$UBER

UBER is a strong buy due to its established network solving robo-taxi adoption challenges and expanding high-margin advertising revenue.

BullishHe framed it in years
“5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)”
Invest with HenryPublished Sep 12 · 5 passages

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So, Uber 25% below its 52- week high.

So if you look at Uber at 17 times, that means that it would take you 17 years to make your money back.

So Uber is 17,

Uber is pretty popular right now with Nancy Pelosi. There's I you know call it insider trading or advantage trading. She definitely has information that the general public doesn't and that's why I ended up buying Uber some time ago and now she has recently added more to her Uber position as a 17 PE ratio.

Company's market cap is 155 billion. Pretty large and actually if they continue to grow they might become a half a trillion dollar company. I think that's really possible for Uber.

They are kicking some major ass to Lyft. Uber is a very big company and growing in the cheapest name on the list by a wide margin. And I'm talking about the PE ratio to be specific.

So again, the cheapest meaning the stock price in relation to the value of the company, not necessarily the overall company, you know, size because I ran 10x smaller than Uber.

So the business is still priced as a taxi app, which I think is a pretty big mistake. Two businesses under um one ticker is what I see here. They have rides which is the original one and now as well delivery.

So food, groceries, packages all running through the same app. They have really good marketing for Uber Eats. I think the business is growing very well. I see their advertisements on I watch League of Legends on YouTube sometimes and Uber sponsors League of Legends.

I've seen their ads there like you know whenever a certain event happens within League of Legends they're like hey order food now with Uber Eats. So, same drivers, same app, same phone, one network.

It's going to be monetized twice because now they have drivers making them money as well as food delivery, which is a very strong business. And then actually advertising is the third one that nobody's talking about.

And advertising is one of the strongest businesses in the entire planet Earth. That's why Mark Zuckerberg was a billionaire at such a young age. That's why Evan Spiegel or you know the CEO of Snapchat was so rich.

It's advertising. Social media advertising strongest most overpowered business of the whatever the 21st century I will say. So I'm going to zoom in here. You can see here that 65% of people feel Uber ads are personally relevant. 57% of people say Uber ads feel more positive than other inapp ads and 55% of people believe Uber ads are unique compared to other platforms.

That's very important from a marketing perspective. Now, restaurants pay to sit at the top of your delivery feed. So, of course, restaurants, they need advertising, too. Everyone needs advertising.

So, Uber just turned this $2 billion ad business into something much bigger. And that's by extending its firstparty data signals to meta in Google Shopping. Uber advertising has crossed a threshold that separates retail media networks from genuine advertising platforms.

So, zero cars involved, almost pure margin. Of course, Amazon is doing something similar. They let advertisers, you know, do ads so they can sell more of their product on Amazon.

So, same thing is with Uber. Uber is selling their data now to Google and Meta. So, restaurants can make money. So, restaurants can target specific customers, give them discounts, give them promotions, and so they can get more foot traffic, they can get more revenue and sales.

And Uber is going to make a ton of money off of that because that's a very high margin business. And whenever a company introduces a high margin business, Wall Street really notices because that's a lot of money that's going to be coming down to their bottom line.

And that's what Wall Street cares about. Revenue is very important, but profit is more important. So Uber will be making a lot more profit. So now I want to talk about one of the problems with Uber, which is the robo taxi problem.

Every robo taxi company has the same problem the day after they finish building the cars. Nobody really knows they exist. So no riders, no app on anyone's phone. No idea where demand actually is at 7:00 a.m. on a Tuesday morning, right?

So building the car is the engineering problem. Uber already solved the second one, which is the most hard problem of all. There's lots of engineers in the world building cool products, but not everyone can sell those products.

In fact, it's pretty frustrating because marketing is so important nowadays. For example, I discussed Bloom Energy last week. Bloom was at $215 per share. Then Bloom shot up to $250 to $60 per share.

I made a second video and honestly, I only got 10,000 views. So, although I had the craziest return, I had the craziest pick, I would say, of any YouTuber all year from 215 to 260 in just a matter of a few days, no one actually watched my video.

So, it's really a marketing thing nowadays and it's very difficult. So, when you look at a business, you want to make sure that they know how to market their products because a good product nowadays sadly doesn't really mean anything.

It's all about marketing and attention and sales. So, Uber has already solved the business problem literally a decade ago, which is why I'm so bullish on Uber. You can see right here that 3 months ended June 30th.

This is their monthly active platform consumers. You can see that from 2025 to 2026, they went from 180 to 208, which is a 16% change. Now, of course, these numbers are in millions.

So, these are millions. 180 million versus 28 million. This is insane. There's so many people on Uber and this number is only going to continue to increase. So, this basically solves all of their business problems because they don't really need marketing.

Their platform is so massive. So, by the way, this is from their official investor site. The app is already on the phone. The riders are already ordering. So, they already have an ecosystem.

There's everyone knows about the app and there's tons of riders on the app itself. So, the payment details are also already solved because people have their credit cards connected to the app.

So, they already have their payment there. So, whether it's the rides, whether it's ordering Uber Eats or whether it's advertising. Hey, maybe the advertisers could be different demographic, but still there's so many people using the app.

I think CEOs are taking Ubers all the time as well. So Uber doesn't really just disappear. People want convenience and familiarity. And basically, if a robo taxi company wants riders, they pretty much have to do a deal with Uber.

So you can see here Uber and AI firm Wave launched the UK's first supervised autonomous ride in London, lifting investor sentiment and now global network. So Uber also integrated by D's Paulo, Go and Dubai as part of a multi-partner autonomous strategy backed by a broader 10 billion target investment commitment into robo taxi partnerships.

So Uber has introduced self-driving car taxis in London Wave and then we also have some self-driving going on in Dubai and I'm not really surprised at all that Uber is successful there because I take Ubers all the time when I'm in Dubai also has a relationship with Uber.

So BU is essentially the Google of China. So this deal is super massive. Think about it from the other side of the table. You've spent billions of dollars building a self-driving fleet.

Now you need millions of people to open a brand new app, trust it, save their car details. That's very, very hard. Especially nowadays, I think it was easier to grow businesses some time ago and now there's a lot of monopolies.

There's a lot of monopolies in the market. The biggest companies, it's easier for them to make more money. And that's why I talk about companies like Nvidia. I think the big companies have the easiest growth trajectory and that's why oftentimes in my community I'm just trading mag seven stocks.

I'm doing option strategies on mag seven stocks. I have other picks as well but I think MAG7 is a really clear basket of stocks that's going to continue to win in the next decade.

So millions of people trusting a new app very very hard. So Uber has really solved this whole argument and that's why I'm very bullish on Uber. I think the stock can be 50% higher than where it's trading at today.

So if we compare that to Uber, it is only losing to Uber which had a lower PE ratio.

What this channel has said about $UBER

Invest with Henry has only this one call on this stock.

2026-09-12BullishThis one
So, Uber 25% below its 52- week high.
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