What smart money is saying about Uber Technologies, Inc.
9 funds in our archive have pitched Uber Technologies, Inc. — most recently Pershing Square in December 2025.
Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It connects consumers with independent providers of ride services for ridesharing services; and connects riders and other consumers with restaurants, grocers, and other stores with delivery service providers for meal preparation, grocery, and other delivery services. The company operates through three segments: Mobility, Delivery, and Freight. The Mobility segment provides products that connect consumers with mobility drivers who provide rides in a range of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. It also offers financial partnerships, transit, and vehicle solutions offerings. The Delivery segment allows consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered; and offers grocery, alcohol, and convenience store delivery, as well as select other goods. The Freight segment connects carriers with shippers on the company's platform and enable carriers upfront, transparent pricing, and the ability to book a shipment, as well as transportation management and other logistics services offerings. The company was formerly known as Ubercab, Inc. and changed its name to Uber Technologies, Inc. in February 2011. Uber Technologies, Inc. was founded in 2009 and is headquartered in San Francisco, California.
Fund coverage · 9 theses
- Pershing SquareDecember 2025
Uber Technologies is leveraging AV partnerships and strong operating leverage to drive rapid growth in users, bookings, and profitability.
Read the full thesis - Focus GrowthSeptember 2025
Uber is a compelling investment due to its significant growth potential, strong brand recognition, and favorable valuation despite the long-term threat of autonomous vehicles.
Read the full thesis - BrasadaJune 2025
Uber is a technology-driven marketplace connecting riders, drivers, restaurants, and shippers, with a robust business model that benefits from extensive data and dynamic pricing while embracing opportunities in autonomous vehicles for future growth.
Read the full thesis - Pershing SquareJune 2025
Uber’s undervalued stock, accelerating AV partnerships, strong delivery growth, and massive capital returns position it for 30%+ EPS growth and long-term leadership in the future of mobility.
Read the full thesis - Burke Wealth ManagementJune 2025
Uber Technologies is a leading global platform in mobility and delivery, positioned for long-term growth despite uncertainties around autonomous driving and competitive dynamics in delivery.
Read the full thesis - Hinde GroupMarch 2025
Uber is a leading global transportation network company with operations in over 10,000 cities, expected to exceed $180 billion in gross bookings this year, and is well-positioned to navigate economic challenges while benefiting from increased vehicle costs and limited impact from tariffs.
Read the full thesis - Pershing SquareMarch 2025
Uber combines platform scale, pricing power, and AV partnership upside—offering 30%+ earnings growth and multiple expansion from today's discounted valuation driven by misunderstood long-term dynamics.
Read the full thesis - Hardman Johnston Global EquityDecember 2024
Uber is a market-leading platform company benefiting from significant growth opportunities in ride-hailing, food delivery, and freight services across global markets.
Read the full thesis - Platinium AMDecember 2024
Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
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