10 Hottest Mega-Cap Stocks So Far in 2025

4. Uber Technologies (UBER)

• YTD Total Return: 8.06%

Uber Technologies (NYSE:UBER) has been a rollercoaster ride in the post-pandemic era. It ended 2024 down 2% due to a decline that started in October. The small recovery since then is mainly the reason why it is on this list.

This recovery is due to the announcement of a $1.5 billion accelerated share repurchase program. Uber Technologies (NYSE:UBER) has also partnered with Nvidia to use AI-based simulation to develop autonomous driving technology faster. The partnership with Nvidia also sparked a short-term uptick.

Analysts remain broadly optimistic now. Wolfe Research recently raised Uber’s price target to $92, pointing to “pivotal product growth dynamics” in 2025. Others see an even bigger runway: “The analysts’ sentiment trends are positive, indicating a 40% rise in Uber shares over the next year,” wrote MarketBeat contributor Thomas Hughes, who attributes the bullish view to Uber’s ability to drive “accelerating earnings growth and FCF.”

Several major brokerages — including Bank of America, Citigroup, and Goldman Sachs — have also added the stock to their high-conviction growth lists for 2025.