NYSE:UBER

Uber (UBER)

71.99
+0.38 (0.53%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
438 watching
0
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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
LYFT,LYFT
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.
DON'T BUY

Not in positive earnings territory, so not a name he's interested in. High growth, high valuation. Revenues expected to grow by 40%, but won't see a profit till 2023. A growth stock that may be affected by rising interest rates, so be careful. Rise of autonomous vehicles, such as Google's Waymo, may impact names like Uber. Right at 200-day MA, so it may bounce, but he'd be concerned.

PAST TOP PICK

(A Top Pick Mar 24/21, Down 8%) He's not panicking, because Uber is a new stock and he holds stocks for 3-5 years. He still believes in it. Short-term worry is a driver shortage. Uber has 65% market share globally and will remain the leader as economies reopen. The Uber Pass is another tailwind. Walgreen's will now use Uber for same-day service. He sees topline growth in coming years and target $70 in the next 18-24 months.

COMMENT
The worrying part is that costs go up if contractors are actually employees of the company. Uber Eats is doing well. CEO has stepped back from money-losing ventures. Easy, effective service. Reopening economy will give them better numbers.
BUY
He recently added it. It has had the benefit of the re-opening. It will come back strongly over the next two to three years. There has been a huge boom in Uber-eats and it is unknown how this will work when people go out to eat. He sees them as the global leader and it is all about scale. It is still cheap. He'd be looking to buy more here.
BUY ON WEAKNESS
The company is saying they will be profitable this year. It is a profitable brand in his opinion, with many ways to monetize. A good recovery stock that you want to own. Depending on your risk tolerance, you can accumulate at these levels on dips.
BUY
Allan Tong’s Discover Picks On the same day, analyst Youssef Squali of Truist Financial signaled a buy with a price target of $66. On the same morning, Uber leapt 4% to nearly $60. Squali is actually more conservative than his peers, who foresee a mean PT of $72.96. As with SNAP stock, Uber investors are betting on future performance. Uber’s growth is literally driven by the reopening south of the border (Canada will lag until vaccinations catch up). Again like SNAP, Uber stock’s current fundamentals reflect negative earnings and profit margins and a huge PE. Read 3 Promising Stock Upgrades: SNAP, Uber, Corus for our full analysis.
COMMENT
Given more vaccinations and a recent upgrade, how is this stock long term? Uber consolidated in food delivery. He needs to see how Uber will do with the reopening; take-out and delivery may suffer a plunge as people want to eat in restaurants.
Showing 226 to 240 of 268 entries