Added to YB: 2026-04-17
Pitch date: 2026-04-15
UBER [neutral]
Uber Technologies, Inc.
-1.33%
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
$157.4B
Pitch Price
$77.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.84
P/E
16.35
EV/Sales
3.05
Sector
Ground Transportation
Category
growth
Uber’s Lucid Deal (Accrued Interest Update 4-15-2026)
UBER (update): Expanded Lucid robotaxi partnership from 20K to 35K autonomous vehicles (Gravity SUVs + mass-market model) with $200M additional investment (total $500M). Real-world deployment started in SF Bay Area. Strategic partnerships across self-driving sector (ex-Tesla) widen moat as indispensable transport infrastructure. Down 11% YTD at $73, trading 21x 2026 P/E, 16.7x 2027 P/E. Outperform rating; expects muted performance until strong revenue growth shown at earnings.
Read full article (2 min)