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Added to YB: 2025-12-19

Pitch date: 2025-12-18

UBER [bullish]

Uber Technologies, Inc.

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

$164.4B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

29.31

P/E

10.15

EV/Sales

3.31

Sector

Ground Transportation

Category

growth

Show full summary:
Uber: Global Expansion Optionality with Manageable Autonomy Risk

UBER (added to position): Bought more on global expansion opportunity. APAC growth accelerating w/ 30%+ of global first trips from North Asia. Robotaxi live in 4 markets, expanding to 10+ by 2025. 200M MAU across 70 countries. Rural/suburban growth 2-3x urban. Waymo risk overblown short-term.

Read full article (1 min)