UBER

Uber Technologies is rated 'Buy' with a 12-month price target of $85, reflecting confidence in its 2027 earnings trajectory. UBER's Q3 results showed 20% constant currency bookings growth, 38% non-GAAP operating income growth, and a Mobility segment margin at a six-quarter high. Robotaxi and AI disruption risks are acknowledged but seen as long-term, with AVs expected to remain immaterial to UBER's trip volume through 2028.

Uber Technologies remains a compelling buy, with a $100 target price and >43% upside, driven by robust free cash flow and expanding monetization levers. UBER's Delivery segment, especially Uber Eats, is evolving into a 'mini-Amazon,' leveraging grocery/retail expansion, advertising, and Uber One membership synergies for higher retention and LTV. Mobility faces supply headwinds and robotaxi scaling lags peers, but UBER's demand aggregation and superior network utilization underpin defensible unit economics versus AV competitors.

THE AI TRADE HITS THE BRAKES—A Nasdaq correction. A rebound in oil.

Uber just posted another quarter of strong growth and margin expansion, yet the stock remains near bear-case valuation levels. However, investors are increasingly pricing Uber as a potential disruption victim, even as cash flow and profitability keep moving higher. With Waymo reshaping the narrative and Uber doubling down on execution, the key question is whether today's discount reflects real risk or a rare opportunity.

Uber's Q3 earnings miss estimates despite revenue growth, as autonomous vehicle expansion and Delivery gains face driver shortages and rising fuel costs.

Uber trades at 16x free cash flow after stock comp, with a 6.1% yield, despite 26% growth in per-share cash earnings and a 33% share price drop. Mobility growth is constrained by driver shortages in key markets, but overall bookings and non-GAAP EPS met or exceeded guidance; Q4 guidance is slightly below consensus. Robotaxi disintermediation risk is priced in, yet UBER's AV network shows utilization and share gains, with 700 driverless cars expected by year-end and 2,000+ by 2027.

Amazon and Uber are teaming up to deliver restaurant meals directly through the Amazon app and website.

Jonathan Boyar, a principal in Boyar Value Group, says the firm tries “to buy the proverbial dollar for 50 cents.”

SEATTLE & SAN FRANCISCO--(BUSINESS WIRE)--Amazon (NASDAQ: AMZN) and Uber (NYSE: UBER) announced today a new benefit for U.S. Prime members now offering $0 Delivery Fee on restaurant orders $25 or more directly through Amazon, powered by Uber Eats. The new partnership gives Prime members access to valuable perks on one of the largest restaurant delivery networks in the United States, accessible through Amazon.com and in the Amazon Shopping app. Prime members can start ordering immediately, with.

Amazon has made Uber Eats as its official restaurant delivery partner for Prime members in the United States, effectively ending the e-commerce giant's existing deal with Grubhub. Under the new partnership announced Thursday, Amazon Prime members will be able to order food from Uber Eats directly through Amazon.com and the Amazon Shopping app.