Tech, Media, and Telecom Stocks Soar in 2025: UBS Highlights Top Picks
The technology, media, and telecommunications sectors are experiencing significant growth in 2025, outperforming the broader market. UBS has identified its top 10 highest-conviction stock picks within these red-hot sectors.
Market Performance Overview
Both the technology and communication services sectors are exceeding the S&P 500's performance year-to-date. Specifically, tech stocks are up 20%, and communication services stocks have surged 22%, contrasting sharply with the S&P 500's 13% increase.
UBS's Top Stock Picks
In a recent note to clients, UBS analysts revealed their 10 buy-rated stocks within these sectors. These selections represent the bank's "highest-conviction calls," reflecting companies where UBS possesses a "differentiated view" or proprietary data supporting their bullish outlook.
Featured Stocks and Analyst Rationale
| Company | Ticker | Year-to-Date Performance | Predicted Upside | Analyst Reasoning |
|---|---|---|---|---|
| NIQ Global Intelligence | NIQ | -16% | +56% | "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." |
| Walt Disney Co. | DIS | +2% | +21% | "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%." |
| American Tower Corporation | AMT | +6% | +35% | "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." |
| Amazon | AMZN | -0.4% | +23% | "Amazon appears most poised for growth due to investments in e-commerce, 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." |
