Uber(UBER)

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Uber 似乎被严重低估,但我仍然无法说服自己购买它
美股研究社· 2025-05-01 09:30
作者 |Piotr Kasprzyk 尽管大部分分析师给予优步 ( NYSE: UBER ) 的评级为"强力买入"。但我依旧觉得优步不值得入手。 比 尔 · 阿 克 曼 效 应 2025年2月7日,华尔街著名人物比尔·阿克曼宣布,他已在优步(Uber)增持了20亿美元股票。这一消息起到了催化剂的作用,一度推高了股 价。尽管比尔·阿克曼是一位受人尊敬的投资者,也是投资界许多人敬仰的人物,但在长期买入并持有股票方面,他并非最可靠的投资者。 他在加拿大太平洋堪萨斯城有限公司(CP)的持仓并非一项回报丰厚的投资。他于2021年底开始投资。当然,时间还不够长,不足以做出判断。然而 委婉地说,这是一家增长非常缓慢的公司。自最初购买以来,股价一直没有上涨。 Netflix(NFLX)可能是他近年来最著名的收购案。然而,这笔收购最终以失败告终。比尔·阿克曼以平均416.3美元的价格收购了该公司,并以 平均221.7美元的价格出售了全部股份,最终亏损了46.7%。 过 于 乐 观 的 预 测 Uber 在其 2024 年第四季度补充数据中自豪地表示,自动驾驶仅在美国就能占据超过 1 万亿美元的市场份额。 对于那些因为管理层有最 ...
ITF Group is Honored as Regional Truckload Carrier of the Year in Uber Freight's 2024 Carrier Awards
GlobeNewswire News Room· 2025-04-29 17:05
HAZELWOOD, Mo., April 29, 2025 (GLOBE NEWSWIRE) -- ITF Group has been honored as one of the Regional Truckload Carriers of the Year in Uber Freight’s prestigious 2024 Carrier Awards, recognizing top-performing carriers across its vast logistics network. Each year, Uber Freight honors standout carriers that demonstrate exceptional service, operational excellence, and commitment to innovation in the past year. The 2024 awards program recognized leaders across a wide range of categories, including long-haul an ...
UBER vs. LYFT: Which Ride-Hailing Stock is a Stronger Play Now?
ZACKS· 2025-04-29 17:01
Uber Technologies (UBER) and Lyft (LYFT) are two well-known names in the ride-hailing space. The companies have played a big part in revolutionizing the transportation industry with their innovative business models centered around ride-sharing. Uber, based in San Francisco, is highly active on the diversification front, operating globally. Even though Uber’s primary business is ride-sharing, it has diversified into food delivery and freight over time. The goal seems to be to expand rapidly on a number of fr ...
Uber: Compounder With AV Tailwind
Seeking Alpha· 2025-04-29 16:36
I believe in the long-term that UBER will be a winner in the autonomous vehicle (AV) trend. Firstly, the potential market is huge. Secondly, Uber seemsI am a Long/Short Generalist that focuses on high-quality companies with short-term headwinds and misunderstood narratives around the stock. I also focus on event-driven strategies. I have several years of buyside experience but recently took a break from this industry. Now I am slowly getting back into investing. There is always money in the banana stand!Ana ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Uber Technologies, Inc. - UBER
GlobeNewswire News Room· 2025-04-29 14:25
The investigation concerns whether Uber and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On April 21, 2025, the Federal Trade Commission ("FTC") filed a lawsuit against Uber, alleging violations of the FTC Act and the Restore Online Shoppers' Confidence Act. The FTC's lawsuit specifically alleges that Uber's Uber One subscription service charged customers without their consent, fail ...
The Good (and Bad) News Facing Uber Stock Ahead of Q1 Earnings Report
ZACKS· 2025-04-29 14:01
San Francisco-basedUber Technologies ((UBER) is the dominant ride-sharing company in North America and internationally. Uber has expanded its business into Canada, Latin America, Europe, the Middle East, and Asia (ex-China). Through its mobile application and vast network of drivers, Uber offers various services to customers based on details like the number of riders, vehicle style, and pets. In addition, Uber has diversified into the delivery business. The company faces some bad news and goods news ahead o ...
自动续费很恶心?没事,老外比我们惨多了
虎嗅APP· 2025-04-29 10:32
以下文章来源于差评X.PIN ,作者托尼 差评X.PIN . Debug The World,关注科技、数码、汽车、产经、游戏,传播能改变世界的科技互联网信息。 本文来自微信公众号: 差评X.PIN (ID:chaping321) ,撰文:施昂,编辑:面线、米罗,题图来自:AI生成 一开始我还以为只是我不习惯,但没想到全人类都已经忍这东西忍了这么久! 是这么回事,托尼这两天在找选题的时候,意外看到了一个让人看完心情舒畅的公开案例分析。 "河北广电"官方公众号公布了一起"双治理"投诉机制的典型案例,案例大致的是这么个情况: 2025年1月,河北邯郸某互联网电视用户反映,在某电视机上参加了"1元畅享7天会员,后续每月35元自动续订"优惠购买活动,购买了电视影视服务。 后面的故事大家估计都能猜到了,这位用户跟我们很多人一样,"由于疏忽,虽然收到了自动续约的短信通知,但未在会员到期前关闭自动续订功能, 被系统扣除35元续订费。" 但是跟大部分人不一样的是,这哥们一点没惯着平台,直接跟广电投诉,要求关闭续订服务并申请退费。 不得不说,这种 绝不轻易给平台送钱,被扣钱了也绝不内耗,直接重拳出击的做法简直吾辈楷模 好吧 ( ...
Uber raises in-office requirement to 3 days, claws back remote workers
CNBC· 2025-04-29 04:58
Khosrowshahi goes on to say employees need to push themselves so the company "can move faster and take smarter risks" and outlined several changes to Uber's work policy. Uber in 2022 established Tuesdays and Thursdays as "anchor days" where most employees must spend at least half of their work time in the company's office. Starting in June, employees will be required in the office Tuesday through Thursday, according to the memo. That includes some employees who were previously approved to work remotely. The ...
Uber CEO Says Robots Could Replace Human Drivers by 2040
PYMNTS.com· 2025-04-28 19:38
Core Insights - Uber CEO Dara Khosrowshahi predicts that autonomous vehicles (AVs) will replace human-driven vehicles by 2040, contingent on several factors being addressed [1][2] - The autonomous vehicle industry is projected to be a trillion-dollar market, with multiple players expected to participate alongside Uber [1][9] - A supporting ecosystem, including regulatory frameworks, operational depots, and maintenance facilities, is essential for the widespread deployment of AVs [4] Industry Predictions - Khosrowshahi emphasizes that robot drivers are expected to be safer than human drivers due to their lack of distractions and continuous learning capabilities [3][6] - The timeline for the adoption of AVs is estimated to be 15 to 20 years, with significant advancements in technology anticipated during this period [2][6] Market Dynamics - Uber is currently servicing Waymo's autonomous vehicles in cities like Austin and plans to expand this service to Atlanta, indicating a collaborative approach within the industry [5] - The cost of autonomous vehicles needs to decrease significantly from hundreds of thousands of dollars to tens of thousands for operators to achieve profitability [5][6] Consumer Acceptance - Consumer willingness to use AVs is crucial for the success of the industry, as high adoption rates are necessary for operators to thrive [5] - Khosrowshahi notes that the safety expectations for AVs are higher than for human drivers, which may affect consumer acceptance [8] Competitive Landscape - Khosrowshahi believes that the transportation industry will not have a single dominant player, as it is too large and diverse for a winner-take-all scenario [9] - Concerns about competition from Tesla are downplayed, with Khosrowshahi asserting that multiple companies can coexist in the market [8][9] Regulatory Environment - A consistent national regulatory environment is deemed necessary for the successful integration of AVs into the transportation system [4] - Khosrowshahi highlights that California and Texas currently represent the most open markets for AV deployment [10] Economic Resilience - Despite macroeconomic challenges, Uber's business remains stable, as economic downturns often lead to increased driver participation on the platform [11] - The company focuses on providing affordable services, which may help maintain demand even during economic hardships [11]
Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays
Benzinga· 2025-04-25 19:55
Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. MBLY, lowering the price forecast from $20 to $18.On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. Adjusted EPS of 8 cents was in line with the analyst consensus estimates. The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a sign ...