Uber: Headline Volatility Creates Chaos, But I'm Loading Up With Conviction
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KL Research232 FollowersFollow5ShareSavePlay(17min)CommentsSummaryUber Technologies offers a compelling long-term upside, with a 40% price target increase to $110/share by 2026.UBER's diversified robotaxi partnerships and massive global network mitigate competitive threats from Waymo and Tesla.Strong growth in delivery, instant retail, and AI-driven advertising underpins margin expansion and robust free cash flow.Attractive valuation, resilient FCF, and strategic positioning in AI applications justify my bullish stance and portfolio addition at $80/share. Sundry Photography/iStock Editorial via Getty Images Introduction Uber (UBER) shares have experienced significant volatility. Stock prices have been down 12%, underperforming the S&P 500’s 1.5% gain since mid-November, given 1) investors’ concerns over autonomous vehicles competition (Waymo achieving This article was written byKL Research232 FollowersFollowA long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash flow and trade at a fair price relative to their value. My research interests cover technology & semiconductors. Please feel free to subscribe to my channel to support its development.Analyst’s Disclosure:I/we have a beneficial long position in the shares of UBER, GOOG, AMZN either through stock ownership, options, or other derivatives. 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.