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Uber Stock To $200?
Forbes· 2025-09-23 09:40
Core Thesis - Uber is currently valued at approximately $200 billion, with potential to reach $350-400 billion if it achieves higher profitability and a favorable P/E ratio of 25-40x, translating to a share price of around $200, nearly double the current price of $99 [2] Key Growth Drivers - Gross bookings have shown a growth of 17-21% year over year, driven by a rebound in urban mobility and strong delivery demand [5] - Adjusted EBITDA margins are improving due to economies of scale, reduced promotional pressures, and operational efficiencies, with free cash flow turning positive [5] - A significant stock buyback program of $20 billion has been approved, which can enhance per-share metrics [5] - Uber's diversified business model, including delivery and freight, provides multiple income streams and mitigates risks associated with weaknesses in any single area [5] - Long-term potential exists in autonomous vehicles and innovative mobility technologies [5] Current Business Outlook - Uber is transitioning into a mature, cash-flow positive growth business, with the market already factoring in many positive expectations at its current share price [6] - There remains significant upside potential if Uber can successfully expand its margins and maintain consistent revenue growth [6] - The stock could potentially double if medium-term growth and improved profitability are achieved, particularly if valuation multiples shift upwards [6]
X @Bloomberg
Bloomberg· 2025-07-23 13:01
Safety Initiatives - Uber is piloting a new feature in the US to match female riders and drivers [1] - This expands access to a safety feature already offered in some international markets [1]