Added to YB: 2026-07-21
Pitch date: 2026-07-17
UBER [neutral]
Uber Technologies, Inc.
-1.31%
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
$147.5B
Pitch Price
$72.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.55
P/E
17.91
EV/Sales
2.81
Sector
Ground Transportation
Category
growth
Uber Update: Getting Disrupted or Misunderstood Risk?
UBER (update): Down 25% from highs despite record financials — Q4 trips +20%, gross bookings +25%, GP +29%, op margin 14.5%. AV is key debate. Bull: 25% CAGR if benign AV, margins hit 25%, $470B cap. Bear: subsidy war w/ Waymo (no 70% driver payout), agentic risk, ~10% return. ~32x TTM.
Read full article (10 min)