Added to YB: 2025-07-03
Pitch date: 2025-07-02
UBER [neutral]
Uber Technologies, Inc.
-11.63%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. 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
$176.8B
Pitch Price
$92.63
Price Target
117.00 (+37%)
Dividend
N/A
EV/EBITDA
31.53
P/E
10.92
EV/Sales
3.56
Sector
Ground Transportation
Category
growth
Uber's 2025 Performance: Why $UBER Stock Soared and What's Next
UBER (update): Outperform PT $117 (+25%). +41% YTD vs SPX +2% after robotaxi fears oversold it to 15.8x 2026 EPS. Bull case: Waymo/Tesla threats overblown; impressive FCF conversion (112% of EBITDA); Delivery/Freight = 44% of rev. Earnings revisions +17% for 2025. Multiple expanded 37% to 21.6x as fears faded.
Read full article (5 min)