u/IamaAnimeNerd ·
Reddit — r/ValueInvesting
· May 06, 2026 at 16:54
· ⬆ 15 pts
· 💬 24 comments
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AI Summary
Summary
The post analyzes Uber’s Q1 earnings and argues the stock is a potential 2x opportunity due to its positioning as an AV aggregator.
Author’s thesis: Uber’s core mobility/delivery business is strong, but the market undervalues the AV aggregation strategy spearheaded by the CEO (ex-Expedia).
Quality assessment: Moderate DD with some supporting data (AV bookings up 10x YoY, Uber One >50M members) but largely speculative and reliant on a single catalyst (AV execution).
Score15
Comments24
Upvote %81%
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Q1 came out and it's looking promising
I know a lot of people here likely feel slightly vindicated from today's ER cus this sub has been quite bullish on Uber
But with their further positioning as the AV aggregator, I believe this stock has a lot more room to run up
Just as a tentative #, AV mobility bookings has increased 10x YoY, which shows there's a lot of potential & they're executing well
The CEO is the ex-CEO from Expedia who oversaw the execution of the Expedia's hotel aggregation network, and this translates well to the aggregation plans he has for Uber too
It also helps that Uber's customers seem to be more sticky nowadays w/ uber one having >50 mil members (important b/c a lot of people think Uber is in an increasingly commodified space with little customer loyalty) and this could be relevant as Uber executes on the AV thesis
I think me (who tf is he) & Ackman are onto something, and beyond Uber's generic (albeit successful) delivery on its normal mobility & delivery bookings, their ability to deliver on the AV aggregation is what the market is missing.
Any thoughts?