
Uber Technologies, Inc. Stock Price
- 11 Narratives written by author
- 1 Comments on narratives written by author
- 1074 Fair Values set on narratives written by author
UBER Community Narratives

UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals
What's Uber doing in Turkiye?

Cross Platform Users And Autonomous Vehicles Will Constrain Margins And Keep Shares Fairly Valued
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.Read more
Uber - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: -4.5/17 +1 ✅ Projected Operating Margin: 17.98% +1 ✅ Projected 5-Year Revenue CAGR: 10.13% +0 ⚠️ Last 5-Year ROIC: 8.17% -2 ❌❌ Estimated Cost of Capital: 8.35% (greater than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +2.83% -1 ❌ Projected 5-Year EPS CAGR: 6.70% (given the easiness of manipulation of these values, below 10% warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +0.5 ✅ Moody's Debt Rating: Baa1 -1 ❌ Morningstar Moat: Narrow -2 ❌❌ Morningstar Uncertainty: Very High Uber in my opinion can be more than just a ride-sharing business. It changed the way we, and namely the younger generations, see cars and driving as a whole.Read more

UBER Thesis 2025-06-13
SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.Read more
The Logistics Leviathan: Why Uber’s $118 Fair Value Proves the Platform is Just Warming Up
Uber’s 2026 narrative is the story of a company that evolved from a "taxi disruptor" into the undisputed operating system for urban movement. After years of burning cash, Uber has reached a state of "High-Velocity Profitability," where every ride and every meal delivered feeds into a massive data flywheel that is now powering autonomous fleet partnerships.Read more
Excellent business fundamentals. However, current valuation offers no margin of safety at 40%+ premium to intrinsic value.
Initial Screen Results: Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing Profitability: Achieved sustainable profitability with $1.78B net income vs -$654M loss year ago Cash Generation: Exceptional FCF of $6.9B in 2024, $2.3B in Q1 2025 Balance Sheet: Cash $7.0B, Debt $9.5B, D/E ratio 42.3% (manageable) Methodology: Future Earnings/P-E Projection (growth stock) 2030 Revenue Projection: $65-70B 2030 EBITDA: $14-15B (22% margin with autonomous vehicle benefits) Fair Value Range: $90-135B market cap Current Market Cap: $192B (significantly overvalued) Target Entry Price: $65-75 per share (vs current ~$95)Read more
Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.
1. Platform Model: Mobility, Delivery & Logistics Uber operates a global two-sided marketplace , connecting riders, couriers, and freight shippers with independent drivers without owning vehicles or inventory.Read more

UBER Market Outlook
Uber Technologies, Inc. (NYSE: UBER) has demonstrated significant growth and profitability, positioning it as a compelling investment opportunity over the next 1-3 years.Read more
UBER: Expanding Autonomous Ride-Hailing with Waymo
Catalysts Products and Services Impacting Uber’s Sales and Earnings Uber has several key products and services that could significantly impact its sales and earnings: Ride-Hailing Services : This remains Uber’s core revenue generator. The company continues to innovate and expand its ride-hailing services globally.Read more
UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals
Key Takeaways Expanding user base, product diversification, and deepening customer engagement through cross-platform integration and targeted promotions are driving strong revenue growth and retention. Strategic investments in autonomous vehicles, electrification, and high-margin ancillary services enhance long-term profitability and create sustainable competitive advantages.Read more

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Recently Updated Narratives
What's Uber doing in Turkiye?

Uber - A Fundamental and Historical Valuation

The Logistics Leviathan: Why Uber’s $118 Fair Value Proves the Platform is Just Warming Up
Snowflake Analysis
Uber Technologies, Inc. Key Details
About UBER
- Founded
- 2009
- Employees
- 34000
- CEO
- Website
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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. The company operates through three segments: Mobility, Delivery, and Freight. The Mobility segment connects consumers with a range of transportation modalities, such as ridesharing, carsharing, micromobility, rentals, public transit, taxis, and other modalities; and offers riders in a variety of vehicle types, as well as financial partnerships products and advertising services. The Delivery segment allows consumers to search for and discover restaurants to grocery, alcohol, convenience, and other retailers, as well as order a meal or other items, and either pick-up at the restaurant or have it delivered; and provides Uber direct, a white-label delivery-as-a-service for retailers and restaurants, as well as advertising services. The Freight segment manages transportation and logistics networks, which connects shippers and carriers in digital marketplace, including carriers upfronts, pricing, and shipment booking; and offers on-demand platform to automate logistics end-to-end transactions for small-and medium-sized businesses to global enterprises. The company was formerly known as Ubercab, Inc. and changed its name to Uber Technologies, Inc. in February 2011. Uber Technologies, Inc. was founded in 2009 and is headquartered in San Francisco, California.
