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 are two stocks where Wall Street’s excitement appears well-founded and one where consensus estimates seem disconnected from reality.
One Stock to Sell:
Semrush (SEMR)
Consensus Price Target: $11.25 (-4.5% implied return)
Born from the need to make sense of the complex digital marketing landscape, Semrush (NYSE: SEMR) is a software-as-a-service platform that helps companies improve their online visibility, analyze digital marketing efforts, and optimize content across search engines and social media.
Why Are We Wary of SEMR?
- Struggled to drive increased usage of its software, demonstrated by its subpar 106% net revenue retention rate
- Operating margin declined by 4.3 percentage points over the last year as it scaled
- Poor free cash flow margin of 9.7% for the last year limits its freedom to invest in growth initiatives, execute share buybacks, or pay dividends
At $11.78 per share, Semrush trades at 3.6x forward price-to-sales. If you’re considering SEMR for your portfolio, see our FREE research report to learn more.
Two Stocks to Watch:
Construction Partners (ROAD)
Consensus Price Target: $131.17 (29.2% implied return)
Founded in 2001, Construction Partners (NASDAQ: ROAD) is a civil infrastructure company that builds and maintains roads, highways, and other infrastructure projects.
Why Is ROAD a Top Pick?
- Revenue outlook for the upcoming 12 months is outstanding and shows it’s on track to gain market share
- Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 53.7% outpaced its revenue gains
- Free cash flow margin increased by 6.5 percentage points over the last five years, giving the company more capital to invest or return to shareholders
Construction Partners is trading at $101.49 per share, or 34x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free for active Edge members.
TaskUs (TASK)
Consensus Price Target: $15.90 (42.5% implied return)
Starting as a virtual assistant service in 2008 before evolving into a global digital services provider, TaskUs (NASDAQ: TASK) provides outsourced digital services including customer experience management, content moderation, and AI data services to innovative technology companies.
Why Could TASK Be a Winner?
- Annual revenue growth of 21.1% over the past five years was outstanding, reflecting market share gains this cycle
- Free cash flow margin grew by 21.6 percentage points over the last five years, giving the company more chips to play with
- Rising returns on capital show the company is starting to reap the benefits of its past investments
TaskUs’s stock price of $11.16 implies a valuation ratio of 6.8x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free for active Edge members .
Stocks We Like Even More
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 9 Market-Beating Stocks. 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 for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
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