Added to YB: 2026-01-07
Pitch date: 2026-01-04
UBER [bullish]
Uber Technologies, Inc.
+7.33%
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
$179.1B
Pitch Price
$81.61
Price Target
161.50 (+84%)
Dividend
N/A
EV/EBITDA
31.93
P/E
11.05
EV/Sales
3.60
Sector
Ground Transportation
Category
growth
Uber: From Lollapalooza to AV Bonanza ($UBER Deep Dive)
UBER: Trading 22x earnings despite dominant local network effects. 18% growth accelerating w/ low penetration (<5% in active markets), Uber One growing 60%, $1.5B ad business at 70% margins. FCF margins 14% expanding via market maturation reducing incentives. AV opportunity expands TAM. Risks: driver reclassification, AV commoditization, delivery competition.
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