data was recorded on November 10, 2025.

​​​Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

11 Best Mid Cap Tech Stocks to Buy According to Analysts

​11. Applied Digital Corporation (NASDAQ:APLD)

Market Capitalization: $8.66 billion 

Number of Hedge Fund Holders: 28

Analyst Upside Potential: 30.73%

​​Applied Digital Corporation (NASDAQ:APLD) is one of the Best Mid Cap Tech Stocks to Buy According to Analysts. On November 6, Michael Grondahl from Northland Securities reiterated a Buy rating on Applied Digital Corporation (NASDAQ:APLD) with a price target of $40.

​The company has been on Wall Street’s radar since it announced its lease agreement on October 22 with a US-based investment-grade hyperscaler valued at $5 billion. Under the agreement, which spans approximately 15 years, Applied Digital Corporation (NASDAQ:APLD) will deliver 200 MW of critical IT capacity at Polaris Forge 2 Campus in North Dakota. This agreement, combined with the previous deal to deliver IT load to support the hyperscaler at Polaris Forge 1, has taken the company’s total lease capacity to 600 MW.

​In addition, Applied Digital Corporation (NASDAQ:APLD) has already begun making progress on its Phase 1 at Polaris Forge 1, which is being built for CoreWeave. On October 27, the company announced that it had achieved a successful, on-time Ready for Service milestone for the first 50 MW at Polaris Forge 1 AI Factory in North Dakota. Wes Cummins, CEO of Applied Digital, noted the company is on track to deliver the next 50 MW before the end of the year.

​​Applied Digital Corporation (NASDAQ:APLD) is a technology company that designs and operates advanced digital infrastructure across North America. Its technologies focus on data centers for blockchain, high-performance computing, and AI applications.

​10. ExlService Holdings, Inc. (NASDAQ:EXLS)

Market Capitalization: $6.28 billion 

Number of Hedge Fund Holders: 41

Analyst Upside Potential: 31.51%

​ExlService Holdings, Inc. (NASDAQ:EXLS) is one of the Best Mid Cap Tech Stocks to Buy According to Analysts. On October 30, Puneet Jain from J.P. Morgan reiterated a Buy rating on ExlService Holdings, Inc. (NASDAQ:EXLS) but lowered the price target from $52 to $49. Earlier, on October 29, Bryan Bergin from TD Cowen also reiterated his Buy rating with a $52 price target.

The reiteration comes after the company reported strong fiscal Q3 2025 results on October 28, beating revenue and EPS estimates by $7.13 million and $0.01, respectively. Revenue grew 12% year-over-year to $530 million, and EPS rose 11% to $0.48, during the same time. Management attributed the double-digit growth to a 9% increase in its Insurance segment revenue, which benefited from clients transitioning to AI-powered operations. Notably, approximately 56% of total revenue came from ExlService’s data and AI-powered solutions and services.

In addition, more than 75% of the company’s revenue is recurring. Management expects both the insurance and Healthcare and Life Sciences to continue growing, driven by increased adoption of AI workflows. Consequently, full-year revenue guidance was raised to a range of $2.07 billion to $2.08 billion, up from the previous range of $2.050 billion to $2.07 billion.

​Analyst Bryan Bergin of TD Cowen commented that he expects the revenue growth trend to continue, driven by clients getting more comfortable with GenAI and agentic scaling.

​ExlService Holdings, Inc. (NASDAQ:EXLS) is a global data and AI company that provides services and solutions to enhance client business models, drive better outcomes, and unlock growth with speed.

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Stop Buying AI Stocks – Investors Are Turning to Energy Infrastructure Stocks

For years, the AI sector has been the darling of the markets — from artificial intelligence to semiconductors, investors couldn’t get enough of companies like NVIDIA, Microsoft, and other AI-driven giants.

Recently, something has shifted.

Behind the scenes, even the biggest names in tech are running into a hard truth: the digital revolution still depends on the physical world.

And that’s why an under-the-radar stock is one of our top picks. With record trading volume and a share structure that’s built to make shareholders win, this stock is the real deal.

The Energy Bottleneck in the AI Boom

In a recent interview, Microsoft’s CEO admitted that their biggest limitation in expanding AI operations isn’t chips — it’s energy and infrastructure.

He revealed that Microsoft owns thousands of GPUs sitting unused, not because of supply shortages, but because they don’t have enough energy or data center capacity to power them.

Click to continue reading…

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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