Uber Technologies (UBER)

Uber Technologies (UBER; $73.92; E/W) produced gross bookings (GB) and adjusted EBITDA in Q4 that were ahead of our and Street expectations highlighting how the combined Mobility and Delivery platforms continue to penetrate a massive…

On Monday (1/5), at the Consumer Electronics Show (CES) in Las Vegas, Uber Technologies (UBER; $86.90; E/W) introduced, with its partners Lucid Group (LCID; $11.30; NR) and Nuro, the production intent autonomous vehicle (AV) that…

We have recently seen more examples of regulatory headlines that bear watching around Uber Technologies (UBER; $79.83; E/W), while keeping in mind that such news does seem to more generally “come and go” in terms…

We are maintaining our 2025/2026E EBITDA for Uber Technologies (UBER; $93.90; E/W) at $8.7B (+33% YoY) and $10.95B (+26%), respectively, after the company posted Q3 results that were basically in line with our and Street expectations…

Uber Technologies (UBER; $99.72; E/W) posted Q3 adjusted EBITDA of $2,256mm (4.5% of sales), which was basically in line with our forecast of $2,250mm (4.6% of gross bookings) but slightly below the Street’s $2,267mm (4.6%…

We think news flow this week from Uber Technologies (UBER; $96.43; E/W) only adds attention to what management says on the autonomous rideshare front with its Q3 results and outlook on Tuesday (11/4 before market)….

We think Uber Technologies’ (UBER; $94.97; E/W) Q3 results and outlook, scheduled for Tuesday, November 4th (before market), live up to Street expectations, especially when it comes to EBITDA profits and margins. However, the stock…

Yesterday, Segments.ai, a multi-sensor data labeling platform, disclosed in a LinkedIn post that it was acquired by Uber Technologies (UBER; $97.50; E/W) for undisclosed terms. We think this acquisition is aimed at broadening the reach…

Yesterday (9/18), Uber Technologies (UBER; $97.68; E/W) announced a partnership with Flytrex to pilot the use of drones for Uber Eats deliveries in certain U.S. markets by the end of this year. As part of…

Yesterday, Uber Technologies (UBER; $92.81; E/W) announced a new on-demand delivery partnership with Best Buy (BBY; $74.46; NR), which we think represents Uber’s first major foray into the consumer electronics category. We also imagine that…

We adjust our 2025/2026E EBITDA for Uber Technologies (UBER; $88.97; E/W) from $8.5B/$10.825B to $8.7B/$10.95B after the company reported Q2 results that were somewhat ahead of our and Street expectations with guidance that encompassed our…

Uber Technologies (UBER; $89.39; E/W) posted Q2 adjusted EBITDA of $2,119mm, which compared to the Street’s $2,107mm and our somewhat more conservative forecast of $2,067mm, on some sales and gross bookings (GB) upside and as expected EBITDA…

We think Uber Technologies (UBER; $90.59; E/W) reports Q2 results and outlook next Wednesday (8/6 before market) that live up to Street expectations when it comes to EBITDA profits and margins. However, the stock has…

This morning, Uber Technologies (UBER; $90.58; E/W) announced yet another robotaxi engagement, which seems to further highlight management’s heightened “sense of urgency” around building out autonomous services onto its networks across the globe. In this…

Yesterday (7/15), Uber Technologies (UBER; $92.21; E/W) announced a multi-year strategic partnership with Baidu (BIDU; $93.30; NR) to deploy “thousands” of Baidu’s Apollo Go autonomous vehicles (AVs) on Uber’s platform across “multiple” geographies excluding the…