Bill Ackman Unveils Brilliant Strategy: Invest in His New Fund to Receive Shares of Pershing Square IPO.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Should l Buy UBER?
Source: Barron's
Innovative Inducement: Bill Ackman is introducing a unique incentive to encourage investors to purchase shares in a new U.S. closed-end equity fund.
Investor Attraction: The effectiveness of this strategy in drawing a significant number of investors remains uncertain.
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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: 75.450
Low
72.00
Averages
107.10
High
150.00
Current: 75.450
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.
Uber's Investment Growth Fuels Profit Increase
- Investment Impact: Fox Advisors noted that a higher rate of investment over the past year is set to contribute more consistently to profit growth, indicating an enhancement in the company's competitive position in the market.
- Strong Market Performance: Uber's first-quarter revenue climbed 14% year-over-year to $13.2 billion, slightly missing estimates, yet gross bookings surged 25% to $53.7 billion, reflecting robust demand in both mobility and delivery segments.
- Significant Membership Growth: Uber One memberships now account for half of all mobility and food bookings, with monthly active users growing 17% year-over-year, which enhances the network effect and keeps demand engaged.
- Optimistic Analyst Ratings: Of the 53 analysts covering Uber, 45 rated it ‘Buy’ or higher, with a 12-month average price target of $105.01, suggesting nearly 39% potential upside from the last closing price.
See More
Uber's Autonomous Business Scaling Rapidly
- Revenue Growth Potential: Uber reported $53.7 billion in gross bookings for Q1 2026, with $23.6 billion that would have gone to human drivers, indicating a potential additional revenue of $23.6 billion if driver costs were eliminated, showcasing the immense revenue potential of autonomous technology.
- Autonomous Expansion: Uber's autonomous ride-hailing service saw a tenfold year-over-year increase in Q1, currently operational in eight cities with plans to expand to 15 by year-end, demonstrating the company's rapid deployment and market penetration in the autonomous sector.
- Strategic Partnerships: By partnering with industry leaders like Waymo, which completes over 500,000 paid trips weekly, Uber gains access to the European market, further solidifying its competitive position in the global autonomous driving landscape.
- Attractive Investment Opportunity: With a price-to-sales ratio of 3, which is a 25% discount to its average of 4.1 since going public, Uber presents a more attractive valuation compared to Tesla's 14.8, making it a potentially better investment for capturing the value of the autonomous vehicle revolution.
See More
Uber Gains Millions of New Customers Amid Market Doubts
- Customer Growth Momentum: Despite widespread market expectations of impending bankruptcy, Uber has successfully attracted millions of new customers, demonstrating its resilience and appeal in a highly competitive ride-hailing market.
- Challenging Market Expectations: While the market holds a pessimistic view of Uber's future, the company has countered this through innovative services and marketing strategies, thereby expanding its user base and indicating the potential sustainability of its business model.
- Stock Price Fluctuations: As of the afternoon of May 8, 2026, Uber's stock price experienced a slight increase, reflecting investors' mixed emotions about the company's future, despite the overall negative market sentiment.
- Strategic Reevaluation Necessity: The contradiction between Uber's customer growth and market expectations necessitates a reassessment of its strategic direction to ensure competitiveness and profitability in an uncertain market environment.
See More
Emerging Investment Opportunities in Aerospace Industry
- Rocket Lab's Growth Potential: Rocket Lab has successfully launched its Electron rocket 87 times and plans to increase revenue from $602 million to $1.53 billion between 2025 and 2028, showcasing strong growth potential in the small payload market; despite a high P/E ratio of 40, it still holds considerable upside over the next 20 years.
- Diverse Customer Base: Rocket Lab's clientele includes prominent organizations such as NASA and the U.S. Space Force, and its reusable rocket technology has carved out a niche in the small payload market, enhancing its strategic position in the competitive aerospace industry.
- Joby Aviation's Innovative Design: Joby Aviation's S4 eVTOL aircraft features a single propeller design, achieving a maximum speed of 200 mph and a range of 150 miles on a single charge, with revenue expected to rise from $53 million to $458 million between 2025 and 2028, indicating significant potential in the electric vertical takeoff and landing market.
- Optimistic Market Outlook: The global eVTOL market is projected to grow at a CAGR of 36.8% from 2026 to 2034; although Joby's P/E ratio stands at 23, partnerships with major companies like Toyota and Delta Air Lines will drive its future commercial success, further solidifying its market position.
See More
Rivian Automotive Stock Plummets 28% Amid EV Market Uncertainty
- Stock Performance Decline: Rivian's stock has dropped approximately 28% since the beginning of 2026, currently priced at $15, a stark contrast to its peak of $172 in late 2021, reflecting market concerns over the EV industry's uncertainty and the company's significant losses.
- Revenue Growth Challenges: Despite a year-over-year revenue increase of 11.4% to $1.38 billion in Q1, a slight decline in automotive sales indicates challenges in the core business, compounded by an unsustainable cash burn rate and a 35% increase in operating losses to $881 million.
- New Vehicle Launch Plans: Rivian is set to release the R2 midsize SUV priced at $58,000, with production and early deliveries underway, which is expected to attract a broader consumer base and enhance sales and profitability.
- Strategic Partnership Opportunities: The collaboration with Uber is projected to bring a $1.25 billion investment and a purchase agreement for up to 50,000 R2 units, which will help boost production scale and reduce per-unit production costs, enhancing the company's competitive position in the market.
See More
Rivian Faces Challenges but Sees Potential Turnaround
- Stock Decline: Rivian's stock has dropped approximately 28% since the beginning of 2026, primarily due to significant losses and uncertainty in the EV sector following the Trump administration's withdrawal of government support, which has undermined investor confidence.
- Lackluster Revenue Growth: Despite a year-over-year revenue increase of 11.4% to $1.38 billion in Q1, a slight decline in automotive sales indicates ongoing challenges in Rivian's core business, with growth in software and services unable to compensate for manufacturing shortfalls.
- New Vehicle Launch: Rivian is set to release the R2 midsize SUV with a starting price of $58,000, aiming to attract a broader consumer base, as management hopes to leverage economies of scale to reduce production costs and achieve profitability.
- Partnership with Uber: The deal with Uber involves an expected investment of $1.25 billion and a purchase agreement for up to 50,000 R2 vehicles, which could enhance production volumes and support future growth, although cash burn remains alarmingly high.
See More
Uber's Investment Growth Fuels Profit Increase
- Investment Impact: Fox Advisors noted that a higher rate of investment over the past year is set to contribute more consistently to profit growth, indicating an enhancement in the company's competitive position in the market.
- Strong Market Performance: Uber's first-quarter revenue climbed 14% year-over-year to $13.2 billion, slightly missing estimates, yet gross bookings surged 25% to $53.7 billion, reflecting robust demand in both mobility and delivery segments.
- Significant Membership Growth: Uber One memberships now account for half of all mobility and food bookings, with monthly active users growing 17% year-over-year, which enhances the network effect and keeps demand engaged.
- Optimistic Analyst Ratings: Of the 53 analysts covering Uber, 45 rated it ‘Buy’ or higher, with a 12-month average price target of $105.01, suggesting nearly 39% potential upside from the last closing price.
See More
Uber's Autonomous Business Scaling Rapidly
- Revenue Growth Potential: Uber reported $53.7 billion in gross bookings for Q1 2026, with $23.6 billion that would have gone to human drivers, indicating a potential additional revenue of $23.6 billion if driver costs were eliminated, showcasing the immense revenue potential of autonomous technology.
- Autonomous Expansion: Uber's autonomous ride-hailing service saw a tenfold year-over-year increase in Q1, currently operational in eight cities with plans to expand to 15 by year-end, demonstrating the company's rapid deployment and market penetration in the autonomous sector.
- Strategic Partnerships: By partnering with industry leaders like Waymo, which completes over 500,000 paid trips weekly, Uber gains access to the European market, further solidifying its competitive position in the global autonomous driving landscape.
- Attractive Investment Opportunity: With a price-to-sales ratio of 3, which is a 25% discount to its average of 4.1 since going public, Uber presents a more attractive valuation compared to Tesla's 14.8, making it a potentially better investment for capturing the value of the autonomous vehicle revolution.
See More
Uber Gains Millions of New Customers Amid Market Doubts
- Customer Growth Momentum: Despite widespread market expectations of impending bankruptcy, Uber has successfully attracted millions of new customers, demonstrating its resilience and appeal in a highly competitive ride-hailing market.
- Challenging Market Expectations: While the market holds a pessimistic view of Uber's future, the company has countered this through innovative services and marketing strategies, thereby expanding its user base and indicating the potential sustainability of its business model.
- Stock Price Fluctuations: As of the afternoon of May 8, 2026, Uber's stock price experienced a slight increase, reflecting investors' mixed emotions about the company's future, despite the overall negative market sentiment.
- Strategic Reevaluation Necessity: The contradiction between Uber's customer growth and market expectations necessitates a reassessment of its strategic direction to ensure competitiveness and profitability in an uncertain market environment.
See More
Emerging Investment Opportunities in Aerospace Industry
- Rocket Lab's Growth Potential: Rocket Lab has successfully launched its Electron rocket 87 times and plans to increase revenue from $602 million to $1.53 billion between 2025 and 2028, showcasing strong growth potential in the small payload market; despite a high P/E ratio of 40, it still holds considerable upside over the next 20 years.
- Diverse Customer Base: Rocket Lab's clientele includes prominent organizations such as NASA and the U.S. Space Force, and its reusable rocket technology has carved out a niche in the small payload market, enhancing its strategic position in the competitive aerospace industry.
- Joby Aviation's Innovative Design: Joby Aviation's S4 eVTOL aircraft features a single propeller design, achieving a maximum speed of 200 mph and a range of 150 miles on a single charge, with revenue expected to rise from $53 million to $458 million between 2025 and 2028, indicating significant potential in the electric vertical takeoff and landing market.
- Optimistic Market Outlook: The global eVTOL market is projected to grow at a CAGR of 36.8% from 2026 to 2034; although Joby's P/E ratio stands at 23, partnerships with major companies like Toyota and Delta Air Lines will drive its future commercial success, further solidifying its market position.
See More
Rivian Automotive Stock Plummets 28% Amid EV Market Uncertainty
- Stock Performance Decline: Rivian's stock has dropped approximately 28% since the beginning of 2026, currently priced at $15, a stark contrast to its peak of $172 in late 2021, reflecting market concerns over the EV industry's uncertainty and the company's significant losses.
- Revenue Growth Challenges: Despite a year-over-year revenue increase of 11.4% to $1.38 billion in Q1, a slight decline in automotive sales indicates challenges in the core business, compounded by an unsustainable cash burn rate and a 35% increase in operating losses to $881 million.
- New Vehicle Launch Plans: Rivian is set to release the R2 midsize SUV priced at $58,000, with production and early deliveries underway, which is expected to attract a broader consumer base and enhance sales and profitability.
- Strategic Partnership Opportunities: The collaboration with Uber is projected to bring a $1.25 billion investment and a purchase agreement for up to 50,000 R2 units, which will help boost production scale and reduce per-unit production costs, enhancing the company's competitive position in the market.
See More
Rivian Faces Challenges but Sees Potential Turnaround
- Stock Decline: Rivian's stock has dropped approximately 28% since the beginning of 2026, primarily due to significant losses and uncertainty in the EV sector following the Trump administration's withdrawal of government support, which has undermined investor confidence.
- Lackluster Revenue Growth: Despite a year-over-year revenue increase of 11.4% to $1.38 billion in Q1, a slight decline in automotive sales indicates ongoing challenges in Rivian's core business, with growth in software and services unable to compensate for manufacturing shortfalls.
- New Vehicle Launch: Rivian is set to release the R2 midsize SUV with a starting price of $58,000, aiming to attract a broader consumer base, as management hopes to leverage economies of scale to reduce production costs and achieve profitability.
- Partnership with Uber: The deal with Uber involves an expected investment of $1.25 billion and a purchase agreement for up to 50,000 R2 vehicles, which could enhance production volumes and support future growth, although cash burn remains alarmingly high.
See More
