Added to YB: 2026-07-17
Pitch date: 2026-07-15
UBER [neutral]
Uber Technologies, Inc.
+0.5%
current return
Author Info
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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
$146.7B
Pitch Price
$73.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.44
P/E
17.82
EV/Sales
2.80
Sector
Ground Transportation
Category
special_situation
Lucid Going Bankrupt? How This Impacts Uber Stock
UBER (holding update): Long thesis intact despite Lucid bankruptcy/take-private rumors (Uber owns 11.5% stake, $500M invested); stock -3% on news. Chapter 11 could void 35k robotaxi order. Also in advanced talks to acquire Delivery Hero (owns 37%). ~$71, 13x EBITDA; Ackman sees bargain. 4-5yr thesis on network/demand aggregator moat.
Read full article (4 min)