Will Uber Hit $100 This Year?

3 hours ago 1

Quick Read

  • UBER trades astatine 13x guardant net contempt 44% non-GAAP EPS maturation and $2.29 cardinal successful quarterly escaped currency flow.

  • Uber's 85% GAAP nett income illness traces to a $1.5 cardinal equity revaluation headwind, not operational deterioration.

  • With 88% of analysts bullish and a statement people of $104, reclaiming $100 requires a 45% summation from existent levels.

  • Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Uber didn't marque the cut. Grab the names FREE today.

Uber's (NYSE:UBER) concern is firing connected each cylinder: 3.6 cardinal trips, 199 cardinal monthly progressive level consumers, and 50 cardinal Uber One members present driving fractional of Gross Bookings. Yet the banal is down.

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Uber trades astatine $68.85, disconnected 15.74% twelvemonth to date, portion non-GAAP net powerfulness compounds. Can shares reclaim $100 earlier 2027? That is the question I privation to reply with existent numbers.

The Real Reason Uber Is Down 15.7% This Year

The header occupation is optics. Q1 2026 GAAP nett income collapsed to $263 cardinal from $1.78 cardinal a twelvemonth earlier, an 85.19% driblet driven by a $1.50 cardinal equity concern revaluation headwind. Revenue besides missed by 0.45%, and concern exemplary changes shaved astir 9 percent points disconnected reported gross growth.

Autonomous conveyance contention fears (Waymo, Tesla robotaxi chatter) adhd to the pressure, with the banal down 7.83% successful the past period and 19.59% implicit the past year. With a beta of 1.12, Uber moves with the broader market, and sentiment has not been kind. This is sentiment-driven, and sentiment tin flip fast.

Wall Street Sees 51.7% Upside. Our Model Says Even More

Sell-side statement targets $104.43, with 9 Strong Buys, 36 Buys, 5 Holds, and conscionable 1 Sell. That is 88% bullish. Our interior exemplary pegs a 12-month basal lawsuit astatine $116.65, implying 69.43% upside, with a bull lawsuit of $129.61 and a carnivore lawsuit of $99.80.

Confidence is 90%, the highest this model gets. Analysts are anchored to caller aggregate compression and underweighting the level flywheel. The basal lawsuit astatine $88.47 by year-end 2026 already concedes that $100 is the stretch.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Uber didn't marque the cut. Grab the names FREE today.

The Path to $100 Per Share

Reaching $100 from today's terms of $68.85 requires a summation of 45.2%. With guardant EPS of $5.43, a terms of $100 implies a guardant P/E of 18x. Our basal lawsuit of $116.65 already implies 13x, meaning the $100 people requires astir 5.1x further aggregate enlargement versus base-case math.

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