Added to YB: 2026-08-19
Pitch date: 2026-08-16
UBER [neutral]
Uber Technologies, Inc.
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
$155.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.65
P/E
16.57
EV/Sales
2.91
Sector
Ground Transportation
Category
growth
Stay Invested | Portfolio Update: August 2026 - Uber Technologies, Inc.
UBER (holding update): Q2'26 net income $2.4B ($1.6B from equity revals), rev $14.2B (+12% YoY), gross bookings $58B (+24%), 208M MAUs (+16%). Mobility rev +1% YoY due to UK contra-rev accounting, no profit impact. TTM FCF >$10B first time, $20B buyback. AV rollout in 8 more cities; 43M daily trips vs Waymo 71K, Tesla less—huge network effects, capital-light. Author expects rerating by year-end. Hold.
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