Jefferies reaffirmed its $110 price target on Uber Technologies, highlighting the company's expanding Mobility product suite as a key driver for faster bookings growth and margin expansion. The broker expects Uber's adjusted EBITDA to grow over 25% through 2028, fueled by increased adoption of premium and newer Mobility offerings, which now include about 20 products compared to just two in 2011. Jefferies identified a 'New Bets' category of innovative services like Reserve, taxis, and autonomous vehicles, projecting this segment to grow over 30% annually and contribute significantly to overall bookings growth and margin improvement. The firm also raised its fiscal 2027 EBITDA estimate by 2% to $14.5 billion, anticipating sustainable growth and progress in autonomous vehicle operations to support Uber's earnings trajectory.
Following Jefferies' positive outlook on Uber's Mobility strategy, Uber shares are trading at USD 69.23 on Pluang as of Sep 25, 2026 01:21 WIB, showing a slight 0.27% decline in the past day. The stock's market cap stands at $141.79 billion, with a 52-week range between $65.94 and $100.10. Pluang investors hold Uber shares for an average of 88 days, with current order activity skewed towards 65% selling and 35% buying.
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