Uber Technologies (UBER) Achieves Sustainable Profits in 2025 with $1.5 Billion in Ad Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Fool
- Structural Profitability: In 2025, Uber achieved GAAP profitability, with adjusted EBITDA consistently growing and active users and trips increasing at healthy double-digit rates, signaling the arrival of operating leverage and changing investor perceptions of the company's profit model.
- Eats Business Transformation: Uber Eats is evolving into a local commerce infrastructure in 2025, expanding beyond food delivery into groceries and convenience, driving order frequency and enhancing user engagement, with adjusted EBITDA surging 47% in Q3, indicating significant economic improvement.
- Advertising Business Breakthrough: Uber Ads surpassed a $1.5 billion annual revenue run rate in May 2025, with high margins making it a crucial profit engine for Uber, leveraging users' high-intent decisions to provide advertisers with a powerful transaction-linked channel.
- Strategic Implications: By achieving profitability through its core business, expanding advertising revenue, and evolving Eats, Uber is transitioning from a speculative growth story to a stable infrastructure, and despite competitive and regulatory pressures, long-term investors should monitor its potential for compounded value growth.
Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UBER is 115.96 USD with a low forecast of 84.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
28 Analyst Rating
25 Buy
3 Hold
0 Sell
Strong Buy
Current: 84.650
Low
84.00
Averages
115.96
High
150.00
Current: 84.650
Low
84.00
Averages
115.96
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.
