Uber Bears Are Missing the Story and Our $123.73 Price Target Shows Why
Briefly

Uber Bears Are Missing the Story and Our $123.73 Price Target Shows Why
"Uber's stock peaked near $97.83 in September 2025 before falling sharply through year-end, hitting $70.53 in February 2026. The year-to-date decline of 11.6% contrasts with a business that delivered $52.01 billion in full-year 2025 revenue, up 18.3% year-over-year."
"CEO Dara Khosrowshahi stated on the fourth quarter earnings call that 'AVs will unlock a multitrillion-dollar opportunity for Uber,' and the company expects to be in 15 cities by year-end 2026."
"With 47 buy or strong-buy ratings against just 1 sell, analyst consensus firmly supports the bull case. The bull scenario targets $137.03; the five-year bull case reaches $314.78."
Uber Technologies trades at $73.23, significantly below its 52-week high. The price target is set at $123.73, suggesting a 71% upside. Despite a year-to-date decline of 11.6%, Uber reported $52.01 billion in revenue for 2025, with Q4 showing strong growth in revenue and free cash flow. The bull case is supported by AV monetization and partnerships, while the bear case highlights competitive pressures. Analyst consensus favors a bullish outlook with a target of $137.03.
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