Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. That said, here are two stocks where Wall Street’s excitement appears well-founded and one where consensus estimates seem disconnected from reality.
One Stock to Sell:
Thermo Fisher (TMO)
Consensus Price Target: $611.56 (24% implied return)
With over 14,000 sales personnel and a portfolio spanning more than 2,500 technology manufacturers, Thermo Fisher Scientific (NYSE: TMO) provides scientific equipment, reagents, consumables, software, and laboratory services to pharmaceutical, biotech, academic, and healthcare customers worldwide.
Why Do We Think Twice About TMO?
- Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion
- Expenses have increased as a percentage of revenue over the last five years as its adjusted operating margin fell by 6.7 percentage points
- Earnings per share were flat over the last five years while its revenue grew, showing its incremental sales were less profitable
Thermo Fisher’s stock price of $493.30 implies a valuation ratio of 19.2x forward P/E. Dive into our free research report to see why there are better opportunities than TMO.
Two Stocks to Watch:
Dycom (DY)
Consensus Price Target: $625.64 (24.1% implied return)
Working alongside some of the most popular mobile carriers in the world, Dycom (NYSE: DY) builds and maintains telecommunications infrastructure.
Why Will DY Outperform?
- Annual revenue growth of 21% over the past two years was outstanding, reflecting market share gains this cycle
- Incremental sales significantly boosted profitability as its annual earnings per share growth of 31.5% over the last two years outstripped its revenue performance
- Free cash flow margin increased by 5.7 percentage points over the last five years, giving the company more capital to invest or return to shareholders
At $504 per share, Dycom trades at 31.5x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.
Crane (CR)
Consensus Price Target: $219.67 (20.1% implied return)
Based in Connecticut, Crane (NYSE: CR) is a diversified manufacturer of engineered industrial products, including fluid handling, and aerospace technologies.
Why Could CR Be a Winner?
- Exciting sales outlook for the upcoming 12 months calls for 19.1% growth, an acceleration from its two-year trend
- Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 21.8% outpaced its revenue gains
- Free cash flow margin jumped by 4.7 percentage points over the last five years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends
Crane is trading at $182.97 per share, or 26x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free.
Stocks We Like Even More
ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively.
Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE.
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 Exlservice (+354% five-year return). Find your next big winner with StockStory today.
