Posts on UBER

Latest ideas and analyses related to Uber Technologies Inc. Common Stock

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LYFT , UBER

+34 pts



$LYFT More Confirmation Ridesharing Can Be A Profitable Business

By realjoe on Aug. 5, 2022, 12:30 p.m.
Tagged topics: earnings results

Views: 10, Votes: 4, Responses: 0, Attachments: 4
UBER

+32 pts



$UBER Moving into Top Gear

By puckerman17 on Aug. 3, 2022, 12:02 p.m.
Tagged topics: earnings results

Views: 6, Votes: 3, Responses: 0, Attachments: 1
UBER

+32 pts



$UBER Scaling Rides, Operational Efficiency Come Through… With Multiple Call Options

By mooreideas on Aug. 3, 2022, 11:18 a.m.
Tagged topics: earnings results

Views: 7, Votes: 3, Responses: 0, Attachments: 1
UBER

+32 pts



$UBER Q2 '22 Earnings First Take

By ethonomics on Aug. 2, 2022, 5 p.m.
Tagged topics: earnings results

Views: 5, Votes: 3, Responses: 0, Attachments: 1
UBER

+33 pts



$UBER Post-Covid recovery in full, profitable bloom

By junkfoodlover on Aug. 2, 2022, 2:24 p.m.
Tagged topics: earnings results

Views: 6, Votes: 4, Responses: 0, Attachments: 2
UBER

+32 pts



$UBER Bonjour from Paris; Summer Europe Travel is Hot...But Could Cool Off into Fall

By junkfoodlover on July 19, 2022, 5:48 p.m.
Tagged topics: analyst checks

Views: 10, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT

+32 pts



$UBER - Wait times and pricing trending better

By rIsILAwr on July 12, 2022, 3:26 p.m.
Tagged topics: wait times

Views: 7, Votes: 3, Responses: 0, Attachments: 1
UBER , AMZN , GRUB , JET

+35 pts



$UBER - Quick Thoughts on Amazon/Grub Deal

By josiebe on July 7, 2022, 4:05 p.m.
Tagged topics: food delivery

Views: 15, Votes: 5, Responses: 0, Attachments: 1
AMZN , GRUB , DASH , UBER , JET

+36 pts



AMZN/GRUB Partnership: What it Means and What to Monitor

By mooreideas on July 7, 2022, 10:56 a.m.
Tagged topics: growing competition , food delivery

Views: 27, Votes: 5, Responses: 0, Attachments: 1
AMZN , BKNG , UBER , GOOGL , SNAP , META , PINS , TWTR , CRTO , CDLX , EBAY , FTCH

+50 pts



Cutting Estimates Across Coverage on Macro, FX, and Company-Specific Dynamics; AMZN, BKNG, and UBER Remain Best Ideas

By realjoe on June 29, 2022, 10:23 a.m.
Tagged topics: analyst lowers estimates

Views: 50, Votes: 11, Responses: 0, Attachments: 1
DASH , UBER

+33 pts



$DASH Three Items for Delivery

By phenphen on June 27, 2022, 1:55 p.m.
Tagged topics: analyst checks

Views: 13, Votes: 3, Responses: 0, Attachments: 1
GOOGL , META , AMZN , UBER , BKNG , EXPE , ABNB , PINS , SNAP

+45 pts



$GOOGL, $META, $ABNB, $BKNG, et al: Marketing feedback, travel checks & ranking downside risks from here

By junkfoodlover on June 16, 2022, 12:26 p.m.
Tagged topics: investor sentiments

Views: 55, Votes: 6, Responses: 0, Attachments: 1
UBER

+32 pts



$UBER - checks indicate upside from launch of UberX Share, benefit from removing mask mandate, and desire to remain contractors

By josiebe on June 15, 2022, 1:24 p.m.
Tagged topics: analyst checks

Views: 103, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT

+33 pts



Rides Recovery Continues w/Increased Focus on Profitability Amidst Macro Concerns

By scorpioduck on June 14, 2022, 12:52 p.m.
Tagged topics: macro pressures

Views: 10, Votes: 3, Responses: 0, Attachments: 1
UBER , LYFT , BKNG , ABNB , H , EXPE , MTN , AAL , V , MA , OMC , RL , M

+36 pts



In Defense of the Services Economy

By cassie on June 13, 2022, 12:21 p.m.
Tagged topics: service economy

Views: 16, Votes: 4, Responses: 0, Attachments: 1
GDRX , NFLX , RBLX , EBAY , FTDR , AMZN , UBER , FB , GOOGL , IAC , ANGI , MTCH , BMBL , ABNB , UBI

+48 pts



Revisiting Our Industry Framework For A Volatile Environment; NFLX, RBLX, EBAY & FTDR to Sell

By ethonomics on June 10, 2022, 4:06 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 64, Votes: 4, Responses: 1, Attachments: 1
UBER , LYFT

+34 pts



$UBER $LYFT - driver incentive war overdone

By bbern3 on June 3, 2022, 4:41 p.m.
Tagged topics: analyst checks

Views: 134, Votes: 3, Responses: 0, Attachments: 1
AMZN , UBER , GDDY , IAC , LYFT , WIX , SONO , CHGG , UPWK , UDMY , PUBM

+37 pts



Analysts lower estimates and targets across Internet names on deteriorating macro and fundamentals

By josiebe on May 31, 2022, 10:54 a.m.
Tagged topics: macro pressures , analyst lowers estimates , analyst lowers target

Views: 154, Votes: 4, Responses: 0, Attachments: 1
UBER

+34 pts



$UBER - Key Takeaways from NDR with Management

By ethonomics on May 9, 2022, 3:13 p.m.
Tagged topics: non deal roadshow

Views: 26, Votes: 2, Responses: 0, Attachments: 1
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 148, Votes: 3, Responses: 0, Attachments: 1