Uber Technologies (UBER)

Yesterday, Uber Technologies (UBER; $71.30; E/W) announced an agreement to acquire, for undisclosed terms, privately held SpotHero, which adds parking reservations to the Uber app, advancing the company’s ambitions to build out a “super app”….

This morning, Uber Technologies (UBER; $71.04; E/W) announced the launch of Uber Autonomous Solutions, which formally combines a suite of services and capabilities that management previously built out in recent years to help autonomous vehicle…

We are sticking with our 2026E EPS on Uber Technologies (UBER; $73.31; E/W) at $3.20 (+31% YoY) and initiate 2027E EPS of $3.80 (+19% YoY), which reflects our belief that the company’s Mobility business (51%…

This morning, Uber Technologies (UBER; $73.67; E/W) announced an agreement to acquire Getir, which currently operates food, grocery, retail, and water delivery services in Turkey, from Mubadala Investment Company. Importantly, this transaction is structured in…

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…