Added to YB: 2026-07-09
Pitch date: 2026-07-07
UBER [bullish]
Uber Technologies, Inc.
+0.12%
current return
Author Info
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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
$147.4B
Pitch Price
$73.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.53
P/E
17.90
EV/Sales
2.81
Sector
Ground Transportation
Category
value
Show full summary:
The Best Way to Win Autonomous Driving May Be Owning Uber
UBER: At ~$72, mispriced on AV fears. SOTP: mobility only ~10.4x 2027E EBIT (~$8B) vs 20%+ EBIT growth; delivery marked 13x EBITDA below DASH's 16.5x. AV thesis flawed—peaky demand + ~40% deadhead miles favor hybrid network; Waymo share plateauing 3-10% metro. Tesla slipping.
Read full article (3 min)