Added to YB: 2026-10-16
Pitch date: 2026-10-14
UBER [bullish]
Uber Technologies, Inc.
+3.07%
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
$145.7B
Pitch Price
$69.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.43
P/E
15.56
EV/Sales
2.74
Sector
Ground Transportation
Category
growth
Gem Spotlight: Uber (Armitage sold half, Ackman added)
UBER (hold): Uber, added in February and now about 7% of the portfolio, has delivered four straight quarters of 20%+ gross-bookings growth, while 50M+ Uber One members and multi-product users spend 3x more than single-product non-members. The AV thesis works if multiple robotaxi providers need Uber’s demand network; the risk is that Waymo or Tesla retains the customer. At ~$68, one skeptic estimates 23x normalized earnings.
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