Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
Luckily for you, we at StockStory have no conflicts of interest - our sole job is to help you find genuinely promising companies. Keeping that in mind, here are two stocks where Wall Street’s positive outlook is supported by strong fundamentals and one where analysts may be overlooking some important risks.
One Industrials Stock to Sell:
Titan International (TWI)
Consensus Price Target: $11 (47.7% implied return)
Acquiring Goodyear’s farm tire business in 2005, Titan (NSYE:TWI) is a manufacturer and supplier of wheels, tires, and undercarriages used in off-highway vehicles such as construction vehicles.
Why Do We Steer Clear of TWI?
- Sales tumbled by 3.7% annually over the last two years, showing market trends are working against its favor during this cycle
- Earnings per share decreased by more than its revenue over the last two years, showing each sale was less profitable
- Waning returns on capital imply its previous profit engines are losing steam
Titan International is trading at $7.45 per share, or 24.6x forward P/E. To fully understand why you should be careful with TWI, check out our full research report (it’s free for active Edge members).
Two Industrials Stocks to Watch:
Comfort Systems (FIX)
Consensus Price Target: $1,133 (23.1% implied return)
Formed through the merger of 12 companies, Comfort Systems (NYSE: FIX) provides mechanical and electrical contracting services.
Why Do We Love FIX?
- Sales pipeline is in good shape as its backlog averaged 33.6% growth over the past two years
- Performance over the past two years was turbocharged by share buybacks, which enabled its earnings per share to grow faster than its revenue
- Rising returns on capital show management is finding more attractive investment opportunities
At $920.39 per share, Comfort Systems trades at 30.8x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it’s free for active Edge members.
Waste Connections (WCN)
Consensus Price Target: $205.13 (21.2% implied return)
Operating a network of municipal solid waste landfills in the U.S. and Canada, Waste Connections (NYSE: WCN) is North America's third-largest waste management company providing collection, disposal, and recycling services.
Why Could WCN Be a Winner?
- Impressive 11.6% annual revenue growth over the last five years indicates it’s winning market share this cycle
- Superior product capabilities and pricing power result in a top-tier gross margin of 41.1%
- WCN is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders
Waste Connections’s stock price of $169.26 implies a valuation ratio of 30.5x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.
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 9 Market-Beating Stocks. 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 Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
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