Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you find high-quality companies that can grow their earnings no matter what. Keeping that in mind, here are two large-cap stocks that still have big upside potential and one whose momentum may slow.
One Large-Cap Stock to Sell:
Lockheed Martin (LMT)
Market Cap: $146.9 billion
Headquartered in Maryland, Famous for the F-35 aircraft, Lockheed Martin (NYSE:LMT) specializes in defense, space, homeland security, and information technology products.
Why Should You Sell LMT?
- Sales pipeline suggests its future revenue growth may not meet our standards as its average backlog growth of 7.2% for the past two years was weak
- Performance over the past five years shows its incremental sales were much less profitable, as its earnings per share fell by 2.6% annually
- Eroding returns on capital suggest its historical profit centers are aging
Lockheed Martin is trading at $636.75 per share, or 20.9x forward P/E. To fully understand why you should be careful with LMT, check out our full research report (it’s free).
Two Large-Cap Stocks to Buy:
MercadoLibre (MELI)
Market Cap: $103.2 billion
Originally started as an online auction platform, MercadoLibre (NASDAQ:MELI) is a one-stop e-commerce marketplace and fintech platform in Latin America.
Why Do We Love MELI?
- Has the opportunity to boost monetization through new features and premium offerings as its unique active buyers have grown by 21.7% annually over the last two years
- Platform’s growing usage and its ability to increase user spending by 13.9% annually showcases its high switching costs
- Strong free cash flow margin of 32.7% enables it to reinvest or return capital consistently, and its recently improved profitability means it has even more resources to invest or distribute
MercadoLibre’s stock price of $2,037 implies a valuation ratio of 20.1x forward EV/EBITDA. Is now the right time to buy? See for yourself in our full research report, it’s free.
Bloom Energy (BE)
Market Cap: $43.45 billion
Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation.
Why Should You Buy BE?
- Annual revenue growth of 23.2% over the past two years was outstanding, reflecting market share gains this cycle
- Free cash flow turned positive over the last five years, showing the company has crossed a key inflection point
- Historical investments are beginning to pay off as its returns on capital are growing
At $156.24 per share, Bloom Energy trades at 102.9x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.
Stocks We Like Even More
The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.