$UBER

Uber Technologies, Inc.

7 analysts · 1 active debates
SENTIMENT
43% BULL
STANCE FLIPS · 7d
1
LAST VERDICT
BALANCED
NEXT EARNINGS
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AS OF MAY 13

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WHERE ANALYSTS DISAGREE ON UBER
updated 15H AGO
$UBER
15h

Uber's Driver Defensibility Risk

BULL CASE

"UBER is worth buying despite robo-taxi competition because its valuation is “disconnected” from improving fundamentals like accelerating revenue, rising free cash flow with operating leverage, ongoing buybacks, and continued growth even where Waymo-like services are operating."

Joseph Carlson After HoursANALYST
“These 7 Companies Will Dominate The Future”
May 13, 2026
BEAR CASE

"UBER faces meaningful share risk as autonomous robo-taxis should reduce the need for Uber drivers, making the ride-hailing business less defensible."

Stocks with JoshANALYST
“I Rode In Amazon’s Robotaxi 😱”
May 5, 2026
ANALYST SENTIMENT · 2 TAKES
1 BULL · 50%50% · 1 BEAR
STANCE FLASH · UBER
1
STANCE FLIPS · 7d
Analysts leaning balanced.
THIS WEEK
ANALYST COVERAGE
Joseph Carlson After Hours — YouTube finance analystStocks with Josh — YouTube finance analyst
— Covered by Joseph Carlson After Hours · Stocks with Josh

What is the latest research on UBER?

LATEST RESEARCH · 3 TAKES
JCJoseph Carlson After Hours — YouTube finance analystJoseph Carlson After Hours15h ago
BULL$UBERMid-termFundamental

"Bullish on $UBER: fundamentals improving despite robo-taxi overhang — buybacks, rising free cash flow, and bookings/drivers still growing."

UBER’s bull case hinges on the idea that the stock drop isn’t tied to core business deterioration, citing about 18% trailing-12-month revenue growth, free cash flow climbing each quarter, and buybacks reducing shares outstanding. He also argues that Uber keeps gaining traction in cities where robo-taxis launch, with management viewing AV players as complementary to a hybrid network strategy.

@ ~$74.70
"These 7 Companies Will Dominate The Future"
SWStocks with Josh — YouTube finance analystStocks with Josh8d ago
BEAR$UBER

"UBER faces meaningful share risk as autonomous robo-taxis should reduce the need for Uber drivers, making the ride-hailing business less defensible."

@ ~$72.95
"I Rode In Amazon’s Robotaxi 😱"
SWStocks with Josh — YouTube finance analystStocks with Josh16d ago
BULL$UBER

"UBER is identified as the top name on the KOL’s bullish strength leader screen, making it a near-term relative-strength watch compared with other picks."

@ ~$76.27
"Watch this Stock for Breakout this Week"