Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Luckily for you, we at StockStory have no conflicts of interest - our sole job is to help you find genuinely promising companies. Keeping that in mind, here is one stock likely to meet or exceed Wall Street’s lofty expectations and two where analysts may be overlooking some important risks.

Two Stocks to Sell:

Insight Enterprises (NSIT)

Consensus Price Target: $168.82 (26.6% implied return)

With over 35 years of IT expertise and partnerships with more than 8,000 technology providers, Insight Enterprises (NASDAQ: NSIT) provides end-to-end digital transformation solutions that help businesses modernize their IT infrastructure and maximize the value of technology.

Why Do We Pass on NSIT?

1. Sales tumbled by 8.7% annually over the last two years, showing market trends are working against its favor during this cycle
2. Earnings per share lagged its peers over the last two years as they only grew by 1.6% annually
3. Ability to fund investments or reward shareholders with increased buybacks or dividends is restricted by its weak free cash flow margin of 3.5% for the last five years

Insight Enterprises is trading at $133.34 per share, or 13.3x forward P/E. Check out our free in-depth research report to learn more about why NSIT doesn’t pass our bar.

Insperity (NSP)

Consensus Price Target: $77.25 (26% implied return)

Pioneering the professional employer organization (PEO) industry it helped establish, Insperity (NYSE: NSP) provides human resources outsourcing services to small and medium-sized businesses, handling payroll, benefits, compliance, and HR administration.

Why Does NSP Fall Short?

1. 4.1% annual revenue growth over the last two years was slower than its business services peers
2. Incremental sales over the last five years were much less profitable as its earnings per share fell by 5.7% annually while its revenue grew
3. 5.2 percentage point decline in its free cash flow margin over the last five years reflects the company’s increased investments to defend its market position

At $61.30 per share, Insperity trades at 16.6x forward P/E. If you’re considering NSP for your portfolio, see our FREE research report to learn more.

One Stock to Watch:

agilon health (AGL)

Consensus Price Target: $4.25 (85.7% implied return)

Transforming how doctors care for seniors by shifting financial incentives from volume to outcomes, agilon health (NYSE: AGL) provides a platform that helps primary care physicians transition to value-based care models for Medicare patients through long-term partnerships and global capitation arrangements.

Why Are We Fans of AGL?

1. Annual revenue growth of 40.5% over the past two years was outstanding, reflecting market share gains this cycle
2. Customer growth averaged 34.7% over the past two years, showing its ability to "land" new contracts and potentially "expand" them later - a powerful one-two punch for sales
3. Earnings per share grew by 14.5% annually over the last three years, massively outpacing its peers

agilon health’s stock price of $2.29 implies a valuation ratio of 0.2x forward price-to-sales. Is now the time to initiate a position? See for yourself in our comprehensive research report, it’s free.

Stocks We Like Even More

The market surged in 2024 and reached record highs after Donald Trump’s presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025.

While the crowd speculates what might happen next, we’re homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver’s seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. 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 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.