This week's cross-market scan surfaced an unusual cluster of widening valuation gaps across a handful of mid- and large-cap names — a pattern that stands out once live pricing is lined up against aggregated analyst targets pulled through the FMP Price Target Summary Bulk API. Several tickers are showing gaps that have stretched faster than the pace of formal estimate revisions, a dynamic that often precedes sentiment inflection rather than follows it.

In this note, we break down what the API data is signaling and where those divergences are most pronounced.

Five Stocks Showing Unusual Upside Skews

Marathon Digital Holdings Inc NASDAQ:MARA

Current Price: $10.07 • Consensus Target: $23.38 • Upside Potential: ≈ 132.1%

Recent developments: Marathon Digital has announced a collaboration with MPLX LP to develop integrated power-generation and data-centre campuses in West Texas (Press Release).

At the same time, MARA shares recently hit a new 52-week low amid declining hash-price and regulatory-macro challenges in the bitcoin/mining space (MarketBeat).

Why that matters: The mining business is playing out as a binary scenario: either regulatory/energy headwinds overwhelm, or a successful transition to low-cost/energy-integrated operations yields outsized leverage. The analyst-target gap of ~132% shows the market is still pricing in significant execution risk — yet the signal from the data-scan (large gap between price and target) suggests that if Marathon executes on its energy-integration strategy and hash-price recovers, the upside is huge. Key datasets here include hash-price trends, bitcoin reserves, and miner cost structure (which may require non-standard disclosures or third-party data).

What to watch: Investors should monitor updates to hash-price, cost per bitcoin created, regulatory developments (especially in the U.S.), and any quarterly production/distribution numbers. A positive signal would be mark-to-market improvements in bitcoin holdings, lower cost per coin mined, or successful facility ramp-up in the West Texas project. A target revision upward would confirm momentum.

Walker & Dunlop Inc NYSE:WD

Current Price: $61.74 • Consensus Target: $95 • Upside Potential: ≈ 53.8%

Recent developments: The company recently reported Q3 2025 financial results showing strong transaction-volume growth (estimated at ~$15.5 billion) and announced a $192 million financing deal for a Cortland multifamily portfolio as well as a $625 million refinancing for IMT (Q3 earnings release).

Why that matters: Walker & Dunlop is operating at a junction where deal-flow momentum is still robust, yet the share price has already pulled back significantly — creating a potential upside from sentiment recovery. The upside implied by the consensus target (~54%) suggests the market is factoring in a more cautious outlook, while the data-scan gap signals that acceleration in transaction volumes or margin improvement could catch the market off-guard. From a dataset perspective, the financing volume and balance‐sheet items serve as a critical crosscheck.

What to watch: Key watch‐points include guidance for deal-volume in the next quarter (multifamily and seniors housing segments), loan-loss provisions (given real-estate cycle risk), and dividend/earnings revision risk. If transaction volume continues to expand and credit losses remain contained, analyst targets may move higher, tightening the upside gap.

ServiceNow Inc NYSE:NOW

Current Price: $813.43 • Consensus Target: $1,196.77 • Upside Potential: ≈ 47.1%

Recent developments: ServiceNow recently announced several deepened integrations with Microsoft Corporation, including AI Platform connections with Microsoft Agent 365, Build Agent and GitHub, and AI Control Tower with Foundry and Copilot Studio — with general availability expected by year-end (Investing.com).

Why that matters: ServiceNow's architecture is shifting from workflow automation toward “agentic AI” — autonomous agents embedded in enterprise systems — which aligns with broader market rotation into AI and productivity platforms. The large gap between current price and consensus target suggests the market is underestimating the long‐term earnings leverage from this shift. The upside cushion is thus partly driven by sentiment rotation toward AI plays and partly by execution risk still being discounted.

What to watch: Investors will want to monitor ServiceNow's next earnings release for uptake of its generative-AI modules, any commentary on monetization or ARR growth in AI workflows, and churn/expansion metrics. Further, whether analysts revise their targets upward in response to the Microsoft integrations will be a meaningful signal.

TriMas Corporation NASDAQGS:TRS

Current Price: $32.12 • Consensus Target: $45 • Upside Potential: ≈ 40.1%

Recent developments: TriMas announced a definitive agreement to sell its Aerospace segment for approximately $1.45 billion in cash to an affiliate of Tinicum L.P., with backing from Blackstone as a minority investor. The aerospace unit accounts for about 37-38% of the company's revenue (Reuters).

Why that matters: The divestiture represents a major strategic pivot: by shedding a unit that contributed nearly 40% of revenue, TriMas is turning sharply toward its packaging and specialty-products operations. This is a signal that management is willing to simplify the structure and refocus capital allocation - potentially improving margin visibility and unlocking value if the market assigns a higher multiple to the streamlined business. For investors scanning the consensus‐target dataset via the FMP API, such a transaction often correlates with forward-target upgrades or multiple re-ratings. The ~40% upside reflects that the market may not yet fully price in the value release from this sale.

What to watch: Key items include what TriMas does with the proceeds from the sale (share repurchases, debt pay-down, reinvestment), any update to guidance post-sale, and how its packaging margin evolves as the base business absorbs fixed-cost leverage. Additionally, tracking changes in analyst targets or revisions — accessed via the analyst‐target dataset — will help confirm whether the market begins to re-rate the re-positioned company.

Hamilton Lane Inc NASDAQ:HLNE

Current Price: $122.11• Consensus Target: $166.67 • Upside Potential: ≈ 36.6%

Recent developments: Hamilton Lane reported growth in AUM (assets under management) of ~11% YoY in fiscal 2025 and announced the launch of a global private-markets secondary fund as part of its expansion. The company also expanded its client-solutions team with senior hires supporting institutional and wealth segments (Q4 earnings release, Press Release).

Why that matters: The private-markets asset-management niche is currently benefitting from a rotation of capital away from public markets into alternatives — a structural tailwind. Hamilton Lane's ~36.6% implied upside suggests that analysts are already attributing some of this rotation, but perhaps not fully capturing the speed or scale of fee-growth acceleration. The dataset of interest here includes management fees, advisory-fees growth, and incremental AUM inflows.

What to watch: Of primary importance is how the next quarter tracks incremental AUM and fee growth, and whether client commitments or evergreen-fund raises exceed expectations. Also watch for rate/credit-cycle impacts on valuations within private markets and any revisions to fee margins. A turning point in fee-growth trajectory could prompt upward revisions to the consensus target, reducing the current upside gap.

What the Valuation Spread Really Tells Us

A more complete read of these disparities emerges when price-target data is paired with other FMP endpoints. When price targets are lined up against operating momentum from the Income Statement API, the distinction becomes clearer between companies that are translating narrative into measurable performance and those whose upside rests mainly on forward expectations. Cross-checking those trends with Cash Flow Statement data helps reveal whether shifts in working capital, CAPEX discipline, or cash-return policies are genuinely improving beneath depressed share prices. For transition stories such as TriMas or ServiceNow, layering in Enterprise Value and Key Metrics datasets adds another dimension — highlighting whether the market is systematically underestimating long-term earnings power relative to structurally similar peers.

That same principle — strengthening a signal by anchoring it to multiple datasets — mirrors the momentum-construction framework discussed in FMP's research on building momentum signals using Forecast APIs. Viewed through that multi-dataset lens, the pattern across these five companies reads less like a set of isolated outliers and more like a coordinated picture of where information is accumulating faster than positioning. In a market defined by rotation rather than broad conviction, those mismatches are often the first sign that the next adjustment is already forming underneath the surface.

How to Structure a Target-Gap Workflow Using FMP APIs

A target-gap screen is easy to maintain once the workflow is set up correctly. Most desks run it as a small chain of coordinated API calls rather than manually scraping targets. The steps below outline the sequence that tends to work best when you want a repeatable pull across a watchlist.

Make sure your API key is active before starting.

Step 1: Pull Analyst Price Targets

Start by retrieving the consensus target set in one pass. The Price Target Summary Bulk API delivers all aggregated target data for your ticker list in a single response, which keeps the process efficient if you're running this daily or feeding it into a model.

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

Once the targets are in place, pull the most recent trading price for each name. That comes from the Company Profile Data API, which includes the live reference price you'll use to compute the gap.
https://financialmodelingprep.com/stable/profile/AAPL?apikey=YOUR_API_KEY

Step 3: Derive the Target Gap

With both values available — current price and consensus target — compute the percentage spread:

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

Using percentage terms keeps the results consistent across high- and low-priced stocks and makes the final output easier to sort and compare.

Step 4: Apply a Threshold Filter

After every ticker has a calculated score, apply a cutoff to highlight the names worth examining. A threshold around 20%+ implied upside is a common screen, though context matters: a large spread carries more weight when it reflects a solid analyst base rather than a few stray estimates. The strongest candidates typically show both a meaningful gap and robust participation behind the target.

Turning Individual Screens Into Firmwide Signals

A target-gap screen is useful when one analyst builds it — but it becomes genuinely powerful only when the workflow is absorbed into the firm's shared infrastructure. What begins as a personal tool gains real strategic weight once the logic, inputs, and refresh cycles are standardized so every desk is working from the same definitions. That shift turns a lone spreadsheet insight into a common analytical language that research, PMs, and risk can all reference without rebuilding the mechanics themselves.

Institutionalizing the workflow isn't about adding layers of process; it's about ensuring the data behaves the same way for everyone. Clear coverage rules, consistent treatments for stale estimates, and a predictable update rhythm prevent drift between teams and keep debates centered on interpretation rather than data hygiene. In practice, this eliminates fragmented versions of the same model, reduces manual recalculation, and closes the gap that often appears when each group maintains its own variant of the screen.

At scale, the signals that matter are those that are transparent, reproducible, and easy to audit. That requires a single backbone feeding the organization — not parallel datasets stitched together informally. A centralized framework, such as the one supported through the FMP Enterprise plan, gives teams a unified source of truth that can be extended across dashboards, model libraries, and shared research notes. When a target-gap screen is treated as firmwide infrastructure rather than a personal utility, it stops functioning as a short-lived edge and becomes part of the organization's decision-making architecture.

When Sentiment Turns Before Consensus Does

Gaps like these often show up before analysts formally adjust their models, making them an early read on where conviction is starting to build beneath the surface. When live prices are lined up against aggregated targets pulled through the FMP's Price Target Summary Bulk API, the inflection becomes easier to spot. It's the kind of mismatch that tends to resolve not with noise, but with the next leg of positioning.

If you enjoyed this analysis, you'll also want to read: FMP API Signals: 5 Companies Showing Real CAGR Strength (Week of Nov 10 - 14)