Market Update: Cramer Sees Upside in Uber and Vistra
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 15 2026
0mins
Should l Buy UBER?
Source: CNBC
- Cramer Bullish on Uber: Despite Uber's stock being down 28.5% from its September high, it has risen 3.5% in the last two days, indicating market confidence in its future growth and potentially attracting more investor interest.
- Vistra Stock Undervalued: Cramer highlighted that Vistra is trading at around 19 times earnings, calling it a “steal,” and although the stock is down 25% from its September high, it has gained 6% in just two days, reflecting market recognition of its value.
- Booking Holdings Potential: Cramer believes that many negatives for Booking Holdings are already priced in, with a current P/E ratio of 17, and anticipates a significant price increase once the war ends; the stock has risen 4.4% in two days, presenting a potential return opportunity for investors.
- Southwest Airlines Turnaround Story: Cramer describes Southwest Airlines as a “terrific turnaround story,” noting that while the stock is down 25% from its February high, it has increased by 4.3% in two days and could be a potential takeover target, indicating future growth potential.
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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: 76.730
Low
72.00
Averages
107.10
High
150.00
Current: 76.730
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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- 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.
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- Transaction Details: Prosus' parent company Naspers reported that the transaction was valued at around €335 million ($393 million), with the share price reflecting a 10% premium over Delivery Hero's closing price last Friday and approximately 22% above the stock's 30-day volume-weighted average as of May 8.
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- Potential Risk Warnings: While consumer spending remains strong, companies like Whirlpool and McDonald's caution that the Iran War may dampen consumer confidence, and high gas prices could force consumers to cut discretionary spending, potentially impacting the retail sector's recent hiring expansion.
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- Increased Hiring Confidence: Retailers are ramping up hiring despite economic uncertainties and high gas prices, particularly warehouse clubs and supercenters, reflecting a growing confidence in sustained consumer spending amidst challenging conditions.
- Surge in Job Openings: Retailers posted their highest volume of job openings since 2023 in March, with a 48% year-over-year increase, indicating optimism about future demand, even as overall economic job listings declined during the same period.
- Potential Risk Signals: While consumer spending remains robust, rising gas prices due to the Iran War and declining consumer sentiment pose risks that could impact retail growth and hiring plans in the coming months.
See More
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- Positive Investor Update: The company released a favorable investor update that bolstered market confidence in its future performance, likely leading to increased capital inflows and further stock price appreciation.
- Market Reaction: The rise in stock price reflects market recognition of Uber's business model and growth potential, which could enhance the company's position in the highly competitive ride-sharing market.
- Long-Term Outlook: With heightened investor confidence, Uber is poised to achieve greater market share and revenue growth in the future, thereby enhancing its overall valuation and attractiveness.
See More
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- 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
Aspex Management Increases Stake in Delivery Hero to 15%
- Stake Increase: Activist investor Aspex Management has raised its stake in German food delivery group Delivery Hero to approximately 15% by purchasing a 5% holding from Prosus at €22 per share, thereby increasing pressure on CEO Niklas Oestberg.
- Transaction Details: Prosus' parent company Naspers reported that the transaction was valued at around €335 million ($393 million), with the share price reflecting a 10% premium over Delivery Hero's closing price last Friday and approximately 22% above the stock's 30-day volume-weighted average as of May 8.
- Regulatory Compliance: This sale reduces Prosus' stake in Delivery Hero to 16.8%, and under EU antitrust regulations, it is required to cut its holding below 10% by late summer as part of the conditions tied to its takeover of Just Eat Takeaway.com.
- Shareholder Letter: Aspex has urged Delivery Hero to withdraw from certain regions and replace Oestberg, with the increased stake providing more influence ahead of the June 23 annual general meeting, where Prosus cannot vote as its shares are managed by a trustee.
See More
Retail Hiring Surges Amid Economic Optimism Despite Challenges
- Significant Hiring Growth: Preliminary federal data indicates that the retail sector added nearly 22,000 jobs in April, accounting for one-fifth of total job growth, showcasing consumer resilience amid economic uncertainties, which in turn boosts hiring confidence in the retail industry.
- Consumer Confidence Rebound: Despite challenges such as the Iran War, rising gas prices, and inflation, the surge in retail hiring reflects optimism among businesses regarding sustained consumer spending, particularly with warehouse clubs and supercenters leading the hiring in April.
- Surge in Job Openings: The retail sector recorded its highest volume of job openings since 2023 in March, with a 48% year-over-year increase, indicating enhanced confidence among retailers about future demand, even as overall job listings in the economy declined.
- Potential Risk Warnings: While consumer spending remains strong, companies like Whirlpool and McDonald's caution that the Iran War may dampen consumer confidence, and high gas prices could force consumers to cut discretionary spending, potentially impacting the retail sector's recent hiring expansion.
See More
Retail Sector Sees Significant Job Growth
- Job Growth Data: Preliminary federal data indicates that the retail sector added nearly 22,000 jobs in April, accounting for almost one-fifth of total job growth, with the total number of retail employees reaching 15.5 million, the highest since July 2024, signaling a recovery in the industry.
- Increased Hiring Confidence: Retailers are ramping up hiring despite economic uncertainties and high gas prices, particularly warehouse clubs and supercenters, reflecting a growing confidence in sustained consumer spending amidst challenging conditions.
- Surge in Job Openings: Retailers posted their highest volume of job openings since 2023 in March, with a 48% year-over-year increase, indicating optimism about future demand, even as overall economic job listings declined during the same period.
- Potential Risk Signals: While consumer spending remains robust, rising gas prices due to the Iran War and declining consumer sentiment pose risks that could impact retail growth and hiring plans in the coming months.
See More
Morgan Stanley Identifies Five Trends in Gig Economy
- Strong User Growth: Following simultaneous earnings reports from DoorDash, Uber, and Instacart, robust user growth and order frequency were evident, particularly with DoorDash's DashPass membership accelerating in Q1, indicating enhanced market competitiveness through lower churn rates.
- Market Share Expansion: Morgan Stanley estimated DoorDash's online grocery and retail gross order value reached $4.1 billion in Q1, growing 32% year-over-year, while Uber's stood at $3.5 billion, up 40%, showcasing rapid expansion for both companies in the market.
- Revenue Forecast Increase: Morgan Stanley raised DoorDash's price target to $275, implying a 48% upside from its current price of $167.97, while projecting a 2027 adjusted EBITDA of $4.806 billion, reflecting strong profitability expectations.
- Competitive Landscape Analysis: Instacart's gross order value of $10.3 billion, despite only a 13% growth, dwarfs both DoorDash and Uber, with Morgan Stanley highlighting Amazon's
See More
Uber Shares Surge Following Positive Investor Update
- Stock Price Surge: Uber's shares experienced a significant increase during afternoon trading on May 7, 2026, indicating strong investor optimism about the company's future, which may attract further investor interest.
- Positive Investor Update: The company released a favorable investor update that bolstered market confidence in its future performance, likely leading to increased capital inflows and further stock price appreciation.
- Market Reaction: The rise in stock price reflects market recognition of Uber's business model and growth potential, which could enhance the company's position in the highly competitive ride-sharing market.
- Long-Term Outlook: With heightened investor confidence, Uber is poised to achieve greater market share and revenue growth in the future, thereby enhancing its overall valuation and attractiveness.
See More
