Core Viewpoint - CNBC's Jim Cramer believes Uber Technologies could see its stock price more than double to $200, calling it a "cash flow juggernaut" and encouraging investors to buy more shares at current levels [1][2]. Group 1: Stock Performance - At the time of Cramer's remarks, Uber's stock was trading at $89.94, but it has since declined to $87.70, representing a decrease of approximately 2.5% [2]. - Cramer's price target of $200 would more than double Uber's current valuation, significantly exceeding Wall Street's most optimistic estimates [3]. Group 2: Analyst Opinions - Wells Fargo analyst Ken Gawrelski raised his price target for Uber from $100 to $120, maintaining an Overweight rating, which is still $80 below Cramer's prediction [3]. Group 3: Business Performance - Uber has experienced a 48% increase in stock value over the past year, driven by strong cash flow growth and ongoing expansion across its various business lines, including ridesharing, food and retail delivery, and freight logistics [4]. - Cramer's forecast suggests that investors may be underestimating Uber's potential to convert its operational strengths into long-term equity gains [4].

Key Takeaways Uber projects Q2 gross bookings of $45.75-$47.25B, up 16-20% on a constant-currency basis.Adjusted EBITDA for Q2 is expected in the range of $2.02-$2.12B, implying 29-35% year-over-year growth.Uber's valuation is high with a forward P/E of 26.93, above the industry's 19.27, despite strong YTD gains.Uber Technologies (UBER) is slated to release second-quarter 2025 results on Aug. 6, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged ...

Wall Street analysts expect Uber Technologies (UBER) to post quarterly earnings of $0.62 per share in its upcoming report, which indicates a year-over-year increase of 31.9%. Revenues are expected to be $12.46 billion, up 16.4% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's earnings release, it is of utmo ...

It is time. It's time for the light round by B. The course by st and then the lightning round is over.Are you ready. Ski D come to the light round. Let's go to Frank in New York.Frank >> Dr. . Kramer, I'm hurting. I'm hurting. I own I own Uber. >> I own Uber.They're fantastic. that they're a cash flow juggernaut. You need to wake up the people. You got to give one of your they know nothing speeches and wake these people up.This company should be $120. >> Okay. Stocks up. It stocks up 45%.I got so many. I go ...

Core Concept - The article discusses the emerging air taxi industry, focusing on companies like Joby Aviation and Archer Aviation, which are developing electric vertical takeoff and landing (eVTOL) aircraft to provide efficient urban transportation solutions [2][4][8]. Company Developments - Joby Aviation is testing its eVTOL aircraft and aims to begin passenger transport in Dubai next year [5]. - Archer Aviation plans to sell its first aircraft for use in Abu Dhabi later this year, with a partnership for the 2028 Los Angeles Olympics to transport dignitaries and athletes [6][21]. - Joby is doubling its aircraft production capacity at its California plant to support flight tests and aims to manufacture hundreds of aircraft per year [20]. - Archer has completed a 400,000-square-foot factory in Georgia for initial test versions of its aircraft [21]. Industry Challenges - The eVTOL industry faces significant hurdles, including the need for improved lithium-ion batteries, real-world testing for various environmental conditions, and the establishment of ground infrastructure like chargers and vertiports [8][9][10]. - Air traffic control systems specifically for air taxis must be developed, as the existing federal system is already overburdened [10]. - A new workforce of pilots and maintenance workers will be necessary to support eVTOL operations [10]. Regulatory Environment - The FAA is working on design, production, and operational certifications for eVTOL companies to ensure safety for passenger transport [12]. - An executive order signed by President Trump aims to accelerate the testing and approval process for "flying cars" [12][13]. Future Prospects - The air taxi market is expected to grow, with potential for eVTOLs to serve as transportation between cities and to create new routes not profitable for traditional airlines [15]. - The defense sector may see substantial demand for eVTOL aircraft, with Joby and Archer developing military versions of their aircraft [16][18]. - Major automotive companies like Toyota and Stellantis are investing heavily in eVTOL firms, providing financial and operational support [19].

In the latest close session, Uber Technologies (UBER) was down 3.85% at $87.11. The stock trailed the S&P 500, which registered a daily loss of 0.3%. On the other hand, the Dow registered a loss of 0.46%, and the technology-centric Nasdaq decreased by 0.38%. Coming into today, shares of the ride-hailing company had lost 2.89% in the past month. In that same time, the Computer and Technology sector gained 4.85%, while the S&P 500 gained 3.64%. The investment community will be paying close attention to the ea ...

Core Insights - WeRide and Uber have launched their Robotaxi service in Al Reem and Al Maryah Islands, aiming to double ride volumes and cover half of Abu Dhabi's core areas [1][4][5] Company Developments - The Robotaxi fleet has tripled in size since its launch in December 2024, with plans to expand to hundreds of vehicles in Abu Dhabi [4][5] - WeRide's GXR model is a mass-produced autonomous vehicle designed for commercial deployment, accommodating up to five passengers [3][9] - The service is expected to average dozens of trips per vehicle per day, with rides typically exceeding six kilometers [3] Industry Impact - The expansion into high-demand areas like Al Reem and Al Maryah Islands aligns with Abu Dhabi's vision for a smarter mobility system, enhancing the transport experience for residents [6][7] - The deployment of autonomous vehicles is part of a broader strategy to provide sustainable and innovative mobility solutions in the region [6][11] - Fully driverless testing of WeRide's Robotaxis is currently underway, with public access anticipated in the near future [8]

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Views - The construction of the Yarlung Zangbo River hydropower station is expected to boost transportation demand in the western region [2][21] - Volant Aviation secured a significant order worth $1.75 billion for 500 eVTOL aircraft [2][14] - Oil transportation rates have declined, with the U.S. shipping rates also showing a downward trend [2][12] Summary by Sections 1. Industry Hot Events - Oil transportation rates have decreased, with the China Import Crude Oil Index dropping by 10.4% to 944.92 points [2][12] - Volant Aviation signed a tripartite agreement to deliver 500 VE25-100 eVTOLs, totaling $1.75 billion [2][14] - The Yarlung Zangbo River hydropower project, with a total investment of 1.2 trillion yuan, is expected to enhance transportation demand in the western region [2][21] 2. Industry High-Frequency Data Tracking - In June 2025, the domestic cargo flight volume increased by 9.42% year-on-year, while international flights rose by 32.87% [23][33] - The express delivery business volume in June 2025 reached 16.87 billion pieces, a year-on-year increase of 15.78% [2][52] - The Baltic Dry Index (BDI) rose by 9.99% week-on-week, indicating a recovery in dry bulk shipping rates [2][43] 3. Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy Shipping [3] - Pay attention to the transportation demand increase driven by the Yarlung Zangbo River hydropower project, with a focus on companies like Sichuan Chengyu and Chongqing Port [3] - Explore investment opportunities in the low-altitude economy, recommending CITIC Offshore Helicopter [3]

Well, we do have a move. Mr. . Weiss, you're back in Uber.Yes. Again. I am.Tell me more. Uh, look, I think they've got definitely the pole position in autonomous and robo taxis, much more so than Tesla. They've got the right cost profile because they're not picking up the cost.Whimo is. So, I think they'll do quite well in uh in the earnings because even though prices have gone up, you know, from what I'm hearing, demand hasn't suffered. So, it all adds up to put up a good quarter.Okay, thanks for the updat ...

Well, we do have a move. Mr. . Weiss, you're back in Uber.Yes. Again. I am.Tell me more. Uh, look, I think they've got definitely the pole position in autonomous and robo taxis, much more so than Tesla. They've got the right cost profile because they're not picking up the cost.Whimo is. So, I think they'll do quite well in uh in the earnings because even though prices have gone up, you know, from what I'm hearing, demand hasn't suffered. So, it all adds up to put up a good quarter.Okay, thanks for the updat ...