Added to YB: 2026-02-10
Pitch date: 2026-02-08
UBER [neutral]
Uber Technologies, Inc.
-2.43%
current return
Author Info
Disruptive Analytics has 30+ years of experience as a retail investor and is now fully engaged in managing their own money. 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
$145.2B
Pitch Price
$74.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.98
P/E
14.93
EV/Sales
2.81
Sector
Ground Transportation
Category
value
Uber Technologies, Inc. - $UBER
UBER (update): Down 8% despite 22% gross bookings growth, 15B trips annually, 202M MAU. AV disruption fears overblown - full autonomy multi-decade transition, UBER benefits from increased demand where robotaxis launch, delivery growing 36%, platform owns customer interface. At 15x forward FCF trading like loser vs $10B FCF winner.
Read full article (4 min)