Uber Technologies, Inc.
Investment Thesis
UBER has declined 11.7% over the past month to $81.26 despite strong Q3 fundamentals (high-teens revenue growth, $1.2B+ EBITDA), trading at historically attractive valuations near 15.5x EV/EBITDA. The market has overreacted to regulatory headlines while ignoring the massive untapped market opportunity (85% non-penetration in top markets) and successful AV deployment across six cities, creating a compelling risk/reward entry point with analyst targets suggesting 35-54% upside.
Catalysts to Watch
FTC lawsuit resolution or settlement, Q4 earnings release, autonomous vehicle expansion announcements, market penetration metrics, regulatory clarity on pricing practices
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]
Timeline
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