Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like 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 facing legitimate challenges.

One Stock to Sell:

Oshkosh (OSK)

Consensus Price Target: $147.19 (5.5% implied return)

Oshkosh (NYSE: OSK) manufactures specialty vehicles for the defense, fire, emergency, and commercial industry, operating various brand subsidiaries within each industry.

Why Are We Cautious About OSK?

1. Sales pipeline suggests its future revenue growth may not meet our standards as its average backlog growth of 1.3% for the past two years was weak
2. Competitive supply chain dynamics and steep production costs are reflected in its low gross margin of 16.4%
3. Free cash flow margin dropped by 7.3 percentage points over the last five years, implying the company became more capital intensive as competition picked up

Oshkosh’s stock price of $139.50 implies a valuation ratio of 12.4x forward P/E. Check out our free in-depth research report to learn more about why OSK doesn’t pass our bar.

Two Stocks to Buy:

ADP (ADP)

Consensus Price Target: $320.25 (6.5% implied return)

Processing one out of every six paychecks in the United States, ADP (NASDAQ: ADP) provides cloud-based human capital management solutions that help businesses manage payroll, benefits, talent acquisition, and HR administration.

Why Will ADP Beat the Market?

1. Annual revenue growth of 7.1% over the last five years beat the sector average and underscores the unique value of its offerings
2. Robust free cash flow margin of 20.6% gives it many options for capital deployment, and its rising cash conversion increases its margin of safety
3. Returns on capital are climbing as management makes more lucrative bets

ADP is trading at $300.70 per share, or 27.7x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.

Oscar Health (OSCR)

Consensus Price Target: $11.14 (-39.8% implied return)

Founded in 2012 to simplify the notoriously complex American healthcare system, Oscar Health (NYSE: OSCR) is a technology-focused health insurance company that offers individual and small group health plans through its cloud-native platform.

Why Is OSCR a Good Business?

1. Impressive 37.4% annual revenue growth over the last two years indicates it’s winning market share this cycle
2. Adjusted operating profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient
3. Earnings per share grew by 19.3% annually over the last four years and trumped its peers

At $18.50 per share, Oscar Health trades at 120.6x forward EV-to-EBITDA. Is now the right time to buy? See for yourself in our full research report, it’s free.

Stocks We Like Even More

When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses.

Don’t let fear keep you from great opportunities and take a look at 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 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 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 for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today

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