Added to YB: 2026-05-12
Pitch date: 2026-05-10
UBER [neutral]
Uber Technologies, Inc.
+0.86%
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
$153.6B
Pitch Price
$75.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.37
P/E
18.65
EV/Sales
2.93
Sector
Ground Transportation
Category
growth
Uber: 50 Million Members and Record Margins
UBER (earnings): Q1 rev $13.2B (+14% YoY), beat EPS $0.69. MAPCs +17% to 199M, trips +20% to 3.6B. Uber One hit 50M members (from 30M end-2024), drives >50% of bookings, 3x non-member spend. Op margin expanded to 15% vs 11% YoY. Hundreds of millions in insurance savings reinvested to boost US Mobility growth. FCF $2.3B, $3B buyback. Q2 guide: Gross Bookings +18-22% CC, EBITDA $2.7-2.8B (+31-38% YoY). 30% of Mobility users untapped for Delivery cross-sell.
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