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.
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 likely to meet or exceed Wall Street’s lofty expectations and one where consensus estimates seem disconnected from reality.
One Stock to Sell:
Match Group (MTCH)
Consensus Price Target: $36.47 (17.3% implied return)
Originally started as a dial-up service before widespread internet adoption, Match (NASDAQ: MTCH) was an early innovator in online dating and today has a portfolio of apps including Tinder, Hinge, Archer, and OkCupid.
Why Do We Think Twice About MTCH?
- Intense competition is diverting traffic from its platform as its payers fell by 4.7% annually
- Key performance metrics have been flashing red recently as its average revenue per user dropped by 21% annually while engagement was weak
- Projected sales are flat for the next 12 months, implying demand will slow from its three-year trend
Match Group is trading at $31.10 per share, or 8.3x forward EV/EBITDA. Dive into our free research report to see why there are better opportunities than MTCH.
Two Stocks to Watch:
Keurig Dr Pepper (KDP)
Consensus Price Target: $35.29 (39.1% implied return)
Born out of a 2018 merger between Keurig Green Mountain and Dr Pepper Snapple, Keurig Dr Pepper (NASDAQ: KDP) is a consumer staples powerhouse boasting a portfolio of beverages including sodas, coffees, and juices.
Why Could KDP Be a Winner?
- Products are seeing elevated demand as its unit sales averaged 4.4% growth over the past two years
- Market share is on track to rise over the next 12 months as its 57.4% projected revenue growth implies demand will accelerate from its three-year trend
- Operating profits increased over the last year as the company gained some leverage on its fixed costs and became more efficient
Keurig Dr Pepper’s stock price of $25.38 implies a valuation ratio of 11.2x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.
Barrett (BBSI)
Consensus Price Target: $42.25 (43% implied return)
Operating as a professional employer organization (PEO) that serves over 8,000 companies with more than 120,000 worksite employees, Barrett Business Services (NASDAQ: BBSI) provides management solutions that help small and mid-sized businesses handle human resources, payroll, workers' compensation, and other administrative functions.
Why Do We Like BBSI?
- Solid 7.7% annual revenue growth over the last two years indicates its offering’s solve complex business issues
- Free cash flow margin grew by 6.1 percentage points over the last five years, giving the company more chips to play with
- ROIC punches in at 54.7%, illustrating management’s expertise in identifying profitable investments
At $29.55 per share, Barrett trades at 15.5x forward P/E. Is now a good time to buy? See for yourself in our full 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.
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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-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
