SMCI, MSTR, or UBER: Which Is the Most Attractive Large-Cap Stock?

Investors often look for opportunities to invest in large-cap stocks as they are generally associated with companies having a well-established business model and solid growth potential. The large-cap stocks have a market capitalization between $10 billion and $200 billion. Using TipRanks’ Stock Comparison Tool, we placed Super Micro Computer (SMCI), Strategy (MSTR), and Uber Technologies (UBER) against each other to find the most attractive large-cap stock, according to Wall Street analysts.

Super Micro Computer (NASDAQ:SMCI)

Super Micro Computer, or Supermicro, offers AI server and storage solutions. SMCI stock has rallied about 41% so far in 2025, with issues like delayed filing of financial statements and the threat of delisting in the rearview mirror.

In fact, investors are looking beyond the company’s dismal results for the third quarter of Fiscal 2025, as they believe that SMCI is well-positioned to capture growth opportunities in the AI server market. Specifically, Super Micro Computer’s DLC (direct liquid cooling) technology has an edge over rivals’ offerings in terms of power and cost savings. Also, deals such as the $20 billion partnership with DataVolt to develop hyperscale AI campuses in Saudi Arabia and the U.S. have bolstered investors’ confidence in SMCI stock.

What Is the Forecast for SMCI Stock?

Last month, Mizuho analyst Vijay Rakesh raised the price target for SMCI stock to $40 from $32 but retained a Hold rating. The 5-star analyst upgraded price targets for many AI server-related stocks to reflect increased demand and momentum across the supply chain.

While Rakesh acknowledges Super Micro Computer’s leadership in AI server deployments, he maintains a neutral stance owing to intense rivalry and weak AI server margins.

Overall, Wall Street has a Moderate Buy consensus rating on Super Micro Computer stock based on six Buys, five Holds, and one Sell recommendation. The average SMCI stock price target of $40.83 indicates about 5% downside risk.

See more SMCI analyst ratings

Strategy (NASDAQ:MSTR)

Strategy, earlier known as MicroStrategy, is the world’s largest Bitcoin (BTC-USD) treasury company. It also offers AI-powered enterprise analytics software. MSTR stock is considered to be an attractive crypto play and an alternative to making a direct investment in the largest cryptocurrency, Bitcoin.

Interestingly, Strategy accumulates Bitcoin by using proceeds from equity and debt financings, as well as cash flows from its operations. Based on its latest purchase of 1045 Bitcoin units between June 3 and 8, Strategy now holds 582,000 BTC, having a value of $63.8 billion.

Is MSTR a Buy, Hold, or Sell?

Recently, TD Cowen analyst Lance Vitanza reiterated a Buy rating on Strategy stock with a price target of $590. Commenting on MSTR’s offering for its Strife (STRF) preferred stock, the 5-star analyst stated that he expects this offering to create significantly greater accretion for common shareholders compared to the company’s common stock and STRK (Strike) at-the-money offerings. Vitanza continues to view MSTR stock as a “compelling vehicle for bitcoin investors.”

However, Monness analyst Gustavo Gala has a Sell rating on MSTR stock due to several reasons, including rising competition from companies like GameStop (GME), which are also following a Bitcoin-focused strategy.

Overall, Wall Street has a Strong Buy consensus rating on Strategy stock based on 12 Buys and one Sell recommendation. The average MSTR stock price target of $524.92 implies about 34.2% upside potential. MSTR stock has risen 35% year-to-date.

See more MSTR analyst ratings

Uber Technologies (NYSE:UBER)

Ride-hailing and delivery platform Uber Technologies is impressing investors with its resilient performance despite macro challenges and intense competition. The company continues to strengthen its consumer base and enhance its profitability through strong top-line growth and operational efficiency.

Moreover, Uber addressed investors’ fears about the impact of autonomous vehicle (AV) adoption on its ride-sharing business by turning it into an opportunity via multiple strategic deals, including that with Alphabet’s (GOOGL) Waymo. On Tuesday, Uber announced a partnership with U.K.-based AV startup Wayve to launch a fully driverless robotaxi service in London.

Is UBER Stock a Buy or Sell Right Now?

Following the announcement of the launch date of Tesla’s Robotaxi offering in Austin, BMO Capital analyst Brian Pitz reiterated a Buy rating on Uber Technologies stock with a price target of $101, calling it a Top Pick. The 5-star analyst stated that the pullback in UBER stock in reaction to this news was expected. That said, Pitz remains bullish on UBER stock due to its continued international expansion (including the purchase of Denmark’s largest Taxi company, Dantaxi), persistent favorable trends for AV adoption in Austin, and ongoing innovation in both Mobility and Eats.

Pitz contends that investors’ concerns look overblown, as recent data in Austin remains robust for Uber and the overall U.S. user base remains stable. Additionally, he highlighted that the difference in scale, with Tesla’s (TSLA) initial strategy of 10-20 vehicles in Austin on Day 1 vs. hundreds of Waymo vehicles on the Uber platform in the upcoming months creating a favorable backdrop for Uber. Overall, Pitz believes that Uber Technologies remains an “AV Winner,” with over 15 AV partners and the upcoming launch of shared AV Rides in 2026.

With 30 Buys and four Holds, Uber Technologies stock scores a Strong Buy consensus rating. The average UBER stock price target of $99 indicates a 15% upside potential. UBER stock has rallied 43% year-to-date.

See more UBER analyst ratings

Conclusion

Wall Street is highly bullish on Strategy and Uber Technologies stocks and cautiously optimistic on Super Micro Computer. Analysts currently see higher upside potential in MSTR than in the other two large-cap stocks. Wall Street is upbeat on Strategy stock, as it is an attractive Bitcoin proxy. Investors should be aware of the fact that, given its crypto exposure, MSTR stock is a high-risk, high-reward play.