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Added to YB: 2025-08-12

Pitch date: 2025-08-08

UBER [neutral]

Uber Technologies, Inc.

-9.9%

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

$170.1B

Pitch Price

$89.81

Price Target

N/A

Dividend

N/A

EV/EBITDA

30.32

P/E

10.50

EV/Sales

3.42

Sector

Ground Transportation

Category

growth

Show full summary:
Uber’s Q2 2025: The Coordination Layer Advantage

UBER (earnings update): Platform economics emerge in Q2 with 18% rev growth, 35% EBITDA growth. Cross-platform usage yields 35% higher retention, 3x bookings. 36M Uber One members drive 40%+ of bookings. Key moat: demand orchestration layer essential for AV profitability (99th percentile utilization). $1.5B ad business growing 60% YoY.

Read full article (6 min)