Added to YB: 2025-12-08
Pitch date: 2025-12-04
UBER [neutral]
Uber Technologies, Inc.
-9.77%
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
$90.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.53
P/E
10.92
EV/Sales
3.56
Sector
Ground Transportation
Category
growth
Why AVs Are An Opportunity Not A Threat - Uber Technologies, Inc.
UBER (update): Strategic pivot from AV threat to opportunity via 'Switzerland of autonomy' strategy. Hybrid network combines AV base load w/ human peak capacity solving utilization paradox. Fleet-as-a-Service creates new revenue stream from cleaning/maintaining partner fleets (Waymo, Cruise, WeRide). Asset-light model drives margin expansion while global partnerships (BYD 100k EVs, WeRide Middle East) unlock massive TAM. Safety improves 85% vs humans. Projects hundreds of thousands managed AVs by 2027-2030.
Read full article (18 min)