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.
Unlike the investment banks, we created StockStory to provide independent analysis that helps you determine which companies are truly worth following. Keeping that in mind, here are two stocks where Wall Street’s excitement appears well-founded and one where its enthusiasm might be excessive.
One Stock to Sell:
Icahn Enterprises (IEP)
Consensus Price Target: $12 (46.2% implied return)
Founded in 1987, Icahn Enterprises (NASDAQ: IEP) is a diversified holding company primarily engaged in investment and asset management across various sectors.
Why Should You Sell IEP?
- Sales tumbled by 4.6% annually over the last two years, showing market trends are working against its favor during this cycle
- Flat earnings per share over the last five years lagged its peers
- Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 12.8 percentage points
At $8.21 per share, Icahn Enterprises trades at 0.5x trailing 12-month price-to-sales. Check out our free in-depth research report to learn more about why IEP doesn’t pass our bar.
Two Stocks to Buy:
CBIZ (CBZ)
Consensus Price Target: $41 (38.2% implied return)
With over 120 offices across 33 states and a team of more than 6,700 professionals, CBIZ (NYSE: CBZ) provides accounting, tax, benefits, insurance brokerage, and advisory services to help small and mid-sized businesses manage their finances and operations.
Why Will CBZ Outperform?
- Annual revenue growth of 30.3% over the last two years was superb and indicates its market share increased during this cycle
- Earnings growth has trumped its peers over the last two years as its EPS has compounded at 22.9% annually
- Respectable free cash flow margin of 7% minimizes the need for external capital because it can finance growth internally, and its growing cash flow gives it more resources to deploy
CBIZ is trading at $29.67 per share, or 7.2x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free.
TPG (TPG)
Consensus Price Target: $56.07 (27.4% implied return)
Founded in 1992 and managing over 300 active portfolio companies across more than 30 countries, TPG (NASDAQ: TPG) is a global alternative asset management firm that invests across private equity, credit, real estate, and public market strategies.
Why Will TPG Beat the Market?
- Impressive 23.6% annual revenue growth over the last five years indicates it’s winning market share this cycle
- Incremental sales over the last two years have been highly profitable as its earnings per share increased by 28.8% annually, topping its revenue gains
TPG’s stock price of $44 implies a valuation ratio of 14.7x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free.
High-Quality Stocks for All Market Conditions
ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies.
Our AI system flagged Palantir before it ran 1,662%. AppLovin before it ran 753%. Nvidia before it ran 1,178%. Each week it produces 6 new names that pass the same tests. Get Our Top 6 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 Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
