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1 of Wall Street’s Favorite Stock Worth Investigating and 2 We Brush Off

TENB Cover Image

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.

Unlike the investment banks, we created StockStory to provide independent analysis that helps you determine which companies are truly worth following. Keeping that in mind, here is one stock where Wall Street’s excitement appears well-founded and two where consensus estimates seem disconnected from reality.

Two Stocks to Sell:

Tenable (TENB)

Consensus Price Target: $30.05 (86.5% implied return)

Starting with the widely-used Nessus vulnerability scanner first released in 1998, Tenable (NASDAQ: TENB) provides exposure management solutions that help organizations identify, assess, and prioritize cybersecurity vulnerabilities across their IT infrastructure and cloud environments.

Why Are We Cautious About TENB?

  1. Average billings growth of 8.7% over the last year was subpar, suggesting it struggled to push its software and might have to lower prices to stimulate demand
  2. Estimated sales growth of 7.1% for the next 12 months implies demand will slow from its two-year trend
  3. Operating margin was unchanged over the last year, suggesting it failed to gain leverage on its fixed costs

Tenable’s stock price of $16.12 implies a valuation ratio of 1.8x forward price-to-sales. Check out our free in-depth research report to learn more about why TENB doesn’t pass our bar.

Waste Connections (WCN)

Consensus Price Target: $199.16 (22% implied return)

Operating a network of municipal solid waste landfills in the U.S. and Canada, Waste Connections (NYSE: WCN) is North America's third-largest waste management company providing collection, disposal, and recycling services.

Why Do We Think Twice About WCN?

  1. Estimated sales growth of 5% for the next 12 months implies demand will slow from its two-year trend
  2. 2.5 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
  3. Low returns on capital reflect management’s struggle to allocate funds effectively, and its shrinking returns suggest its past profit sources are losing steam

At $163.26 per share, Waste Connections trades at 30.1x forward P/E. To fully understand why you should be careful with WCN, check out our full research report (it’s free).

One Stock to Watch:

Inspire Medical Systems (INSP)

Consensus Price Target: $76.25 (41.2% implied return)

Offering an alternative for the millions who struggle with traditional CPAP machines, Inspire Medical Systems (NYSE: INSP) develops and sells an implantable neurostimulation device that treats obstructive sleep apnea by stimulating nerves to keep airways open during sleep.

Why Are We Fans of INSP?

  1. Annual revenue growth of 51.2% over the past five years was outstanding, reflecting market share gains this cycle
  2. Earnings per share have massively outperformed its peers over the last five years, increasing by 25.9% annually
  3. Free cash flow margin expanded by 19.2 percentage points over the last five years, providing additional flexibility for investments and share buybacks/dividends

Inspire Medical Systems is trading at $54 per share, or 29.3x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free.

Stocks We Like Even More

ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meeting near-term momentum — both boxes checked at the same time.

Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE.

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.

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