Top Wall Street analysts identify stocks positioned for success in 2025, focusing on companies with solid financials and long-term growth potential. Featured picks include Uber Technologies, Datadog, and Nvidia, each with strong reasons for bullish sentiment.
The new year has only just started, but macro uncertainty is already hanging over investors, with Federal Reserve officials raising concerns over inflation and its impact on the rate-cutting path.
Further, the analyst projects the gross bookings for Uber's Delivery business to remain in the mid-teens in FY25. This increase is expected to be supported by the growing adoption of new verticals while maintaining the food delivery market share. The analyst added that Mizuho's checks revealed that order frequency has reached another all-time high. Checks also indicate solid grocery adoption in the U.S., Canada and Mexico along with robust user penetration.
White also highlighted some of the company's AI offerings, including LLM Observability and its gen AI assistant, Bits AI. Overall, the analyst is bullish on Datadog and thinks that the stock deserves a premium valuation compared to traditional software vendors due to its cloud-native platform, rapid growth and robust secular tailwinds in the observability space, as well as its new generative AI-led growth opportunities.
Sur added that Nvidia expects to benefit from the shift to accelerated computing and growing demand for AI solutions. Management thinks that the company has a solid competitive advantage compared to ASIC solutions due to several strengths, including ease of adoption and its comprehensive system solutions.
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