Added to YB: 2026-03-25
Pitch date: 2026-03-22
UBER [bullish]
Uber Technologies, Inc.
-3.89%
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
$152.1B
Pitch Price
$75.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.04
P/E
15.64
EV/Sales
2.95
Sector
Ground Transportation
Category
growth
If You Don’t Own Uber Yet… Now Could Be the Time to Buy It
UBER: Ride-hailing cash cow (57% rev), Delivery hit $100B gross bookings, Freight nearing EBITDA+ in Q1 2026. Key thesis: AV partnerships (Waymo, Zoox, Rivian) leverage 202M users + 3M hours driving data via Nvidia platform. Human drivers train AI; hybrid network cuts wait 25% vs pure AV. Margins to expand as driver costs (30-50% of fare) removed. Trading $60-$100 range = discount as fundamentals catch up. Bill Ackman long 30.2M shares.
Read full article (9 min)