Professional
Added to YB: 2025-07-21
Pitch date: 2025-07-01
UBER [neutral]
Uber Technologies, Inc.
-10.91%
current return
Author Info
No bio for this author
Company Info
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$176.8B
Pitch Price
$91.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.53
P/E
10.92
EV/Sales
3.56
Sector
Ground Transportation
Category
growth
Brasada Capital Management Portfolio Holding: Uber Technologies, Inc.
UBER (holding update): Market leader in rides/food/freight marketplace with 170M+ monthly users across 70+ countries. Powerful network effects, data advantages, and dynamic pricing drive continual improvement. Recent 30% selloff on AV fears overblown - AVs likely to partner with Uber's platform due to demand variability issues. AV adoption could actually expand TAM by making ridesharing cheaper, potentially replacing car ownership.
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