Bernstein Reiterates a Buy Rating on Uber Technologies (UBER), Keeps the PT Unchanged

Core Insights - Uber Technologies, Inc. is recognized as one of the best revenue growth stocks to invest in, with analysts maintaining a positive outlook and setting price targets above current levels [1][2]. Financial Performance - Analyst John Blackledge from TD Cowen projects a 19.4% year-over-year increase in gross bookings for the fiscal third quarter of 2025, driven by growth in delivery and mobility segments [2]. - The company's EBITDA is expected to grow by 32.6% year-over-year, supported by the expansion of its advertisement business and overall revenue growth [3]. Business Expansion - Uber is expanding into new geographical areas while also experiencing growth in existing markets, which is a positive indicator for future performance [3]. - The company operates in over 70 countries, providing services that connect riders with drivers, as well as food delivery, grocery shopping, and public transport integration [4].