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.
At StockStory, we look beyond the headlines with our independent analysis to determine whether these bearish calls are justified. That said, here is one stock where Wall Street’s pessimism is creating a buying opportunity and two where the skepticism is well-placed.
Two stocks to sell:
Donnelley Financial Solutions (DFIN)
Consensus price target: $75.33 (12.2% implied return)
Born from the need to navigate increasingly complex financial regulations in the digital age, Donnelley Financial Solutions (NYSE: DFIN) provides software and technology-enabled services that help companies comply with SEC regulations and manage financial transactions and reporting requirements.
Why Does DFIN Fall Short?
- Customers postponed purchases of its products and services this cycle as its revenue declined by 4.1% annually over the last five years
- Earnings growth underperformed the sector average over the last five years as its EPS grew by just 3.2% annually
Donnelley Financial Solutions is trading at $67.17 per share, or 12.8x forward P/E. Check out our free in-depth research report to learn more about why DFIN doesn’t pass our bar.
Fiserv (FISV)
Consensus price target: $59.19 (-4.9% implied return)
Powering over 1 billion accounts and processing more than 12,000 financial transactions per second globally, Fiserv (NASDAQ: FISV) provides payment processing and financial technology solutions that enable merchants, banks, and credit unions to accept payments and manage financial transactions.
Why Do We Avoid FISV?
- Scale is a double-edged sword because it limits the company’s growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 1.5% for the last two years
- Incremental sales over the last two years were much less profitable as its earnings per share fell by 6.9% annually while its revenue grew
- Below-average return on equity indicates management struggled to find compelling investment opportunities
Fiserv’s stock price of $62.23 implies a valuation ratio of 8.1x forward P/E. Dive into our free research report to see why there are better opportunities than FISV.
One stock to watch:
Amgen (AMGN)
Consensus price target: $404.32 (-12.2% implied return)
Founded in 1980 during the early days of the biotechnology revolution, Amgen (NASDAQ: AMGN) is a biotechnology company that discovers, develops, and manufactures innovative medicines to treat serious illnesses like cancer, osteoporosis, and autoimmune diseases.
Why Could AMGN Be a Winner?
- Economies of scale give it more fixed cost leverage than its smaller competitors
- Robust free cash flow margin of 28.5% gives it many options for capital deployment
- ROIC punches in at 17.3%, illustrating management’s expertise in identifying profitable investments
At $460.35 per share, Amgen trades at 19.6x forward P/E. Is now the time to initiate a position? See for yourself in our comprehensive research report, it’s free.
Stocks we like even more
ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is 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% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. 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 (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.
