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Added to YB: 2025-08-26

Pitch date: 2025-06-30

UBER [neutral]

Uber Technologies, Inc.

-8.34%

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

$189.7B

Pitch Price

$92.85

Price Target

N/A

Dividend

N/A

EV/EBITDA

33.84

P/E

11.71

EV/Sales

3.82

Sector

Ground Transportation

Category

growth

Show full summary:
Pershing Square H1 holding update - Uber

UBER (holding update): Leading mobility/delivery platform trading at discount despite 18% booking growth, 35% EBITDA growth, 49% EPS growth. AV partnerships with Waymo, Baidu, others position Uber strategically vs perceived threats. $20B buyback (~4% market cap). Expecting 30%+ EPS growth; undervalued on durability & AV positioning.

Read full article (2 min)