UBER, RKLB, RCL All Time High: Bullish on Big Deals or Soaring Demand?
$Goldman Sachs(GS)$ has lifted its 12-month forecast for $S&P 500(.SPX)$ from 6,500 to 6,900, and its year-end target from 6,100 to 6,600. Strategists have raised their outlook on US equities for the second time in two months, stating that they now expect Fed to begin cutting interest rates sooner than previously anticipated.
This marks the fourth time this year that Goldman has adjusted its S&P 500 target.
As the broader market continues to hit new highs, let’s take a look at which stocks broke out to record highs this week!
1. $Uber(UBER)$ hit an all time high of $97.6, YTD of 61.6%.
The ride hailing giant potential benefits from the "No Tax on Tips" provision in the Big Beautiful Bill, which extends to 1099 workers including gig-economy drivers for Uber and Lyft. BofA Securities raised its price target on Uber to $115.00 from $97.00 on Tuesday.
In June, Waymo robotaxis became available to Uber users in Atlanta as the companies expanded their ride-hailing partnership in the U.S. Uber and $Alphabet(GOOG)$’s partnership now seems to go further than Tesla's robotaxi.
2. $Rocket Lab USA, Inc.(RKLB)$ refreshed an all time high of $39.94, YTD of 52.1%
Rocket Lab's stock surged over 9%, pushing the company's market capitalization to a record high of approximately $18 billion. The rally is primarily driven by market excitement over the upcoming maiden launch of its large, reusable rocket Neutron, which, if successful, would position the company in direct competition with SpaceX.
Rocket Lab's Q1 FY2025 revenue reached $122.6 million, representing a 32.1% year-over-year increase, fueled by strong performance in its Space Systems segment.
3. $Royal Caribbean Cruises(RCL)$ set all time high of 336.63, YTD reaching 43.14%.
Bernstein analyst Richard Clarke raised his price target for Royal Caribbean from $290 to $360 and maintained an "Outperform" rating. On Tuesday, research firm CFRA also raised its price target for the company from $55 to $357, while increasing its 2025 EPS estimate from $14.90 to $15.55.
According to analysts, by the end of 2025, Royal Caribbean’s operating margins are projected to be 8.3% higher than 2019 levels. The launch of new cruise ships and the opening of its first beach club in The Bahamas could help the company’s revenue surpass $20 billion next year.
4. $Oracle(ORCL)$ reached an all time high of $241.44, up 40.72% YTD.
Oracle has been landing major deals this year, especially in the AI data center space. Projects like the training center in Abilene, the $6.5 billion investment in Malaysia, and the Stargate project in Abu Dhabi are all gigawatt-scale, representing substantial capital investment.
Jefferies raised its price target for Oracle stock, pointing to a recent cloud deal expected to generate $30 billion a year in revenue. Analysts at Stifel last week raised PT to $250 per share from $180.
Over the past year, Oracle’s cloud business has become its true growth engine. Based on estimates, OCI revenue reached $10.2 billion in FY25 (ending May 2025), marking a 50% year-over-year increase.
5. $Booking Holdings(BKNG)$ reached an all-time high at $5839.41, up 14.99% YTD.
Like RCL, BKNG has been climbing steadily post-pandemic, benefiting from booming travel demand. In its most recent earnings report, BKNG delivered strong beats, with room nights and gross booking value (GBV) both exceeding expectations.
Similarly, JPMorgan raised its price target to $6,000 and maintained an Overweight rating, stating that the company holds a strong leadership position in the online travel sector and has further potential to expand its market share. Analysts cites increased reservation volumes and expectations that the company will exceed its second-quarter guidance.
What Do You Think?
As the market continues to hit new highs, which stock are you most bullish on?
Will it be Uber, backed by the “Big & Beautiful” legislation and a Google partnership?
Or Oracle, quietly proving its strength with cloud services everyone’s starting to notice?
Maybe Rocket Lab, with its potential to rival SpaceX?
Or the travel giants RCL and BKNG, which are becoming part of our everyday lives again?
Which one do you think still has room to run?
Would you consider adding it to your watchlist?
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Oracle has moved beyond legacy software, with global projects like the $6.5B Malaysia investment and Abu Dhabi’s Stargate. The stock is up over 40% YTD, and analysts keep lifting price targets, now eyeing $250. It’s clear the market is recognizing Oracle’s momentum.
$Uber(UBER)$ and $Rocket Lab USA, Inc.(RKLB)$ have promise, but Oracle is already delivering results. Its strong fundamentals, steady growth, and AI exposure give me confidence — and that’s why ORCL stays high on my watchlist.
@Tiger_comments @TigerStars
@Tiramisu2020
I think Uber will be limited by the many competitors and its lack of entry to certain markets.
I don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX.
RCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel.
So, I think only oracle has the room to rise sharply for the rest of this year and will add this to my watchlist. @SR050321 @LuckyPiggie @DiAngel @Wayneqq @Success88 @Universe宇宙 @Kaixiang @SPOT_ON @HelenJanet @Fenger1188