Uber Technologies Gestion
Gestion contrôle des critères 3/4
Le PDG Uber Technologies est Dara Khosrowshahi, nommé en Sep2017, a un mandat de 8.67 ans. La rémunération annuelle totale est $ 35.60M, composée du salaire de 3% et des bonus 97%, y compris les actions et options de la société. détient directement 0.06% des actions de la société, d'une valeur de $ 91.57M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8 ans et 6.1 ans.
Informations clés
Dara Khosrowshahi
Directeur général
US$35.6m
Rémunération totale
| Pourcentage du salaire du PDG | 3.04% |
| Durée du mandat du directeur général | 8.7yrs |
| Propriété du PDG | 0.06% |
| Durée moyenne d'occupation des postes de direction | 8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.1yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 13h
Uber: Accelerating Flywheel With Superapp And Robotaxis Upside
Summary Uber remains a Strong Buy to me, with significant upside potential as it counters the robotaxi disruption narrative. UBER's fundamentals remain strong: 22% gross bookings growth, FCF growing 2x revenue, and diversified profits across delivery, geographies, and advertising. Strategic AV partnerships and global deployments position UBER to benefit as autonomous vehicle supply becomes commoditized, leveraging its scale and platform. Valuation implies ~38% CAGR to a $400 price target for 2030, with mid-teens revenue growth, margin expansion, and share count reduction anticipated. Read the full article on Seeking Alpha
Mise à jour du récit • May 13
UBER: AV Partnerships Will Reshape Supply And Support Long Term Trip Expansion
Narrative Update: Uber Technologies The analyst price target for Uber Technologies is updated from $103.46 to $105.01 as analysts factor in higher modeled revenue growth, a slightly adjusted discount rate, and a lower future P/E multiple that reflects recent research focused on returns from investments and the rising importance of autonomous vehicle partnerships with Nvidia and Zoox. Analyst Commentary Recent research on Uber reflects a mix of optimism and caution as analysts update price targets and reassess the risk and reward profile around automation, partnerships, and capital returns.Mise à jour du récit • Apr 24
UBER: AV Partnerships And Blacklane Acquisition Will Reshape Long Term Mobility Network
Analysts have trimmed their average price target for Uber Technologies slightly, reflecting modestly lower revenue growth assumptions, a marginally higher discount rate, and recent target cuts across the Street, even as they continue to highlight the potential of Uber's AV partnerships and the Blacklane acquisition. Analyst Commentary Recent research on Uber clusters around two themes: execution on autonomous vehicle partnerships and the Blacklane acquisition on the one hand, and a broad reset of valuation assumptions on the other.Mise à jour du récit • Apr 10
UBER: Expanding Autonomous Partnerships And Premium Rides Will Drive Long Term Upside
Analysts have slightly lowered the updated fair value estimate for Uber Technologies to $103.58. This change reflects modest adjustments to revenue growth, profit margin and P/E assumptions, as they balance slightly reduced price targets with continued interest in the company’s AV partnerships, acquisitions and product initiatives.
Nouveau récit • Apr 07
Uber Technologies Inc. – Acquisition of Blacklane to Accelerate Global Luxury Mobility Expansion
Author: Qudus Adebara (Founder of Wane Investment House) Uber Technologies Inc. has announced an agreement to acquire Blacklane , marking a significant strategic move to expand its presence in the fast-growing premium and executive travel segment.Mise à jour du récit • Mar 26
UBER: Expanding Autonomous Partnerships Will Support Long Term Upside Potential
Uber's updated analyst price target edged slightly lower to about $104, with analysts citing refined assumptions on discount rate, profit margin and future P/E as they weigh recent commentary on autonomous vehicle partnerships, competitive AV supply and broader sector multiple resets. Analyst Commentary Recent research on Uber frames a fairly clear debate around how quickly the company can execute on autonomous vehicles, how durable its core Mobility growth can be into 2026, and what P/E or cash flow multiple is appropriate as estimates and sector sentiment reset.
Mise à jour du récit • Mar 20
Uber Technologies (UBER): From Ride-Hailing Giant to Autonomous Aggregator
Vestra has decreased revenue growth from 15.0% to 10.6%.Mise à jour du récit • Mar 12
UBER: Autonomous Partnerships And AI Efficiencies Will Drive Long Term Upside Potential
Our updated view trims Uber Technologies' fair value estimate slightly, from $104.47 to $103.81, as analysts factor in a wave of reduced price targets in the $99 to $125 range and modest tweaks to margin and multiple assumptions, even while highlighting ongoing growth drivers such as autonomous vehicle partnerships and product innovation. Analyst Commentary Recent research paints a mixed but generally constructive picture, with many firms trimming price targets for Uber while still pointing to growth avenues in autonomous vehicles, product expansion, and capital return.Mise à jour du récit • Feb 26
UBER: AI And Autonomous Partnerships Will Shape Long Term Upside Potential
Analysts recently trimmed their average price target on Uber Technologies to about $104 from roughly $105, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples after revisiting their models and broader sector valuations. Analyst Commentary Recent research on Uber highlights a mix of optimism around execution and growth on one side, and some reservation around valuation, macro risk and competitive or regulatory questions on the other.
Nouveau récit • Feb 12
What's Uber doing in Turkiye?
Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.Mise à jour du récit • Feb 11
UBER: Autonomous Vehicle Partnerships And AI Will Drive Long Term Upside
Analysts have trimmed their implied fair value for Uber Technologies to about US$105 from roughly US$110, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small improvement in expected profit margins following a broad round of Street price target cuts in recent research. Analyst Commentary Recent research on Uber reflects a wide reset in price targets, with most firms trimming their numbers while generally keeping constructive views on execution, profits, and long term growth opportunities.Mise à jour du récit • Jan 22
UBER: Autonomous Partnerships And AI Will Support Long Term Returns
Analysts have trimmed their fair value estimate for Uber Technologies slightly to about US$110.43 from US$110.72. This reflects a modestly higher discount rate and slightly lower profit margin assumptions, even as they continue to point to steady revenue growth expectations and supportive research citing resilient Mobility trends and long term autonomous vehicle opportunities.
Nouveau récit • Jan 22
Cross Platform Users And Autonomous Vehicles Will Constrain Margins And Keep Shares Fairly Valued
Catalysts About Uber Technologies Uber Technologies operates a global platform that connects consumers with mobility, delivery and other earning and work opportunities. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Jan 08
UBER: Autonomous Partnerships And AI Are Expected To Support Long Term Margins
Analysts have nudged their fair value estimate for Uber slightly lower to about $111, reflecting modestly higher discount-rate assumptions. They continue to highlight AI driven revenue opportunities, ongoing autonomous vehicle partnerships, and a focus on long term margins and capital allocation in recent price target updates across the Street.Mise à jour du récit • Dec 13
UBER: Autonomous Expansion Will Sustain Platform Engagement And Profit Momentum
Analysts have modestly raised their fair value estimate for Uber Technologies by about $1 per share to roughly $112, citing a strong Q3 print, accelerating delivery growth versus peers, and confidence that robust engagement and profit expansion can continue even as margin gains normalize and long term autonomous vehicle economics become a greater focus. Analyst Commentary Analysts remain broadly constructive on Uber following the Q3 update, pointing to solid execution across mobility and delivery, resilient user engagement, and a strengthening narrative around long term autonomous vehicle positioning, even as expectations for near term AV profit contribution are tempered.Mise à jour du récit • Nov 29
UBER: Emerging Autonomy And Platform Engagement Will Sustain Competitive Leadership
Uber Technologies’ fair value estimate has been modestly raised to $111.06 from $110.55. Analysts note continued steady core fundamentals, resilient profit growth, and growing platform engagement, which are supporting an improved price target outlook.Mise à jour du récit • Nov 15
UBER: Margin Improvements and Platform Engagement Will Drive Outperformance Against Peers
Uber Technologies’ analyst price target increased to $110 from $100, as analysts highlight the company’s robust core fundamentals, steady margin improvement, and growing platform engagement, which are supporting a stronger outlook. Analyst Commentary Recent analyst commentary on Uber Technologies reflects a nuanced view of the company’s prospects, with both bullish and bearish elements shaping the investment debate.Article d’analyse • Nov 13
Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News
The latest earnings release from Uber Technologies, Inc. ( NYSE:UBER ) disappointed investors. We did some analysis and...Article d’analyse • Nov 07
Earnings Beat: Uber Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that Uber Technologies, Inc. ( NYSE:UBER ) released its quarterly result to the market...Mise à jour du récit • Oct 31
UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals
Uber Technologies' fair value estimate has been revised upward by analysts to $108.88 from $108.52 per share. This change reflects sustained momentum in Delivery growth and continued confidence in management's ability to achieve robust near-term and long-term performance targets.Mise à jour du récit • Oct 17
Urban Expansion And AV Ventures Will Foster Opportunities And Risks
Uber Technologies’ fair value estimate has been raised modestly to $108.52 per share. Analysts cite resilient delivery growth, robust trip volumes, and the impact of ongoing strategic initiatives following recent earnings and updated guidance.Mise à jour du récit • Oct 03
Urban Expansion And AV Ventures Will Foster Opportunities And Risks
Uber Technologies’ analyst fair value price target was raised slightly, from $106.43 to $107.62. Analysts cited continued Delivery outperformance, robust trip growth, and management's commitment to shareholder returns as supporting factors for the upward revision.Mise à jour du récit • Aug 10
Urban Expansion And AV Ventures Will Foster Opportunities And Risks
Despite minimal changes in consensus revenue growth and net profit margin forecasts, Uber Technologies’ analyst price target has increased from $100.54 to $105.66. What's in the News Uber announced a partnership with Dollar General and pOpshelf to add over 14,000 locations to Uber Eats, offering affordable essentials and promotional discounts.
Mise à jour du récit • Aug 07
Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.
Uber posted another solid quarter with revenue and profit beats, hitting milestones across mobility and delivery. The $20 billion buyback is a bold signal of financial strength, even as the market questions the execution roadmap for its robotaxi investments.Article d’analyse • Jul 29
Is There An Opportunity With Uber Technologies, Inc.'s (NYSE:UBER) 49% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Uber Technologies fair value estimate is US$178 Uber...Article d’analyse • Jul 12
Here's Why We Think Uber Technologies (NYSE:UBER) Is Well Worth Watching
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Nouveau récit • Jun 23
Excellent business fundamentals. However, current valuation offers no margin of safety at 40%+ premium to intrinsic value.
Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuingArticle d’analyse • May 31
Is There Now An Opportunity In Uber Technologies, Inc. (NYSE:UBER)?
Today we're going to take a look at the well-established Uber Technologies, Inc. ( NYSE:UBER ). The company's stock saw...Seeking Alpha • Apr 25
Uber: End-Of-2024 Decline Provided An Extremely Attractive Opportunity
Summary Uber's capital-light, high-growth business model and strong management team present an attractive investment opportunity, despite recent share price declines due to AV concerns. Uber's competitive moat includes industry-leading scale, data leadership, and strong network effects, offering significant value to both consumers and platform earners. Autonomous vehicle technology faces significant commercialization barriers, making a hybrid model with human drivers essential for optimal ridesharing network utilization. Uber's current valuation is significantly discounted, presenting a contrarian investment opportunity with expected 30% earnings growth and potential for multiple expansion. Read the full article on Seeking AlphaSeeking Alpha • Apr 17
Uber: Undervalued Despite Its Profitable Transformation
Summary 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. Uber's global presence and robust cash generation make it a compelling buy for investors willing to navigate associated risks. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Uber Stock: Double-Digit Return Potential Justifies A Buy
Summary Uber remains a strong business despite fears over robotaxis, with solid moats, network effects, and adaptability driving its long-term potential. The financials show strength, with revenue doubling in recent years and free cash flow reaching $7B, proving the Company's ability to scale and generate shareholder value. An 11%+ total return/year is realistic, assuming steady growth and margin expansion, with more upside potential if self-driving tech accelerates profitability. Risks exist but seem overblown, as UBER's dominance, diversification, and adaptability mitigate concerns over robotaxis, regulation, and competition. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$9b |
| Dec 31 2025 | US$36m | US$1m | US$10b |
| Sep 30 2025 | n/a | n/a | US$17b |
| Jun 30 2025 | n/a | n/a | US$13b |
| Mar 31 2025 | n/a | n/a | US$12b |
| Dec 31 2024 | US$39m | US$1m | US$10b |
| Sep 30 2024 | n/a | n/a | US$4b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$24m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | -US$374m |
| Mar 31 2023 | n/a | n/a | -US$3b |
| Dec 31 2022 | US$24m | US$1m | -US$9b |
| Sep 30 2022 | n/a | n/a | -US$9b |
| Jun 30 2022 | n/a | n/a | -US$10b |
| Mar 31 2022 | n/a | n/a | -US$6b |
| Dec 31 2021 | US$20m | US$1m | -US$496m |
| Sep 30 2021 | n/a | n/a | -US$2b |
| Jun 30 2021 | n/a | n/a | -US$1b |
| Mar 31 2021 | n/a | n/a | -US$4b |
| Dec 31 2020 | US$12m | US$337k | -US$7b |
| Sep 30 2020 | n/a | n/a | -US$7b |
| Jun 30 2020 | n/a | n/a | -US$7b |
| Mar 31 2020 | n/a | n/a | -US$10b |
| Dec 31 2019 | US$42m | US$1m | -US$9b |
Rémunération vs marché: La rémunération totale de Dara ($USD 35.60M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Dara a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Dara Khosrowshahi (55 yo)
8.7yrs
Titularisation
US$35,595,827
Compensation
Mr. Dara Khosrowshahi has been Chief Executive Officer and Director of Uber Technologies, Inc. since September 2017. He was a Non Executive Independent Director of Aurora Innovation, Inc. since July 19, 20...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 8.7yrs | US$35.60m | 0.060% $ 91.6m | |
| President & COO | no data | US$25.56m | 0.017% $ 25.3m | |
| Senior VP | 8.5yrs | US$10.68m | 0.012% $ 17.9m | |
| Chief Marketing Officer and SVP of Public Affairs | 10.6yrs | US$10.99m | 0.0084% $ 12.8m | |
| Senior Finance Advisor | less than a year | US$14.58m | 0.0013% $ 2.0m | |
| Co-Founder | 17.3yrs | US$331.65k | pas de données | |
| Chief Financial Officer | less than a year | pas de données | 0.0016% $ 2.4m | |
| Chief Accounting Officer & Global Corporate Controller | no data | pas de données | 0.013% $ 19.1m | |
| Chief Technology Officer | no data | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Senior VP & Chief People Officer | 7.6yrs | US$9.83m | 0.023% $ 34.7m | |
| Chief Business Officer | less than a year | pas de données | pas de données |
8.0yrs
Durée moyenne de l'emploi
51.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de UBER est chevronnée et expérimentée (8 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 8.7yrs | US$35.60m | 0.060% $ 91.6m | |
| Co-Founder | 6yrs | US$331.65k | pas de données | |
| Independent Chairman | 7.8yrs | US$651.69k | 0.012% $ 17.6m | |
| Independent Director | 8.6yrs | US$447.35k | 0.0092% $ 14.0m | |
| Independent Director | 6.2yrs | US$452.37k | 0.0014% $ 2.1m | |
| Independent Director | 5.2yrs | US$545.17k | 0.0013% $ 2.0m | |
| Independent Director | less than a year | US$297.39k | 0.000060% $ 91.2k | |
| Independent Director | 5.8yrs | US$427.46k | 0.00054% $ 821.1k | |
| Independent Director | 6.3yrs | US$432.32k | 0.0013% $ 1.9m | |
| Independent Director | 2.5yrs | US$427.46k | 0.00045% $ 684.3k |
6.1yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de UBER sont considérés comme expérimentés (ancienneté moyenne 6.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/14 22:47 |
| Cours de l'action en fin de journée | 2026/05/14 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Uber Technologies, Inc. est couverte par 78 analystes. 48 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |
| null null | Argus Research Company |