Added to YB: 2026-08-13
Pitch date: 2026-08-11
UBER [bullish]
Uber Technologies, Inc.
-3.63%
current return
Author Info
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
$160.4B
Pitch Price
$78.20
Price Target
118.10 (+50%)
Dividend
N/A
EV/EBITDA
21.33
P/E
17.14
EV/Sales
3.01
Sector
Ground Transportation
Category
value
Uber: 2026 Financial Model and Valuation Update
UBER (update): DCF fair value $118.10, ~51% upside vs $78.03 close. FY25: Gross Bookings $193.5B (+19%), FCF $10B (+45%), GAAP op margin 11% (from 6%). Uber One 50M+ members, ads $2.5B run-rate (+50%). Model uses 10% bookings CAGR, 25% terminal FCF margin. Waymo unwinding exclusivity offset by 30+ AV partners, Rivian $1.25B, $14.8B Delivery Hero deal (excluded). Stress AV case still ~$80.94. Still a buyer.
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