Uber (UBER)
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-07-07
$74.33+2.63%
Close 2026-07-07 · 1-day change
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Track UBER free→Warn: Management is running behind on a stated commitment.
Uber grows gross bookings 25% yearly to $53.7 billion. Profit measured by Adjusted EBITDA rose 33% to $2.5 billion. Free cash flow is positive at $2.3 billion, showing operational strength. Partnerships in autonomous driving and delivery boost future growth.
Legal and regulatory issues in key markets could slow growth. Pausing expansion in Europe may hurt gross bookings. Leadership changes risk disrupting strategy and operations.
The price is about 28% below our fair value near $104, reflecting a cautious view. Analysts expect 16% revenue growth, which aligns with management's recent performance but leaves limited room for disappointment.
Breaks if: Adjusted EBITDA falls below $1.87 billion (2025-Q1 level)
Focus on increasing Adjusted EBITDA as a key financial metric.
Stated in 4 of last 4 quarters. Adjusted EBITDA grew 33% YoY to $2.5 billion in 2026-Q1, up from $1.868 billion in 2025-Q1. The trajectory is delivering on the priority of Adjusted EBITDA growth.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EBITDA grew 33% YoY to $2.5 billion.”
“Adjusted EBITDA of $2.5 billion, up 35% year-over-year.”
“Adjusted EBITDA grew 35% YoY.”
“Adjusted EBITDA grew 35% YoY.”
Breaks if: Free Cash Flow falls below $2.25 billion (2025-Q1 level)
Focus on increasing free cash flow through operational efficiency.
Stated in 4 of last 4 quarters. Free cash flow was $2.3 billion in 2026-Q1, up 2% YoY from $2.25 billion in 2025-Q1. The company shows limited progress in expanding free cash flow, with modest growth.
“Free cash flow was $2.3 billion, up 2% YoY.”
“Free cash flow of $2.8 billion.”
“Free cash flow of $2.8 billion.”
“Free cash flow of $2.8 billion.”
Breaks if: Gross Bookings fall below $42.8 billion (2025-Q1 level)
Continue to drive growth in Gross Bookings across all segments.
Stated in 4 of last 4 quarters. Gross Bookings grew 25% YoY to $53.7 billion in 2026-Q1, up from $42.818 billion in 2025-Q1. The company is delivering on its priority to increase Gross Bookings.
“Gross Bookings grew 25% YoY to $53.7 billion.”
“Gross Bookings grew 22% YoY to $54.1 billion.”
“Gross Bookings grew 22% YoY.”
“Gross Bookings grew 22% YoY.”
Breaks if: Significant regulatory fines or prolonged Europe expansion halt beyond 12 months