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 is one stock likely to meet or exceed Wall Street’s lofty expectations and two where consensus estimates seem disconnected from reality.

Two Stocks to Sell:

Impinj (PI)

Consensus Price Target: $172.75 (86.5% implied return)

Founded by Caltech professor Carver Mead and one of his students Chris Diorio, Impinj (NASDAQ: PI) is a maker of radio-frequency identification (RFID) hardware and software.

Why Does PI Fall Short?

1. Estimated sales growth of 1.9% for the next 12 months implies demand will slow from its two-year trend
2. Poor expense management has led to operating margin losses
3. Negative returns on capital show management lost money while trying to expand the business

Impinj is trading at $92.63 per share, or 51.4x forward P/E. Dive into our free research report to see why there are better opportunities than PI.

FB Financial (FBK)

Consensus Price Target: $66.58 (30.3% implied return)

Founded in 1906 and operating through more than a century of economic cycles, FB Financial (NYSE: FBK) operates FirstBank, providing commercial and consumer banking services across Tennessee, Kentucky, Alabama, and North Georgia.

Why Are We Cautious About FBK?

1. Annual revenue growth of 1.9% over the last five years was below our standards for the banking sector
2. Estimated net interest income growth of 4.9% for the next 12 months implies demand will slow from its five-year trend
3. Earnings growth underperformed the sector average over the last five years as its EPS grew by just 2.4% annually

At $51.10 per share, FB Financial trades at 1.2x forward P/B. Read our free research report to see why you should think twice about including FBK in your portfolio.

One Stock to Buy:

Shift4 (FOUR)

Consensus Price Target: $65.96 (48.3% implied return)

Starting as a payment gateway provider in 1999 and now processing over $200 billion in annual payment volume, Shift4 Payments (NYSE: FOUR) provides integrated payment processing solutions and software that help businesses accept and manage transactions across in-store, online, and mobile channels.

Why Do We Love FOUR?

1. Annual revenue growth of 27.7% over the past two years was outstanding, reflecting market share gains this cycle
2. Incremental sales over the last two years have been highly profitable as its earnings per share increased by 36.1% annually, topping its revenue gains
3. Stellar return on equity showcases management’s ability to surface highly profitable business ventures

Shift4’s stock price of $44.46 implies a valuation ratio of 8.4x forward P/E. Is now a good time to buy? See for yourself in our comprehensive 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.

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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 Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.