Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Whatever the consensus opinion may be, our team at StockStory cuts through the noise by conducting independent analysis to determine a company’s long-term prospects. That said, here are three stocks where the skepticism is well-placed and some better opportunities to consider.

onsemi (ON)

Consensus Price Target: $105.45 (-17.9% implied return)

Spun out of Motorola in 1999 and built through a series of acquisitions, onsemi (NASDAQ: ON) is a global provider of analog chips specializing in autos, industrial applications, and power management in cloud data centers.

Why Are We Hesitant About ON?

1. Customers postponed purchases of its products and services this cycle as its revenue declined by 13.8% annually over the last two years
2. Estimated sales growth of 9.8% for the next 12 months is soft and implies weaker demand
3. Gross margin of 39% reflects its high production costs

onsemi is trading at $128.50 per share, or 39.7x forward P/E. If you’re considering ON for your portfolio, see our FREE research report to learn more.

Moelis (MC)

Consensus Price Target: $71 (2.5% implied return)

Founded in 2007 by veteran banker Ken Moelis during the lead-up to the financial crisis, Moelis & Company (NYSE: MC) is an independent investment bank that provides strategic and financial advisory services to corporations, financial sponsors, governments, and sovereign wealth funds.

Why Are We Cautious About MC?

1. Performance over the past five years shows its incremental sales were much less profitable, as its earnings per share fell by 3.8% annually
2. Products and services are facing significant credit quality challenges during this cycle as tangible book value per share has declined by 3.5% annually over the last five years

Moelis’s stock price of $69.25 implies a valuation ratio of 20x forward P/E. Read our free research report to see why you should think twice about including MC in your portfolio.

Origin Bancorp (OBK)

Consensus Price Target: $52 (8.1% implied return)

Founded in 1912 during the early boom days of Louisiana banking, Origin Bancorp (NYSE: OBK) is a financial holding company that provides personalized banking services to businesses, municipalities, and individuals across Texas, Louisiana, and Mississippi.

Why Does OBK Worry Us?

1. 8.2% annual revenue growth over the last five years was slower than its banking peers
2. Performance over the past five years shows its incremental sales were less profitable, as its 6.8% annual earnings per share growth trailed its revenue gains
3. Estimated tangible book value per share growth of 8.1% for the next 12 months implies profitability will slow from its two-year trend

At $48.09 per share, Origin Bancorp trades at 1.1x forward P/B. Dive into our free research report to see why there are better opportunities than OBK.

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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.