Jefferies analysts name Uber as a top internet stock pick for 2026. Tech sector pullback due to AI bubble fears, but some standouts like AppLovin, Reddit, Roku, Spotify, Uber, and Zillow still show promise with strong fundamentals. Oracle and Broadcom lead tech stock hit last week.

Jefferies highlights stocks with peer-leading growth and strong fundamentals, outperforming S&P 500 and industry peers in 2025. Tech sector rattled by AI bubble worries, leaving investors uncertain how to pick winners. AppLovin, Reddit, Spotify, Roku, Uber, and Zillow among top picks for potential gains.

AppLovin, a top pick, expected to expand business in 2026, with potential for 30% upside. Reddit, Spotify, and Roku have added value in 2025; new features could drive higher engagement and share prices. Jefferies sets targets for Reddit, Roku, and Spotify indicating gains of about 45%, 33%, and 26%, respectively.

Uber and Zillow complete Jefferies’ top picks. Uber’s 40% year-to-date increase could climb another 40% to $120, driven by robotaxi partnerships, new delivery customers, and demographic group inroads. Zillow’s potential gains not specified.

Read more at Yahoo Finance: These Experts Have 6 Top Internet Stock Picks Lined Up for Next Year