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.
At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. That said, here is one stock where Wall Street’s positive outlook is supported by strong fundamentals and two where its enthusiasm might be excessive.
Two Stocks to Sell:
Pitney Bowes (PBI)
Consensus Price Target: $17 (47.4% implied return)
With a century-long history dating back to 1920 and processing over 15 billion pieces of mail annually, Pitney Bowes (NYSE: PBI) provides shipping, mailing technology, logistics, and financial services to businesses of all sizes.
Why Does PBI Worry Us?
- Annual sales declines of 9.5% for the past five years show its products and services struggled to connect with the market during this cycle
- Forecasted revenue decline of 3.1% for the upcoming 12 months implies demand will fall even further
- 5× net-debt-to-EBITDA ratio makes lenders less willing to extend additional capital, potentially necessitating dilutive equity offerings
Pitney Bowes’s stock price of $11.53 implies a valuation ratio of 8.8x forward P/E. Check out our free in-depth research report to learn more about why PBI doesn’t pass our bar.
Glacier Bancorp (GBCI)
Consensus Price Target: $52.50 (22.3% implied return)
Operating through seventeen distinct bank divisions with local brands and management teams, Glacier Bancorp (NYSE: GBCI) is a bank holding company that provides various banking services to individuals and businesses across eight western states.
Why Are We Wary of GBCI?
- Annual net interest income growth of 7.5% over the last five years was below our standards for the banking sector
- Net interest margin of 3% is well below other banks, signaling its loans aren’t very profitable
- Incremental sales over the last five years were much less profitable as its earnings per share fell by 3.2% annually while its revenue grew
Glacier Bancorp is trading at $42.91 per share, or 1.4x forward P/B. Dive into our free research report to see why there are better opportunities than GBCI.
One Stock to Watch:
Corpay (CPAY)
Consensus Price Target: $368.50 (30.2% implied return)
Formerly known as FLEETCOR until its 2024 rebrand, Corpay (NYSE: CPAY) provides specialized payment solutions for businesses to manage vehicle expenses, corporate payments, and lodging costs with enhanced control and reporting capabilities.
Why Does CPAY Stand Out?
- Annual revenue growth of 10.2% over the last five years was above the sector average and underscores its products and services value to customers
- Performance over the past five years was aided by share buybacks, which enabled its earnings per share to grow faster than its revenue
- ROE punches in at 31.1%, illustrating management’s expertise in identifying profitable investments
At $283.06 per share, Corpay trades at 12.5x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free for active Edge members .
Stocks We Like Even More
Trump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines.
Take advantage of the rebound by checking out our Top 9 Market-Beating Stocks. 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-micro-cap company Kadant (+351% 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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