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2 of Wall Street’s Favorite Stocks to Consider Right Now and 1 We Question


Radek Strnad /
2025/12/10 11:32 pm EST

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. Keeping that in mind, here are two stocks likely to meet or exceed Wall Street’s lofty expectations and one where its enthusiasm might be excessive.

One Stock to Sell:

Disney (DIS)

Consensus Price Target: $132.50 (21.9% implied return)

Founded by brothers Walt and Roy, Disney (NYSE:DIS) is a multinational entertainment conglomerate, renowned for its theme parks, movies, television networks, and merchandise.

Why Do We Pass on DIS?

  1. Large revenue base makes it harder to increase sales quickly, and its annual revenue growth of 7.6% over the last five years was below our standards for the consumer discretionary sector
  2. Responsiveness to unforeseen market trends is restricted due to its substandard operating margin profitability
  3. Capital intensity will likely increase as its free cash flow margin is anticipated to drop by 1.2 percentage points over the next year

At $108.73 per share, Disney trades at 16.2x forward P/E. Check out our free in-depth research report to learn more about why DIS doesn’t pass our bar.

Two Stocks to Watch:

CBIZ (CBZ)

Consensus Price Target: $91.50 (77.7% implied return)

With over 120 offices across 33 states and a team of more than 6,700 professionals, CBIZ (NYSE:CBZ) provides accounting, tax, benefits, insurance brokerage, and advisory services to help small and mid-sized businesses manage their finances and operations.

Why Is CBZ a Top Pick?

  1. Annual revenue growth of 31% over the past two years was outstanding, reflecting market share gains this cycle
  2. Estimated revenue growth of 10% for the next 12 months implies its momentum over the last two years will continue
  3. Earnings per share have massively outperformed its peers over the last two years, increasing by 28.3% annually

CBIZ is trading at $51.49 per share, or 13x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.

Maximus (MMS)

Consensus Price Target: $110 (31.2% implied return)

With nearly 50 years of experience translating public policy into operational programs that serve millions of citizens, Maximus (NYSE:MMS) provides operational services, clinical assessments, and technology solutions to government agencies in the U.S. and internationally.

Why Do We Like MMS?

  1. Impressive 9.4% annual revenue growth over the last five years indicates it’s winning market share this cycle
  2. Economies of scale give it more fixed cost leverage than its smaller competitors
  3. Share repurchases over the last two years enabled its annual earnings per share growth of 34.8% to outpace its revenue gains

Maximus’s stock price of $83.83 implies a valuation ratio of 10x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free for active Edge members.

Stocks We Like Even More

Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.

The names generating the next wave of massive growth are right here in 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 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-small-cap company Exlservice (+354% 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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