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.

Whatever the consensus opinion may be, our team at StockStory cuts through the noise by conducting independent analysis to determine a company’s long-term prospects. That said, here is one stock where you should be greedy instead of fearful and two where the skepticism is well-placed.

Two Industrials Stocks to Sell:

Landstar (LSTR)

Consensus Price Target: $156.21 (-15.9% implied return)

Covering billions of miles throughout North America, Landstar (NASDAQ: LSTR) is a transportation company specializing in freight and last-mile delivery services.

Why Should You Dump LSTR?

1. Customers postponed purchases of its products and services this cycle as its revenue declined by 2.8% annually over the last two years
2. Incremental sales over the last five years were much less profitable as its earnings per share fell by 8.1% annually while its revenue grew
3. Diminishing returns on capital suggest its earlier profit pools are drying up

Landstar is trading at $185.84 per share, or 31.7x forward P/E. Check out our free in-depth research report to learn more about why LSTR doesn’t pass our bar.

MDU Resources (MDU)

Consensus Price Target: $22.14 (0.6% implied return)

Founded to provide electricity to towns in Minnesota, MDU Resources (NYSE: MDU) provides products and services in the utilities and construction materials industries.

Why Do We Steer Clear of MDU?

1. Annual sales declines of 19.5% for the past five years show its products and services struggled to connect with the market during this cycle
2. Earnings per share have dipped by 15.9% annually over the past four years, which is concerning because stock prices follow EPS over the long term
3. 13 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

MDU Resources’s stock price of $22 implies a valuation ratio of 22.5x forward P/E. To fully understand why you should be careful with MDU, check out our full research report (it’s free).

One Industrials Stock to Buy:

Nextpower (NXT)

Consensus Price Target: $126.04 (8.7% implied return)

With its technology playing a key role in the massive 1.2 gigawatt Noor Abu Dhabi solar farm project, Nextpower (NASDAQ: NXT) is a provider of solar tracker systems that help solar panels follow the sun.

Why Is NXT a Good Business?

1. Annual revenue growth of 25.7% over the last two years was superb and indicates its market share increased during this cycle
2. Free cash flow margin increased by 22.5 percentage points over the last five years, giving the company more capital to invest or return to shareholders
3. Returns on capital are growing as management capitalizes on its market opportunities

At $116 per share, Nextpower trades at 27.5x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free.

High-Quality Stocks for All Market Conditions

WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don't just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.

But our AI platform says the party isn't over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating 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.