Uber Technologies, Inc. (UBER): A Bull Case Theory

Ricardo Pillai

Tue, May 13, 2025, 8:10 PM 3 min read

We came crossed a bullish thesis on Uber Technologies, Inc. (UBER) connected Substack by FluentInQuality. In this article, we volition summarize the bulls’ thesis connected UBER. Uber Technologies, Inc. (UBER)'s stock was trading astatine $88.10 arsenic of May 12^th. UBER’s trailing and guardant P/E were 15.43 and 32.36 respectively according to Yahoo Finance.

A adjacent up presumption of a manus holding a smartphone, utilizing a thrust sharing app.

Uber Technologies (UBER) is nary longer conscionable a ride-hailing app—it has evolved into a almighty planetary logistics platform, spanning rides, nutrient delivery, and freight. The institution has undergone a fiscal and operational transformation, moving from a growth-at-all-costs communicative to a disciplined, cash-generative machine. Uber holds a ascendant presumption successful North America and is gaining spot internationally. With implicit 130 cardinal monthly progressive users crossed mobility and delivery, the company's standard provides a beardown instauration for monetization. Uber Eats has turned profitable successful astir markets, portion Freight is transitioning into a much asset-light, scalable model. Uber One, the subscription service, boosts lawsuit retention and frequency, enhancing beingness value. In summation to its halfway services, Uber is softly gathering a caller furniture of monetization by leveraging interior infrastructure specified arsenic maps, advertising, and payments—assets with untapped upside.

Wall Street is lone opening to reprice this shift. Financially, Uber has flipped the script—Adjusted EBITDA exceeded $1.4 cardinal past quarter, escaped currency travel is solidly successful the billions, and nett income has turned affirmative aft years of losses. Operating leverage continues to improve, highlighting the scalability of the platform. With its web afloat built, Uber is present realizing the benefits of scale, converting past investments into sustainable profits. In an situation dominated by greed, Uber offers a uncommon asymmetric opportunity: a proven concern with optionality successful logistics, a sticky idiosyncratic base, beardown recurring gross streams, and a compelling valuation fixed its transformation. As investors pursuit themes of level scale, integer infrastructure, and logistics dominance, Uber stands astatine the intersection of each three—already profitable, growing, and inactive mispriced. With rising currency flows and aggregate embedded maturation levers, Uber presents a standout risk/reward illustration that is hard to ignore.

Uber Technologies, Inc. (UBER) is connected our database of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 166 hedge money portfolios held UBER astatine the extremity of the 4th fourth which was 136 successful the erstwhile quarter. While we admit the hazard and imaginable of UBER arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is much promising than UBER but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.