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.

Unlike the investment banks, we created StockStory to provide independent analysis that helps you determine which companies are truly worth following. 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:

Griffon (GFF)

Consensus Price Target: $114.14 (23.6% implied return)

Initially in the defense industry, Griffon (NYSE: GFF) is a now diversified company specializing in home improvement, professional equipment, and building products.

Why Is GFF Not Exciting?

1. Sales tumbled by 2.7% annually over the last two years, showing market trends are working against its favor during this cycle
2. Sales are projected to tank by 28.7% over the next 12 months as its demand continues evaporating

At $92.33 per share, Griffon trades at 17.4x forward P/E. To fully understand why you should be careful with GFF, check out our full research report (it’s free).

Two Stocks to Watch:

Commvault (CVLT)

Consensus Price Target: $132.43 (49.5% implied return)

Born from the need to create ironclad protection in an increasingly dangerous digital world, Commvault (NASDAQ: CVLT) provides data protection and cyber resilience software that helps organizations secure, back up, and recover their data across on-premises, hybrid, and multi-cloud environments.

Why Does CVLT Stand Out?

1. Winning new contracts that can potentially increase in value as its billings growth has averaged 26.6% over the last year
2. Superior software functionality and low servicing costs are reflected in its stellar gross margin of 81.4%
3. Well-designed software integrates seamlessly with other workflows, enabling swift payback periods on marketing expenses and customer growth at scale

Commvault is trading at $88.58 per share, or 3.4x forward price-to-sales. Is now the time to initiate a position? See for yourself in our comprehensive research report, it’s free.

S&P Global (SPGI)

Consensus Price Target: $534.05 (21.6% implied return)

Tracing its roots back to 1860 when it published the first railroad industry manual, S&P Global (NYSE: SPGI) provides credit ratings, market intelligence, commodity data, automotive analytics, and financial indices that help investors and businesses make decisions.

Why Do We Watch SPGI?

1. 10.8% annual revenue growth over the last two years was better than the sector average, highlighting the value of its products and services
2. Share repurchases have increased shareholder returns as its annual earnings per share growth of 18.9% exceeded its revenue gains over the last two years
3. ROE punches in at 23.3%, illustrating management’s expertise in identifying profitable investments

S&P Global’s stock price of $439.05 implies a valuation ratio of 22.9x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

Stocks We Like Even More

WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don't just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.

But our AI platform says the party isn't over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating 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.