Added to YB: 2026-05-12
Pitch date: 2026-05-09
UBER [bullish]
Uber Technologies, Inc.
+0.86%
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
$153.6B
Pitch Price
$75.50
Price Target
146.00 (+94%)
Dividend
N/A
EV/EBITDA
21.37
P/E
18.65
EV/Sales
2.93
Sector
Ground Transportation
Category
growth
Just 12x FCF and a 0.9x PEG For One of the World's Best Platforms - Uber Technologies, Inc.
UBER: Dominates mobility & delivery w/ 199M MAPCs (+17% YoY), 3.6B trips (+20%), $53.7B bookings (+21% FX-neutral). Q1 rev $13.2B (+14% reported, +18% ex-UK change), EPS $0.72 (+44% YoY) beat est. TTM FCF $9.8B (18% margin), bought back $3B stock in Q1. Margins expanding: 18.9% EBITDA (+240bps), 39.2% gross (+510bps). AV opportunity: $10B commitment incl 10k Lucid robotaxis by 2028, live in 8 cities expanding to 15 by year-end. 2026 guide: 18-22% bookings growth, mid-teens rev CAGR through 2030. PT $146 (26% IRR to 2028) on 16x FCF, 18x EBITDA, 26x P/E. Trading 12x 2026 FCF, 0.9x PEG for quality platform w/ network effects & huge runway.
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