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Uber seen as strong buy with $100 target, driven by cash flow and delivery growth.

Analyst Insights
06 Nov 2026, 14:49 WIB
Seeking Alpha
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Bullish
Uber seen as strong buy with $100 target, driven by cash flow and delivery growth.

Uber Technologies is rated a compelling buy with a target price of $100, implying over 43% upside. The company's strong free cash flow and expanding monetization strategies, especially in its Delivery segment like Uber Eats, are key growth drivers. Uber Eats is evolving into a 'mini-Amazon' by expanding grocery and retail offerings, advertising, and membership benefits, boosting customer retention and lifetime value. While the Mobility segment faces supply challenges and slower robotaxi development compared to peers, Uber's demand aggregation and efficient network use support solid unit economics. The stock is attractively valued at 14.3 times forward price to free cash flow and a PEG ratio of 0.76, though risks include competition from Tesla's robotaxi efforts and regulatory issues related to the Delivery Hero acquisition.

As of November 6, 2026, at 19:42 WIB, Uber Technologies trades at $68.47 on Pluang, down 0.45% for the day. The stock's market capitalization stands at $140.44 billion, reflecting its significant presence in the technology sector. Despite the recent slight dip, Uber remains well below its 52-week high of $94.13, indicating potential room for growth as the company scales its delivery and advertising segments.

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