Added to YB: 2026-10-09
Pitch date: 2026-10-07
UBER [bullish]
Uber Technologies, Inc.
+4.54%
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
$145.7B
Pitch Price
$68.17
Price Target
86.00 (+21%)
Dividend
N/A
EV/EBITDA
19.43
P/E
15.56
EV/Sales
2.74
Sector
Ground Transportation
Category
value
Deep Dive: Uber ($UBER)
UBER (monitor): Uber’s $86 probability-weighted intrinsic value implies upside from $68, although the preferred entry is $65. The thesis is that rider loyalty and hybrid human/AV networks limit robotaxi disintermediation, while the €14.8B Delivery Hero acquisition would make Uber delivery-first by volume. The main risk is that safety leadership concentrates AV supply among vertically integrated operators such as Waymo and Tesla; Waymo’s Uber exclusivity expires in January 2028.
Read full article (11 min)