Should I Buy Uber (UBER)? Finance YouTuber Analysis

The analyst believes Uber is significantly undervalued, trading at a substantial discount to his calculated fair value of over $125. He argues that the market is overly pessimistic about Tesla's driverless car ambitions impacting Uber, believing Uber will secure ample market share through partnerships with other autonomous technology providers. The stock also appears cheap on a market multiples basis, with a forward P/E of 22.

“I see Uber as an undervalued stock you can buy and I love the reason why it's undervalued.”

The analyst owns Uber and is interested in adding more, valuing it at $126 against a current price of $72. He acknowledges the risk from Tesla's independent driverless car strategy but highlights Uber's partnerships with multiple driverless technology companies. He believes the driverless car market won't be 'winner-take-all' and that consumers will prioritize safety, favoring systems with radar and lidar.

“I own Uber stock in my portfolio and I'm interested in adding even more. Of course, driverless car technology is a risk and an opportunity for Uber depending on how the technology develops.”

The YouTuber believes Uber is being mispriced by the market due to fears about self-driving cars, which he sees as an opportunity rather than a threat, given Uber's partnerships in autonomous vehicles. He notes Uber's record operating income, strong free cash flow growth, and expansion into new services like Uber One and in-app advertising. He is interested in buying if the stock drops to around $85, his calculated low intrinsic value.

“Uber has been sitting near its 52- week lows for quite some time. The stock pulled back and if you look at the headlines, people are worried that self-driving cars are coming and Uber is going to become irrelevant. I don't necessarily see it that way.”

The YouTuber argues Uber is a buy due to its strong free cash flow generation, which could pay off its debt in less than three years, and its current valuation of 15 times free cash flow. He notes the company's improving profit margins and increasing returns on capital, despite some accounting complexities and one-time investment losses that obscured its underlying performance. His analysis suggests an intrinsic value significantly higher than the current price, indicating a potential 19% annual return.

“The stock's currently at $73 a share. I have a low price of 85, a high price of 255, middle price of 150. That means that based on my middle assumptions, the discounted cash flow return is over 19% per year.”

The YouTuber is bullish on Uber's long-term prospects due to its massive scale (3.6 billion trips in Q1), strong growth (20% YoY), and significant free cash flow ($2.3 billion in Q1). They address concerns about autonomous vehicles by noting Uber's strategy of partnering with AV companies, which could make its platform even more valuable. They plan to sell cash-secured puts to acquire shares at a lower price of $70.

“I'm actually going to sell cash secured puts on this. What I'm doing here is I'm actually going to sit there and want to buy the company at a lower price at a future date.”

The YouTuber recommends Uber, highlighting its massive scale and potential for 10x growth driven by autonomy in ride-sharing and deliveries. He points to its compelling valuation at 19x earnings and 12x forward free cash flow, strong 25% 5-year CAGR, and increasing profitability due to pricing power and growing monthly active users.

“I think when you look at the opportunity for autonomy, this could easily 10x the size of a business like this because a lot of that demand for autonomous vehicles, for autonomous rides, for autonomous deliveries, it's going to end up going through Uber.”

The analyst believes Uber is an 'insanely cheap stock' currently trading at 18 times earnings despite a 30% 10-year CAGR and projected 20%+ growth for the next decade. He argues the market misunderstands Uber's role as an aggregator that will benefit immensely from the shift to autonomous vehicles, which will increase supply, reduce costs, and attract more riders, leading to significant platform expansion.

“Shares of Uber are trading for just 18 times earnings. That is an extremely cheap multiple for a company that's growing well into double digits.”

The YouTuber is bullish on Uber, asserting that it will integrate autonomous vehicle technology rather than be disrupted by it, as other AV companies will plug into Uber's network. He points to its consistent revenue growth, rapidly increasing free cash flow ($10 billion annually), and massive user base (200 million monthly active customers). He believes autonomy will expand the market and reduce costs, providing significant tailwinds for Uber's long-term growth.

“I think what that's ultimately going to do is expand the market, maybe even more than 10x expand the size of the market.”

The analyst recommends buying Uber due to its strong growth in revenue and operating profit, driven by increasing monthly active users and total trips. He believes Uber will be a long-term winner in the autonomous vehicle space by aggregating demand and leveraging multiple suppliers, commoditizing the underlying technology. The current valuation, with a forward PE of 22, is considered attractive given its 25% historical growth rate.

“I think Uber is going to be the winner long term because the manufacturers and the technology companies, those are going to be suppliers to the aggregators of demand.”

The analyst sees Uber as a long-term winner in the autonomous vehicle space, positioned as the aggregator of demand. He highlights strong revenue growth across mobility, delivery, and freight segments, and a massive user base (202 million monthly active platform customers) which gives it power over autonomous vehicle suppliers.

“If things do indeed play out the way that I think in autonomy, Uber is absolutely going to be one of the winners.”

The analyst believes Uber is undervalued, trading at a forward P/E of 21 and P/S of 2.8, which is cheaper than the overall market despite a 17.7% CAGR over the past three years. He argues that Wall Street misunderstands Uber's long-term thesis, as autonomous driving will significantly expand its addressable market and reduce costs, making rides much cheaper and increasing demand exponentially. Uber's strategy of partnering with numerous autonomous vehicle suppliers and aggregating demand positions it to dominate the future of transportation as a service.

“I think autonomy is going to be a huge driver of expanding their addressable market, of reducing the cost for each mile driven.”

Hoium recommends Uber as a compounding value stock, noting its significant revenue growth (from $3.8 billion in 2016 to $52 billion now), improving operating profit, and strong free cash flow ($9.8 billion). He believes the market is undervaluing the company, especially given its forward P/E of 19 and price to free cash flow of 12. Uber's position as a dominant aggregator in transportation as a service, with future growth potential from autonomy, makes it an attractive long-term investment.

“These moments of dislocation sometimes happen in the market where you can see that these are going to be the dominant companies in the future, but the market just is throwing everything out right now. And that's the case with Uber.”

The analyst believes Uber will be a primary beneficiary of the autonomous vehicle market because they are the demand aggregator with the riders. The commoditization of autonomous driving technology, with many suppliers, will increase supply and lower costs, driving more demand for Uber's platform.

“The two companies that are going to win in the autonomous vehicle market is Uber and Lyft. They're the companies that have the riders.”

Travis Hoium argues that Uber has an 'unfair advantage' in the autonomous vehicle market due to its position as the leading demand aggregator. He believes that as autonomous vehicle companies emerge, they will plug into Uber's existing network rather than building their own, commoditizing supply and driving down costs. This strategy, combined with increased utilization and lower prices, could lead to a 10x increase in revenue and make Uber a $1.5 trillion company within a decade.

“Yes, I think this could be a $1.5 trillion company. That's why it's in the asymmetric portfolio.”

The analyst recommends buying Uber, highlighting its attractive forward P/E of 22 despite a nearly 20% growth rate and operating leverage. He emphasizes the significant tailwind from autonomous vehicles, which he believes will lower costs, increase volume, and expand Uber's addressable market tenfold.

“This is what's going to 10x the size of the market for Uber. We've seen this compounding growth and I think that's only going to continue in the future.”

The analyst believes Uber is undervalued, trading at a forward P/E of 27 and P/FCF of 18, despite consistent 20% annual revenue growth. He highlights its strong position as an aggregator of demand, especially with the future of autonomous vehicles, and its improving take rate and profitability. The long-term opportunity is seen as 10x-20x its current market size.

“I think the momentum behind Uber is just too strong to ignore. And the reason I think the stock is undervalued is because you're getting a pretty good multiple for the company despite the fact that that take rate is up over this period of time.”

The analyst includes Uber on his 'never sell' list, citing its position as the most valuable company in ride-sharing and delivery, driven by its aggregation of demand. He believes autonomous driving will be a massive tailwind, lowering costs and increasing accessibility, thereby expanding Uber's market and making it a dominant, long-term player in transportation and logistics.

“I think Uber is the most valuable company when it comes to ride sharing and delivery of products.”

The YouTuber is buying Uber shares, believing the company will be a key gateway to autonomy by capturing value as a demand aggregator for ride-sharing and delivery services. He highlights Uber's larger network, diversified business model (delivery, freight), and its role in owning and operating autonomous fleets, making it a strong investment in the future of transportation.

“I own shares of Uber and Lyft because I think those are really good values from investments. Lyft trades for just 1.1 times sales. Uber is about three times that from a price to sales perspective, but it's a much bigger network, more diversified business model both geographically and they have that delivery service.”

The analyst believes Uber will be a long-term winner in the autonomous vehicle market due to its strong demand aggregation strategy and diverse business segments (mobility, delivery, freight). Despite recent market fears about Tesla's autonomous driving progress, Uber's current valuation is considered solid, especially given its revenue growth.

“I'm more than happy to buy more shares because I think these are ultimately going to be the long-term winners.”

The analyst identifies Uber as his top single stock pick due to its market leadership in mobility and delivery, compelling valuation (EV/Sales 3.5, P/FCF 20, forward P/E 25) for a company growing revenue at 20% annually, and improving operating margins and free cash flow driven by increased take rates. The primary asymmetric opportunity lies in its strategic positioning for autonomous vehicles, which is expected to significantly expand its addressable market and create new business models by reducing per-mile costs and enabling 24/7 utilization.

“That one stock for me today is Uber. That may sound a little bit surprising. ... I think Uber is really really well positioned and their financials should only get better with time. The asymmetric opportunity with them is with autonomous vehicles.”

The YouTuber plans to continually add Uber to his portfolio, believing it has 10x potential over the next decade. He highlights its expansion into new markets like food delivery and retail partnerships, and sees significant long-term upside from autonomous driving partnerships, which could lower costs and expand the addressable market. He notes its consistent revenue growth (17.4% CAGR) and improving operating margins.

“I think Uber is a 10x stock over the next 10 years. And this is one that I'm just going to continually add to the portfolio because I think they're just going to keep compounding this business over time.”

The YouTuber suggests Uber as a long-term investment, highlighting its market leadership in ride-sharing and its diversified business model, including delivery and freight. He anticipates future growth from expansion into autonomy, which will lower costs and expand the addressable market, and its ability to aggregate demand, positioning it as a critical intermediary in transportation.

“I think Uber is still going to be the point that consumers continue to go back to to access this technology over and over again. I just don't see them being upended as the go-to point for getting all these things delivered to you.”

The YouTuber suggests Uber has significant upside, being a faster-growing and more profitable company than Lyft, with a more diverse business including mobility and delivery. Despite a higher forward P/E of 31, he considers it reasonable given its 23% 3-year revenue CAGR and 32% 5-year CAGR. He also emphasizes its potential in autonomous vehicles, similar to Lyft.

“It's actually a faster growing company. It's more profitable. I think there's really more power in being a bigger aggregator, but you are paying a little bit higher price.”

The YouTuber is positive on Uber, citing its partnership with Joby as a way to expand its mobility offerings beyond traditional ride-sharing to include air travel. This move positions Uber as a one-stop shop for transportation, potentially adding significant value by integrating long-distance air travel options into its platform.

“Uber has had some of these services for a while, especially in New York. So, for these two companies, really the advantage is Uber increases the amount of supply and the options that they have for mobility.”

The YouTuber identifies Uber as a 'no-brainer' for the next 10-20 years, highlighting its strong market position as an aggregator of demand for rides and deliveries. He emphasizes the 10x growth opportunity in autonomous driving, which will significantly lower costs and expand the market, and notes the company's improving profitability and free cash flow generation.

“Uber is another company that I think 10, 20 years from now, we're still going to be using Uber. This is still going to be the default company to get a ride, to order food, to order other goods and services that you may need to deliver to you.”

The analyst believes Uber has a significant growth runway, similar to Netflix a decade ago, despite its current valuation. The core thesis revolves around the expansion of its delivery business through new partnerships (Best Buy, Dollar Tree) and the long-term potential of autonomous vehicles and robotics to drastically reduce costs and expand service offerings, creating a '10x opportunity' over the next decade.

“This is one of the reasons it's a stock in the asymmetric portfolio. Probably one that I'm going to add again before the end of 2025.”

The analyst is bullish on Uber, citing its strong Q2 earnings, profitability, and clear vision for autonomous driving. Uber aims to commoditize autonomous vehicle supply by fostering multiple suppliers, leveraging these vehicles for lower costs and higher efficiency. The company's strategy to be the primary point of contact for riders, connecting demand with autonomous vehicle supply, forms the core of the bullish thesis.

“That is the bullish case behind Uber. I think that is well intact. Management really has a clear vision of what the future of this company looks like. One that I'm happy to own and if the stock continues to pull back a little bit here, happy to add more.”

Travis Hoium is buying Uber, believing it has 10x potential over the next decade, primarily due to its strategic positioning in the future of autonomous vehicles. He argues that Uber will become the aggregator of demand for autonomous ride-sharing and deliveries, commoditizing supply and expanding its market by enabling 24/7 operations and new business opportunities. The company's current profitability and strong growth in its core business also support the investment thesis.

“I think Uber is still one of those companies is still underestimated. And the real reason that they have 10x potential today isn't the business that we know today. It's actually the future, which is autonomy.”

The analyst believes Uber will benefit significantly from the proliferation of autonomous vehicles. As autonomous technology commoditizes ride supply and increases availability, it could drive down per-mile costs, expanding the total addressable market for ride-sharing apps. Uber, as an aggregator, is positioned to win in this evolving market.

“I continue to think that one of the investing opportunity that's hiding in plain sight is just simply the ride sharing apps. Uber and Lyft are two of the stocks that I own because I think as autonomous vehicles proliferate, we're going to see dozens of operators and it's going to basically commoditize supply for rides.”

The analyst owns Uber, believing that autonomous vehicles will significantly expand its addressable market by at least tenfold. Autonomy is expected to resolve supply challenges and improve pricing capabilities, providing strong tailwinds over the next decade.

“I own both of those stocks in part because I think autonomy makes their addressable market at least 10 times bigger, if not more than that.”

The analyst sees Uber as the dominant player in ride-sharing with strong financial growth and profitability. The primary long-term opportunity lies in autonomy, which could significantly expand the market by reducing costs and increasing supply. Uber's strategic partnerships and market position make it a strong play on the future of autonomous vehicles.

“The real opportunity for Uber though is moving into autonomy. At the end of the day, this is aworked business. And Uber's business is to connect demand with supply.”

The analyst considers Uber a better investment than DoorDash if one wants exposure to food delivery and ride-sharing, calling it the "Behemoth in the industry." He implies it offers a more robust and established position in the market.

“because if you're going to play one of these big players in the market that does have exposure to food delivery I think Uber is a much better bet”

The YouTuber highlights Bill Ackman's $2.3 billion investment in Uber, suggesting it validates the company's future vision. Uber shows strong growth in mobility and delivery, increasing its take rate and achieving scale. The company is strategically positioning itself for an autonomous future by commoditizing autonomous vehicle technology and leveraging its data and network to expand the market significantly.

“I think Uber's in a very very good position interesting to see Amman put $2.3 billion to to work to buy a steak in the company.”

The analyst is buying Uber shares, particularly if the stock price drops further, because the company is growing bookings by nearly 20% year-over-year and generating significant free cash flow. He believes the long-term vision for autonomous vehicles will expand Uber's total addressable market significantly, potentially by 10x or more, making its current valuation attractive for a growth company.

“I think if the stock gets any cheaper that's where you really find a buying opportunity price earnings multiple on a trailing basis right around 30 so that's a pretty good valuation for a company that's growing in the mid teens to 20%”

The analyst recommends Uber as a play on the autonomous driving theme, believing it will benefit from the expansion of the ride-sharing market due to autonomous vehicles. He notes that Uber, along with Lyft, has partnerships with autonomous driving companies and is well-positioned to leverage this technology to grow its market, which could become significantly larger with full autonomy.

“The two companies to watch I think are going to be Lyft and Uber these are the ride sharing companies that are enabling autonomous vehicles to be used by thousands potentially millions of people by the end of the decade”

The YouTuber bought shares of Uber, seeing potential for it to aggregate ride-sharing demand in an autonomous vehicle future, similar to how it dominated with human drivers. He believes the market for autonomous ride-sharing could be significantly larger than Uber's current market.

“I think the potential Market could be another 10x bigger than what Uber's Market is today so that is a stock that I did buy some of last week”

The analyst is keeping an eye on Uber, but notes that its strategic position might not be as strong as previously thought due to the Waymo partnership not progressing as quickly as Uber likely hoped. He highlights the strategic challenge for Uber in integrating autonomous driving companies while maintaining its customer base.

“The two other companies in ride sharing that I'm going to be keeping an eye on are Uber talked about them earlier they're maybe not in quite as good a position as I thought they might have been a few months ago especially because this weo partnership is not moving along as quickly as Uber probably hoped it would”

Uber could significantly benefit from the growth of autonomous ride-sharing by partnering with companies like Waymo, Cruise, and Zoox. If Uber can own the customer relationship for these autonomous fleets, it could potentially 10x the size of its market.

“If that's the way things play out and Uber is able to make deals like this with wh and Cruz and zuk's and all kinds of other companies who are trying to get into this Market Uber could be in a really really good position they could potentially 10x the size of their potential Market just by owning the customer relationship for these autonomous vehicle fleets”

The YouTuber highlights Uber's strong network effects and its expansion into food and other delivery services. He believes the next growth driver will be partnerships with autonomous driving companies like Waymo and Cruise, positioning Uber as the primary touchpoint for consumers accessing autonomous vehicles. While acknowledging the stock's current high valuation (P/E of 82 trailing, 38 forward), he views any weakness as a buying opportunity due to its strategic positioning.

“I think just really well POS strategically positioned company today in Uber.”

The analyst argues that Uber's expanded partnership with Waymo, where Uber will operate Waymo's autonomous vehicles exclusively through its app in Austin and Atlanta, significantly strengthens Uber's position in the autonomous driving market. By owning the customer relationship and acting as the interface for various autonomous vehicle suppliers, Uber is building a powerful platform that could lead to increased market share and profitability as autonomous driving scales. This strategy allows Uber to leverage its existing user base and avoid the competitive threat of AV companies building their own ride-hailing services.

“I think what's clear is that Uber's strategy is that they want to own that customer relationship when somebody calls for an Uber they want to be able to say do you want autonomous vehicle do you want a human driver and we will handle the rest.”

The YouTuber believes Uber is well-positioned to be the dominant marketplace for autonomous vehicles, even without owning any. Their existing aggregation of demand and partnerships with autonomous driving companies like Waymo and Cruise will allow them to thrive as suppliers transition from human drivers to autonomous fleets, expanding the total addressable market.

“I think Uber is really well positioned in this market.”

The YouTuber highlights that David Tepper significantly reduced his Uber position from 6.4% to 1.6% of his portfolio. Tepper, who bought Uber when it was out of favor, is now selling as the company has become profitable and generates positive free cash flow, suggesting he believes it is now more expensive.

“Another company Tepper was buying when it was kind of out of favor with the market but Uber has done a great job of getting back to the point where it's now generating net income positive free cash flow seems like a much more sustainable business today than it was just a few years ago.”

Travis Hoium advises avoiding Uber stock due to its high valuation, despite acknowledging its strong strategic position and growth. He points to a trailing P/E of 108 and a forward P/E of 40, indicating it's currently too expensive. He also highlights significant downside risks if margins fall, ridership declines, or new autonomous ride-sharing networks emerge.

“great company doesn't have to be a great stock and that's the case with a lot of these growth tech companies right now is that they're just priced really really highly priced to Perfection and at the end of the day that's what's going to keep me out of uber at least for now”

The YouTuber reports that David Tepper is selling Uber shares. This move, along with sales in other stocks that performed well in the past year, suggests Tepper is taking profits from positions that have seen significant gains and may now be considered overvalued or less attractive.

“but he's selling things like uber alphabet AMD Intel these are stocks that did pretty well over the past year and were part of that artificial intelligence play so is he starting to pull back on those it certainly looks like it with a lot of these Investments.”

The analyst believes Uber is a strong business with excellent strategic positioning and market dominance, having achieved positive free cash flow. However, the stock is currently overvalued, trading at 50 times free cash flow, which is too expensive. He would consider buying if the valuation multiple came down to a more reasonable 10-20x free cash flow.

“This is a stock I'm absolutely going to keep an eye on because I love the business, I love the strategic position that they're in, the CEO has done a phenomenal job turning around the operations, but I'm going to stay out of the stock because I don't like the value right now.”

The analyst acknowledges Uber's strong strategic position, growing network effects, and improved profitability, with positive free cash flow. However, he expresses concern that the stock is currently overvalued, citing high Enterprise Value to Sales (3.9x TTM, 3.3x NTM) and Price to Earnings (131x TTM, 66x NTM) ratios. He also points to the long-term threat of autonomous driving technology disrupting Uber's core business model as a reason not to overpay for the stock.

“strategically and financially Uber is doing extremely well that's why we've seen the company perform as well as we have what do you think about the position of Uber today is it a buy is it a sell love to hear your comments in the comments section below don't forget to subscribe to This creator thanks for watching everybody see you next time”

Travis Hoium notes that Uber has achieved profitability primarily by increasing its 'take rate' on transactions, which has significantly boosted revenue and net income. While acknowledging Uber's market leadership and scale, he raises concerns about potential future competition from autonomous vehicle companies like Cruise, Waymo, and Zoox, as well as pushback from drivers and restaurants regarding the increased take rate, suggesting these factors could challenge Uber's long-term profitability.

“Uber is taking a lot of steps in the right direction but the biggest reason that it has become profitable recently is increasing that take rate so we'll see if there's any push back on that specifically from drivers and from restaurants”

Travis Hoium is bullish on Uber, citing its strong revenue growth compared to Lyft, indicating a winner-take-all market where Uber is dominant. He also notes the company's improving net income trends, positive operating cash flow, and a solid balance sheet. While acknowledging the risk of autonomous driving integration, he believes Uber is in a much better competitive position than before.

“I want to give three reasons why I'm bullish on the stock and one reason to be a little bit hesitant.”

The analyst views Uber's recent financial results as very positive, highlighting the company's shift to positive operating cash flow and record free cash flow after years of burning cash. This improvement is attributed to Uber's increasing market dominance, allowing it to raise take rates from drivers and disproportionately boost adjusted EBITDA. While acknowledging potential pushback from drivers and customers on price increases, the analyst believes Uber is moving towards a more sustainable financial position.

“I do think it's definitely a positive for investors that Ubers get into a more sustainable place that means that a lot of its Rivals are getting weaker and that seems to be continuing and there doesn't seem to be a lot that they can do about that but at the end of the day that's great for Uber”

The YouTuber believes Uber will slowly but surely make its way back up to $100 per share, drawing a parallel to Robinhood's recovery. He notes recent positive momentum, with the stock reclaiming its 50-day moving average.

“And slowly but surely, I do think that Uber will make its way back up to $100 per share, just like we've seen with Robin Hood.”

The YouTuber argues Uber is undervalued, especially when compared to private market valuations of autonomous vehicle companies like Waymo. He emphasizes Uber's growing profitability, strong free cash flow generation, diverse business segments (mobility, delivery, advertising, subscriptions), and strategic positioning for the future of autonomous vehicles. His DCF model suggests a price target of $105, indicating 47% upside.

“You cannot tell me that it is not a cheap name right now. It's a cheap name because one, it's generating billions of dollars in free cash flow each and every year. It's still growing.”

The YouTuber considers Uber a strong business with billions in free cash flow, expecting it to beat the market. He identifies the $60-$63 range as the 'best time to add a lot' to the position, noting its current cheap valuation despite some headline headwinds.

“As for Uber, yes, it is cheap, but as you can see right here, the best, let's say the best time to add a lot would be around $60 to $63.”

The YouTuber added to his Uber position, categorizing it as a solid growth company that is becoming stronger. He suggests the market is currently undervaluing such companies, which are not primarily driven by AI model releases.

“9.9% increase to Uber”

The YouTuber owns Uber and plans to add more shares, believing it should be a $100 stock. He argues that Uber's current growth and profitability make it significantly undervalued compared to private companies like Waymo. He dismisses the risk of Waymo and Tesla dominating 90%+ of the mobility market, highlighting Uber's global partnerships and strategic investments in AV players as key to its long-term success.

“I own it and I will be adding more shares. Uber is right around $70 per share, $142 billion in market cap. I think Whimo was priced quite close to this and Whimo of course does not generate $53 billion in revenue or X billions of dollars in free cash flow.”

The YouTuber has Uber on his buy list if it drops into the low $70s. He considers Uber undervalued, very profitable, and a winner benefiting from AI efficiencies and autonomous vehicles, consistently outperforming expectations.

“Uber in the low70s is also on my buy list.”

The YouTuber considers Uber to be one of the undervalued names, expecting it to eventually make a significant move upwards after a period of slow growth, similar to other companies he has observed.

“Do think that Uber is also one of those undervalued names. It's one that's moving very very slowly. It's going to move slowly and then all at once just like a lot of other companies that we've looked at.”

The YouTuber has researched Uber and likes the company, noting it's already below his ideal entry price. However, he has 'question marks' and is waiting for the stock to settle and potentially begin recovering before initiating a purchase, despite its current low valuation.

“Uber is really on here because I want to monitor it but I do have some question marks about it. But Uber... I'm waiting to see kind of where it settles off. Where's you know, let it bottom out, maybe even start recovering a little bit before I jump in and buy.”

Ray Dalio has sold his position in Uber, citing new competition and the threat of AI disruption to its business model. The stock has declined significantly since his sale.

“su mayor venta del trimestre ha sido la compañía Uber. la ha vendido con muy buen ojo porque él ha vendido probablemente en esta zona y desde entonces se ha desplomado un 22%.”

The YouTuber states that Uber's core business is brilliant, with incredible growth and an absurdly cheap valuation, independent of autonomous vehicle concerns. Many YouTubers are bullish on Uber for 2026.

“All in all, I think there's no denying that the core business is simply brilliant, independent of the AV fears. The growth profile is absolutely incredible. The valuation is absurdly cheap.”

Arya Radnia argues that Uber is a strong buy due to its incredible growth profile, with revenue projected to grow at a 15% CAGR over the next five years, driven by audience growth and increased trip frequency. He believes operating margins will expand to 15% due to operating leverage and a growing mix of higher-margin revenues from Uber One and advertising. He also contends that Uber's data moat, network effects, and ability to integrate autonomous vehicle (AV) partners will allow it to thrive despite AV risks and regulatory challenges, making it an 'absurdly cheap' stock.

“Ultimately, the value that Uber provides to the network as well is incredible. As I highlighted time and time again, there's that utilization question which Uber outright solves. There's the regulatory piece across 10,000 cities. And so, I think there's a lot more barriers to entry than people give Uber credit for.”

The YouTuber is bullish on Uber (UBER), reiterating his $100 price target. He believes that once it breaks through the $100 resistance level, it will experience a significant surge, potentially reaching $104, $112, $116, and $120 quickly. He also compares it to Lyft, suggesting similar growth potential.

“98 ain't 100. Okay? 98 is not 100. So, we still got to get to 100. And it is my belief that when we do, it's just going to take off.”

The YouTuber is bullish on Uber, expecting it to break through $100 and have a significant takeoff moment. He notes its long journey from $20 and advises patience, seeing it as a best-in-class asset that could also lift Lyft.

“Uber is still waiting to bust through into $100. And I want to be here for it.”

The YouTuber identifies Uber as a 'screaming buy' and sets a price target of $100. The rationale is primarily based on the expectation of continued upward movement, with little specific fundamental or technical analysis provided beyond the target.

“Uber, we are looking for Uber to get to and through $100. Put a $100 target on Uber for me.”

The YouTuber identifies Uber as a buying opportunity, stating that he previously predicted it would reach $100. He believes that once it breaks past $100 after some rejections, it will continue to run higher, and encourages holding shares to let 'runners cook'.

“This play was going to $100. And that play is Uber. Ticker symbol UB. Okay? Ticker symbol UB. So listen to this. Palunteer and Uber. Two opportunities that I need you guys to make sure you are part of.”

The YouTuber strongly recommends buying Uber, stating it's trying to reach $100. He notes its historical range between $68 and $83 and suggests buying on pullbacks, expecting it to hit $100 and potentially go higher before a potential pullback to $68, offering a chance to re-enter.

“The next one you want to be buying crazy is Uber. Ticker symbol UB. This stock is trying to make its way to $100. I've been pounding the table since this was $40.”

The YouTuber suggests buying Uber, noting its inverse correlation with Tesla. He believes Uber is heading towards $100, at which point he advises selling and potentially re-entering Tesla. The strategy is to buy when it's down and sell when it reaches the target.

“Uber is going to $100, then it's probably going to crash. But when it crashed, you need to hop out of the Uber. You need to jump back in your Tesla and take that up.”

The YouTuber recommends buying Uber at $60, stating that it consistently goes to $83 from that price point and is expected to reach $100. He identifies it as a 'new winner' for investors.

“If you get if you get Uber at 60, it's going to always go to 83. If you get this at at 60, 5860, this is going to do the same thing. But I believe both of these plays, this can maybe get to like 85. Uber is going to 100.”

The YouTuber advises holding Uber, stating that he has been in it since $60 and it has reached $93. He believes it will hit his target of $100, making it a 'phenomenal move' for those who got in at lower prices.

“We want to be in it when this hit $100 cuz we know we least got it at 60 or we least got it at 80 if you around here. And when it hit our target of $100, that is a phenomenal move.”

The YouTuber believes Uber is a '100 play' and advises not to 'sleep on it.' He acknowledges that external factors, similar to those affecting Tesla, might prevent a smooth ascent but is confident it will reach $100 eventually, urging a long-term view.

“I told you this is going to be a $100 play, but they can get caught in the crosshairs of the stuff that go on with Tesla. So, they not going to let it go smoothly to 100. But guess what? It's coming.”

The YouTuber recommends accumulating Uber shares at lower price points, specifically below $80, $70, or even $60, due to its long-term potential to reach $100. He notes strong resistance at $93 but believes a catalyst will eventually push it higher, making current pullbacks buying opportunities.

“I want you down here at 80. I want you down here at 70. I want you down here at 60 if you going to play Uber knowing we're going to those levels so that you can say, 'Yep, coach. I got an average cost in the low 80s.'”

The YouTuber recommends buying Uber after its recent dip to 85, noting it's already recovering to 88. He expects it to reach 90, then 92, based on the principle that quality companies tend to recover from market crashes and retest previous levels.

“It went to 85 on Uber, but now it's already making its way back to 88. The goal for this is 90, then 92. Life changing if you can get it.”

The YouTuber suggests buying Uber if its price falls into the $50s or $60s. He views it as a great company with significant upside potential that will continue to perform well.

“Guys, if you can catch this in the 50s or 60s, this is a great buy. This is a great company to be in. They're doing their thing. They'll continue to do their thing.”

The YouTuber recommends buying Uber, stating it's an 'up and coming company' that will 'get busy' and compares it to Palantir's past performance. He suggests accumulating shares when the price is low, especially during market pullbacks, for long-term gains.

“In terms of plays, there's other things to choose from outside of the Max 7. Some of these up and coming companies are going to be what get busy.”

The YouTuber advises buying Uber when it pulls back to the $72-$73 range, as it tends to bounce back up to $76. He notes that it has resistance at $76 and $78, suggesting a trading range strategy.

“it comes to 7 72 or 73 and then it goes up to 76 okay they have resistance at 76 and 78 and then it come right back down guys to 72 if you learn your levels you can change your life you can just play Within the range”

The YouTuber mentions Uber was a successful 'Money Team' play last week, bought at $74 and now at $81. He advises against chasing the stock at current highs and instead suggests waiting for a pullback, as he believes his plays always return to entry levels, offering another opportunity to buy.

“If you join The Money Team and the play is already Target don't chase don't buy a high follow the instructions it's going to pull back trust me trust me okay and then when it pulls back that's your time to shine cuz then it's going to go back up and hit all the levels that I lay out for you guys every single week.”

The YouTuber highlights Uber as a stock to watch for February, noting its recent massive price increase from $69 to $76. He suggests that catching such moves can be 'life-changing' and implies it's a good play for the current month.

“This one was up massively today but I told you just in yesterday we did a homework assignment with the three green soldiers and I wanted you to look at this stock because it's a good example of this was just $60 yesterday $69 and it ran all the way up look at this it ran all the way up to $76 today.”

The YouTuber recommends Uber, citing its phenomenal earnings report and first-time profitability, which has led to a strong cash position. He believes the stock has significant room to go higher, potentially reaching $90, and advises looking for the 'three green soldiers' candlestick pattern as a buy signal.

“Uber phenomenal earnings report um they profitable for the first time sitting a lot of cash this one has plenty room to go higher I wouldn't even rule out this becoming a $90 uh stock.”

The YouTuber recommends Uber, highlighting its dominance in ride-sharing and its future potential in self-driving vehicles. They point to its strong long-term performance, having doubled in value over five years, and advocate for playing the long game with growth stocks like Uber.

“Uber been putting it down for a minute now slowly pulling away from lift but have this on your radar.”

The analyst remains bullish on Uber, citing strong fundamental growth with double-digit revenue increases and expanding margins, particularly due to cost control and the potential for autonomous driving partnerships like Waymo. He believes the current stock price is fair and sees significant upside potential, especially given Uber's market dominance in key regions and its ability to form higher lows during market corrections.

“Ich persönlich würde sogar sagen, dass die Kurse, die wir aktuell bei Uber haben, fair sind. Also es ist nicht so, dass es der Aktienkurs jetzt hier extrem überbewertet ist. Hier war es natürlich unterbewertet, das war das Schnäppchen. Aber aktuell ist es jetzt auch nicht so, dass man jetzt hier meiner Ansicht nach, zumindest wenn man jetzt so in die Zukunft in die nächsten 5 Jahre schaut, viel zu teuer einsteigt.”

The YouTuber sees Uber as a strong long-term investment due to its growing revenue, positive free cash flow, and strategic involvement in autonomous driving. He believes the stock will significantly appreciate over the next 5-10 years. While acknowledging current seasonal weakness and resistance, he suggests buying after a confirmed breakout above resistance, which would offer a better risk-reward ratio.

“Ich persönlich würde an dieser Stelle tatsächlich jetzt nicht in uber investieren oder einsteigen vom trade her wie gesagt wenn man langfristig sowieso sagt die nächsten F bis 10 Jahre da kann man eh überall einsteigen aber mein persönlicher Ansatz ist halt wie ich ja auch hier geteilt hatte entweder hier an so einem Support einzusteigen der ist jetzt vorbei ne also das ist jetzt schon ein zwei Monate her das hätte man dann nutzen können haben ja auch zum Glück viele von euch genutzt und die andere Variante wäre dann erstmal zu warten dass man tatsächlich das hier einmal durchbricht das ganze dann als Support respektiert und antestet und dann sollte es dann auch weiter nach oben gehen.”

The YouTuber identifies a potential strong buying opportunity for Uber if the stock experiences a significant pullback to $49. He views this price level as an 'absolutely attractive opportunity' for long-term investors, despite the current seasonal weakness and resistance.

“sollte dieser brechen dann ist direkt da drunter hier bei ungefähr 61 62 USDollar noch der nächste Support und das hatte ich aber auch hier gesagt wenn dieser gebrochen wird dann könnte es tatsächlich ungemütlicher werden und bis auf 49 USDollar fallen aber das wäre für mich schon wirklich eine absolut attraktive Gelegenheit also die 49 USDollar das wäre schon sehr sehr krass.”

The YouTuber advises against short-term trading or investing in Uber at its current price due to the stock being at a significant resistance level and entering a seasonally weak period. He suggests waiting for a clearer technical setup, either a pullback to support or a confirmed breakout, before initiating a position.

“Ich persönlich würde an dieser Stelle tatsächlich jetzt nicht in uber investieren oder einsteigen vom trade her wie gesagt wenn man langfristig sowieso sagt die nächsten F bis 10 Jahre da kann man eh überall einsteigen aber mein persönlicher Ansatz ist halt wie ich ja auch hier geteilt hatte entweder hier an so einem Support einzusteigen der ist jetzt vorbei ne also das ist jetzt schon ein zwei Monate her das hätte man dann nutzen können haben ja auch zum Glück viele von euch genutzt und die andere Variante wäre dann erstmal zu warten dass man tatsächlich das hier einmal durchbricht das ganze dann als Support respektiert und antestet und dann sollte es dann auch weiter nach oben gehen.”

The YouTuber highlights Bill Ackman's significant investment in Uber, arguing that Ackman sees it as a world-class business trading at a massive discount to its intrinsic value. Uber has transformed into a profitable global logistics and delivery platform with multiple growth engines, strong free cash flow, and operational discipline, which the market is currently underappreciating. Despite risks like regulation, competition, macroeconomics, and autonomous vehicles, Ackman's high-conviction bet suggests a mispriced compounder.

“In other words, this isn't just a bet on a ride share app. It's a bet on what Aman sees as a world-class business hiding in plain sight.”

The analyst implies that Uber's business model is vulnerable to disruption from autonomous vehicle services like Waymo and potentially Tesla's robo-taxi. They suggest that if autonomous services offer a superior product at a lower price, traditional ride-sharing companies will struggle to compete, making their categories look like a 'joke'.

“Whimo even with its relatively small fleet in the area where it operates has already surpassed Lyft and if it the trend continues within the next 12 months will do more rides than Uber.”

The YouTuber recommends buying Uber due to its dominance in the ride-hailing market and expected 15% revenue growth to $50 billion this year. He highlights recent partnerships with Pony AI and Wigride for global expansion and its potential to lead in self-driving taxis, suggesting it's undervalued compared to Tesla on a price-to-sales basis.

“Uber is quickly and quietly becoming the company that is going to take over public transportation and will be the first to win from self-driving taxis.”

Mark Mahaney, cited by the YouTuber, still considers Uber one of his top picks, believing it is undervalued. The YouTuber agrees with this assessment, suggesting it's a great stock to invest in.

“he still has Uber as one of his top picks which I also agree I think Uber is undervalued and a great stock to invest in”

Carlson is seriously considering buying Uber, validating Bill Ackman's recent investment. He believes Uber is a high-quality business with massive network effects, dominant scale, and a low valuation, trading at a 30 P/E ratio with rapidly growing earnings. He argues that the company's scale and strategic positioning will allow it to navigate the future of autonomous vehicles, making it a strong investment.

“I think in most cases investors that buy here are going to make money and I don't say that about every company”

The YouTuber recommends Uber as a buy, highlighting its cheap valuation at 20 times 2026 multiples and a 4.3% free cash flow yield, combined with rapid growth (17% revenue, 20% trips, 13% users). He emphasizes its strong operating leverage, transitioning from negative to $6 billion in free cash flow, and believes Uber is likely to integrate with future self-driving technologies, securing its market position.

“Every way you look at this company it's cheap”

The YouTuber bought more Uber shares after a recent dip following disappointing quarterly results, viewing it as a long-term opportunity. Despite concerns about robotaxi fleets and a weaker outlook, Uber is seen as a clear market leader in ride-hailing and food delivery, with strong growth rates exceeding 20%. The current valuation, with a P/E of 16 and FCF ratio under 23, is considered very attractive.

“ich habe den Dip genutzt um meine Position weiter auszubauen die vierte Aktie ist uber”

The YouTuber plans to buy Uber, viewing it as a market leader in ride-sharing and delivery services, poised to benefit from the growth of autonomous vehicles. He highlights Uber's current profitability, strong booking and revenue growth, and a favorable PEG ratio indicating potential undervaluation despite a high P/E.

“Aktie Nummer 2 ist uber und bietet als Marktführer die weltweit größte Plattform für Personenbeförderung an.”

The YouTuber sees Uber as a comprehensive transportation company, expanding beyond rideshare into urban air travel with Joby and significant growth in Uber Freight (12% of revenue). He highlights strong financial performance with growing revenue and margins, and declining debt-to-assets, with analysts forecasting a 37% upside.

“Overall, they want to become a comprehensive transportation company. And when I look at their financials, their revenue and margins have been growing nicely each quarter for the past two years.”

The analyst advises avoiding Uber at its current price due to razor-thin margins, high debt relative to adjusted EBITDA (after accounting for stock-based compensation), and significant share dilution. While revenue growth is strong, the company's free cash flow is only recently positive and its valuation at 40x forward EBITDA is considered pricey, leading to an estimated 8% IRR over 10 years, which is below the S&P 500 average.

“I don't think that's well priced either because it's not giving me a a 10% or higher irr as an estimate.”

The analyst indicates a potential interest in buying Uber if its stock price pulls back to a more attractive valuation, specifically around $60 to $70 per share. This would improve the potential internal rate of return (IRR) and make it a more compelling investment, despite current concerns about margins and debt.

“Maybe if there's a pullback, I consider buying it probably come to a better value about $70 or maybe $60 a share start becoming interest.”