UBER: Hold + Reduce with a $63.99 price target

The stock is leading its sector, but year-to-date profit is lower.

Target for 2027-09-11: $63.99 USD, -10.7% versus the $71.67 weekly close on 2026-09-11. Price return only; dividends, fees and tax excluded.

Over 1 year (2025-09-12 to 2026-09-11), price changed -25.3% and trailing EPS changed -25.2%. A wider gap changes the earnings multiple; it does not establish fair value.

Over one year, the stock changed -25.3% against -30.7% for Technology (XLK). The gap is +5.5 percentage points. These are price returns, before dividends.

Revenue changed +12.2% from the same quarter last year, through 2026-06-30. The previous quarter’s year-on-year change was +14.5%.

Across 2 completed quarters since 2025-12-31, net income was 2,657.0m versus 3,131.0m in the matching prior-year periods (USD). Check whether the latest quarter changes that direction.

Cash after capital spending / profit: 1.1× for UBER, against 1.5× across 8 comparable peers.

Compare the next results with the trailing margin of 12.1% and the annual-history median of 3.0%. A historical median is context, not a forecast.

The latest quarterly margin changed +1.9 percentage points from a year earlier. Check sales volumes, pricing and unusual gains in the next filing.

Recheck the valuation gap alongside profitability and growth after new results. A discount alone does not establish value.

Starting annual sales growth: 17.3%.

Net profit margin: 11.2%.

Review recorded on 2026-09-16. This is a dated summary of an automated company valuation. The full report includes the financial evidence, alternative scenarios and review history. Consult the latest report before using an earlier target. Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.