Loading...
UBER logo

Uber Technologies, Inc.NYSE:UBER 주식 보고서

시가총액 US$153.6b
주가
US$76.15
US$103.46
26.4% 저평가 내재 할인율
1Y-13.6%
7D3.0%
포트폴리오 가치
보기

Uber Technologies, Inc.

NYSE:UBER 주식 리포트

시가총액: US$153.6b

Uber Technologies (UBER) 주식 개요

는 미국, 캐나다, 라틴 아메리카, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 독점 기술 애플리케이션을 개발 및 운영하고 있습니다. 자세히 보기

UBER 펀더멘털 분석
스노우플레이크 점수
가치 평가6/6
미래 성장2/6
과거 실적2/6
재무 건전성5/6
배당0/6

UBER Community Fair Values

Create Narrative

See what 938 others think this stock is worth. Follow their fair value or set your own to get alerts.

Uber Technologies, Inc. 경쟁사

가격 이력 및 성과

Uber Technologies 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$76.15
52주 최고가US$101.99
52주 최저가US$68.46
베타1.16
1개월 변동8.04%
3개월 변동3.61%
1년 변동-13.56%
3년 변동99.66%
5년 변동60.28%
IPO 이후 변동83.19%

최근 뉴스 및 업데이트

Seeking Alpha May 07

Uber Q1: Stronger Than It Looks, Cheaper Than It Should Be

Summary Uber delivered a strong Q1, with operating income and margins expanding despite a modest revenue miss and regulatory headwinds. Mobility gross bookings grew 20% YoY, but UK tax law changes caused only 1% revenue growth; operating leverage and pricing elasticity remain robust. Delivery segment outperformed with 28% revenue growth and margin improvement, while Uber's platform optionalities—like hotels and partnerships—strengthen long-term prospects. I maintain a strong buy rating on UBER, citing attractive valuation, resilient growth, and a significant margin of safety even under conservative scenarios. Read the full article on Seeking Alpha
내러티브 업데이트 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.

Recent updates

Seeking Alpha May 07

Uber Q1: Stronger Than It Looks, Cheaper Than It Should Be

Summary Uber delivered a strong Q1, with operating income and margins expanding despite a modest revenue miss and regulatory headwinds. Mobility gross bookings grew 20% YoY, but UK tax law changes caused only 1% revenue growth; operating leverage and pricing elasticity remain robust. Delivery segment outperformed with 28% revenue growth and margin improvement, while Uber's platform optionalities—like hotels and partnerships—strengthen long-term prospects. I maintain a strong buy rating on UBER, citing attractive valuation, resilient growth, and a significant margin of safety even under conservative scenarios. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 Mar 20

Uber Technologies (UBER): From Ride-Hailing Giant to Autonomous Aggregator

Vestra has decreased revenue growth from 15.0% to 10.6%.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
User avatar
새 내러티브 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 continuing
분석 기사 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...
분석 기사 May 14

Why Uber Technologies' (NYSE:UBER) Earnings Are Weaker Than They Seem

Despite posting strong earnings, Uber Technologies, Inc.'s ( NYSE:UBER ) stock didn't move much over the last week. We...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Mar 16

Uber Has A Waymo Problem

Summary Uber has achieved domination of the ridesharing market, but autonomous driving poses a significant and underestimated risk to its business. Despite partnerships with Waymo and others, I believe autonomous vehicles could eventually outcompete Uber due to higher safety and lower costs. Uber's stock trades at an undemanding valuation, but the potential threat from autonomous vehicles makes me wary. Read the full article on Seeking Alpha

주주 수익률

UBERUS TransportationUS 시장
7D3.0%1.2%2.6%
1Y-13.6%9.3%26.2%

수익률 대 산업: UBER은 지난 1년 동안 9.3%의 수익을 기록한 US Transportation 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: UBER은 지난 1년 동안 26.2%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is UBER's price volatile compared to industry and market?
UBER volatility
UBER Average Weekly Movement5.1%
Transportation Industry Average Movement6.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: UBER는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: UBER의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
200935,000Dara Khosrowshahiwww.uber.com

는 미국, 캐나다, 라틴 아메리카, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 독점 기술 애플리케이션을 개발 및 운영하고 있습니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 모빌리티, 배송, 화물 부문입니다. 모빌리티 부문은 승차 공유, 카셰어링, 마이크로 모빌리티, 렌트, 대중교통, 택시 등 다양한 교통 수단과 소비자를 연결하고, 다양한 유형의 차량과 금융 제휴 상품 및 광고 서비스를 제공합니다.

Uber Technologies, Inc. 기초 지표 요약

Uber Technologies의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
UBER 기초 통계
시가총액US$153.59b
순이익 (TTM)US$8.54b
매출 (TTM)US$53.69b
18.2x
주가수익비율(P/E)
2.9x
주가매출비율(P/S)

UBER는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
UBER 손익계산서 (TTM)
매출US$53.69b
매출원가US$32.41b
총이익US$21.28b
기타 비용US$12.74b
순이익US$8.54b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.20
총이익률39.64%
순이익률15.91%
부채/자본 비율40.7%

UBER의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:43
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Uber Technologies, Inc.는 78명의 분석가가 다루고 있습니다. 이 중 49명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
null nullArgus Research Company