Added to YB: 2026-10-06
Pitch date: 2026-10-01
UBER [bullish]
Uber Technologies, Inc.
+1.54%
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
$146.0B
Pitch Price
$68.24
Price Target
102.00 (+43%)
Dividend
N/A
EV/EBITDA
19.48
P/E
15.60
EV/Sales
2.75
Sector
Ground Transportation
Category
value
$UBER VALUATION MODEL
UBER: Uber’s asset-light platform has reached scale, with Q2 2026 Gross Bookings up 24%, revenue up 12% and adjusted EBITDA up 33%. At $69, the stand-alone DCF gives a $102 base value and $70 bear case, supported by modeled margins reaching 22%. Narrow-moat durability and autonomous-vehicle disintermediation support a 3% position; Delivery Hero financing and integration costs remain excluded from the valuation.
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