Daha Az Bilinen 3 Hisse Senedi Wall Street Şimdi Masaya Yatıyor

3 Lesser-Known Stocks Wall Street Is Pounding the Table on Now

Subhasree Kar

Fri, September 4, 2026 at 2:30 PM GMT+3 6 min read

Wall Street's attention is turning beyond the usual mega-cap names, with William Blair's latest Conviction List highlighting several lesser-known stocks that could have meaningful upside ahead. Among the new additions are BJ's Restaurants (BJRI), APi Group Corporation (APG), and BrightSpring Health Services (BTSG), reflecting the firm's high conviction in their near-term performance.

For investors hunting for under-the-radar opportunities, these three names stand out for very different reasons, from improving restaurant sales and earnings potential to infrastructure demand and growth in healthcare services. William Blair's inclusion adds another layer of Wall Street validation, making BJRI, APG, and BTSG three stocks worth putting on the radar now.

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Lesser-Known Stock #1: BJ's Restaurants (BJRI)

BJ's Restaurants is a Huntington Beach, California-based casual dining company that operates full-service restaurants across the United States, offering a broad menu of pizzas, burgers, wings, entrees, craft beers, and its signature Pizookie dessert. The company currently has a market cap of roughly $1.3 billion, placing it firmly in the small-cap segment.

BJRI has surged about 79% over the past 52 weeks and 54% on a year-to-date (YTD) basis, substantially outperforming the S&P 500 Index's ($SPX) 19.6% returns over the past year and 12.7% gains this year.

In terms of valuation, the stock trades at about 0.94 times sales and 26.85 times forward earnings, which is a premium to industry peers.

BJ's Restaurants released its fiscal second-quarter 2026 results on July 30. Revenue climbed 6.4% year-over-year (YoY) to $388.9 million, while comparable restaurant sales increased 6.5%, helped by an 8.3% increase in traffic. Adjusted EPS came in at $0.94, ahead of the consensus estimate, while adjusted EBITDA rose 5.5% to $44.4 million.

Management also raised its full-year outlook, now expecting comparable restaurant sales to increase 3% to 4% and adjusted EBITDA to reach $145 million to $152 million.

Analysts tracking BJRI expect EPS to reach $2.37 in 2026, up 4.9%, with estimates calling for further growth of 14.8% to $2.72 in 2027.

Wall Street's outlook on BJRI stock is cautiously optimistic, with a consensus "Moderate Buy" rating overall. Of the 11 analysts covering the stock, five recommend a "Strong Buy," five opt for a "Hold," and the remaining one suggests a "Strong Sell."

The average analyst price target of $70.78 indicates potential upside of 18% from the current price levels. The Street-high price target of $82 suggests that BJRI could rally as much as 37% from here.

Lesser-Known Stock #2: APi Group (APG)

APi Group Corporation is a New Brighton, Minnesota-based provider of safety, specialty, and industrial services, with operations spanning fire and life safety, security, elevator and escalator services, and other critical infrastructure solutions. The company serves customers across North America and Europe, positioning itself to benefit from recurring inspection, service, and monitoring demand as well as large-scale project activity. APi Group's market cap is around $17 billion, giving it a sizable position within the industrial and business services landscape.

APG shares have gained roughly 13% over the past 52 weeks and about 2.6% YTD, lagging the broader market.

Priced at 22.87 times forward earnings, the stock trades at a premium to the sector median.

APi Group delivered a strong second quarter of 2026, with net revenues climbing 13.3% YoY to a record $2.3 billion, including 10.1% organic growth. Gross profit increased 14.3% to $703 million, while gross margin expanded 30 basis points to 31.2%. Additionally, adjusted net income rose 18.9% to $195 million, pushing adjusted EPS up 12.8% to $0.44.

Its adjusted EBITDA increased 14.3% to $311 million. The company also entered the second half with a record backlog exceeding $5 billion.

Moreover, management raised its full-year 2026 outlook, now expecting $8.875 billion to $9.025 billion in revenue and $1.205 billion to $1.245 billion in adjusted EBITDA.

Analysts tracking APG currently project 2026 EPS of about $1.72, up 16.2% YoY, and $1.96 for fiscal 2027, up 14% YoY.

Wall Street is highly bullish overall, with a consensus "Strong Buy" rating for APG stock. Out of the 12 analysts covering the stock, 10 recommend a "Strong Buy," one advises a "Moderate Buy," and the remaining one analyst is playing safe with a "Hold."

The average analyst price target of $52.40 indicates a potential upside of 31% from the current price, while the Street-high target of $55 suggests that APG could surge as much as 38%.

Lesser-Known Stock #3: BrightSpring Health Services (BTSG)

BrightSpring Health Services is a Louisville, Kentucky-based healthcare services company focused on providing pharmacy and home- and community-based care to complex and underserved populations across the United States. Its two core businesses, Pharmacy Solutions and Provider Services, span specialty pharmacy, home health, hospice, rehabilitation, and other clinical services. BrightSpring's market cap is around $11.9 billion.

BTSG shares have gained roughly 146% over the past 52 weeks and 58% YTD, significantly outperforming the S&P 500.

The stock currently trades at about 32.16 times forward earnings, reflecting a premium compared to the sector median.

BrightSpring reported its second-quarter 2026 results on July 31, with revenue jumping 23% YoY to $3.9 billion. Gross profit climbed 31.5% to $493 million, while operating income surged 168.6% to $130.4 million. Net income increased sharply to $87 million, compared with just $9 million a year earlier. Its adjusted EPS rose to $0.45 in Q2 2026 from $0.22 in Q2 2025.

Adjusted EBITDA rose 44.2% YoY to $206 million, demonstrating strong operating leverage. Pharmacy Solutions revenue increased 22% to $3.4 billion, while Provider Services revenue advanced 30% to $466 million.

Following the strong quarter, management raised its full-year 2026 outlook, now calling for revenue of $15.1 billion to $15.4 billion, representing 17% to 19.5% YoY growth, and adjusted EBITDA of $820 million to $845 million, indicating a 32.8% to 36.8% increase.

Analysts expect its EPS to come in at $1.82 for the full year, up 82%, and $2.26 for the next year, up 24.2% YoY.

The company's improving profitability, expanding provider business, and higher guidance help explain why William Blair added BTSG to its Conviction List, putting the healthcare stock among the lesser-known names currently drawing strong Wall Street confidence.

BTSG stock has a consensus "Strong Buy" rating overall. Of 19 analysts covering the stock, 18 recommend a "Strong Buy," and one advises a "Moderate Buy."

The average analyst price target of $78.25 indicates potential upside of 30% from the current price levels. The Street-high price target of $90 suggests that the stock could rally as much as 50% from here.

On the date of publication, Subhasree Kar did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com