Added to YB: 2026-02-10
Pitch date: 2026-02-07
UBER [bullish]
Uber Technologies, Inc.
-2.43%
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
$145.2B
Pitch Price
$74.76
Price Target
168.00 (+130%)
Dividend
N/A
EV/EBITDA
21.98
P/E
14.93
EV/Sales
2.81
Sector
Ground Transportation
Category
growth
12x FCF for a Future Multi-Bagger? Meet Uber Technologies!
UBER (new position): Rare combo of scale + re-accelerating growth + expanding margins + massive FCF runway. Q4: 18% MAPC growth (fastest in 3.5yrs), 22% trip growth, $2.8B FCF (+65% YoY). AVs aren't threat but trillion-$ opportunity - Uber's demand aggregation/routing crucial for fleet utilization. Trading 12.5x FCF despite 20% revenue growth. PT $168 (~30% CAGR through 2028).
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