BofA Securities analyst Justin Post maintained a Buy rating on Uber Technologies UBER and increased the price target from $97 to $115 on Tuesday.Uber remains a top pick for 2025 for Post. The price boost reflects Meta Platforms Inc META, Amazon.com Inc AMZN, Netflix Inc NFLX, and Alphabet Inc GOOGGOOGL (once collectively known as FANG) multiple expansion, as per the analyst. However, the multiple is still a discount to FANG comps given Uber’s higher multiple on GAAP earnings.Also Read: Uber Wins Analyst Pra ...

sense. Emily. Thanks, Emily Wilkins.Let's turn to the latest piece of legislation that could also have a big impact on the gig companies. Bank of America upping its price target on Uber today, not just on strong bookings growth, but also on a potential pay bump for drivers, thanks to the no tax on tips provision and the president's mega bill. Justin Post is B of A's internet analyst Justin, I love, as the dust settles figuring out how to connect some of these dots.So what do you expect to happen for Uber he ...

competition from Tesla's robo taxi. I mean, let's look at the stock here. You can see year-to- date it up 59% almost 60% down here slightly today.Joining us now with his outlook is NEM senior analyst Bernie McTurnon. He has a buy rating on the stock, a price target of $100. I mean, Bernie, let's start sort of right now with with laws or potential policies that could be impacting gig workers from these portable benefits, but also the changes to the way that their tips are taxed.Putting it all together, what ...

Key Takeaways UBER shares reached a 52-week high of $97.12, surging 60.3% YTD and outperforming Lyft and its industry. UBER may acquire Pony AI's U.S. arm, deepening its push into the autonomous vehicle market. UBER posted a $2.25B free cash flow in Q1 and expects up to 35% EBITDA growth in 2Q25.Uber Technologies (UBER) has been experiencing a great run on the bourses lately. Shares of this U.S. ride-hailing giant hit a 52-week high of $97.12 on July 7 and finally closed at $96.68, surging 60.3% year to d ...

得益于与Alphabet(GOOGL.US)旗下Waymo等自动驾驶公司的合作、以及在新市场的扩张，优步优步 (UBER.US)股价今年迄今上涨了超60%，达到创纪录水平，成为2025年标普500指数中表现第七好的公 司。 优步多年来一直在美国和海外对其核心网约车和配送业务进行新领域投资，推动收入增长——预计2025 年收入增幅将达15%。Laffer Tengler Investments高级股票分析师Jamie Meyers表示："优步通过增加杂 货、便利品和酒类等产品的配送，在扩大目标市场方面做得很好。"优步还与全球十余家汽车制造商和 技术开发商建立了合作伙伴关系。 Canaccord分析师George Gianarikas承认，优步拥抱多种自动驾驶服务的策略很可能取得成功，但认为风 险不容忽视。他表示："另一种情景同样合理，由少数控制价值链的自动驾驶巨头主导的新世界我们保 持灵活性，对两种结果持开放态度，但鉴于不确定性和快速颠覆的可能性，认为'中性'是恰当的短期评 级。" 不过，优步的投资者正不顾自动驾驶竞争带来的潜在威胁，押注该股在短期内仍有巨大的上涨空间，原 因是该公司被认为将受益于美国国会上周通 ...

Core Insights - Bill Ackman maintains a concentrated portfolio with only 10 high-conviction companies, which allows for potential market-beating returns [1][2] Group 1: Top Holdings - Uber constitutes 19.7% of Pershing Square's portfolio, with Ackman acquiring 30.3 million shares at the start of 2025, and the stock has risen approximately 55% since then [4][8] - Uber has a strong user base of 170 million monthly active users and is experiencing growth in gross bookings by 14% last quarter, with EBITDA increasing by 35% and free cash flow growing by 66% [5][7] - Brookfield represents 18.4% of the portfolio, with a diversified business model across real estate, renewable power, and infrastructure, achieving an average growth rate of 19% in distributable earnings per share over the past five years [9][11] - Howard Hughes Holdings accounts for 13.3% of the portfolio, with Ackman acquiring a 46.9% economic stake and aiming to transform it into a diversified holding company, while the company's net asset value is estimated at $5.8 billion per share, compared to a market cap of $4 billion [13][15][18] Group 2: Financial Performance - Uber's enterprise value is less than 23 times forward EBITDA estimates, with management expecting EBITDA growth above 30% in the coming years, indicating an attractive valuation [8] - Brookfield's stock trades at 19 times trailing earnings per share, suggesting it is undervalued compared to peers despite strong growth expectations [12] - Howard Hughes generates strong operating cash flow from real estate sales and rental income, allowing for reinvestment into new projects while maintaining strong returns on capital [16]

In the latest trading session, Uber Technologies (UBER) closed at $93.63, marking a +1.72% move from the previous day. This move outpaced the S&P 500's daily gain of 0.83%. At the same time, the Dow added 0.77%, and the tech-heavy Nasdaq gained 1.02%. Coming into today, shares of the ride-hailing company had gained 10.31% in the past month. In that same time, the Computer and Technology sector gained 8.25%, while the S&P 500 gained 4.99%. Investors will be eagerly watching for the performance of Uber Techno ...

近日，美银证券发布长达81页的深度研究报告，"欢迎来到1.2万亿美元的市场"，预计自动驾驶（AV）市场到 2040 年潜在规 模达 1.2 万亿美元，涵盖汽车、卡车、物流、农业、矿业等多个领域。 美银指出，目前商业 AV 部署已开始规模化，全球已有 7 个城市可乘坐商业 robotaxi，另有 20 个城市即将上线。该报告覆盖 了市值合计约 10 万亿美元的相关公司，各公司在自动驾驶技术研发、应用场景拓展及市场份额争夺上各有布局，部分公司预 计到 2030 年相关业务将贡献显著营收占比。需要更多参考资料请私信留言。 | （备注：评级"BUY"为买入，"NEUTRAL"为中性，"OP"为目标价）。 | | --- | | 二、思维导图 | 三、整体机会及细分领域情况 市场规模：预计到 2040 年达1.2 万亿美元，涵盖汽车（7000 亿美元）、卡车、物流、农业、矿业、公共交通等领域，2024 年 市场规模为 1370 亿美元，期间复合增长率显著。 商业化进展：目前全球已有 7 个城市可提供商业 robotaxi 服务，另有 20 个城市即将部署；自动驾驶技术正从乘用车向卡车、 农业机械、矿业设备等多领域拓展， ...

Group 1: Bill Ackman's Investment Strategy - Billionaire investor Bill Ackman, known for activist short-selling, has shifted to long positions, with his fund, Pershing Square Capital Management, now holding about a dozen stocks [1] - Pershing Square has never owned Tesla but recently launched a new position that has become its largest holding, representing a bet against Tesla for the time being [1] Group 2: Robotaxi Industry Developments - The robotaxi revolution is gaining momentum, with full-self-driving (FSD) capabilities starting to appear in major cities, indicating the industry is at a tipping point [2] - Tesla has initiated its first batch of autonomous robotaxis in Austin, Texas, marking a soft launch, although the vehicles are currently geo-fenced and monitored by humans [4] Group 3: Competitive Landscape between Tesla and Uber - Pershing Square's significant investment in Uber, which constituted 19% of its portfolio at the end of Q1, positions it against Tesla, as both companies are focusing on robotaxis for future growth [5][6] - Analysts believe Tesla's robotaxi initiative poses a long-term threat to Uber's business model, with the potential for a fleet that operates without human labor [6] - Uber is also pursuing partnerships to build a robust network for autonomous vehicles, collaborating with companies like Waymo and Pony.ai [7][8] Group 4: Future Prospects and Valuations - Uber estimates the autonomous opportunity could exceed $1 trillion in the U.S., positioning itself as a key player due to its scale and operational capabilities [8] - Tesla and Uber are currently competitors in the robotaxi space, although there is speculation about potential partnerships in the future [9][10] - Tesla's stock is trading at approximately 170 times forward earnings, reflecting high expectations for its robotaxi business, while Uber trades at 25 times forward earnings, indicating lower expectations for its autonomous initiatives [11]

Uber (UBER -0.11%) stock is already up significantly in 2025, and I believe there is room for it go higher.*Stock prices used were the afternoon prices of June 29, 2025. The video was published on July 1, 2025. ...