Added to YB: 2026-02-19
Pitch date: 2026-02-15
UBER [bullish]
Uber Technologies, Inc.
+3.23%
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
$70.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.98
P/E
14.93
EV/Sales
2.81
Sector
Ground Transportation
Category
growth
Bill Ackman & The Pershing Square Playbook - Uber Technologies, Inc.
UBER: Evolved from cash-burner to FCF-generative platform w/ strong network effects moat. Ackman sees limited AV risk; Uber likely becomes dominant demand aggregator vs being disrupted. 21x NTM P/E despite mgmt targeting 30%+ EPS growth from mid-to-high teens revenue growth + margin expansion + buybacks. Market mispricing moderate growth amid AV concerns.
Read full article (6 min)