Added to YB: 2026-08-11
Pitch date: 2026-08-08
UBER [bullish]
Uber Technologies, Inc.
+3.45%
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
$153.2B
Pitch Price
$75.43
Price Target
136.00 (+81%)
Dividend
N/A
EV/EBITDA
20.40
P/E
16.37
EV/Sales
2.88
Sector
Ground Transportation
Category
value
Uber – A Terrific Business But a Terrible Stock
UBER (added to position): Q2 gross bookings $58B (+22% cc), EBITDA $2.8B (+33%, 19.7% margin, 11th straight qtr expansion), FCF $2.8B, EPS $0.81. Trip growth 18% dragged by Brazil supply, MAPCs +16% to 208M. AV fears overblown — hybrid network wins. 23x '26 EPS, 0.8 PEG. $136 PT, ~27% CAGR to 2028.
Read full article (17 min)