Added to YB: 2026-08-14
Pitch date: 2026-08-12
UBER [bullish]
Uber Technologies, Inc.
+0.33%
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
$153.9B
Pitch Price
$75.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.49
P/E
16.44
EV/Sales
2.89
Sector
Ground Transportation
Category
growth
Uber – The Toll Booth in an Autonomous World
UBER: AV disruption seen as embedded call option, not threat. Waymo ~$1.25/mi vs human ~$3.45/mi, but AVs turn ride-hail into fixed-cost utilization biz favoring Uber's aggregated demand + 2-sided network (50M Uber One). Bookings +20%, widening margins, 100%+ FCF conversion at 19x fwd EPS. Delivery Hero adds $8/share.
Read full article (6 min)