NYSE:UBER
Uber (UBER)
71.67
-0.89 (1.23%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
437 watching
Financials 
Technical Analysis 0
BUY ON WEAKNESS
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.
Technology
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.
Technology
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.
Technology
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.
Technology
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Uber's recent results beat estimates, and year-to-date the stock has been performing well supported by its Q4 results.
Sales and earnings estimates are projected to be strong for the next few years, and it is anticipated to become profitable this year.
Its forward sales multiple of 1.7X is reasonable, although its forward P/E of 38.3X is fairly high.
Although, we expect its P/E to contract over time as earnings grow at a faster rate than shares.
It has turned cash flow positive in 2022, is working on paying down its debt.
It has a strong cash balance of $4.3B, and overall, we like the direction that the operational metrics are heading in.
We would like to see it continue its recent momentum in profitability and free cash flow, but overall things are moving in the right direction.
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