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.

At StockStory, we look beyond the headlines with our independent analysis to determine whether these bearish calls are justified. Keeping that in mind, here is one stock where you should be greedy instead of fearful and two where the outlook is warranted.

Two Stocks to Sell:

Schneider (SNDR)

Consensus Price Target: $26.89 (1.4% implied return)

Employing thousands of drivers across the country to make deliveries, Schneider (NYSE: SNDR) makes full truckload and intermodal deliveries regionally and across borders.

Why Do We Avoid SNDR?

1. Sales stagnated over the last two years and signal the need for new growth strategies
2. Performance over the past five years shows its incremental sales were much less profitable, as its earnings per share fell by 10.2% annually
3. Shrinking returns on capital suggest that increasing competition is eating into the company’s profitability

At $26.53 per share, Schneider trades at 28.4x forward P/E. Dive into our free research report to see why there are better opportunities than SNDR.

Bank of Hawaii (BOH)

Consensus Price Target: $73.83 (8% implied return)

Founded in 1897 as a financial anchor for the newly annexed Hawaiian territory, Bank of Hawaii (NYSE: BOH) is a financial institution providing banking, investment, and insurance services primarily to customers in Hawaii, Guam, and other Pacific Islands.

Why Is BOH Risky?

1. Loans are facing end-market challenges during this cycle, as seen in its flat net interest income over the last five years
2. Weak unit economics are reflected in its net interest margin of 2.3%, one of the worst among bank companies
3. Flat earnings per share over the last five years underperformed the sector average

Bank of Hawaii’s stock price of $68.37 implies a valuation ratio of 1.8x forward P/B. Read our free research report to see why you should think twice about including BOH in your portfolio.

One Stock to Buy:

CECO Environmental (CECO)

Consensus Price Target: $63.17 (5.5% implied return)

With roots dating back to 1869 and a focus on creating cleaner industrial operations, CECO Environmental (NASDAQ: CECO) provides technology and expertise that helps industrial companies reduce emissions, treat water, and improve energy efficiency across various sectors.

Why Is CECO a Good Business?

1. Impressive 19% annual revenue growth over the last two years indicates it’s winning market share this cycle
2. Adjusted operating margin expanded by 11.4 percentage points over the last five years as it scaled and became more efficient
3. Rising returns on capital show the company is starting to reap the benefits of its past investments

CECO Environmental is trading at $59.85 per share, or 46x forward P/E. Is now the right time to buy? See for yourself in our comprehensive 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 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 Kadant (+351% 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.