Uber (UBER)
The speaker evaluates the long-term growth potential of Uber (UBER) stock and the effects of current market volatility.
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Coverage, strength, recency, conviction and momentum.
Covered by 5 analysts
Mixed views among analysts
Last evaluation 47+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Newest calls at the top.
The speaker evaluates the long-term growth potential of Uber (UBER) stock and the effects of current market volatility.
Scott Devett from Wedbush analyzes Uber's Q4 earnings, noting strong bookings, revenue, and IBIT growth that topped estimates, but highlights that guidance weighed on the stock. He scrutinizes the long-term risk posed by the potential concentration of autonomous vehicle supply outside Uber's ecosystem, which could impact market share and take rates.
An equity research analyst assesses Uber's recent earnings, which included a weak profit outlook and shares under pressure. The analysis examines the potential disruptive impact of autonomous vehicles on the ride-sharing company's business model and discusses the analyst's neutral rating on the stock with a $78 price target.
Evaluates the strategic partnership between Waabi and Uber to deploy 25,000 robotaxis, analyzing the scalability of autonomous technology within Uber's network.
The speaker evaluates the trend in consumer demand and operational efficiency in light of the company's 22% transaction volume growth and daily trip numbers in the last quarter.
Analyzes Uber's plan to deploy a 20,000-unit robotaxi fleet powered by Nvidia chips and the scalability of this partnership.
The speaker discusses the recent drawdown due to autonomous driving concerns and the thesis that the company could be a beneficiary rather than a victim of robotaxi technology.
The news anchor reports that Uber shares are up 5%, highlighting the company's development of a new cabin design featuring specialized sensors.
The reporter comments on the rise in Uber shares and the company's platform strategy in the autonomous vehicle market with multiple partners like Lucid.
Analyzes the downgrade to Sell, citing risks from increased competition and autonomous vehicle threats.
Evaluates Uber's position against autonomous driving risks, stating it is more insulated than competitors due to its diversified delivery business and international presence.
The speaker analyzes the positive effects of falling energy costs and general economic expectations on the company.
The speaker evaluates the long-term growth potential of Uber (UBER) stock and the effects of current market volatility.
Scott Devett from Wedbush analyzes Uber's Q4 earnings, noting strong bookings, revenue, and IBIT growth that topped estimates, but highlights that guidance weighed on the stock. He scrutinizes the long-term risk posed by the potential concentration of autonomous vehicle supply outside Uber's ecosystem, which could impact market share and take rates.
An equity research analyst assesses Uber's recent earnings, which included a weak profit outlook and shares under pressure. The analysis examines the potential disruptive impact of autonomous vehicles on the ride-sharing company's business model and discusses the analyst's neutral rating on the stock with a $78 price target.
Evaluates the strategic partnership between Waabi and Uber to deploy 25,000 robotaxis, analyzing the scalability of autonomous technology within Uber's network.
The speaker evaluates the trend in consumer demand and operational efficiency in light of the company's 22% transaction volume growth and daily trip numbers in the last quarter.
Analyzes Uber's plan to deploy a 20,000-unit robotaxi fleet powered by Nvidia chips and the scalability of this partnership.