Dara Khosrowshahi as CEO at Uber: Fantastic Operator, Questionable Serial Acquirer?
Uber's ROIC is likely to compress significantly as Dara Khosrowshahi's $18.7B acquisition spree expands the invested capital base. While he is an excellent operator, his historical pattern of overpaying for acquisitions at Expedia suggests the Delivery Hero premium and other deals risk future goodwill write-downs and value destruction.
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UBER / BOOKING / APPLOVIN
UBER presents a compelling opportunity at current valuations given solid free cash flow, low debt, and a strong competitive moat. AI and robotics development provide upside catalysts, though execution risk remains.
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UBERS AV THREAT IS BEING OVERSTATED BY MARKETS - A significant undervaluation which will be corrected sooner or later!
Uber's hybrid model with flexible human and AV supply provides competitive advantages over pure robotaxi providers like Tesla and Waymo due to real-time demand volatility management. The platform's scale, speed to market, cross-platform integrations (Uber Eats, Uber 1), and future vertical expansion will drive margin acceleration and enable a trillion-dollar valuation within 5-10 years.
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Uber stock
Uber's valuation appears to price in excessive autonomous driving disruption risk. The company benefits from its massive user base, trusted platform, and established network while strategically investing in autonomous vehicle partnerships to bridge the transition, positioning it to remain relevant as a middleman between consumers and both human and autonomous drivers.
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“Bought in at $69”
Stocks that Im buying/bought this year
UBER trades at ~20x forward PE and 15x 2027E earnings; the thesis relies on consumer inertia for established ride-sharing apps and the logistical importance of availability in the autonomous vehicle era.
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“3% share allocation”
What to invest in currently. Where’s the value?
UBER has declined 30% but faces limited near-term autonomous vehicle risk, especially in UK/EU. With a PE of 15, net profitability, modest growth, and potential cost savings from reduced driver payments, the stock is undervalued.
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“Rotating into Uber”
I’m rotating some money out of AI. This may age terribly.
Uber at $70 delivers roughly 6% economic FCF yield needing only 10-11% growth to clear the hurdle rate, presenting a better-priced alternative to high-multiple AI stocks.
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Uber - is the risk from AV really worth the reward
While Uber may be fundamentally undervalued, the risk of permanent capital loss from autonomous vehicle disruption outweighs the limited upside (3x over several years), particularly given binary risk of the core rideshare model becoming obsolete. The opportunity cost of capital is too high relative to asymmetric downside.
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$UBERr/ValueInvestingDiscussionbullish u/pravchaw · 41d ago7 prior · 67% at 3mo UBER - Big CEO & COO Insider buys near 52-week low
Uber is trading at an attractive 15x free cash flow multiple despite generating over $10 billion in annual free cash flow with mid-teens growth, and the market is undervaluing its positioning as an autonomous vehicle aggregator platform. CEO and COO insider purchases near 52-week lows signal management confidence, and the company's distribution dominance via its app means it will benefit from autonomous fleets regardless of which provider wins.
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People are being too bearish on Uber
Autonomous vehicles pose less existential threat to Uber than popular analogies suggest. Rideshare is a low-margin commodity service where Uber's network, scale, and distribution moat protect it; new AV entrants will likely partner with or license through Uber rather than build competing apps, and regulatory/utilization constraints ensure Uber remains a critical player in the AV-enabled mobility market.
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“I'm buying Uber”
Uber can win in an AV future, I'm buying
Uber owns the demand layer for ride-sharing and will win in an autonomous vehicle future by scaling existing platforms while benefiting during the AV transition, commanding customer trust, and partnering with AV OEMs without bearing vehicle costs. The company trades at a low 15.6x P/E with strong growth (16% revenue, 25% gross margin expansion) and generates $10B in FCF, while management's $5.3M insider buy signals confidence.
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In $UBER I trust
UBER is now profitable and the recent robotaxi-driven selloff is unwarranted given regulatory and operational barriers to autonomous vehicle adoption. The Delivery Hero acquisition provides significant geographic diversification into 99+ countries across emerging markets and Europe, supporting mid-term (3-year) value creation despite current near-term headwinds.
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$UBERr/ValueInvestingStock Analysisbullish u/Connorcor · 65d 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.
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“22x CALLS before Earnings”
$UBER 22x CALLS before Earnings
Author is bullish on Uber before earnings, taking a leveraged call position with 22x multiplier, betting on a significant upside move around the earnings event.
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$UBERr/ValueInvestingDiscussionbearish u/snapjohn · 137d ago5 prior · 17% at 3mo UBER IS A VALUE TRAP JUST LIKE PAYPAL AND ADOBE
Uber appears to be a value trap similar to PayPal and Adobe, where a cheap valuation masks deteriorating growth prospects and the inability to sustain margins. The author skeptically questions whether the stock's current price reflects genuine value or merely the illusion of cheapness, given the market's historical pattern of repricing such companies lower.
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Uber is a screaming buy…
Uber trades at a discount despite strong fundamentals as a diversified marketplace and tech/data company. Waymo and Tesla concerns are overblown; the company's 50M subscription base, international reach, and expansion beyond rides/food justify a $100+ valuation.
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$UBERr/wallstreetbetsDDbearish u/dkrich · 164d agono track record yet Why Uber's latest earnings report was a major red flag for the state of the consumer
Uber masked weak mobility segment growth by cutting prices and raising eats prices to meet revenue targets. The mobility side is price-sensitive and declining, while eats is being squeezed; this suggests deteriorating consumer health and reliance on price-conscious riders and drivers.
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I hear that everyone’s a millionaire now - $2M
Author holds UBER as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.
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Uber is undervalued - DD
Uber is undervalued based on a declining forward P/E ratio (from 60.24 to 26.18), strong free cash flow yield of 4.33% exceeding market average, and robust growth (17% revenue, 20% trip growth). The author believes autonomous vehicles will be a partnership opportunity rather than threat, the ridesharing market will double to $200B by 2030, and Uber's dominant market position with new revenue streams (Freight, Health, Ads) positions it for significant upside to $90 by year-end.
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