Midcap Portfolio

UPDATED ON

Sep 25

About this portfolio

Description

Midcap holds up to 5 mid caps above $2B, drawn from the most volatile third of the band by the model's volatility score.

Strategy

Equal capital goes into every recommendation. Recommendations are published a few hours before the open and placed as market orders, so buys and sells fill at the opening price. Positions are held for 6 to 8 days. Every position carries a 25% stop-loss: if the price touches it during the day, the position is sold there, at 75% of its entry price. Reported returns are measured from those opening prices and include every stop-loss exit.

Holdings:5
New Additions:1
Removed:1

Holdings5

NEW

NTSK

Netskope, Inc. Class A Common Stock
Sector:Technology
Industry:Software - Infrastructure
Market Cap:$7.07B
Analysts Target:+4%
Analysts Rating:2.0/5
ForecastQ Daily Probabilities
42.3%
81.8%
41.1%

ASST

Strive, Inc.
Sector:Financial Services
Industry:Asset Management
Market Cap:$3.01B
Analysts Target:+10%
Analysts Rating:2.0/5
ForecastQ Daily Probabilities
46.9%
69.7%
61.0%

VIA

Via Transportation, Inc.
Sector:Technology
Industry:Software - Application
Market Cap:$2.17B
Analysts Target:+7%
Analysts Rating:2.0/5
ForecastQ Daily Probabilities
43.2%
68.4%
36.7%

IOVA

Iovance Biotherapeutics, Inc.
Sector:Healthcare
Industry:Biotechnology
Market Cap:$4.58B
Analysts Target:-10%
Analysts Rating:2.2/5
ForecastQ Daily Probabilities
38.6%
77.0%
41.9%

WGS

GeneDx Holdings Corp.
Sector:Healthcare
Industry:Medical - Diagnostics & Research
Market Cap:$3.02B
Analysts Target:-21%
Analysts Rating:2.1/5
ForecastQ Daily Probabilities
53.9%
50.5%
45.3%
Removed Stocks1
REMOVED

SITM

SiTime Corporation
Sector:Technology
Industry:Semiconductors
Market Cap:$16.21B
Analysts Target:+22%
Analysts Rating:2.0/5
ForecastQ Daily Probabilities
42.2%
44.5%
36.6%

Recent News & Events

IOVAPOSITIVESep 24, 2026
Analyst Upgrade

Goldman Sachs Reinstates Coverage with Buy Rating

Goldman Sachs reinstated coverage of Iovance with a Buy rating and a $15 price target on September 24, 2026. The firm cited improving operational efficiencies and gross margins for the company's lead product, Amtagvi, as key drivers for future growth.

Gurufocus
WGSNEGATIVESep 23, 2026
Regulatory Filing

Proposed 2027 Medicare Lab Rate Cuts

Investors are reacting to a proposed 2027 Medicare lab rate update that could reduce reimbursement by up to 15% for several key tests. This potential regulatory change threatens future revenue and margins, contributing to recent stock price volatility and downward pressure.

TipRanks
ASSTPOSITIVESep 22, 2026
Analyst Upgrade

B. Riley Raises Strive Price Target to $33

B. Riley Securities increased its price target for Strive from $26 to $33 while maintaining a Buy rating. This analyst action reflects growing institutional confidence in the company's Bitcoin treasury model and its positioning as a beneficiary of potential regulatory shifts.

MarketBeat
ASSTPOSITIVESep 18, 2026
Corporate Filing

Disclosure of Additional Bitcoin Purchase

Strive disclosed the purchase of 1,355 Bitcoin for approximately $107.7 million, bringing its total treasury holdings to 26,355 BTC. This ongoing accumulation strategy is a primary driver of the stock's performance and market narrative as a high-beta Bitcoin proxy.

Strive.com
ASSTPOSITIVESep 18, 2026
Product Launch

Launch of 2x Leveraged ETF (ASSX)

REX Shares and Tuttle Capital launched the ASSX ETF, which provides 2x leveraged exposure to Strive's daily performance. The introduction of this financial product has increased trading interest and volatility in ASST shares by deepening market exposure.

Business Wire
IOVANEUTRALSep 18, 2026
Regulatory Filing

Disclosure of Inducement Equity Grants

Iovance reported the grant of 179,750 stock options to new non-executive employees on September 18, 2026. While routine, such filings are monitored for dilution impact and corporate growth signals.

BioSpace

ForecastQ

Quantitative stocks signals powered by AI


The information provided is for educational purposes only and should not be considered financial advice. Past performance is not indicative of future results. ForecastQ is a research platform, a living documentation of an engineering experiment. We are not financial advisors.


© ForecastQ. All rights reserved.