Uber Technologies, Inc. (UBER): A Bull Case Theory

Insider Monkey2024-12-21

We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER. Uber Technologies...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2493833429?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/70SXaQMSWkrvg3sFGgmFrw--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/1b0d24331c5749b8809056a69d9d96ee","is_english":true,"pubTime":"2024-12-21 00:48","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2493833429","market":"us","top_or_hot":-1,"title":"Uber Technologies, Inc. (UBER): A Bull Case Theory","media":"Insider Monkey","content":"<div>\n<p>We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER. Uber Technologies...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-technologies-inc-uber-bull-164820388.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber Technologies, Inc. (UBER): A Bull Case Theory</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber Technologies, Inc. (UBER): A Bull Case Theory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-21 00:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/uber-technologies-inc-uber-bull-164820388.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER. Uber Technologies...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-technologies-inc-uber-bull-164820388.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0127658192.USD","symbol_name":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.yahoo.com/news/uber-technologies-inc-uber-bull-164820388.html","article_id":"2493833429","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/70SXaQMSWkrvg3sFGgmFrw--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/1b0d24331c5749b8809056a69d9d96ee"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2493833429","pubTimestamp":1734713300,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We came across abullish thesison Uber Technologies, Inc.  on Rijnberk InvestInsights’ Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER. Uber Technologies, Inc. 's share was trading at $61.23 as of Dec 18th. UBER’s trailing and forward P/E were 30.16 and 23.92 respectively according to Yahoo Finance.Despite these strengths, Uber’s share price has been weighed down by concerns about the emerging robotaxi industry and its potential impact. However, these fears appear overblown and premature, as Uber is well-positioned to integrate this technology as a beneficiary rather than a victim. This disconnect between the company’s operational performance and its market valuation presents a unique buying opportunity. At around $61 per share, Uber trades at a discounted EV/EBITDA multip","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4211":"区域性银行","BK4536":"外卖概念","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4535":"淡马锡持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","FCF":"第一联邦金融","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4588":"碎股","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4550":"红杉资本持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4022":"陆运","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4230":"旅客陆运","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4505":"高瓴资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","UBER":"优步","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","SG9999015978.USD":"利安颠覆性创新基金A","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4585":"ETF&股票定投概念"},"translate_title":"优步科技公司(UBER)：牛市案例理论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBER":1,"FCF":1},"content_text":"We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER. Uber Technologies, Inc. (UBER)'s share was trading at $61.23 as of Dec 18th. UBER’s trailing and forward P/E were 30.16 and 23.92 respectively according to Yahoo Finance.\n A close up view of a hand holding a smartphone, using a ride sharing app. \nUber Technologies, Inc. represents a compelling investment opportunity amid recent market pessimism that has undervalued its significant growth potential and market dominance. As a global leader in ride-hailing and food delivery services, Uber has consistently outperformed expectations, achieving GAAP profitability and robust free cash flow (FCF) growth. The company continues to deliver impressive top-line growth in the high teens to low twenties, while adjusted EBITDA grows even faster at a high-30% to 40% clip. This exceptional performance is underpinned by Uber’s strong market share, innovative business model, and financial strength, which create formidable barriers to entry for competitors.\nUber dominates the global ride-hailing market with a 25% market share, significantly outpacing its nearest competitor, Lyft, at 8%. Its scale and financial resources allow it to offer competitive pricing and superior availability, making it the go-to platform for mobility services worldwide. In its mobility segment, Uber is projected to outpace the industry’s 13% CAGR through 2030, achieving mid-to-high teens growth as it continues to gain market share. Similarly, in the delivery segment, Uber holds the #1 position in seven of its top ten markets and consistently gains share despite facing competition from Doordash and other regional players. With the delivery industry expected to grow at a 9% CAGR, Uber’s ability to achieve double-digit growth underscores its leadership and competitive advantages.\nFurthermore, Uber’s growth story is far from over. With relatively low penetration across its markets—just 5% of adults in its operating countries use its services—the company has substantial room for expansion. Even in mature markets like the U.S., mobility penetration is only 20%. Additional growth drivers include cross-platform opportunities, a burgeoning advertising business, and rising demand for its services globally. Management’s bullish medium-term outlook supports this trajectory, projecting steady revenue growth and continued margin expansion through 2026.\nDespite these strengths, Uber’s share price has been weighed down by concerns about the emerging robotaxi industry and its potential impact. However, these fears appear overblown and premature, as Uber is well-positioned to integrate this technology as a beneficiary rather than a victim. This disconnect between the company’s operational performance and its market valuation presents a unique buying opportunity. At around $61 per share, Uber trades at a discounted EV/EBITDA multiple of 17x and a forward PEG ratio below 1x, signaling a bargain for a high-growth, dominant player in its industry. With its robust fundamentals and clear growth runway, Uber remains an excellent long-term investment, particularly at current levels below $65 per share.\nUber Technologies, Inc. (UBER) is on our list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 136 hedge fund portfolios held UBER at the end of the third quarter which was 145 in the previous quarter. While we acknowledge the risk and potential of UBER as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than UBER but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.\nDisclosure: None. This article was originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493833429"}