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Why Uber Could Keep Climbing: Tax Breaks, AV Partnerships, Strong Bookings Fuel Analyst Optimism
Benzinga· 2025-07-08 18:42
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 ...
Uber: In The Autonomous Sweet Spot
Seeking Alpha· 2025-06-30 11:14
I recently covered Pony AI ( PONY ), which has developed autonomous vehicle (AV) technology at a far lower cost than Waymo. The economics of robotaxis are complex, given that the average US$12 fare needs to cover theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to ...