Uber Technologies, Inc. (UBER)
Uber: Get Ready For Record Pricing And Double-Digit Volume Growth
Uber is set for a stellar Q1 2025, with pricing strength and robust volume growth. Needham Research data shows Uber's pricing hit all-time highs in Q1 2025. Meanwhile, MAPCs are expected at 165-170 million and total trips at 2.9 billion. Analysts forecast Q1 revenue at $11.5 billion (+14% YoY), with Mobility at $6.5 billion (+16% YoY) and Delivery at $3.7 billion (+16.1% YoY).
Uber: Selling Options On This Megatrend Beneficiary Could Yield 12%+
Uber is a highly defensible business with strong growth potential, evidenced by its recent outperformance over the market. The company's integration with Waymo and robust network effects strengthen our bullish stance. Historically, Uber's growth and profitability have been key drivers, but now the stock also appears to be a solid platform for selling high-yield put options.
Pershing Square CEO Bill Ackman Suggests Hertz-Uber Partnership on Autonomous Vehicles
Pershing Square CEO Bill Ackman — who disclosed in a Thursday (April 17) post on X that the firm owns a 19.8% stake Hertz — said in the post that Hertz and Uber would be ideal partners to roll out a fleet of autonomous vehicles (AVs).
Uber Stock: Why Driverless Cars And Tariffs Are Actually Tailwinds
I rate Uber as a Strong Buy due to positive catalysts like Trump tariffs, which could boost demand for ride-hailing services. Autonomous vehicles are overhyped; Uber's established platform and user base give it a competitive edge, even with new tech entrants. Uber's capital-light model, growing user base, and expansion into high-margin areas make it undervalued, with a PEG ratio well below the sector median.
Uber: Cheap On Overblown AV Fears
Uber's strong financial performance and extensive network make it a resilient player despite fears of disruption from autonomous vehicles. Autonomous vehicle (AV) technology poses long-term risks, but partnerships with companies like Waymo ensure Uber's critical role in the driverless market. Tesla's potential entry into ride-hailing is a concern, but Uber's established network and brand value offer significant competitive advantages.
Uber: Lifting My Price Target As Shares Circle About, Neutral Chart
Uber has outperformed the S&P 500 in 2025, with shares up 21% YTD, driven by strong Q4 results and growth initiatives. I reiterate a buy rating and raise my price target, despite a neutral technical chart, due to Uber's impressive relative strength and growth prospects. Key risks include competition, regulatory challenges, and potential margin pressures, but Uber's valuation remains attractive with a promising long-term EPS growth rate.
Uber: Share Price Resiliency And Its Implications For Future Returns
Uber's share price has remained relatively flat in recent months even as the equity market and its peers are under significant pressure. Bill Ackman's stake disclosure is partially to blame. However, it does not appear to be the only factor at play. Relative valuation against peers shows that Uber is offering a margin of safety that its peers do not.
Uber: Undervalued Despite Its Profitable Transformation
Uber's stock appears undervalued by 28.58% based on DCF analysis, with a projected 15% revenue growth and strong free cash flow margins. Uber leads in ridesharing and food delivery, showing significant profitability in 2024 and diverse revenue streams, including advertising and subscriptions. Key growth areas include freight digitalization and autonomous vehicles, though risks like competition, regulatory changes, and economic conditions remain.
Like Uber, Grab Is Building A Winner-Takes-Most Platform
Grab's poor stock performance doesn't reflect its operational progress; it's following Uber's successful playbook in mobility. Uber's dominance in ride-hailing is due to its supply-led strategy, which Grab is also adopting in Southeast Asia. Grab's growth is hindered by competitive markets, but its dual focus on supply and demand aggregation offers long-term potential.
Why Uber's Stock Could Soar on AV Growth and Tariff Resilience
The wild market volatility being driven by Trump tariffs and trade wars has caused many fundamentally strong stocks to get dumped along with the weak ones. This indiscriminate and disjointed selling always presents opportunities to get in on strong companies at lower prices.
Uber and Waymo Begin Taking Sign-Ups for Atlanta Robotaxi
Uber has launched an “interest list” for riders wishing to use its Atlanta robotaxi service. Customers based in that city can sign up for the wait list beginning Tuesday (April 15) to boost their chances of getting matched with an autonomous vehicle (AV) operated by Google-owned Waymo, the company said in a statement provided to PYMNTS.
Waymo and Uber prepare to launch robotaxi service in Atlanta this summer
Uber is inviting customers in Atlanta to join a list if they're interested in hailing a Waymo robotaxi as the companies prepare to launch a commercial service in the city.
