Added to YB: 2026-07-15
Pitch date: 2026-07-13
UBER [bullish]
Uber Technologies, Inc.
-2.01%
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
$151.7B
Pitch Price
$73.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.12
P/E
18.43
EV/Sales
2.89
Sector
Ground Transportation
Category
growth
I am going to make Uber $UBER 20% of my portfolio come Monday.
UBER (new position): Making Uber 20% of portfolio. Consensus fears Waymo/Tesla crush the asset-light middleman, but Uber pivoted to 'Autonomous Solutions'—outsourcing hardware/depreciation risk via Rivian, Zoox, Lucid, Stellantis/Wayve partnerships. Global demand layer capturing software-like margins per ride.
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