Uber Technologies, Inc.
Investment Thesis
Uber has rebounded sharply (+5.81% today) from a deeply oversold condition near $67.85, suggesting the market overreacted to the take-rate controversy while ignoring exceptional Q1 2026 fundamentals including 44% non-GAAP EPS growth and 21% Gross Bookings expansion. The stock remains down ~12% YTD despite improving profitability, and near-term catalysts including the 2026 FIFA World Cup, London robotaxi launch, and Delivery Hero consolidation provide multiple re-rating opportunities over the next 2-3 months. Entering now at $72.85 captures the early stages of a sentiment recovery before the stock reclaims its prior trading range near $78-80.
Catalysts to Watch
Q2 2026 earnings release, FIFA World Cup rideshare demand data, London Waymo/Wayve robotaxi commercial launch progress, Delivery Hero integration updates, regulatory response to Colorado take-rate legislation, autonomous vehicle partnership announcements, Uber One membership growth milestones
Why It May Work
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]
Timeline
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