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2025-10-01T09:15:02Z<\/p>\n
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Facebook Email X<\/p>\n LinkedIn<\/p>\n Reddit<\/p>\n Bluesky<\/p>\n WhatsApp<\/p>\n Copy link<\/p>\n lighning bolt icon Impact Link<\/p>\n Save <\/p>\n Read in app<\/p>\n <\/a> <\/p>\n This story is available exclusively to Business Insider Tech, media, and telecom stocks are on a tear in 2025. It’s been another big year for tech in 2025. <\/p>\n The broader tech, media, and telecommunications<\/a> sector is one of the hottest corners of the market, and UBS shared its top picks this week. <\/p>\n Within the S&P 500<\/a>, tech stocks are up 20% year-to-date, while communications services stocks are up 22%. That handily outpaces the broader index, which is up just 13% from levels at the start of the year.<\/p>\n In a note to clients, analysts at UBS highlighted 10 buy-rated stocks<\/a> within the two sectors, which represented the bank’s “highest-conviction calls” in that segment of the market. The calls also reflected companies where UBS had a “differentiated view” or proprietary data that supported its bullish call, analysts said.<\/p>\n Here are the top stocks on the bank’s radar:<\/p>\n NIQ Global Intelligence<\/p>\n BI<\/p>\n Ticker: NIQ<\/a><\/p>\n Year-to-date performance: -16%<\/p>\n Predicted upside: +56%<\/p>\n Analyst reasoning: “Following its 2021 transformation, including ~$920m in investments ($400m in technology, $520m across deals, and Fetch), NIQ is positioned for ~5% organic CC revenue growth (2024-27E). We model adjusted EBITDA margin improving +550bps to 24.1% by 2027E, driven by cost efficiencies and equity quality enhancements.”<\/p>\n Walt Disney Co.<\/p>\n BI<\/p>\n Ticker: DIS<\/a><\/p>\n Year-to-date performance: +2%<\/p>\n Predicted upside: +21%<\/p>\n Analyst reasoning: “We remain bullish on Disney shares and continue to view parks as a value driver (which should improve as new attractions\/cruise capacity comes online),” analysts wrote. “This supports our view that Disney can grow EPS at a ~17% CAGR through F27 vs. the Street’s ~13%.”<\/p>\n American Tower Corporation<\/p>\n BI<\/p>\n Ticker: AMT<\/a><\/p>\n Year-to-date performance: +6%<\/p>\n Predicted upside: +35%<\/p>\n Analyst reasoning: “AMT is poised to benefit from increased U.S. carrier activity (AT&T amendments post-Echostar spectrum acquisition; VZ\/TMUS densification) and accelerated international growth, driving 6-8% annual AFFO\/sh growth from ’25-’27E, up from ~1% recently.”<\/p>\n Amazon<\/p>\n BI<\/p>\n Ticker: AMZN<\/a><\/p>\n Year-to-date performance: -0.4%<\/p>\n Predicted upside: +23%<\/p>\n Analyst reasoning: “Amazon<\/a> appears most poised for growth due to investments in e-commerce<\/a>, cloud, advertising, and satellites. As revenue scales, upward revisions to operating profit and FCF could outpace peers. We project operating margins of 11.3% in 2025E, 12.9% in 2026E, and 15.7% in 2027E, with potential upside if incremental revenue generation exceeds current forecasts.”<\/p>\n AppLovin Corp.<\/p>\n BI<\/p>\n Ticker: APP<\/a><\/p>\n Year-to-date performance: +108%<\/p>\n Predicted upside: +13%<\/p>\n Analyst reasoning: “Over the next 12-months, we expect APP to execute on a combination of demand and supply expansion initiatives that could improve the efficacy of Axon 2.0 and in-turn deliver estimate and multiple upsides.”<\/p>\n Mastercard<\/p>\n BI<\/p>\n Ticker: MA<\/a><\/p>\n Year-to-date performance: +8%<\/p>\n Predicted upside: +21%<\/p>\n Analyst reasoning: “Within the Payments, Processors, & FinTech sector, Mastercard provides diversified exposure across spend categories and benefits from robust growth in value-added services (~40% of business, high-teens growth). Key strengths include strong profitability (~55-70% EBIT margins, high FCF conversion), competitive moats, scalability, EPS resilience, GAAP-like EPS quality, and expansion into new flows (e.g., Mastercard Move).”<\/p>\n Marvell Technology Group<\/p>\n BI<\/p>\n Ticker: MRVL<\/a><\/p>\n Year-to-date performance: -26%<\/p>\n Predicted upside: +14%<\/p>\n Analyst reasoning: “Marvell is well positioned to grow its Amazon custom ASIC revenue in ’26, driven by Tranium2+ exceeding 1MM units next year.”<\/p>\n Snowflake<\/p>\n BI<\/p>\n Ticker: SNOW<\/a><\/p>\n Year-to-date performance: +42%<\/p>\n Predicted upside: 27%<\/p>\n Analyst reasoning: “We’re Buy-rated on Snowflake shares, supported by tailwinds such as 1) rising customer focus on data migration and modernization driven by GenAI, 2) resilient AI and data spending amid macro uncertainty, and 3) growth from new products alongside stable core consumption, enabling high-20%\/30% growth in FY26\/CY25E (vs consensus at 27%).”<\/p>\n Varonis Systems<\/p>\n BI<\/p>\n
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\n The technology and communication services sectors are both beating the S&P 500 this year.
\n UBS highlighted its top 10 highest-conviction calls in the red-hot sector of the market. <\/p>\n<\/p>\n
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