
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Whatever the consensus opinion may be, our team at StockStory cuts through the noise by conducting independent analysis to determine a company’s long-term prospects. That said, here are two stocks poised to prove Wall Street wrong and one where the skepticism is well-placed.
One Stock to Sell:
WESCO (WCC)
Consensus Price Target: $289.42 (5.2% implied return)
Based in Pittsburgh, WESCO (NYSE: WCC) provides electrical, industrial, and communications products and augments them with services such as supply chain management.
Why Do We Think Twice About WCC?
- Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth
- Earnings per share have dipped by 11.2% annually over the past two years, which is concerning because stock prices follow EPS over the long term
- Lacking free cash flow generation means it has few chances to reinvest for growth, repurchase shares, or distribute capital
WESCO is trading at $275.09 per share, or 16.7x forward P/E. To fully understand why you should be careful with WCC, check out our full research report (it’s free).
Two Stocks to Watch:
Electronic Arts (EA)
Consensus Price Target: $202.36 (-0.9% implied return)
Best known for its Madden NFL and FIFA sports franchises, Electronic Arts (NASDAQ: EA) is one of the world’s largest video game publishers.
Why Does EA Catch Our Eye?
- Brand halo makes it a customer acquisition machine that onboards new users at scale without spending much money
- Healthy EBITDA margin of 32.9% shows it’s a well-run company with efficient processes
- Strong free cash flow margin of 24.7% enables it to reinvest or return capital consistently, and its recently improved profitability means it’s becoming even less capital-intensive
Electronic Arts’s stock price of $204.25 implies a valuation ratio of 15.7x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free.
TPG (TPG)
Consensus Price Target: $70.15 (4.8% implied return)
Founded in 1992 and managing over 300 active portfolio companies across more than 30 countries, TPG (NASDAQ: TPG) is a global alternative asset management firm that invests across private equity, credit, real estate, and public market strategies.
Why Is TPG a Good Business?
- Annual revenue growth of 28.2% over the past two years was outstanding, reflecting market share gains this cycle
- Fee-related earnings increased by 28.3% annually over the last two years as it refined its cost structure
- Earnings growth has massively outpaced its peers over the last two years as its EPS has compounded at 28.3% annually
At $66.93 per share, TPG trades at 23.3x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free.
High-Quality Stocks for All Market Conditions
Check out the high-quality names we’ve flagged in 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-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

