Workflow
3 Mid-Cap Stocks Turning Heads in AI, Automation, & Cybersecurity
NBISNebius Group N.V.(NBIS) MarketBeat·2025-05-16 12:15

Core Insights - Mid-cap stocks offer a balance of risk and reward, often overlooked by investors despite their growth potential and stability [1][2] - The tech sector is dominated by mega-cap companies, which can overshadow mid-cap firms that also contribute to technological advancements [2][3] Company Summaries Nebius Group - Nebius Group N.V. is a Netherlands-based company with a market capitalization of approximately 8.4billion[4]Thecompanyhasexperiencedsignificantrevenuegrowthof4668.4 billion [4] - The company has experienced significant revenue growth of 466% year-over-year for Q4 and 462% for the full year, despite posting net losses of nearly 137 million for Q4 and almost 397millionforthefullyear[5]Nebiusaimsforannualrecurringrevenuebetween397 million for the full year [5] - Nebius aims for annual recurring revenue between 750 million and 1billionbyDecember2025,bolsteredbyaninvestmentfromJeffBezosinitsTokolaunit[5][6]UiPathInc.UiPathInc.isaleaderinroboticprocessautomation,withacurrentstockpriceforecastof1 billion by December 2025, bolstered by an investment from Jeff Bezos in its Tokola unit [5][6] UiPath Inc. - UiPath Inc. is a leader in robotic process automation, with a current stock price forecast of 12.72, indicating a potential downside of 2.69% [9] - The company reported a 14% year-over-year increase in annual recurring revenue, reaching nearly 1.7billion,withcloudrevenuegrowingover501.7 billion, with cloud revenue growing over 50% [10] - Despite macro-level uncertainties and competition, analysts project potential gains, with some forecasting a 16% to 38% increase [11] Varonis Systems Inc. - Varonis Systems Inc. has a stock price forecast of 55.06, suggesting a 20.47% upside, driven by better-than-expected revenue results [12] - The company achieved nearly 20% year-over-year revenue growth and raised its annual recurring revenue guidance to 742742-750 million [13] - Strong cash flow management has contributed to its momentum, with operating cash flow reaching 68millionandfreecashflowat68 million and free cash flow at 65.3 million [13]