Will Uber’s (UBER) Best Buy Partnership Redefine Its Growth Strategy and Revenue Potential?

• On September 2, 2025, Uber Technologies announced a new partnership with Best Buy, bringing on-demand and scheduled delivery of consumer electronics, appliances, and tech products from over 800 Best Buy stores to the Uber Eats platform.
• This collaboration marks Uber’s first major foray into the electronics retail delivery sector, broadening its delivery ecosystem beyond prepared food and groceries.
• We'll explore how the expanded delivery partnership with Best Buy could impact Uber's growth strategy and future revenue streams.

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Uber Technologies Investment Narrative Recap

To be a shareholder in Uber Technologies, you typically need to believe in the ongoing expansion and integration of the company's platform, including new verticals like retail delivery, as central to driving long-term growth and improving unit economics. While the Best Buy partnership broadens Uber's ecosystem and strengthens its Delivery segment, this news does not appear to change the most important short-term catalyst, scale and efficiency gains from integrating high-margin non-food categories. The biggest near-term risk remains Uber’s capital-intensive push into autonomous vehicles, which could pressure margins if commercialization is delayed.

Among Uber’s many recent announcements, the August 28 partnership with Dollar Tree stands out as most relevant. Like the Best Buy deal, it adds a new retail vertical for on-demand delivery, reinforcing Uber’s strategy of diversifying the Delivery business beyond prepared food, a key element that could help the company balance volume growth with margin pressures from lower-profit segments.

But on the other side, investors should be aware of the significant capital risks if Uber’s autonomous ambitions...

Read the full narrative on Uber Technologies (it's free!)

Uber Technologies is projected to reach $71.3 billion in revenue and $9.7 billion in earnings by 2028. This outlook assumes an annual revenue growth rate of 14.6%, but also forecasts a $2.9 billion decrease in earnings from the current level of $12.6 billion.

Uncover how Uber Technologies' forecasts yield a $106.43 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted 58 fair value estimates for Uber ranging widely from US$70.94 to US$160.46 per share. As platform expansion accelerates, the impact on margins and long-term profitability remains a crucial topic for anyone reviewing these varied viewpoints.

Explore 58 other fair value estimates on Uber Technologies - why the stock might be worth as much as 73% more than the current price!

Build Your Own Uber Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Uber Technologies research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Uber Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Uber Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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