Palantir Surges as Analysts Raise Targets for AMD and Uber

Investors eye AMD and Uber as market analysts predict significant stock gains. Palantir's rise highlights a competitive atmosphere in the tech sector that could influence stock prices across these major players.

Date: 22-03-2025

AI Rating: 6

Earnings and Market Expectations
Palantir Technologies (PLTR) shares have surged by 255% over the past year, leading to a significant market capitalization of around $200 billion. However, analysts forecast that Advanced Micro Devices (AMD) and Uber Technologies (UBER) are poised to exceed that market cap within a year, with price targets suggesting a 52% upside for AMD and a 55% upside for Uber.

AMD has reported strong financial results with total revenue increasing 24% to $7.6 billion and a **non-GAAP net income** rise of 42% to $1.09 per diluted share. However, disappointing performance in its data center segments has led to cautious sentiment among investors. Despite this, the expectation of **earnings growth** of 40% by 2025 suggests that the stock could still be undervalued at 32 times earnings. AMD's strategy in AI and CPU markets positions it for potential future growth, but investor sentiment remains mixed due to its struggle against Nvidia in the GPU sector.

Uber Technologies
Uber posted a revenue increase of 20% to $12 billion. Adjusted EBITDA surged by 44% to $1.8 billion. With strong performance in both mobility and food delivery segments, the company is positioned well for continued growth. Analysts see Uber's valuation as attractive at 17 times earnings, with expected earnings growth over the next three years potentially supporting a price increase of 55%. CEO Dara Khosrowshahi's emphasis on autonomous vehicle market opportunities signals a strategic vision that could enhance margins and competitive positioning.

Both AMD and Uber's strong revenue growth, coupled with optimistic market forecasts, suggest significant potential for stock price increases. Investors should remain vigilant about earnings forecasts and market expectations as they could greatly affect stock price trajectories in the near future.

Stocks: PLTR AMD UBER