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Why Uber Technologies (UBER) is Skyrocketing in 2025?

We recently published a list of 10 Hottest Mega-Cap Stocks So Far in 2025. In this article, we are going to take a look at where Uber Technologies (NYSE:UBER) stands against other hottest mega-cap stocks so far in 2025.

Many mega-cap stocks have started 2025 with a bang and we’ll be taking a closer look into each of them to learn why they’ve performed so well already.

If you skim the trends in the past two years, it should be clear that it’s worthwhile to look into mega-cap stocks that have gained a lot already. Investors who defied the conventional wisdom and doubled down on the mega-cap stocks last year have outperformed the benchmark index by a wide margin.

We used a stock screener and sorted public companies — those tagged by the screener as trading in the U.S. — with a market capitalization above $100 billion by their year-to-date (YTD) gains.

Will lightning strike again this year and take these stocks even higher by the end of 2025? It’s not rational to paint all these companies with the same brush, so let’s dive into the nitty gritty of each mega-cap stock in this list.

A close up view of a hand holding a smartphone, using a ride sharing app.

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.

Overall, UBER ranks 4th on our list of hottest mega-cap stocks so far in 2025. While we acknowledge the potential of UBER as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than UBER but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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