Added to YB: 2026-08-12
Pitch date: 2026-08-09
UBER [bullish]
Uber Technologies, Inc.
+4.12%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. 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
$153.2B
Pitch Price
$75.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.40
P/E
16.37
EV/Sales
2.88
Sector
Ground Transportation
Category
value
Uber: The Market Is Wrong, Time to Buy!
UBER: Down 25% from highs, 16x 2027 EPS on overblown robotaxi disruption fears. Dominant aggregator w/ network effects, 200M+ users, growing 15%+/yr, 18% ROIC, expanding margins. AV incentivizes vertical integration + margin gains; Delivery Hero deal expands TAM. DCF implies 37%+ upside.
Read full article (18 min)