Bill Ackman's Hedge Fund Set for IPO
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 15 2026
0mins
Should l Buy UBER?
Source: Fool
- Hedge Fund IPO Plans: Bill Ackman has filed to make Pershing Square's hedge fund and a new closed-end fund publicly traded in a dual IPO, allowing investors to gain a small stake in the hedge fund management company, which is expected to attract significant investor interest.
- Brookfield Corp. Investment Highlights: Ackman's portfolio allocates 17.5% to Brookfield Corp., which anticipates a 25% increase in distributable earnings this year and aims to grow its invested assets from $120 billion to $600 billion, indicating strong growth potential.
- Uber Business Growth: Uber, comprising 15.9% of Ackman's investments, has shown resilience despite self-driving car threats, with its core business benefiting from user growth and increased trip frequency, leading to an EBITDA margin rise to 4.6%, with expectations for continued improvement.
- Alphabet AI Developments: Ackman holds 14.8% in Alphabet, which has enhanced search engine engagement through AI technology, accelerating ad revenue growth in 2025, while demand for cloud computing services is surging, expected to drive future revenue growth.
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Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise
32 Analyst Rating
28 Buy
3 Hold
1 Sell
Strong Buy
Current: 69.180
Low
72.00
Averages
107.10
High
150.00
Current: 69.180
Low
72.00
Averages
107.10
High
150.00
About UBER
Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Revenue Growth: Uber's revenue reached $52 billion in 2025, a 63% increase from 2022, primarily driven by a 68% rise in gross bookings, indicating robust performance in the global mobility and delivery market.
- User Base Expansion: Uber's monthly active users grew from 131 million to 202 million, creating a massive global ecosystem that further propels the company's growth and market penetration.
- Profitability Improvement: Uber transformed its operating loss into an operating income of $5.6 billion between 2022 and 2025, demonstrating the scalability of its business model and attracting potential investors with a reasonable forward price-to-earnings ratio of 22.3.
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Acquisition Announcement: Uber has announced its acquisition of Global Chauffeurs Service Leader Blacklane, enhancing its service offerings in the premium transportation sector.
Strategic Expansion: This acquisition is part of Uber's strategy to expand its presence in the luxury travel market and improve its competitive edge against other ride-hailing services.
Service Integration: The integration of Blacklane's services is expected to provide Uber users with more options for high-end transportation, catering to business and leisure travelers.
Market Impact: The move is anticipated to strengthen Uber's position in the global market, potentially attracting a new customer base looking for premium chauffeur services.
See More
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Expansion of Services: This acquisition allows Uber to expand its service range, providing customers with more luxurious and professional transportation options.
Market Strategy: The move is part of Uber's strategy to compete more effectively in the high-end travel segment against other luxury transport services.
Impact on Drivers: The integration of Blacklane's services may also affect the existing driver partnerships and operational dynamics within Uber's platform.
See More
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See More
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- Partnership with OpenAI: The expanded partnership with OpenAI will enable the latter to consume about 2 gigawatts of Trainium capacity on AWS over the next eight years, which is expected to enhance Amazon's competitive edge in the generative AI market.
- Zoox Autonomous Driving Progress: Amazon's Zoox has provided over 350,000 autonomous rides in Las Vegas and San Francisco, with plans to expand to Austin and Miami in 2023, although it still awaits regulatory approval for commercial operations.
- Market Potential Analysis: Morgan Stanley estimates that by 2032, Zoox will account for 12% of autonomous vehicle trips in the U.S., indicating its potential to become a significant new revenue stream for Amazon over the next decade.
See More
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- Technological Edge: Joby's S4 eVTOL can travel 150 miles on a single charge and reach speeds of 200 mph, outperforming most competitors due to its single tilt-rotor design, which has attracted prominent investors and customers like Toyota, Delta Air Lines, and Uber.
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See More
