Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

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. Keeping that in mind, here is one stock where Wall Street’s pessimism is creating a buying opportunity and two where the outlook is warranted.

Two Stocks to Sell:

Cohen & Steers (CNS)

Consensus Price Target: $74.33 (6.9% implied return)

Founded in 1986 as a pioneer in real estate investment trusts (REITs), Cohen & Steers (NYSE: CNS) is an investment manager specializing in real estate securities, infrastructure, real assets, and preferred securities for institutional and individual investors.

Why Does CNS Worry Us?

1. Sales trends were unexciting over the last four years as its 2.2% annual growth was below the typical financials company
2. Performance over the past two years shows its incremental sales were much less profitable, as its earnings per share fell by 2.2% annually

Cohen & Steers is trading at $69.54 per share, or 21.6x forward P/E. Dive into our free research report to see why there are better opportunities than CNS.

Arbor Realty Trust (ABR)

Consensus Price Target: $11.63 (-0.6% implied return)

With roots dating back to 2003 and a focus on the stability of multifamily housing, Arbor Realty Trust (NYSE: ABR) is a specialized lender that provides financing solutions for multifamily and commercial real estate while also originating and servicing government-backed mortgage loans.

Why Are We Out on ABR?

1. Annual sales declines of 8.7% for the past two years show its products and services struggled to connect with the market during this cycle
2. Sales were less profitable over the last two years as its earnings per share fell by 23.9% annually, worse than its revenue declines
3. Loan losses and capital returns have eroded its tangible book value per share this cycle as its tangible book value per share declined by 3.3% annually over the last two years

Arbor Realty Trust’s stock price of $11.70 implies a valuation ratio of 1x forward P/B. Read our free research report to see why you should think twice about including ABR in your portfolio.

One Stock to Watch:

Leidos (LDOS)

Consensus Price Target: $191.89 (2.1% implied return)

Formed through the split of IT services company SAIC, Leidos (NYSE: LDOS) offers technology and engineering solutions such as military training systems for the defense, civil, and health markets.

Why Does LDOS Stand Out?

1. Average backlog growth of 15.7% over the past two years shows it has a steady sales pipeline that will drive future orders
2. Operating margin improvement of 3.4 percentage points over the last five years demonstrates its ability to scale efficiently
3. Share repurchases have amplified shareholder returns as its annual earnings per share growth of 31% exceeded its revenue gains over the last two years

At $187.87 per share, Leidos trades at 17x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

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-small-cap company Comfort Systems (+782% 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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