UBER Uber Technologies Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:15
Jul 16
Jul 16
Chip selloff and AI spending concerns drove a broad market decline, with the Nasdaq 100 falling 1.6% and Alphabet dropping 4.4% on reports its AI model is behind schedule, while TSMC's strong results failed to lift sentiment.
16:00
Jul 16
Jul 16
Uber has initiated a takeover bid for the German food delivery company Delivery Hero in a deal valued at approximately 14.8 billion dollars.
11:55
Jul 16
Jul 16
Uber's platform expansion and synergies drive growth
The Delivery Hero acquisition adds leading delivery brands in 50 new markets, extending Uber's platform to 99 total markets. Combined with Uber's mobility, cross-promotion drives users to spend 3x more. The deal yields over $1 billion in synergies, bringing the effective purchase price to 8x EBITDA post-close. Uber's scale advantage creates higher liquidity for drivers, couriers, and restaurants, leading to faster growth and higher profits. The company will continue organic growth, stock buybacks, and investment in autonomous technology, complementing disciplined M&A.
HIGH
06:25
Jul 16
Jul 16
Uber announces plans to invest 2 billion euros in Germany for expansion by 2031.
17:53
Jul 15
Jul 15
Uber is nearing a 12.5 billion euro deal to acquire Delivery Hero, which will sell its Turkish and European businesses to an investment firm.
14:47
Jul 15
Jul 15
GameStop is partnering with Uber Technologies to deliver video games and collectibles through the ride-sharing platform.
01:35
Jul 15
Jul 15
M&A talks between Uber and Delivery Hero reported; factual event with no directional commitment from speaker.
LOW
14:02
Jul 14
Jul 14
Uber is in advanced talks to acquire German food-delivery company Delivery Hero, according to people familiar with the matter.
13:57
Jul 14
Jul 14
Uber shares are down 2.5 percent in the latest trading session according to the news report.
13:56
Jul 14
Jul 14
Uber is reportedly planning to bid well above the recent Delivery Hero price in a potential acquisition move.
13:56
Jul 14
Jul 14
Uber is reportedly in advanced talks to acquire Delivery Hero according to sources familiar with the matter.
13:53
Jul 14
Jul 14
Uber is reportedly in advanced talks to acquire Delivery Hero according to a news report.
09:51
Jul 14
Jul 14
Jason discusses a conceptual partnership idea for low-interest loans to transition ride-share drivers to AV shepherds, but offers no personal position or trade call.
LOW
14:15
Jul 13
Jul 13
Long UBER as part of a software/laggard basket that trades inversely to AI names, providing diversification and upside as the software sector attempts to find a bottom.
MED
06:11
Jul 13
Jul 13
Regulatory and union pressures will slow autonomous vehicle rollout, creating headwinds for ride-hailing and delivery platforms. No explicit trade recommendation.
MED
07:03
Jul 10
Jul 10
Jason argues Uber's pro-autonomy stance is clear and that safety drivers are a reasonable interim step, but he does not state a position on the stock.
LOW
14:08
Jul 09
Jul 09
Uber's CTO details massive AI adoption across the company with dramatic productivity gains, but Jason frames it as a notable observation from his past investor role, not a current position.
LOW
18:37
Jul 05
Jul 05
UBER mentioned comparatively in LYFT thesis; 240% YoY return cited as context for LYFT's underperformance, no directional view on UBER itself.
LOW
04:25
Jul 05
Jul 05
Uber pauses its European food delivery expansion amid Delivery Hero's takeover bid according to the Financial Times.
04:15
Jul 05
Jul 05
Uber drops expansion plans in five of seven targeted countries including Austria, Norway and Greece according to the Financial Times.
14:31
Jul 01
Jul 01
Uber Technologies has dismissed two tech leaders at its nascent AI data labeling business, shaking up a key division positioned as a growth driver.
14:11
Jul 01
Jul 01
Uber restructures its AI data labeling division and removes senior executives according to the report.
18:17
Jun 30
Jun 30
Uber cut out of AV stack, costly fleet shift.
Uber is being cut out of the autonomous vehicle stack by Waymo, is forced to stitch together a patchwork of partnerships, and is abandoning its asset-light model by committing to purchase up to 50,000 Rivian and 35,000 Lucid vehicles, an expensive strategic shift that contributes to its stock dropping over 21% in the past year and leaves it playing catch-up.
HIGH
08:04
Jun 30
Jun 30
The tweet reports a list of stocks receiving analyst upgrades but does not state the author's own position, making it a factual research summary rather than a trade idea.
LOW
19:05
Jun 29
Jun 29
Uber Technologies has wound down its robotaxi offering with Alphabet's Waymo in Phoenix, marking another shift in their complex partnership and competition dynamic.
00:08
Jun 27
Jun 27
Uber's announcement of stricter background checks for drivers is a factual operational update with no explicit bullish or bearish trade call from the author.
LOW
18:46
Jun 26
Jun 26
Uber is tightening driver background checks in the US and applying the new standards retroactively to existing workers in response to sexual-assault lawsuits.
23:43
Jun 24
Jun 24
Hate Uber thesis, avoid
The speaker explicitly hates the Uber investment thesis and refuses to buy it, despite others piling in and a coordinated effort to push it higher.
MED
21:38
Jun 24
Jun 24
Dislike Uber thesis, avoid
He hates the Uber thesis, implying the stock's narrative is flawed or uninvestable, even though Nancy Pelosi bought shares.
LOW
16:48
Jun 24
Jun 24
Personal usage anecdote about Uber Eats; no trade thesis or directional view.
LOW
About UBER Analyst Coverage
Buzzberg tracks UBER (Uber Technologies Inc.) across 38 sources. 49 bullish vs 6 bearish calls from 59 analysts. Sentiment: predominantly bullish (29%). 150 total trade ideas tracked. Past 7 days: 2 bullish, 13 watch. Latest voices: FirstSquawk, Reuters Business, Dara Khosrowshahi.