NYSE:UBER

Uber (UBER)

71.99
+0.38 (0.53%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 4, 2026, 12:00 am

This summary was created by AI, based on 54 opinions in the last 12 months.

Uber continues to be a leader in the ride-sharing and food delivery markets, boasting a strong customer base with over 185 million subscribers. Analysts note its solid fundamentals, with impressive year-over-year growth in active users and transactions, despite recent competition and market concerns regarding autonomous vehicles. The company's focus on efficiencies, partnerships in autonomous driving, and expansion in advertising and freight are seen as significant growth drivers. Analysts largely view Uber as a compelling long-term investment, emphasizing its potential in the self-driving vehicle space and continued cash flow generation. Despite short-term fluctuations and competitive pressures, most reviews suggest optimism for sustained profitability and market growth ahead.

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Consensus
Buy
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Valuation
Fair Value
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LYFT,LYFT
BUY
Down over 40% in the past year. Free cash flow is expected at $2.2 billion in 2024 or a 4% free cash flow yield.
BUY
She bought it a few dollars ago. Offers tremendous upside with 15-20% revenue growth and will make tons of free cash in the next two years.
BUY
It's losing a lot of money, but managers are excellent. They will be the last man standing in this space. One to hold patiently.
BUY
Uber vs. Lyft Uber has rebounded from its bottom in late-June and has left behind Lyft. Lyft is down 77% in the past year and Uber 42%. Uber is winning in truck brokerage and food delivery businesses, not just ride sharing. Both reported solid sales in early May, but guidance was dour. Lyft reported driver shortages, but oddly enough Uber said it had no such shortages. A private email by Uber's CEO said it would pivot to become a cash machine. Lyft said this a month later. 29 In August, Uber reported a solid beat. So did Lyft, but its free cash flow came in negative and guidance was mixed. So, shares continued to diverge. Uber can execute and has the right strategy. Also, it's taking more market share. A UBS survey says that drivers prefer Uber, hands down.
SELL
Powell's speech on Wednesday was a shift. You can no longer feel that the consumer and earnings are strong. Instead, there is a lot of uncertainty. The markets know inflation will remain stubbornly high and so will yields to combat inflation. Earnings revisions will come down. He sold this because the consumer will face some challenges, and he needs to protect profits. Today is a classic liquidation day.
BUY ON WEAKNESS
It's losing money, though he knows it will be profitable next year. That said, you can enter this at $28-29, not now at $31.
BUY
She bought this in June, early. The only tech stock then that she liked, and it was for growth and sound fundamentals. She didn't expect to be rewarded so quickly.
STRONG BUY
It has not gone above its 200-day moving average, but is threatening to now. He urges anyone to listen to the early-August conference call. Buyers held on during the recent tech sell-off and in fact are still buying. They are now cash-flow positive and offer growth. They are gaining with Uber Eats while competitors fade. They sold off weak non-core assets. You can start appreciating its fundamentals. It is showing growth as it adds rides and deliveries. He's very bullish.
PAST TOP PICK
(A Top Pick Aug 09/21, Down 44%) Has since sold shares of the company. Rising sharing and food delivery tough business models. Not sure on near term demand for non-essential service. Cost inflation weighing on companies ability to generate profit. Barely able to make a profit in strong market, let alone in poor market.
DON'T BUY
Business model of ride share and food business is unique. Recent market selloff presenting good buying opportunity. Cash flow and profits yet to be seen in company. Would buy other names given economic uncertainty. Wait to see whether company is able to generate profits.
DON'T BUY
It can still go lower, because he doesn't think their next quarter will be that good. Maybe wait another quarter.
PAST TOP PICK
(A Top Pick Aug 30/21, Down 42%) Covid delayed the reopening, but it will happen and Uber will deliver. Earnings are not expected until 2024. It's a high-growth, speculative stock.
DON'T BUY
It is losing money and the balance sheet is falling, so the bear market is not good for it. It is 5X Book Value and he has no target even on the downside.
HOLD
They will be the leader in ride-sharing and are growing in food delivery. Management this week says it will focus on earnings and freezing hiring, which is what the market wants. Give it two quarters to see how they progress. They have the brand, but must digest higher labour and gas costs. He expects we're reaching peak inflation which will moderate in the second half of 2022.
BUY
Difficult stock to own lately, but thinks management is headed in the right direction. Company at the intersection of two trends (ride sharing & food delivery). Main question is whether company can be profitable (especially with rising interest rates). Ride sharing will normalize in society, creating opportunity for company. Technical issues still being worked out such as "time to destination" calculation, but should be normalized over time.
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