The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. Keeping that in mind, here is one stock where Wall Street’s positive outlook is supported by strong fundamentals and two where consensus estimates seem disconnected from reality.
Two Stocks to Sell:
Workiva (WK)
Consensus Price Target: $106.27 (18% implied return)
Nicknamed "the Excel killer" by some finance professionals for its ability to eliminate spreadsheet chaos, Workiva (NYSE: WK) provides a cloud-based platform that enables organizations to streamline financial reporting, ESG, and compliance processes with connected data and automation.
Why Do We Think Twice About WK?
- Operating margin improvement of 2.8 percentage points over the last year demonstrates its ability to scale efficiently
- Free cash flow margin is forecasted to shrink by 3.1 percentage points in the coming year, suggesting the company will consume more capital to keep up with its competitors
Workiva is trading at $90.08 per share, or 5.4x forward price-to-sales. If you’re considering WK for your portfolio, see our FREE research report to learn more.
EverQuote (EVER)
Consensus Price Target: $34.20 (32.8% implied return)
Aiming to simplify a once complicated process, EverQuote (NASDAQ: EVER) is an online insurance marketplace where consumers can compare and purchase various types of insurance from different providers
Why Does EVER Give Us Pause?
- Expensive marketing campaigns hurt its profitability and make us wonder what would happen if it let up on the gas
EverQuote’s stock price of $25.76 implies a valuation ratio of 7.8x forward EV/EBITDA. Dive into our free research report to see why there are better opportunities than EVER.
One Stock to Buy:
Shift4 (FOUR)
Consensus Price Target: $92.43 (39.1% implied return)
Starting as a payment gateway provider in 1999 and now processing over $200 billion in annual payment volume, Shift4 Payments (NYSE: FOUR) provides integrated payment processing solutions and software that help businesses accept and manage transactions across in-store, online, and mobile channels.
Why Are We Backing FOUR?
- Market share has increased this cycle as its 27.2% annual revenue growth over the last two years was exceptional
- Incremental sales over the last two years have been highly profitable as its earnings per share increased by 40.2% annually, topping its revenue gains
- Management team has demonstrated it can invest in profitable ventures through its 13% five-year return on equity
At $66.44 per share, Shift4 trades at 10.7x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free.
Stocks We Like Even More
Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.
The names generating the next wave of massive growth are right here in our Top 5 Strong Momentum Stocks for this week. 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-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
