Uber: Best Stock to Buy Right Now
"And so I wanted to share with you my updated intrinsic value calculation for Uber. I believe these shares are worth $133 today, but you can go out in the market and buy them for $92. So for all these reasons, I still like Uber as the best stock to buy right now."
The speaker delivers an explicit trade call for Uber, highlighting an intrinsic value of $133 compared to a market price of $92. He underlines Uber's competitive convenience advantages and robust business metrics as reasons to consider it the best stock to buy at this moment.
Uber as the best stock to buy early this year
"Early this year, I rated Uber as the best stock to buy. And then shortly after I made that conclusion, I believe it was a month or two after legendary investor Bill Aman came out and said how he thought Uber was an excellent investment and added billions of dollars of Uber to his portfolio."
The speaker highlights his early-year call on Uber as the best stock to buy, noting that his analysis was later reinforced by a prominent investor's large-scale endorsement.
UBER Best Stock Buy: Undervalued with Growth Catalysts
"So now let's take a look at valuation. So I calculated an intrinsic value per share for Uber at $132. The current market price after the 6% decline today is $94. So it looks considerably undervalued based on my DCF calculation. When I go to fiscal.ai, which is my preferred data provider, there's a link in the description if you're interested in these kinds of charts where you can get the forward price to earnings ratios. Uber's trading at a forward PE of 30, which I think is cheap for a company that's growing revenue at 20% with an asset light business model. So, I think the stock is cheap. The risks of driverless car technology disrupting its business remain. All things being considered, do I still think Uber is the best stock to buy right now? The answer is yes. I still like Uber stock. I still think it's one of the best and in fact the best stock you can buy right now."
The speaker explains that Uber is significantly undervalued based on his DCF calculation, highlighting an intrinsic value of $132 versus a current price of $94 and a forward PE of 30. He emphasizes strong revenue growth and cash flow improvements, positioning Uber as the best stock to buy despite risks from potential driverless technology disruptions. His analysis underscores both valuation catalysts and growth potential.
Uber Profit-Taking Creates a Potential Buy Zone
"And then another one that reported earnings this morning was Uber. And yes, they beat on earnings per share and revenue. And the stock dropped. Why, guys? In 2022, the stock was $20. And right here, this month, the stock was $100. Absolute incredible move. This is just profit taking the golden pocket for Uber. And you say, 'What are we talking while we're talking about a fib uh trend line that when something hits a pivot top, normally the pivot low is found in the golden pocket. For Uber, that's around $50. Now, some of you might think that's way too low for Uber to go. It might be. I see support around $70 as well."
The speaker highlights Uber's dramatic run from $20 to $100 and notes the current pullback as profit taking. He identifies a potential buying opportunity at a pivot low around $50, signaling a tactical entry point if the dip materializes.
Uber Impacted by Legal Charges and Q3 Profit Weakness
"Let's finally go to a company that if you live in New York City, you know pretty well – Uber. We're seeing shares of Uber down about 6% right now as we speak. This decline comes on the back of legal charges that ate into its third quarter profits, even though ride share and delivery trips soared. There's a clear scrutiny on how these legal issues are starting to impact the core profitability of the business."
The speaker draws attention to Uber (UB) which is experiencing a roughly 6% decline amid legal charges that have negatively impacted Q3 profits, despite strong performance in ride share and delivery segments. This commentary suggests concerns over short-term profit pressures from legal issues.
Trade Call: Uber
"The next on my list mentioned is Uber. The ride share and food delivery company is trading at a market price of $9953. I calculated an intrinsic value per share at $130, leaving 30% upside. I bought shares of Uber stock for my own portfolio and I'm happy with the return on investment I've seen so far, having purchased Uber shares at around $70 and seeing gains up to around $100. I rated Uber as the best stock to buy in 2025, expecting it to continue outperforming due to new customer acquisition and strategic investments addressing risks from driverless car technology."
Trade call for Uber highlighted as the top pick with clear intrinsic undervaluation and strong performance gains, despite concerns from driverless technology competition.
Uber earnings miss weighed by delivery growth potential
"Yeah let's talk about Uber. We also got results for that company today. So ticker UB shares not doing too well either. They're down 7%. um it was a miss on third quarter operating income 1.1 billion versus 1.62 estimates uh and their adjusted earnings forecast also falling short of forecasts. The silver lining though is that their quarterly growth was the strongest since late 2023 and customers ordered more rides and deliveries than expected. So JP Morgan pointing out that the delivery category is potentially a silver lining for them as well."
Uber's earnings missed expectations with operating income lower than estimates, leading to a 7% drop. However, the company's strong quarterly growth and robust performance in the delivery segment provide a potential upside catalyst.
Mixed Uber Earnings Impact
"It posted a miss on third quarter operating income, issued adjusted earnings forecast for the current period that fell short of estimates. It CEO said that that miss on operating income, it was actually partially due to undisclosed legal and regulatory matters. Um, but you're right, it was good news. I mean, they had an otherwise upbeat report. Um, Uber's strongest quarterly growth since late 2023. Total bookings, they grew 21% to 49.7 billion for the quarter. And that topped estimates, too."
The commentary on Uber (UBER) centers on a mixed earnings report: while the company missed on operating income partly due to legal and regulatory issues, it also posted its strongest quarterly growth in bookings, suggesting underlying strengths despite near-term challenges.
Uber's Stock Hit by Negative Sentiment Despite Solid Bookings
"There's another stock crossing the wire—Uber coming out. UB is your ticker. Shares plummeting now 5% as we are speaking. Again, this comes after their third quarter results where their gross bookings actually seem to be coming in kind of in the range that was expected at least for the fourth quarter. So, it's unclear what's driving this stock lower at the moment, but it might just be a sentiment thing. It feels like if you are a tech stock this morning, you are getting punished. Good earnings or not."
Uber's shares are down 5% despite meeting earnings expectations, indicating that broader market sentiment is negatively impacting tech stocks.
Holding Uber While Awaiting a Better Entry Point
"I really like Uber. I've always had a positive view on Uber and I gave it a 90% chance of being a really good investment. However, it's just not dipping enough to give me that nice, juicy entry opportunity. I own a lot of good companies already, so I'm just patiently waiting for a dip before I add more to my position. The CEO's enthusiasm and new product launches are appealing, but the stock remains too high for an attractive entry right now."
The analyst expresses strong long-term confidence in Uber, citing its innovative product launches and CEO enthusiasm. Despite his bullish outlook, he remains cautious about entering additional positions due to the current high price levels and lack of an attractive dip.