Added to YB: 2026-07-24
Pitch date: 2026-07-22
UBER [neutral]
Uber Technologies, Inc.
-1.8%
current return
Author Info
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. 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
$145.6B
Pitch Price
$70.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.29
P/E
17.69
EV/Sales
2.78
Sector
Ground Transportation
Category
growth
[$UBER] Uber Technologies
UBER: AV disruption fears keep stock at ~10x '27e EBITDA despite 18% rev CAGR, 17% EBITDA margins, ~50mm Uber One members (+50% YoY). Bull: hybrid AV network, delivery/international mix cushions AV risk, ad biz $2bn ARR +50%. Risk: Waymo/Tesla price wars. ~3x MOIC, ~20% IRR/6yr.
Read full article (194 min)