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.
Confident Investing Starts Here:
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.
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.
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.
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.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
This Crypto Trader Put His Life Savings on the Line—And His $170K Bitcoin Prediction Could Change Everything
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Jesse Eckel thought he had crypto figured out. The trader, who admits his 'entire life savings is in crypto,' started 2024 with bold predictions: a Bitcoin strategic reserve, major market dips, and explosive altcoin seasons. Some calls hit—others missed spectacularly. Now, after what he calls being 'completely wrong' about market timing, Eckel has thrown out his old playbook entirely. His new analysis suggests we're not even close to the real crypto boom yet—and when it arrives, it could be unlike anything we've seen before. Don't Miss: — no wallets, just price speculation and free paper trading to practice different strategies. Grow your IRA or 401(k) with Crypto – . For years, crypto traders have relied on a straightforward model: Bitcoin halving events every four years trigger bull markets, followed by 'alt seasons' where smaller cryptocurrencies explode in value. Eckel built his strategy around this framework—until it nearly cost him everything. 'My entire life savings is in crypto, so being wrong costs me heavily in blood,' Eckel explained in a recent "Milk Road" podcast. His wake-up call came when what looked like an alt season in late 2024 turned out to be what he now calls an 'Oat season'—a pale imitation lacking the fundamental drivers of real crypto booms. The problem wasn't just bad timing. The entire four-year cycle model, Eckel realized, was 'outdated.' Digging deeper into market mechanics, Eckel discovered that crypto cycles aren't really about Bitcoin halvings at all. They're about something much bigger: the global debt system breaking down roughly every four years. Here's how it works: When financial systems face serious stress, policymakers panic and inject massive amounts of liquidity—what Eckel colorfully describes as 'green ooze' pumped into a failing tire. This isn't sustainable economic policy; it's what economist Lawrence Leard calls 'mega advanced fraud on the highest level scale.' The key insight? It's not about total money supply, which always increases. It's about the year-over-year growth rate of that supply. Looking at the data, major spikes in M2 growth aligned perfectly with crypto bull markets in 2013, 2017, and 2021. Trending: New to crypto? on Coinbase. Despite a 'pro-crypto administration' and improving regulatory environment, Eckel argues we're still missing crucial ingredients for a true alt season: Insufficient global liquidity growth: Money printing hasn't reached the levels needed to fuel a massive crypto rally Tight credit conditions: Liquidity needs to be 'abundant and widely available,' not just present Limited economic pain: The 'one ring to rule them all' that forces policy changes hasn't materialized yet What we've seen recently—including the post-Trump election rally—represents 'crypto native fuel' rather than the massive institutional and retail FOMO that characterizes real bull markets. Despite recalibrating his timing, Eckel maintains aggressive price targets: Bitcoin: $170,000 to $190,000, with potential for $250,000 if money printing accelerates dramatically Ethereum: $13,000 to $20,000, positioned as a 'catch-up trade' to Bitcoin's digital gold narrative These ranges depend entirely on the 'total size of the blob'—the magnitude of liquidity injection when the next crisis hits. Eckel's models suggest optimal conditions for an alt season could emerge by late 2025, though he acknowledges it might not arrive until early or late 2026. The timing depends on how quickly various 'policy points' flip positive: Tax cuts and deregulation Banking regulation changes (like SLR exemptions) International liquidity from China, Japan, and Europe US dollar weakness (affecting 40% of global debt)When the real alt season arrives, don't expect a repeat of previous cycles where 'everything goes up.' Eckel estimates 99.999999% of crypto tokens are essentially memecoins, with only 1,000 to 2,000 representing legitimate projects with actual utility, teams, and revenue. The next boom will likely reward quality over quantity, as retail investors burned by scams gravitate toward 'safe stuff' with real fundamentals. This represents a 'real movement from pumpamentals to fundamentals.' For investors willing to take significant risks, Eckel highlights two sectors: AI Tokens: Retail investors who missed Nvidia's (NASDAQ:NVDA) massive gains will chase crypto AI tokens for 'life-changing money.' His current pick is Unagi , a $9 million market cap project that pivoted from gaming to AI applications. Decentralized Science (DeSci): Adjacent to AI with 'sci-fi level vibes,' these tokens could benefit from crypto's tendency to fund speculative innovation. Eckel favors Researchcoin , a $36 million project co-founded by Coinbase (NASDAQ:COIN) CEO Brian Armstrong that aims to accelerate scientific research through blockchain-based funding and peer review. Eckel's analysis suggests we're in a unique moment: crypto infrastructure is stronger than ever, regulatory headwinds are easing, and institutional adoption continues—but the massive liquidity event that triggers generational wealth creation hasn't happened yet. For investors, this creates both opportunity and risk. Those who position themselves correctly before the next crisis-driven money printing cycle could see extraordinary returns. But timing remains everything, and as Eckel learned the hard way, being early can be just as costly as being wrong. His strategy reflects this reality: 'heavily betting on alt season' while acknowledging that 'if it doesn't hit, I'm screwed.' It's a high-stakes approach that few retail investors should replicate entirely, but his framework offers valuable insights for anyone trying to navigate crypto's increasingly complex cycles. The question isn't whether another crypto boom will come—it's whether you'll recognize the real signals when they arrive. Read Next: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — Image: Shutterstock This article This Crypto Trader Put His Life Savings on the Line—And His $170K Bitcoin Prediction Could Change Everything originally appeared on
Yahoo
an hour ago
- Yahoo
傳蘋果將捨棄Google合作 將收購AI搜尋黑馬Perplexity
科技中心／李宜樺報導 ▼▲蘋果傳新併購消息！恐捨棄Google，轉密會AI搜尋新星Perplexity。（圖／翻攝自YT@Apple） AI戰升溫，科技巨頭火力全開！繼Meta投資Scale AI後，如今傳出蘋果也悄悄布局，要收購AI搜尋新貴「Perplexity AI」，甚至傳出考慮放棄Google作為預設搜尋引擎。這場看似平靜的搜尋戰場，已悄然掀起風暴！ 根據《彭博》知名科技記者Mark Gurman爆料，蘋果併購部門主管Adrian Perica已在內部討論是否收購Perplexity，雖仍處於早期階段，但若交易成真，將是蘋果史上最大規模併購案──該公司估值高達140億美元，遠超2014年30億美元收購Beats的紀錄。 除了併購，蘋果也考慮另一合作模式，將Perplexity整合至Safari與Siri，作為替代Google搜尋的AI解決方案。畢竟蘋果與Google的搜尋合作協議，正面臨美國反壟斷調查威脅，恐有被迫拆夥的可能。 Perplexity成立僅兩年，卻以AI驅動搜尋技術嶄露頭角，透過自動總結、引文標示等功能挑戰Google霸主地位，甚至已與三星展開深度合作，成為蘋果收購計畫的潛在障礙。 Perplexity對收購傳聞低調回應，稱「目前沒有相關消息」，但該公司近期與多家科技巨頭接觸頻繁，包括Meta也曾試圖收購、並挖角其CEO Aravind Srinivas，顯示AI搜尋市場人才爭奪戰已進入白熱化。 當AI搜尋成為下一代搜尋引擎的競爭主戰場，蘋果此舉無疑是對Google發出重大威脅。科技巨頭的版圖重組已開始，誰能掌握搜尋流量與AI技術，誰就能主宰未來。 更多三立新聞網報導2025報稅必知／報稅倒數9天 你真的報完了嗎？「這一步」沒做＝白報！美軍參戰 介入以伊戰爭！衝突升級 冷靜異常的黃金現補漲行情？全球熱錢瘋搶亞洲 高盛曝對沖基金5年最大買盤新光金、新壽5月再虧破百億 靠準備金撐盤仍難止血？
Yahoo
an hour ago
- Yahoo
XtalPi Announces Strategic Collaboration with Harvard Professor Gregory Verdine's DoveTree LLC to Advance Novel Therapeutics Using AI+Robotics Drug Discovery Platform
CAMBRIDGE, Mass. , June 23, 2025 /PRNewswire/ -- XtalPi, a global leader in AI- and robotics-powered drug and materials discovery, today announced it has signed a Letter of Intent (LOI) with DoveTree LLC, founded by Harvard University Professor and renowned biopharma entrepreneur-investor Gregory Verdine. The parties intend to execute a definitive agreement shortly. Under the collaboration, XtalPi will leverage its end-to-end, AI and robotics-driven platform to discover and develop small molecule and antibody drug candidates for multiple DoveTree-selected targets addressing oncology, autoimmune disorders, and neurological diseases. Pursuant to the LOI, XtalPi will receive an upfront payment of $51 million within 10 days of executing the definitive agreement and an additional $49 million within 180 days. Subject to final agreement terms, XtalPi is also eligible to receive potential development and commercial milestone payments exceeding $10 billion, as well as tiered, single-digit royalties on annual net product sales. DoveTree will obtain exclusive global development and commercialization rights to the resulting therapeutics. Professor Gregory Verdine, the Erving Professor of Chemistry at Harvard University, is a pioneer in chemical biology and a distinguished serial entrepreneur. Appointed to Harvard's faculty at age 29, he became the Chemistry Department's youngest tenured professor in nearly five decades at 35. He has elucidated the molecular mechanism of epigenetic DNA methylation and revealed the pathways by which certain genotoxic forms of DNA damage are identified and eradicated. He is a leading figure in the field of new therapeutic modalities, and has developed of a new class of therapeutics termed stapled peptides, enabling drug development against targets long considered undruggable. As an entrepreneurial leader, Professor Verdine has founded or co-founded over ten biotechnology companies, including five publicly listed entities: Enanta Pharmaceuticals (NASDAQ: ENTA), Tokai Pharmaceuticals (NASDAQ: TKAI), and Wave Life Sciences (NASDAQ: WVE), among others. One venture was acquired by a major pharmaceutical company, while others continue developing disruptive medicines with a special focus on oncology. Three therapeutics he spearheaded—romidepsin (Istodax®), paritaprevir (a component of Viekira Pak®), and glecaprevir (a component of Mavyret®) —have received FDA approval. Professor Verdine currently serves as a Venture Partner at Andreessen Horowitz (a16z), a role he previously held at Apple Tree Partners, Third Rock Ventures, and WuXi Healthcare Ventures. He was also a Special Advisor to Texas Pacific Group. His advisory engagements include top research institutions such as the U.S. National Cancer Institute and Harvard Medical School. "By integrating XtalPi's cutting-edge AI capabilities with decades of drug development expertise, we have a unique opportunity to deliver transformative therapies to patients worldwide," stated Professor Verdine. About XtalPi XtalPi Holdings Limited (XtalPi, was founded in 2015 by three physicists from the Massachusetts Institute of Technology (MIT). It is an innovative R&D platform powered by quantum physics, artificial intelligence, and robotics. By integrating first-principles calculations, AI algorithms, high-performance cloud computing, and standardized automation systems, XtalPi provides digital and intelligent R&D solutions for companies in the pharmaceutical, materials science, agricultural technology, energy, new chemicals, and cosmetics industries. View original content to download multimedia: SOURCE XtalPi Inc.
