Major U.S. indices have been volatile due to soft economic data and concerns over the tariff wars. Despite an uncertain macro backdrop, Wall Street continues to be bullish on several growth stocks due to their potential to deliver strong returns and overcome short-term challenges. Using TipRanks’ Stock Comparison Tool, we placed Netflix (NFLX), Uber Technologies (UBER), and Palantir Technologies (PLTR) against each other to pick the growth stock with the most attractive upside potential, according to Wall Street analysts.
Netflix (NASDAQ:NFLX)
Streaming giant Netflix has impressed investors with its solid turnaround efforts to enhance its platform amid intense competition. The stock has rallied 50.4% over the past year as the company’s strategic initiatives, like paid sharing and building its advertising business, delivered the desired results.
Netflix added 19 million (net) members in Q4 2024, ending the year with 302 million memberships. The company highlighted that last year, its operating income surpassed $10 billion for the first time in its history. Netflix has been focusing on expanding its user base while increasing average revenue per member through its premium content and strategic pricing.
Looking ahead, Netflix is optimistic about its growth prospects in 2025, backed by the return of its biggest shows, Squid Game, Wednesday, and Stranger Things. The company believes that it has a long runway, given that it currently accounts for less than 10% of TV viewing in every country in which it operates.
Is NFLX Stock a Good Buy?
On Monday, MoffettNathanson analyst Robert Fishman upgraded Netflix stock to Buy from Hold and boosted the price target to $1,100 from $850. Fishman contends that the market is underappreciating the company’s ability to monetize its engagement.
He believes that as Netflix builds out its advertising capabilities through a first-party tech stack and in-house sales team, it will also be able to effectively boost the monetization of these incremental subscribers. Fishman also has growing confidence in NFLX’s margin expansion potential.
Overall, Wall Street has a Moderate Buy consensus rating on Netflix stock based on 29 Buys, 10 Holds, and one Sell recommendation. The average NFLX stock price target of $1,107.71 implies 19.1% upside potential.
Uber Technologies (NYSE:UBER)
Uber Technologies stock has risen about 19% so far in 2025, as investors acknowledge the company’s rapid growth and strong financials. The ride-sharing and delivery platform achieved GAAP profitability in 2023, thanks to its streamlining efforts and focus on cost reduction.
Uber has expanded its customer base at an impressive rate despite intense competition. In fact, in Q4 2024, the company saw a 14% year-over-year jump in its monthly active platform consumers to 171 million and an 18% rise in its gross bookings.
While concerns about the rise of autonomous vehicles (AVs) persist, Uber is well-positioned to drive further growth as it continues to strengthen its platform through innovative offerings and strategic partnerships. Interestingly, in September 2024, Uber announced its expanded partnership with Alphabet’s (GOOGL) Waymo to offer autonomous ride-hailing services in Austin and Atlanta via the Uber App.
What Is the Prediction for UBER Stock?
Earlier this month, Truist Securities analyst Youssef Squali raised the price target for Uber stock to $92 from $90 and reiterated a Buy rating. The analyst raised his consolidated Q1 2025 gross bookings estimate based on a positive read of the Truist Card Data through March 1. The data indicated that mobility gross bookings are tracking in line to slightly ahead of consensus estimates while delivery gross bookings are trending ahead of expectations.
Squali added that the positive trends in the quarter-to-date data reflect a steady underlying marketplace, driven by a resilient consumer, sticky products across both mobility and delivery, and ongoing improvements to the platform. Squali noted that Uber also rolled out AV service with Waymo in Austin, which, together with other partnerships, positions the ride-hailing giant as the natural demand-generating partner for AV players who are seeking to drive adoption, scale, and utilization.
With 32 Buys and three Holds, Uber Technologies stock earns Wall Street’s Strong Buy consensus rating. The average UBER stock price target of $91.20 implies 27.5% upside potential.
Palantir Technologies (NASDAQ:PLTR)
Data analytics company Palantir Technologies has been gaining attention for its robust AI-led growth across government and commercial businesses. Despite the 33% pullback in PLTR stock in the past month, it is still up by an impressive 250% over the past year. The sell-off in PLTR stock has been due to concerns about government spending cuts, lofty valuation, and the volatility caused by the trade wars. Moreover, the recent insider selling in PLTR stock has raised worries among investors.
Nonetheless, Palantir is confident about capturing further growth through its AIP (Artificial Intelligence Platform) offering. In a letter to shareholders, PLTR CEO Alex Karp stated that the momentum across the company’s commercial and government businesses is “unlike anything that has come before.”
Is PLTR Stock a Buy, Sell, or Hold?
On Tuesday, Jefferies analyst Brent Thill reiterated a Sell rating on PLTR stock with a price target of $60. The analyst was impressed with the company’s ROI (return on investment) case studies (presented at the AIP customer event) on how its products are supporting customers in transforming their businesses. However, the 5-star analyst contends that while PLTR’s fundamentals are strong, the optimism about the company’s offerings is already priced into the stock, making it “the most expensive stock” in Jefferies’ coverage.
Thill also pointed out notable selling by the insiders, including the sale of $310 million worth of stock by co-founder Stephen Cohen over the past few days.
With 10 Holds, four Buys, and four Sells, Wall Street has a Hold consensus rating on PLTR stock. The average PLTR stock price target of $92.13 implies about 10% upside potential.
Conclusion
Wall Street is highly bullish on Uber Technologies stock and cautiously optimistic about Netflix. Analysts are sidelined on Palantir stock due to its elevated valuation. Currently, they see higher upside potential in Uber stock than in the other two growth stocks. Wall Street expects Uber’s dominant market position in the ride-sharing and delivery markets and solid execution to drive further growth.
Questions or Comments about the article? Write to editor@tipranks.com