Uber (UBER)
Expected Upside: 32.1%
Target period: 12 Months
- Strong booking growth, expanding margins and rising free cash flow could drive earnings upgrades and a higher valuation multiple.
- Main Risk: Autonomous-vehicle operators bypassing Uber could erode Mobility demand and take rates, invalidating the expected earnings and cash-flow compounding.
- Q2 gross bookings grew 22% in constant currency, while non-GAAP operating income increased 40%. Trailing free cash flow exceeded $10 billion, supporting continued investment and share repurchases. The target reflects a conservative discount to current analyst consensus.
The Golden Tip is a general investment recommendation, not personalized investment advice. Past performance and forecasts do not guarantee future results. It was prepared with the assistance of a third-party provider, subject to review and validation by the 50K Research Team. It does not take into account your portfolio, financial situation, investment objectives, risk tolerance, investment knowledge or experience, ability to bear losses, or trading history. Please always do your own research. Your capital is at risk.