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Added to YB: 2025-11-10

Pitch date: 2025-11-01

UBER [bullish]

Uber Technologies, Inc.

-16.18%

current return

Author Info

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

$97.66

Price Target

115.00 (+35%)

Dividend

N/A

EV/EBITDA

31.53

P/E

10.92

EV/Sales

3.56

Sector

Ground Transportation

Category

value

Show full summary:
The Wolf of Harcourt Street | Portfolio Review - October 2025: Uber Technologies, Inc.

UBER: Added after 10% pullback, targeting much larger position. Fair value ~$115 vs ~$90 current. Strong execution: launched JourneyTV ad platform, acquired Segments.ai for self-driving data, Riyadh Air partnership, US digital tasks pilot, Nvidia L4 vehicle deal w/ Stellantis for 5K cars. Q3 earnings next week.

Read full article (1 min)