NYSE:UBER

Uber (UBER)

68.11
+0.23 (0.34%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
436 watching
0
DON'T BUY
Doesn't own anything in the space. Cost profile has gone up substantially. Big expansion plans. She's waiting to see how the playing field levels out.
COMMENT
It is a speculative buy. They had problems during the pandemic where drivers would not drive and they had to incentivize them to come back but they have come back now. Wait times are now less than 5 minutes and they are back to profitability. They are only about 4 times revenue and yet growing 50% year over year in revenues. He finds it intriguing. He is exploring it further.
DON'T BUY
It is everywhere. It is a more challenging investment than a product he would use. They have gone out and disrupted the taxi business. They have yet to do it profitably. They continue to grow, however. They are not profitable.
BUY
It was a very solid stock through the pandemic as people avoided public transit. The price coming off could be reflecting re-opening. Some of the recent news stories support coming into the stock now. He is looking at it.
DON'T BUY
Some concerns. New industry has potential regulations. Technically, stock's fallen below 200-day MA, and this is rolling over. Not profitable yet, with profits not expected till 2023.
BUY ON WEAKNESS
New CEO is very bright, great job turning company around. Has announced EBITDA-positive in coming quarter, and this will increase cashflow. Workers as employees raises issues. Good brand. Cheaper than taxis, more convenient. Will do well in the long term. Very strong management. Worth buying on a bad day.
BUY
Upgraded guidance yesterday, which boosted the stock. Known worldwide. Great place to put money while everyone's forgotten about it. Very expensive at 139x. Pricey, whippy. Can reward you over the long term. Has the potential to build an ecosystem sort of like Tesla.
SELL
Regulations are starting to hit such as ruling on employees. Challenge is taxis provide the same service. Earnings and growth are slowing. Take some money off the table. He'd trim, not buy. It will slowly decay in time. Many of his colleagues are shorting it.
DON'T BUY
Chart is not doing well. Falling below 200-day MA, and rolling over, which is not positive. 5x price-to-sales valuation is in line with higher-growth names. No profits until 2023. Trouble finding drivers. Long-term have to watch out for competitor autonomous driving and uneven regulations across jurisdictions.
TOP PICK
It suffered early on in the pandemic. You could double or triple your money due to re-opening. With the delta variant moderating in the US, he thinks the stock will start to come back. (Analysts’ price target is $68.11)
BUY ON WEAKNESS
The trend is your friend, but don't catch a falling knife. Let this base.
TOP PICK
It has not done well when he last pitched it as a Top Pick but he is doubling down on it. It is a global leader in ride sharing and in Uber-eats. Problems with wait times they are having are going to rectify themselves. As workers come back, which they are, wait times will be resolved. Signing up for Uber-eats is increasing ride sharing because of promotions they get. (Analysts’ price target is $68.30)
BUY
It's down 15% YTD. Today, the CEO says that ride-sharing and delivery numbers are actually up, but there's a driver shortage that the CEO predicts will vanish when unemployment benefits expire in September. True, Uber metrics aren't cheap , but it's undervalued compared to its history and peers.
DON'T BUY
Not enough drivers, which we just don't have now. Otherwise, he likes the story.
WATCH
Fantastic service for consumers. Overall outlook is good. A reopening play. Caveat is that it's not making money. He's watching it, and once it's profitable, he'd consider investing.
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