Several growth stocks are scheduled to announce their second-quarter earnings in the upcoming weeks. Despite macro challenges and tariff-led uncertainties, analysts remain confident about some growth stocks, given their ability to withstand short-term pressures while capturing lucrative opportunities. The ongoing earnings season will provide more clarity about the resilience of growth stocks. Using TipRanks’ Stock Comparison Tool, we placed Advanced Micro Devices (AMD), Rivian Automotive (RIVN), and Uber Technologies (UBER) against each other to find the most attractive growth stock, according to Wall Street analysts.
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Advanced Micro Devices Stock (NASDAQ:AMD)
Advanced Micro Devices stock has rallied about 47% year-to-date, driven by the chip giant’s impressive first-quarter results, updates on new artificial intelligence (AI) chips, and lifting of chip export restrictions. The spike in stock price also reflects investors’ renewed hopes about AMD’s ability to capture AI opportunities, addressing concerns about the company lagging behind rival Nvidia (NVDA).
Investors are particularly upbeat about AMD’s MI350X and MI355X graphics processing units (GPUs), which compete with Nvidia’s Blackwell platform. Moreover, AMD’s upcoming MI400X AI accelerator is expected to boost its AI revenue.
AMD is scheduled to announce its Q2 results on August 5. Wall Street expects AMD to report earnings per share (EPS) of $0.48 for Q2 2025, reflecting a 30% year-over-year decline. Meanwhile, revenue is estimated to grow by 27% to $7.41 billion.
Is AMD Stock a Buy or Sell Now?
Heading into Q2 results, Bank of America Securities analyst Vivek Arya increased the price target for Advanced Micro Devices stock to $200 from $175 and reiterated a Buy rating. His revised price target reflects a higher price-to-earnings (P/E) multiple of 36x 2026 estimated earnings (up from 31x), justified by a stronger AI CPU and GPU backdrop.
The 5-star analyst noted potential resumption of China AI shipments in the second half of 2025, which could add $0.7 billion to $1 billion to calendar year 2025 AI GPU revenue and $1.5 to $2 billion in 2026. Arya also expects stronger-than-expected pricing for AMD’s current-generation MI355X GPUs at over $20,000 versus consensus estimates of $17,000. Arya expects AMD’s Q2 revenue to exceed $7.5 billion and Q3 revenue above $8.5 billion, compared to the Street’s estimates of $7.4 billion and $8.3 billion, respectively.
For calendar year 2025, the analyst projects revenue of over $33 billion and EPS above $4.10, versus consensus of $32.2 billion and $4.01, respectively. Long-term, Arya expects AMD to increase its overall CPU market share to more than 30% by 2026, up from less than 20% in 2023, while potentially capturing 4% to 5% of the AI GPU market.
Overall, Wall Street has a Moderate Buy consensus rating on Advanced Micro Devices stock based on 25 Buys and 10 Holds. The average AMD stock price target of $150.77 indicates a possible downside of 15% from current levels.
Rivian Automotive Stock (NASDAQ:RIVN)
Rivian Automotive stock has declined 20% over the past year and is down 1.8% year-to-date. Earlier this month, the electric vehicle (EV) maker reported a 22.7% drop in its Q2 deliveries to 10,661 vehicles. Rivian’s sales have been under pressure due to intense competition, elevated interest rates, and tariff woes. Also, profitability concerns and preference for cheaper gas or hybrid vehicles are impacting investor sentiment.
Rivian produced fewer-than-expected vehicles in Q2 as it is working on the refreshed 2026 models of the R1T truck and R1S SUV. Nonetheless, the company maintained its annual deliveries guidance in the range of 40,000 to 46,000 vehicles. Investors await the launch of Rivian’s R2 truck next year, which is expected to revive the company’s sales.
Rivian is scheduled to announce its second-quarter results on August 5. Wall Street expects the company to report a narrower loss per share of $0.65 compared to $1.26 in the prior-year quarter. Revenue is projected to increase by 11.4% year-over-year to $1.29 billion.
Is RIVN Stock a Good Buy Now?
Recently, Guggenheim analyst Ronald Jewsikow downgraded Rivian Automotive stock from Buy to Hold and lowered the price target from $16 to $13 to reflect softer long-term R2/R3 assumptions. He cited softer R1 sales and negative U.S. Electric Vehicle and Emissions policy changes. While Jewsikow remains confident about Rivian’s cost-reduction targets for the R2, he no longer has confidence in the required volumes and/or required average selling prices (ASPs) to support his previous price target.
The analyst now projects 150,000 units in 2028, down from his previous estimate of 185,000. He added that the loss of EV emissions credits lowers his EPS and free cash flow (FCF) forecasts. Jewsikow thinks that upcoming catalysts for RIVN stock include Q2 results, the planned autonomy day, and incremental R2 updates ahead of the launch in the first half of 2026.
Overall, Wall Street has a Hold consensus rating on Rivian stock based on seven Buys, 15 Holds, and three Sell recommendations. The average RIVN stock price target of $14.92 indicates 14.2% upside potential.
Uber Technologies Stock (NYSE:UBER)
Uber Technologies stock has jumped more than 44% so far in 2025. The ride-sharing and delivery platform has impressed investors with its strong execution and strategic deals in the autonomous vehicles (AV) space, including those with Alphabet’s (GOOGL) Waymo, Volkswagen (VWAGY), and, most recently, with Lucid (LCID).
Additionally, Uber’s solid position in the mobility and delivery markets and solid fundamentals support the bullish stance of most Wall Street analysts.
Uber is scheduled to announce its Q2 results on August 6. Wall Street expects the company’s EPS to rise 34% year-over-year to $0.63. Revenue is projected to grow by 16.5% to $12.5 billion.
What Is the Price Prediction for UBER Stock?
Recently, TD Cowen analyst John Blackledge reiterated a Buy rating on Uber Technologies stock with a price target of $104. The 5-star analyst expects Uber to report solid gross bookings of $46 billion for Q2 2025, reflecting a 15% year-over-year growth. Blackledge expects Q2 gross bookings to be fueled by continued strength in Mobility and Delivery businesses.
Additionally, Blackledge expects Q2 EBITDA to grow by 32.7% year-over-year, above the midpoint of management’s guidance. He expects the EBITDA growth to be supported by higher revenue, cost efficiencies, and ramping ad business. Blackledge expects Uber’s autonomous vehicle (AV) partner strategy and strong fundamentals to drive further multiple expansion.
With 30 Buys and four Holds, Wall Street has a Strong Buy consensus rating on Uber Technologies stock. The average UBER stock price target of $103.48 indicates about 19% upside potential.
Conclusion
Wall Street is cautiously optimistic on Advanced Micro Devices stock, sidelined on Rivian, and bullish on Uber Technologies stock. Analysts see higher upside potential in UBER stock than in the other two growth stocks. Uber’s solid execution, dominant position in mobility and delivery businesses, and strategic AV partnerships are expected to drive future growth.