Uber Technologies: Long-Term, Steady Compounder At A Bargain (Rating Upgrade)
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Gytis Zizys3.72K FollowersFollow5ShareSavePlay(16min)CommentsSummaryUber Technologies presents a vast TAM, with only ~15% adult penetration in top markets and significant cross-selling opportunities between Mobility and Delivery.Q3 results showed 20.5% sales growth to $13.5B and a one-time GAAP EPS boost, with guidance for continued double-digit growth in bookings and adjusted EBITDA.Strategic focus includes suburban expansion, bundling services, and leveraging AV partnerships to drive long-term profitability without asset-heavy risk.I upgrade UBER to a buy, citing its sustained growth runway, improving operational leverage, and recent share price pullback as attractive entry points. winhorse/iStock Unreleased via Getty Images Introduction It’s been almost a year since I first covered Uber Technologies, Inc. (UBER), and during the year, the company grew on me, which prompted me to give it another go. The company’s potential remains vast, with a lot of TAMThis article was written byGytis Zizys3.72K FollowersFollowMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in UBER over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.