Added to YB: 2026-08-10
Pitch date: 2026-08-06
UBER [neutral]
Uber Technologies, Inc.
+5.23%
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
$143.9B
Pitch Price
$71.29
Price Target
130.00 (+73%)
Dividend
N/A
EV/EBITDA
19.21
P/E
15.37
EV/Sales
2.71
Sector
Ground Transportation
Category
growth
Uber 2Q26: Proved the AV Thesis. Now Comes the Bill.
UBER (holding update): Q2 bookings +22% cc, adj EBITDA +33%, Delivery op income +38%; AV live in 7 cities, ~120K vehicles committed. But withheld AV take rate & Uber One metrics while committing $10B+ to build supplier ecosystem. Stock back to ~$68 from $80. Q3 EPS guide $0.84-88 below $0.89 est. $10.1B TTM FCF but only $510M buyback vs $4B Delivery Hero stake. Prob-weighted value ~$112 (base $120-130). Thesis proven, but cost visible while returns distant.
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