Stockchase Opinions

Richard Fogler Uber UBER-N BUY Sep 05, 2025

New CEO in 2017 vowed to increase profitability, and it's materialized in operating margins, earnings, and cashflow. Thinks that will continue. Rapidly getting into self-driving, which apparently will dominate the space over the next number of years. Stock has a long way to go over next 5 years.

$90.990

Stock price when the opinion was issued

Technology
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

BUY

Up 43% this year. A new deal will double rides in Abu Dabai. Expects revenues +16% and EPS +32%.

BUY

They're now a cash flow machine. The shares are at an all-time high, but cash flow, earnings and revenues are growing faster than the share price. So, it's getting less expensive in terms of valuation.

PAST TOP PICK
(A Top Pick Aug 22/24, Up 31%)

Let it go after Q4 results. Concerned that it was reaching saturation in major urban markets. Talked about aggressively pursuing suburban market share, which is harder to serve and likely not as profitable. Slowing growth YOY. Major question marks about fledgling freight business.

BUY

He bought more because he didn't hold a large enough position. He expects it to reach $100. He may add even more.

BUY

Was in it before and has been waiting to re-enter. He just took a 1% position. Expects it to break $100 soon. Waymo is a plus.

BUY

Waymo's self-driving is here and will see hockey stick-shaped growth.

TOP PICK

Financial metrics on mobility, delivery, and even on freight come in around mid-60s on that rule of 40. 12-month price target of $112. No dividend.

(Analysts’ price target is $108.02)
BUY

Chart shows fairly clear upward move. True leader in its nascent industry, has quickly become a very big part of our society. Stock's down today on news that LYFT has done a deal with Waymo for autonomous vehicles in Nashville. One-day news is just noise.

See his firm's blog under Insights at goodreid.com.

PAST TOP PICK
(A Top Pick Sep 16/24, Up 35%)

The knock is that self-driving cars are going to be everywhere, and you don't need an intermediary service like this one. But they're doing not only mobility, but also delivery and freight. Good partnership announcements to get into robotaxis. Share buybacks.

Not expensive at 21x, growing visibly at 37%. Lots more to go.