u/Connorcor · 12d agono track record yet
$UBER Undervalued in $70's
Uber is undervalued at 12-15x forward earnings despite strong fundamentals: 20%+ YoY bookings growth, 33% EBITDA growth, and expanding margins. The autonomous vehicle overhang is overblown; Uber is positioned as the demand aggregation layer that AV operators will need, and a valuation mismatch exists—Uber trades at a discount to Lyft despite higher scale and diversification, with significant optionality from advertising, Uber for Business, and the Delivery Hero stake not yet priced in.
At post $78.04Now $78.66+0.8% since postedas of Aug 24, 1:28 PM ET