Added to YB: 2026-09-25
Pitch date: 2026-09-23
UBER [bullish]
Uber Technologies, Inc.
-0.33%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. 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
$142.8B
Pitch Price
$69.45
Price Target
95.00 (+37%)
Dividend
N/A
EV/EBITDA
19.06
P/E
15.25
EV/Sales
2.69
Sector
Ground Transportation
Category
growth
$UBER Quick Pitch
UBER: Uber’s core thesis is that network effects and operating leverage can convert continued platform growth into substantial cash flow. Q2 2026 gross bookings rose 24%, GAAP operating income 30%, and TTM free cash flow exceeded $10B for a 7% yield. At $69, a conservative reverse DCF indicates ~$74 per share and limited downside protection, while other DCF and 2027 EPS scenarios imply roughly $82-$94 and $81-$95, respectively. Debt, large insurance reserves and dependence on autonomous-vehicle partnerships remain key risks.
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