3 of Wall Street's Favorite Stocks to Keep an Eye On

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

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 three stocks where Wall Street’s positive outlook is supported by strong fundamentals.

Toast (TOST)

Consensus Price Target: $37.33 (39.4% implied return)

Born from the frustrations of three friends waiting too long for their restaurant bill, Toast (NYSE:TOST) provides a cloud-based digital technology platform with software, payment processing, and hardware solutions built specifically for restaurants.

Why Do We Like TOST?

1. ARR growth averaged 29.4% over the last year, showing customers are willing to take multi-year bets on its software
2. Estimated revenue growth of 20.6% for the next 12 months implies its momentum over the last two years will continue

Toast’s stock price of $26.77 implies a valuation ratio of 2.1x forward price-to-sales. Is now the time to initiate a position? See for yourself in our full research report, it’s free.

Lululemon (LULU)

Consensus Price Target: $209.12 (14.8% implied return)

Originally serving yogis and hockey players, Lululemon (NASDAQ:LULU) is a designer, distributor, and retailer of athletic apparel for men and women.

Why Is LULU a Top Pick?

1. Same-store sales growth averaged 3.8% over the past two years, showing it’s bringing new and repeat shoppers into its stores
2. Differentiated product assortment results in a best-in-class gross margin of 58.6%
3. Robust free cash flow margin of 12.8% gives it many options for capital deployment

Lululemon is trading at $182.10 per share, or 14.7x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

LendingClub (LC)

Consensus Price Target: $24.20 (52% implied return)

Pioneering peer-to-peer lending in the US before evolving into a digital bank, LendingClub (NYSE:LC) operates a marketplace that connects borrowers with lenders, offering personal loans, auto refinancing, and banking services.

Why Are We Backing LC?

1. Annual revenue growth of 25.7% over the past five years was outstanding, reflecting market share gains this cycle
2. Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 79.1% outpaced its revenue gains

At $15.93 per share, LendingClub trades at 8.7x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free.

High-Quality Stocks for All Market Conditions

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 9 Market-Beating Stocks. 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-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.