When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
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. That said, here are two stocks where you should be greedy instead of fearful and one where the outlook is warranted.
One Stock to Sell:
T. Rowe Price (TROW)
Consensus Price Target: $104.67 (-1.3% implied return)
Founded in 1937 by Thomas Rowe Price Jr., who pioneered the growth stock investing approach, T. Rowe Price (NASDAQ:TROW) is an investment management firm that offers mutual funds, advisory services, and retirement planning solutions to individuals and institutions.
Why Are We Wary of TROW?
- 4.3% annual revenue growth over the last five years was slower than its financials peers
- Incremental sales over the last five years were less profitable as its 2.8% annual earnings per share growth lagged its revenue gains
At $106 per share, T. Rowe Price trades at 13x forward P/E. Check out our free in-depth research report to learn more about why TROW doesn’t pass our bar.
Two Stocks to Watch:
Micron (MU)
Consensus Price Target: $152.14 (-3.4% implied return)
Founded in the basement of a Boise, Idaho dental office in 1978, Micron (NYSE:MU) is a leading provider of memory chips used in thousands of devices across mobile, data centers, industrial, consumer, and automotive markets.
Why Does MU Stand Out?
- Impressive 36.4% annual revenue growth over the last two years indicates it’s winning market share this cycle
- Market share is on track to rise over the next 12 months as its 41.1% projected revenue growth implies demand will accelerate from its two-year trend
- Performance over the past five years shows its incremental sales were more profitable, as its annual earnings per share growth of 22.8% outpaced its revenue gains
Micron is trading at $157.46 per share, or 15.7x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free.
Bank OZK (OZK)
Consensus Price Target: $56.44 (8.2% implied return)
Founded in 1903 and rebranded from Bank of the Ozarks in 2018, Bank OZK (NASDAQ:OZK) is a commercial bank that specializes in real estate lending while offering a full range of banking services to individuals and businesses.
Why Could OZK Be a Winner?
- Annual net interest income growth of 12.6% over the last five years was superb and indicates its market share increased during this cycle
- Earnings per share grew by 7.8% annually over the last two years, massively outpacing its peers
- Balance sheet strength has increased this cycle as its 10.5% annual tangible book value per share growth over the last five years was exceptional
Bank OZK’s stock price of $52.19 implies a valuation ratio of 1x forward P/B. Is now the time to initiate a position? 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 5 Growth Stocks for this month. 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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