核心观点 - 分析师重新看好Uber，认为其是具有高度防御能力的企业，能在消费者行为大趋势支持下实现强劲增长和升值[1][3] - 自给予"强力买入"评级以来，该股表现已超过市场30%以上[4] - 公司被视为出售高收益看跌期权的理想平台，网络效应使其对收益导向投资者具有吸引力[6] 财务表现 - **营收增长**：24财年FQ4收入达119.6亿美元（YoY +20.36%），连续多季度加速增长，FQ1 2023至FQ4 2024年增长率从14.82%提升至20.36%[7][8] - **盈利改善**：FQ4 2024每股收益创纪录达3.21美元（同比扭亏为盈），毛利率33%且运营利润率从-9.07%（2022年）提升至6.36%（2024年12月）[7][8] - **未来预期**：预计2025-2028年收入CAGR约14%，EPS年均增长率20%，2028年收入预计达733亿美元[10] 竞争优势 - **网络效应与技术执行**：多产品使用率达37%历史新高，Uber One会员计划新增500万会员（总数3000万，YoY +60%）[9] - **成本优化**：销售及行政费用占比从29.86%（2022年）降至18.14%（2024年），研发费用占比从9.17%降至7.07%[8] - **自动驾驶整合**：Waymo合作有望通过Uber的流量优势贡献未来收入[10] 估值分析 - **相对估值**：当前市盈率30倍，非GAAP远期市盈率22.45倍（较行业中值高33.12%），但市销率低于5年平均水平[11][12][13] - **行业错配**：分类为"工业"公司导致估值比较失真，实际科技属性未被充分定价[13] - **目标潜力**：若按17倍2027年预期收益计算，股价仍有上行空间[13]

I am bullish on Uber (NYSE: UBER ) (NEOE: UBER:CA ) heading into the company's Q1 2025 reporting, as the ride-hailing and delivery giant is firing on all cylinders. The post-Q4 bearish whispers about pricing pressure in ride-hailing look overblown. InExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend ...

As the largest 'convenience' marketplace on earth, the company's profile is well known, and since we began our coverage, we've been bullish. We did downgrade the company briefly last year as aAt PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable advice to help you achieve better returns.All of the analysis we produce is designed to help you make s ...

Pershing Square CEO Bill Ackman — who disclosed in a Thursday (April 17) post on X that the firm owns a 19.8% stake Hertz — said in the post that Hertz and Uber would be ideal partners to roll out a fleet of autonomous vehicles (AVs). Calling the idea a “fun thought experiment,” Ackman said in the post that such a partnership would bring together Hertz’s fleet of 500,000 vehicles, expertise in vehicle maintenance and 11,200 locations globally with Uber’s ability to improve the utilization and profitability ...

There's been a lot said about Uber (NYSE: UBER ) on this platform, but not everyone sees it as the kind of opportunity I believe it is, especially before the full effects of the upcoming Trump tariffs kick in. II’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating inv ...

Few stocks have been left unscathed by this year's turmoil, particularly those related to tech. Uber (NYSE: UBER ), on the other hand, is up more than 21% so far in 2025, sharply outperforming the S&P 500 (Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. W ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive a ...

文章核心观点 - 自2021年12月与特殊目的收购公司（SPAC）合并后，Grab股票表现不佳，而Uber股票已从疫情低点回升 [1] 公司情况 - Grab自2021年12月与SPAC合并后股票表现差 [1] - Uber股票从疫情低点恢复 [1]

The wild market volatility being driven by Trump tariffs and trade wars has caused many fundamentally strong stocks to get dumped along with the weak ones. This indiscriminate and disjointed selling always presents opportunities to get in on strong companies at lower prices. One such company is the undisputed rideshare leader Uber Technologies Inc. NYSE: UBER. Uber Technologies TodayUBERUber Technologies$74.07 +0.97 (+1.33%) 52-Week Range$54.84▼$87.00P/E Ratio16.24Price Target$89.81Add to WatchlistComing o ...