Core Insights - Uber Technologies (UBER) is currently trading at a forward price-to-sales multiple of 2.59X, significantly lower than the Zacks Internet-Services industry's average of 6.85X, indicating that its shares are undervalued compared to the S&P 500 as well [1][9] Financial Performance - In Q4 2025, Uber reported a 22% year-over-year increase in total gross bookings, marking the fifth consecutive year of over 20% annual growth [4][9] - The company projects gross bookings for the upcoming quarter to be between $52 billion and $53.5 billion, reflecting a constant-currency growth of 17-21% from Q1 2025 levels [5] Growth Drivers - Uber is experiencing robust growth in gross bookings across its mobility and delivery segments, with double-digit increases being sustained [3] - The company is diversifying its business model beyond ridesharing, with recent acquisitions such as SpotHero, which will enhance its parking reservation capabilities [6] - Uber is also expanding its food delivery service, Uber Eats, by partnering with T&T Supermarket, Canada's largest Asian supermarket chain [7][10] Competitive Landscape - Uber's stock performance has been negatively impacted by increased competition in the robotaxi and autonomous driving sectors, particularly from Alphabet's Waymo, which has significantly ramped up its paid rides [13][14] - Regulatory challenges are also a concern, as seen in protests in Barcelona that could limit Uber's operational capacity in key markets [15] Strategic Positioning - Despite recent stock performance challenges, Uber's strategic diversification and focus on shareholder initiatives position the company well for navigating economic uncertainties [17] - The company is emphasizing geographic diversification and partnerships in the autonomous vehicle space to mitigate R&D costs while advancing its technology [19] Investment Outlook - Overall, while Uber's recent price performance has been unfavorable, its scale, strategic investments, and diversification efforts provide a strong foundation for long-term growth, suggesting that maintaining a position in the stock may be prudent for current investors [20]

Uber Technologies, Inc. (NYSE:UBER) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 15.90% of the total holdings. Uber Technologies, Inc. (UBER) Outlines Its Strategic Vision at Morgan Stanley Conference As of the end of the fourth quarter of 2025, Uber Technologies, Inc. (NYSE:UBER) ranked as the second-largest investment of Pershing Square. The hedge fund held over 30.21 million shares of Uber Technologies, Inc. (NYSE:UBER), slightly trimming its s ...

Bill Ackman’s Pershing Square Capital Management reported an equity portfolio of roughly $15.5–16 billion in the latest quarter, maintaining its signature high-conviction, concentrated strategy.The portfolio remains tightly focused in a small number of large-cap positions, with the top holdings spanning technology platforms, consumer brands, hospitality, asset management, and selective special situations. Pershing Square continues to run one of the most concentrated portfolios among large hedge funds.The la ...

Core Viewpoint - Uber Technologies, Inc. is viewed as a long-term investment opportunity despite short-term volatility, with the stock considered undervalued at current levels [1][3]. Company Overview - Uber operates technology platforms that facilitate mobility, delivery, and freight services, including ridesharing, food and retail delivery, and digital freight logistics [3]. Investment Strategy - A suggested investment strategy includes purchasing shares incrementally: buying 25 shares at $80, and 50 shares at $75, indicating a belief that the stock will not drop significantly below these levels [3].

on 05-Mar-2026 5 March 2026 US Emerging Internet US Internet: AI bear narratives compound, but finding a floor? Nikhil Devnani, CFA +1 917 344 8425 nikhil.devnani@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Nathan Gee +1 917 344 8573 nathan.gee@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Deeksha Pandey +1 917 344 8447 deeksha.pandey@bernsteinsg.com Internet stocks have de-rated on a combination of rotation away from tech and worsening AI sentimen ...

Core Viewpoint - Uber Technologies reported mixed fourth-quarter 2025 results, with earnings missing estimates while revenues exceeded expectations [3] Financial Performance - Quarterly earnings per share were 71 cents, missing the Zacks Consensus Estimate of 79 cents, and declined 77.8% year over year [3] - Total revenues reached $14.3 billion, surpassing the Zacks Consensus Estimate of $14.2 billion, reflecting a 20.1% year-over-year increase [3] - Adjusted EBITDA surged 35% year over year to $2.48 billion, within the guided range of $2.41 billion to $2.51 billion [5] Revenue Segmentation - Mobility segment contributed 57.1% of total revenues, with revenues increasing 19% year over year to $8.20 billion [4] - Delivery segment revenues rose 30% year over year to $4.89 billion [4] - Freight revenues were $1.27 billion, nearly flat year over year, down 1% on a constant currency basis [4] Gross Bookings - Gross bookings from Mobility improved 20% year over year to $27.44 billion [6] - Gross bookings from Delivery increased 26% year over year to $25.43 billion [6] - Total gross bookings ascended 22% year over year to $54.14 billion, exceeding the guided range of $52.25 billion to $53.75 billion [7] Cash Flow and Debt - Operating cash flow was $2.88 billion, while free cash flow was $2.80 billion [8] - Cash and cash equivalents at the end of the quarter were $7.10 billion, down from $8.43 billion in the previous quarter [7] - Long-term debt was $10.5 billion, slightly down from $10.6 billion in the prior quarter [7] Future Guidance - For Q1 2026, Uber expects gross bookings of $52.00 billion to $53.50 billion, indicating year-over-year growth of 17-21% on a constant currency basis [9] - Adjusted EPS is projected to be in the range of $0.65-$0.72, reflecting a year-over-year growth of 37% at the midpoint [9] - Adjusted EBITDA is estimated to be between $2.37 billion and $2.47 billion [9] Market Sentiment - Estimates have trended downward, with a consensus estimate shift of -6.99% [10] - Uber has a subpar Growth Score of D and a Momentum Score of F, but a value score of C [12] - The stock holds a Zacks Rank 3 (Hold), indicating an expectation of in-line return in the coming months [13]

Investors with a lot of money to spend have taken a bullish stance on Uber Technologies (NYSE:UBER).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with UBER, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner ...

An updated edition of the January 14, 2026 article.The popularity of gig economy has surged since the pandemic, transforming the way people work. It allows individuals to choose their working hours, workload and work environment. As both workers and businesses increasingly look for flexible and modern work arrangements, this emerging model has expanded rapidly.A major attraction of the growing gig economy is its ability to support a better work-life balance. For many individuals, the autonomy of being their ...

Uber Technologies, Inc. (NYSE:UBER) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 2, Uber Technologies, Inc. (NYSE:UBER) presented its strategic roadmap at the Morgan Stanley Technology, Media & Telecom Conference 2026. The recently appointed CFO Balaji noted that they are focusing on five main pillars to balance growth and returns, backed by strong cash generation. These pillars include reinvestment in core business, strategic AV investment, high merger and acquisition b ...

An Uber job posting suggests the rideshare giant is stepping up efforts to test a subscription offering for more of its drivers around the world https://t.co/u1MNSeKqf7 ...