1 of Wall Street’s Favorite Stock to Own for Decades and 2 We Brush Off

1 of Wall Street’s Favorite Stock to Own for Decades and 2 We Brush Off

Petr Huřťák

Mon, February 23, 2026 at 1:52 PM GMT+9 4 min read

In this article:

BRO

FSUN

ACM

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.

Luckily for you, we at StockStory have no conflicts of interest - our sole job is to help you find genuinely promising companies. Keeping that in mind, here is one stock where Wall Street’s positive outlook is supported by strong fundamentals and two where analysts may be overlooking some important risks.

Two Stocks to Sell:

AECOM (ACM)

Consensus Price Target: $128.25 (30% implied return)

Founded in 1990 when a group of engineers from five companies decided to merge, AECOM (NYSE:ACM) provides various infrastructure consulting services.

Why Is ACM Not Exciting?

Sales pipeline suggests its future revenue growth won’t meet our standards as its backlog averaged 4% declines over the past two years

Operating margin of 4.8% falls short of the industry average, and the smaller profit dollars make it harder to react to unexpected market developments

Lacking free cash flow generation means it has few chances to reinvest for growth, repurchase shares, or distribute capital

At $98.64 per share, AECOM trades at 16x forward P/E. Read our free research report to see why you should think twice about including ACM in your portfolio, it’s free.

FirstSun Capital Bancorp (FSUN)

Consensus Price Target: $46 (16.2% implied return)

Tracing its roots back to 1892 when it first opened its doors in Kansas, FirstSun Capital Bancorp (NASDAQ:FSUN) operates Sunflower Bank, providing commercial and consumer banking services to businesses and individuals across the Southwest region.

Why Does FSUN Worry Us?

Annual revenue growth of 5.5% over the last two years was below our standards for the banking sector

Concessions to defend its market share have ramped up over the last two years as its net interest margin decreased by 20.8 basis points (100 basis points = 1 percentage point)

Forecasted tangible book value per share decline of 3.3% for the upcoming 12 months implies profitability will deteriorate significantly

FirstSun Capital Bancorp’s stock price of $39.57 implies a valuation ratio of 0.9x forward P/B. Dive into our free research report to see why there are better opportunities than FSUN.

One Stock to Buy:

Brown & Brown (BRO)

Consensus Price Target: $83.50 (20% implied return)

With roots dating back to 1939 and operations spanning 44 U.S. states and 14 countries, Brown & Brown (NYSE:BRO) is an insurance brokerage and risk management firm that markets and sells insurance products across property, casualty, and employee benefits sectors.

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Why Should You Buy BRO?

Market share is on track to rise over the next 12 months as its 21.6% projected revenue growth implies demand will accelerate from its two-year trend

Earnings per share grew by 23.7% annually over the last two years and trumped its peers

Strong free cash flow margin of 23.8% enables it to reinvest or return capital consistently

Brown & Brown is trading at $69.59 per share, or 15.4x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

High-Quality Stocks for All Market Conditions

If your portfolio success hinges on just 4 stocks, your wealth is built on fragile ground. You have a small window to secure high-quality assets before the market widens and these prices disappear.

Don’t wait for the next volatility shock. Check out our Top 5 Strong Momentum Stocks for this week. 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.

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