Uber's distribution moat mitigates autonomous vehicle risks; strong cash generation (EBITDA +30%) supports a bull case.
Bullish
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Schwab NetworkPublished Aug 31 · 2 passages
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And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this.
I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.
Also, secondarily on Uber, it's become an absolute cash cow growing 30% their adjusted EBITDA over 30% the last 12 months.
What this channel has said about $UBER
Schwab Network has only this one call on this stock.
2026-08-31BullishThis one
And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this. I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.