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 where Wall Street’s excitement appears well-founded and one where consensus estimates seem disconnected from reality.

One Stock to Sell:

U-Haul (UHAL)

Consensus Price Target: $80.45 (37.1% implied return)

Founded by a husband and wife duo, U-Haul (NYSE: UHAL) is a provider of rental trucks and storage facilities.

Why Do We Pass on UHAL?

1. 1.9% annual revenue growth over the last two years was slower than its industrials peers
2. 34.8 percentage point decline in its free cash flow margin over the last five years reflects the company’s increased investments to defend its market position
3. Diminishing returns on capital from an already low starting point show that neither management’s prior nor current bets are going as planned

At $58.68 per share, U-Haul trades at 1.9x trailing 12-month price-to-sales. To fully understand why you should be careful with UHAL, check out our full research report (it’s free).

Two Stocks to Watch:

Shopify (SHOP)

Consensus Price Target: $179.49 (30.3% implied return)

Starting with just three people selling snowboards online in 2004, Shopify (NYSE: SHOP) provides a comprehensive platform that enables merchants of all sizes to create, manage and grow their businesses across multiple sales channels.

Why Are We Bullish on SHOP?

1. Average billings growth of 30.8% over the last year enhances its liquidity and shows there is steady demand for its products
2. Notable projected revenue growth of 25.1% for the next 12 months hints at market share gains
3. User-friendly software enables clients to ramp up spending quickly, leading to the speedy recovery of customer acquisition costs

Shopify’s stock price of $137.73 implies a valuation ratio of 13.6x forward price-to-sales. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free.

Astrana Health (ASTH)

Consensus Price Target: $36.89 (33.7% implied return)

Formerly known as Apollo Medical Holdings until early 2024, Astrana Health (NASDAQ: ASTH) operates a technology-powered healthcare platform that enables physicians to deliver coordinated care while successfully participating in value-based payment models.

Why Does ASTH Stand Out?

1. Market share has increased this cycle as its 47.7% annual revenue growth over the last two years was exceptional
2. Expected revenue growth of 34.2% for the next year suggests its market share will rise
3. Earnings growth has easily exceeded the peer group average over the last five years as its EPS has compounded at 11.6% annually

Astrana Health is trading at $27.60 per share, or 7.6x forward EV-to-EBITDA. Is now the right time to buy? Find out in our full research report, it’s free.

High-Quality Stocks for All Market Conditions

If your portfolio success hinges on just 4 stocks, your wealth is built on fragile ground. You have a small window to secure high-quality assets before the market widens and these prices disappear.

Don’t wait for the next volatility shock. Check out our Top 5 Growth Stocks for this month. 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-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.