The June quarter results of several growth companies reflected strong performance despite macro uncertainties. Moreover, the increased hopes of interest rate cuts by the U.S. Federal Reserve bode well for growth stocks. Using TipRanks’ Stock Comparison Tool, we placed Palantir Technologies (PLTR), Uber Technologies (UBER), and Strategy (MSTR) against each other to find the best growth stock, according to Wall Street analysts.
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Palantir Technologies (NASDAQ:PLTR) Stock
Palantir Technologies stock has rallied 127% year-to-date, as investors are impressed with the data analytics company’s robust growth across its commercial and government businesses.
The company is seeing solid traction for its artificial intelligence (AI)-powered offerings. In the second quarter, Palantir closed 157 deals worth $1 million or more, including 66 deals worth at least $5 million, and 42 deals of at least $10 million in value. Thanks to the strong demand, Q2 2025 marked the first quarter in which PLTR’s revenue crossed the $1 billion mark.
Looking ahead, while the company is optimistic about continued adoption of its Artificial Intelligence Platform (AIP) driving solid growth, many analysts are concerned about PLTR stock’s lofty valuation.
Is PLTR a Good Stock to Buy?
Recently, UBS analyst Karl Keirstead reiterated a Hold rating on Palantir Technologies stock with a price target of 165. The 5-star analyst stated that following three recent checks involving one of PLTR’s largest customers and two of its service partners, as well as meetings with the company’s CFO and privately held Anduril, he remains “very constructive” on its fundamentals.
Keirstead added that he didn’t see any evidence of emerging pressure in PLTR’s commercial or government segments. Despite these positives, the analyst has a neutral stance on PLTR stock, given its elevated valuation of 130x his 2026 free cash flow estimate. Keirstead contends that optimism about Palantir’s market-leading growth and margins, as well as its unique exposure to AI, data, and defense tech business, is already priced into the stock.
Currently, Wall Street has a Hold consensus rating on Palantir Technologies stock based on 13 Holds, four Buys, and two Sell recommendations. The average PLTR stock price target of $154.47 indicates a 10% possible downside from current levels.
Uber Technologies (NYSE:UBER) Stock
Ride-hailing and delivery platform Uber Technologies continues to deliver strong growth across its mobility and delivery businesses despite intense competition and macro uncertainties.
The company’s mobility platform continues to see solid momentum. In Q2 2025, users booked around 3.3 billion trips, up 18% compared to the prior-year quarter. This growth was supported by a 15% increase in Uber’s monthly active platform consumers (MAPCs) to 180 million.
Meanwhile, Uber is aggressively seeking growth opportunities in the robotaxi/autonomous vehicles (AV) space by entering into strategic collaborations, including deals with Alphabet‘s (GOOGL) Waymo and General Motors’ (GM) Cruise.
What Is the Prediction for UBER Stock?
Following the Communacopia + Technology Conference, Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on Uber Technologies stock with a price target of $132. The top-rated analyst discussed some key takeaways from his conversation with CEO Dara Khosrowshahi. He noted that the macro environment remains “encouraging,” with the company not seeing consumer trade-down. Sheridan also noted Uber’s renewed focus on enhancing its platform and cross-platform usage, with frequency growth presenting a huge opportunity.
Additionally, Sheridan highlighted the expansion of the broader AV ecosystem. He stated that Uber is pleased with the pace of improvements in the core tech in the AV market, noticing consumers’ willingness to pay a premium for the product. Uber currently has partnerships with over 20 autonomous companies, with a pipeline of multiple near-term deployments.
Wall Street’s consensus rating for Uber Technologies stock is a Strong Buy based on 26 Buys and four Hold recommendations. The average UBER stock price target of $109.59 indicates 14.3% upside potential.
Strategy (NASDAQ:MSTR) Stock
Strategy, previously called MicroStrategy, is the world’s largest Bitcoin (BTC-USD) treasury company. It also provides AI-powered enterprise analytics software. Strategy has been using proceeds from equity and debt financings, as well as operating cash flows, to strategically accumulate Bitcoin.
The company has gained a lot of attention as a proxy for Bitcoin exposure. However, MSTR stock has declined in recent trading sessions due to disappointment over its non-inclusion in the S&P 500 (SPX) despite meeting key technical requirements. Aside from this setback, investors are concerned about further equity dilution to accumulate Bitcoin.
While MSTR stock has pulled back 16% over the past month, it is up more than 14% year-to-date. Despite the S&P 500 non-inclusion, analysts remain bullish on MSTR stock, as they expect the company to gain from the growing adoption and long-term appreciation of Bitcoin.
Is MSTR Stock a Good Buy?
Reacting to the S&P 500’s snub, Benchmark analyst Mark Palmer contends that while in the short run, it implies no tailwind from passive flows into MSTR stock, in the long run, the exclusion says less about MSTR’s business or its balance sheet than it does about the “index committee’s discretion and their evolving comfort level with bitcoin-centric corporate models.”
The 5-star analyst argues that MSTR should be judged by its performance, not by its membership. The analyst believes that the company does not need the index’s approval as validation of its operating model, as the market has already provided it in “emphatic fashion.” Palmer reiterated a Buy rating on MSTR stock with a price target of $705.
With 12 Buys versus one Sell recommendation, Strategy stock scores a Strong Buy consensus rating. At $564.15, the average MSTR stock price target indicates 70.2% upside potential.
Conclusion
While Palantir has been growing at impressive rates, Wall Street is cautious on the stock due to valuation concerns following a notable year-to-date rally. Meanwhile, analysts are bullish on Uber Technologies and Strategy stocks, but currently see higher upside potential in MSTR stock. They view MSTR as an attractive vehicle for gaining exposure to Bitcoin and expect the stock to benefit from the growing adoption of the largest cryptocurrency over the long term.