Added to YB: 2025-12-26
Pitch date: 2025-12-22
UBER [bullish]
Uber Technologies, Inc.
+0.17%
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
$164.8B
Pitch Price
$81.01
Price Target
100.00 (+23%)
Dividend
N/A
EV/EBITDA
29.37
P/E
10.17
EV/Sales
3.31
Sector
Ground Transportation
Category
growth
Why Uber Will Outperform in 2026 ($UBER)
UBER: Market fears robotaxi disruption but hybrid human-robot future benefits Uber as only platform managing both. Q3 Gross Bookings +21% YoY to $49.7B, Adj EBITDA +33% to $2.3B, FCF $2.2B. Delivery +25% growth, $12B annual run rate. Trading 17x-18x 2027 earnings, $100 target vs $80 current = 25% upside.
Read full article (5 min)