Uber (UBER): Is the Stock's Impressive Multi-Year Performance Exceeding Its True Valuation?
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: 2 hour ago0mins
Uber's Stock Performance: Uber Technologies has seen a significant year-to-date stock increase of 44.56%, with a recent share price of $91.32, despite a modest pullback in the last month.
Valuation Concerns: Analysts suggest that Uber's current share price may be overvalued at $91.32 compared to a fair value estimate of $75, raising questions about whether the market has already priced in future growth.
Investment Risks: Potential risks to Uber's growth narrative include slower revenue growth and challenges in autonomous vehicle adoption, which could negatively impact margins and earnings.
Exploring Other Opportunities: Investors are encouraged to look beyond Uber for potential growth in undervalued stocks, particularly in sectors aligned with automation, cloud technology, and resilient dividend payers.
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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: 90.990
Low
84.00
Averages
115.96
High
150.00
Current: 90.990
Low
84.00
Averages
115.96
High
150.00
Arete
Neutral -> Buy
upgrade
$82 -> $125
2025-12-03
New
Reason
Arete
Price Target
$82 -> $125
2025-12-03
New
upgrade
Neutral -> Buy
Reason
Arete upgraded Uber (UBER) to Buy from Neutral with a price target of $125, up from $82. The firm believes investor concerns over competition from autonomous vehicles is overdone. The autonomous vehicle providers outside of Tesla (TSLA) lack the ability to manufacture an affordable vehicle at scale, the analyst tells investors in a research note. Arete adds that with the majority of Uber's gross bookings coming from consumers with over $100,000 in annual income, the company has less consumer spending risk compared to peers.
Arete
Neutral -> Buy
upgrade
$125
2025-12-03
New
Reason
Arete
Price Target
$125
2025-12-03
New
upgrade
Neutral -> Buy
Reason
Arete upgraded Uber to Buy from Neutral with a $125 price target.
BofA
Neutral
downgrade
$58 -> $49
2025-11-10
Reason
BofA
Price Target
$58 -> $49
2025-11-10
downgrade
Neutral
Reason
BofA lowered the firm's price target on Instacart (CART) to $49 from $58 and keeps a Neutral rating on the shares. Gross transaction value grew 10.4% year-over-year in Q3, as restaurants and lower Instacart+ minimums drove greater order frequency, offset by a 4% year-over-year decline in average order value, the analyst tells investors in a research note. The firm added that the company reported a "solid" quarter, though Q3 decelerated while DoorDash (DASH) and Uber Delivery (UBER) growth accelerated.
Bernstein
Bernstein
Market Perform
maintain
$22 -> $23
2025-11-10
Reason
Bernstein
Bernstein
Price Target
$22 -> $23
2025-11-10
maintain
Market Perform
Reason
Bernstein raised the firm's price target on Lyft (LYFT) to $23 from $22 and keeps a Market Perform rating on the shares. The firm cites a solid, relatively straightforward print from Lyft amid a turbulent earnings cycle. Its Q3 results and Q4/2026 commentary echoed the stable U.S. rideshare backdrop evident Uber's (UBER) Q3 print. Management's tone on 2026 leaves Bernstein feeling modestly better about near-term growth, supported by CA insurance savings.
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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
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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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