Story
Investing.com Reports AI Mid-Cap Strategy Outperformed Benchmark by 47 Points
Summary
An AI-driven stock selection strategy from Investing.com has reportedly returned 97.5% since November 2023, significantly outpacing the S&P Midcap 400 index, according to the platform's performance data.
An artificial intelligence-powered strategy for selecting mid-cap stocks has generated returns of 97.5% since its launch in November 2023, according to performance data released by financial markets platform Investing.com. The results represent a significant outperformance of nearly 47 percentage points compared to its benchmark, the S&P Midcap 400 index.
Performance Metrics and Top Picks
According to the report, the AI-driven portfolio's 97.5% gain stands in contrast to the 51.0% return posted by the S&P Midcap 400 over the same period. The platform highlighted six individual stocks from its past selections that have produced gains ranging from over 30% to more than 87% since being added to the model portfolio.
The top-performing stocks cited by Investing.com include:
- Everforth (EFOR): +87.6% since July 1, 2026
- CVR Energy (CVI): +63.7% since August 1, 2026
- Amneal Pharmaceuticals (AMRX): +56.1% since June 1, 2026
- HF Sinclair (DINO): +50.6% since June 1, 2026
Case Study: Insight Enterprises
AdThe report provided a detailed example with IT solutions provider Insight Enterprises (NSIT), which it says has gained 30.5% since the AI model identified it on July 1, 2026. Investing.com pointed to the company's strong second-quarter earnings report on August 6 as a key factor validating the selection.
On that date, Insight reported adjusted earnings per share of $3.86, beating analyst consensus by 31.7%, and its stock rose 6.4% following the announcement. The platform stated its model's selection was based on an analysis of the company's valuation, cash flow, business momentum, and overall financial health.
Selection Methodology
Investing.com's system reportedly evaluates thousands of global stocks each month using a combination of historical financial data, valuation metrics, and growth indicators. The model portfolio is rebalanced monthly to add new opportunities and remove stocks that no longer meet the selection criteria.
The stated goal of the strategy is to identify companies that exhibit a strong combination of positive business momentum, attractive valuation, and solid financial performance. The platform noted that its newly released October list of picks includes a broader sector mix than in previous months, spanning IT services, energy, and healthcare.
Read next
More on Stocks
Hewlett Packard Enterprise Secures $1.2 Billion AI Infrastructure Order
Hewlett Packard Enterprise has received a $1.2 billion order for its AI server systems from a major U.S. cloud provider, boosting its stock and validating its growing AI infrastructure business.
Toho Stock Swings After PHC Confirms ¥200 Billion Takeover Proposal
Shares of Toho initially fell over 4% before reversing course after biomedical firm PHC Holdings confirmed it had received a non-binding takeover bid reportedly worth ¥200 billion from the entertainment giant.
Japan's Nikkei Surges on Chip Stock Rally; Softer US Inflation Boosts Asian Markets
Asian stocks advanced, led by a 2.5% jump in Japan's Nikkei 225, after a strong forecast from Micron Technology boosted chipmakers. Softer-than-expected U.S. inflation data also eased concerns about further Federal Reserve rate hikes.
PHC Holdings Stock Surges to 3-Year High on Toho Acquisition Offer
Shares in the Japanese healthcare device maker jumped nearly 13% after the company confirmed it had received a non-binding takeover proposal from pharmaceutical firm Toho Holdings.