Added to YB: 2025-05-08
Pitch date: 2025-05-07
UBER [neutral]
Uber Technologies, Inc.
+1.48%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
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
$189.7B
Pitch Price
$83.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.84
P/E
11.71
EV/Sales
3.82
Sector
Ground Transportation
Category
growth
Selling my Uber trade
UBER trimmed position: Bought as 2025 large trade when AV fears drove price down. Rallied 40% on multiple AV partnerships (Waymo, Mobileye, etc.) that add supply to network, not competition. Market recognizing FCF leverage in asset-light model. Ackman position helped. Taking profits at ATH after 30% gain from liberation day lows.
Read full article (2 min)