The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. Keeping that in mind, here are two stocks likely to meet or exceed Wall Street’s lofty expectations and one where analysts may be overlooking some important risks.
One Stock to Sell:
Lattice Semiconductor (LSCC)
Consensus Price Target: $114.71 (31% implied return)
A global leader in its category, Lattice Semiconductor (NASDAQ: LSCC) is a semiconductor designer specializing in customer-programmable chips that enhance CPU performance for intensive tasks such as machine learning.
Why Does LSCC Fall Short?
- Customers postponed purchases of its products and services this cycle as its revenue declined by 15.7% annually over the last two years
- Costs have risen faster than its revenue over the last five years, causing its operating margin to decline by 17.4 percentage points
- Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 5.3 percentage points
At $87.58 per share, Lattice Semiconductor trades at 58.8x forward P/E. Check out our free in-depth research report to learn more about why LSCC doesn’t pass our bar.
Two Stocks to Watch:
FTAI Infrastructure (FIP)
Consensus Price Target: $11.67 (117% implied return)
Spun off from FTAI Aviation in 2021, FTAI Infrastructure (NASDAQ: FIP) invests in and operates infrastructure and related assets across the transportation and energy sectors.
Why Are We Positive On FIP?
- Annual revenue growth of 25.2% over the last two years was superb and indicates its market share increased during this cycle
- Exciting sales outlook for the upcoming 12 months calls for 59.1% growth, an acceleration from its two-year trend
FTAI Infrastructure’s stock price of $5.39 implies a valuation ratio of 11.2x forward EV-to-EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free.
Amphenol (APH)
Consensus Price Target: $169.44 (27.8% implied return)
With over 90 years of connecting the world's technologies, Amphenol (NYSE: APH) designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.
Why Do We Love APH?
- Market share has increased this cycle as its 35.6% annual revenue growth over the last two years was exceptional
- Incremental sales over the last two years have been highly profitable as its earnings per share increased by 49% annually, topping its revenue gains
- APH is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders, and its growing cash flow gives it even more resources to deploy
Amphenol is trading at $132.57 per share, or 31.2x 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
ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meeting near-term momentum — both boxes checked at the same time.
Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE.
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 Kadant (+351% five-year return). Find your next big winner with StockStory today.
