A quick read of this week's screens shows a widening disconnect between price action and the Street's published targets. Five names in particular broke from consensus in a way that looks less like week-to-week noise and more like early movement in positioning. Pulled directly from the FMP Price Target Summary Bulk API, the dispersion shows a clean pattern: spot prices have accelerated while target updates haven't caught up.

This article breaks down those gaps — and the workflow behind generating them with the same API infrastructure.

Five Stocks Showing Large Upside Skew

OneStream Inc NASDAQ: OS

Current Price: $18.36 • Consensus Target: $32.91 • Upside Potential: ≈ 79.3%

The 79% implied upside for OneStream signals a substantial divergence between where shares are trading today and where analyst models see fair value. That gap becomes more pronounced when viewed in the context of the company's recent operating momentum — Q3 2025 revenue reached about $154.30 million, up 19% year-over-year; subscription revenue alone climbed 27% (Q3 earnings report).

Why that matters: the strength in recurring subscription revenue — as opposed to the more lumpy license revenue — suggests the business model is shifting toward steadier, more predictable cash flows.

For further validation, tracking forward-looking metrics such as free cash flow, subscription renewal rates, or changes in backlog would help clarify whether the premium embedded in consensus targets is supported by structural improvements, rather than transient factors.

Alkermes Plc NASDAQ: ALKS

Current Price: $29.52 • Consensus Target: $46.00 • Upside Potential: ≈ 55.9%

That roughly 56% spread between price and target reflects lingering uncertainty: while the target suggests meaningful upside, current market valuation appears to discount it — perhaps due to variable execution or sector-wide sentiment in biotechnology/pharma. Since the draft didn't provide additional fundamental details for ALKS, the gap itself functions as a spotlight: it flags a name where analysts may be factoring in potential developments (clinical trial readouts, regulatory verdicts, product launches) not yet priced in by the broader market.

What to watch: In a biotech context, the key signals will likely come from upcoming clinical trial data, regulatory filings, or pipeline updates. Monitoring datasets such as trial enrollment numbers, FDA/EMA communications, and R&D expenditure trends — along with any insider activity — would help assess whether target-price assumptions remain credible, or if the market's discount is warranted.

DoorDash Inc NASDAQ: DASH

Current Price: $225.00 • Consensus Target: $297.44 • Upside Potential: ≈ 32.2%

DoorDash shows a moderate but nontrivial 32% gap between current price and consensus target. In a volatile consumer-tech and delivery space, that gap could reflect residual skepticism around profitability, margin sustainability, or macroeconomic headwinds.

The value in this signal lies in the optionality embedded in a service-heavy platform: if DoorDash manages to scale ancillary business lines (e.g., logistics, grocery, advertising), actual future earnings could diverge substantially from what's already priced in. To evaluate that possibility, it would be useful to monitor key datasets such as take-rate trends, margin per order, average orders per user, new segment revenue breakdowns, and any shift in gross-profit mix.

Dutch Bros Inc NYSE: BROS

Current Price: $58.43 • Consensus Target: $77.00 • Upside Potential: ≈ 31.8%

Dutch Bros shows nearly a third of implied upside — a fairly significant skew given its recent operational trajectory. The company's Q3 2025 results illustrate the underlying momentum: revenue rose 25% year-over-year to about $423.6 million, adjusted EPS came in at $0.19, and the firm opened 38 new stores, bringing its total to 1,081 locations (Q3 earnings report).

The 32% upside suggests the market may be underweighting either the long-term store-roll out potential or durability of the concept. To build a more nuanced view, tracking store-level economics, unit-level cash flow, and comparable-store sales trends — especially across different regions — would clarify whether the existing model supports scaling without eroding returns.

Hinge Health Inc NYSE: HNGE

Current Price: $50.04 • Consensus Target: $57.63 • Upside Potential: ≈ 15.2%

Hinge Health presents the most modest upside in this group: a roughly 15% gap between current share price and consensus target. That suggests cautious optimism among analysts — perhaps reflecting structural challenges for virtual-care companies, reimbursement risk, or longer timelines to profitability. With no additional fundamental or operational data in the draft, the small gap underlines a relatively mature expectation baked into the target price, leaving limited margin for error.

Nevertheless, the fact that consensus still sees a return above current levels may reflect confidence in execution — possibly scaling programs, improving unit economics, or growing engagement. To better interpret that signal, key datasets would include membership growth and retention metrics, customer acquisition costs, per-member revenue, gross margin trends, and cash flow statements — all of which would help assess whether Hinge Health's business model is converging toward sustainable profitability or remains dependent on future external catalysts.

Reading the Signal Beneath Market Dislocations

Viewed together, the five names point to the same underlying tension: prices are adjusting faster than published models. The dispersion across sectors suggests not stock-specific noise, but a broader recalibration of how the market is weighing execution risk, recurring revenue quality, and margin durability before those shifts appear in formal revisions.

The signal sharpens when target gaps are read alongside fundamentals. Overlaying upside spreads with operating data from FMP's Income Statement API — and, where needed, the Cash Flow and Balance Sheet APIs — helps clarify whether consensus targets rest on improving financial traction or simply lag market sentiment. Adding real-time inputs such as quote-level activity, insider records, and analyst-estimate depth further distinguishes conviction-driven dislocations from gaps created by stale coverage. This layered approach mirrors the logic behind momentum-signal construction outlined in this FMP note, where structural and real-time datasets reinforce each other.

A consistent read on these signals depends on a unified data backbone — the broader FMP platform provides that foundation — ensuring the gap isn't interpreted differently from desk to desk. Once integrated, the target-gap screen becomes less a snapshot and more a diagnostic tool for understanding whether price is running ahead of fundamentals or whether fundamentals are evolving ahead of consensus.

How to Structure a Target-Gap Workflow with FMP

A target-gap screen comes down to organizing the data pulls in a clean, repeatable order. Once the sequence is set, the scan can run off just a handful of FMP endpoints and refresh an entire universe without manual work. Below is the layout most research and quant teams follow when assembling this type of workflow.

Make sure your API key is active before triggering any calls.

Step 1: Pull Analyst Price Targets

Start by collecting the consensus targets for all tickers you want to screen. The Price Target Summary Bulk API delivers this in a single batch request, giving you the average targets and coverage counts without looping through individual names.

Endpoint:
https://financialmodelingprep.com/stable/price-target-summary-bulk?apikey=YOUR_API_KEY

Sample Response:

[

{

"symbol": "AAPL",

"lastQuarterCount": "12",

"lastQuarterAvgPriceTarget": "228.15",

"lastYearAvgPriceTarget": "205.34"

}

]

Step 2: Pull Latest Market Prices

Next, pair those targets with the most recent trading price. That data sits in the Company Profile Data API, which includes the current quote used as the reference point for your gap calculation.
https://financialmodelingprep.com/stable/profile/AAPL?apikey=YOUR_API_KEY

Step 3: Derive the Target Gap

With both the current price and the consensus target available, calculate the percentage difference:

Upside % = (Price Target - Current Price) / Current Price × 100

Working in percentage terms standardizes the results so that high-priced and low-priced names can be compared on the same footing.

Step 4: Apply a Threshold Filter

The final step is to narrow the list. Many desks use a minimum upside threshold (commonly 20%+) to distinguish between ordinary variance and gaps that warrant closer review. The depth of analyst coverage matters as well: wider participation and fresher estimates generally lend more credibility to the signal than targets derived from thin or stale inputs.

Scaling a Desk-Level Screen Into a Firmwide Signal

A target-gap screen does its job when a single analyst runs it, but its real value emerges when the entire organization works from the same logic base. Once the definitions, thresholds, and update cycles are aligned across desks, the screen shifts from a personal tool to an institutional signal — a common reference point that anchors discussions across research, PMs, and risk.

Driving that shift requires analysts to act as internal stewards of data structure. Treating the workflow as shared infrastructure means putting guardrails around estimate freshness, coverage requirements, and recalculation timing so the output remains stable regardless of who pulls it. Standardization also reduces the operational noise: fewer custom spreadsheets to maintain, fewer conflicting dashboards, and fewer versions of the same calculation living in isolated workflows.

At the firm level, any signal that influences decision-making must be reproducible and reviewable. That's only possible with a unified data backbone rather than a patchwork of individual scripts — which is where a centralized environment, such as the FMP Enterprise plan, becomes the natural home for this kind of screen. When the target-gap logic runs inside a shared system with consistent inputs, it evolves from a one-off analytical trick into an auditable component of the firm's research architecture, ready to support cross-team alignment and long-term governance.

When Price Action Moves Ahead of the Narrative

Target-price gaps often surface the inflection point where markets begin adjusting ahead of formal analyst revisions, making them a useful read on shifts that haven't yet flowed through published models. Built on the same foundation as the FMP Price Target Summary Bulk API, this screen highlights where tone is moving first — a prompt to watch how quickly consensus follows.

If you enjoyed this analysis, you'll also want to read: FMP API Signals: 5 Standout CAGR Trends This Week (Nov 24 - 28)