HomeMarketsU.S. EconomyOpportunities in Mid Caps in 2026: J, LDOS

Opportunities in Mid Caps in 2026: J, LDOS

Josh Wein sees opportunities in mid-caps, estimating a 6% earnings yield and a boost to the sector as rates come down and M&A activity ticks up. While stocks “aren’t cheap,” he thinks that they aren’t too expensive yet. On Tesla (TSLA), he doesn’t like the stock until EVs are ubiquitous. Josh discusses the top holdings of the Hennessy Mid Cap ETF (HFMDX). For individual names, he likes Leidos (LDOS) and Jacobs (J).

The Watch List

18 Dec 2025

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