Added to YB: 2026-02-10
Pitch date: 2026-02-06
UBER [neutral]
Uber Technologies, Inc.
-2.43%
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
$145.2B
Pitch Price
$74.76
Price Target
150.00 (+106%)
Dividend
N/A
EV/EBITDA
21.98
P/E
14.93
EV/Sales
2.81
Sector
Ground Transportation
Category
growth
Uber 4Q25: Great Numbers, Mispriced Narrative
UBER (earnings): Strong Q4 ($2.8B FCF +65%) but fell 7% on AV fears. Data shows 30% higher utilization vs standalone AV fleets, solving fixed-cost asset problem. Multi-supplier fragmentation likely (GM shut Cruise, modular stacks via NVIDIA/Mobileye) vs duopoly risk. Take-rate durability key metric. Fragmentation scenario: $150+ target, 15-18% revenue growth, 22% margins by 2028.
Read full article (11 min)