Wall Street Analysts Weigh In: Netflix, Uber, and Palantir Stocks

NEW YORK, NY — Major U.S. stock indices have experienced significant volatility due to soft economic indicators and ongoing tariff disputes. Amid this uncertain landscape, Wall Street analysts remain bullish on specific growth stocks, noting their potential for strong returns despite facing short-term challenges. Analysts evaluated Netflix, Uber Technologies, and Palantir Technologies, comparing their upside potential.

Netflix, a leader in the streaming industry, has gained investor confidence due to a successful turnaround strategy to improve its platform amid fierce competition. Over the past year, Netflix’s stock has surged 50.4%, boosted by strategic initiatives such as paid sharing and an expanding advertising business. In Q4 2024, the company reported a net addition of 19 million members, culminating in a total of 302 million subscriptions. Furthermore, Netflix achieved a historic operating income surpassing $10 billion.

Looking forward, Netflix remains optimistic for 2025, expecting to benefit from the return of popular shows like *Squid Game*, *Wednesday*, and *Stranger Things*. The company notes it captures less than 10% of total TV viewership in each market it occupies, indicating substantial growth opportunities. Recently, MoffettNathanson analyst Robert Fishman upgraded Netflix’s stock to a ‘Buy’ from ‘Hold,’ increasing the price target from $850 to $1,100. Fishman asserts that the market is not fully recognizing Netflix’s capacity to monetize viewer engagement effectively. He expressed confidence in the company’s margin expansion potential.

Meanwhile, Uber Technologies has seen its stock rise nearly 19% in 2025 as investors take note of the company’s significant growth and strong financial performance. The platform reported GAAP profitability for the first time in 2023 due to streamlining operations and cost-cutting measures. In Q4 2024, Uber witnessed a 14% increase in monthly active users, bringing the total to 171 million.

Despite fears regarding the burgeoning autonomous vehicle (AV) market, Uber’s strategic partnerships, including a collaboration with Alphabet’s Waymo, position the company for continued expansion. Truist Securities analyst Youssef Squali recently raised Uber’s price target from $90 to $92, maintaining a ‘Buy’ rating. Squali highlighted positive trends in gross bookings, reflecting a resilient consumer market.

In contrast, Palantir Technologies has attracted attention for its focus on AI-led growth, particularly in government and commercial sectors. Although PLTR’s stock has dropped 33% recently, it has impressively risen 250% over the past year. Concerns related to government spending cuts and market volatility due to tariff disputes have fueled this recent pullback. Palantir CEO Alex Karp noted in a letter to shareholders that current momentum is unprecedented, particularly regarding their AIP (Artificial Intelligence Platform) services.

Yet, Jefferies analyst Brent Thill maintains a ‘Sell’ rating on Palantir, setting a price target of $60. He pointed out that while Palantir’s fundamentals are strong, the stock’s lofty valuation diminishes its attractiveness to investors. Thill cited insider selling, including a significant divestiture by co-founder Stephen Cohen, as an additional concern.

Currently, Wall Street holds a mixed outlook on these three stocks. Analysts are particularly optimistic about Uber’s strong market position, while sentiment around Netflix is cautiously positive. Palantir faces skepticism over its valuation. Overall, the general consensus indicates that Uber holds the highest potential for growth among the three, with expectations for continued dominance in the ride-sharing and delivery sectors.