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What investors are saying about Uber Technologies (UBER)
Summary
In the past 30 days, 4 people on 3 investor and market shows discussed Uber Technologies (UBER) in 5 views. Going by each speaker's latest call, 3 are bearish. Chorus has followed Uber Technologies since September 29, 2026: 7 views from 5 people on 4 shows.
Who talks about it most
- Josh Brown · 3
- Jason Snipe · 1
- Bryn Talkington · 1
- Lindsay Owens · 1
- Jonathan Boyar · 1
The latest views
Newest first. Every quote is checked against the episode's transcript.
Josh Brown · Ritholtz Wealth ManagementBearish
Uber's robotaxi partnership announcements aren't visible on streets; the stock sells off after rallies.
Josh says Uber has fallen after six of its last seven earnings reports, and even good reports bring a one-day pop that gets sold within days. He calls Uber narratively challenged. Uber issues many press releases about autonomous taxi partnerships, but people do not see those vehicles on the streets, while Waymo is moving full speed ahead. He adds that Uber's communications strategy, with CEO interviews after earnings, is not working and that the CEO should talk more about robots and autonomous taxis.
“They are putting out a ton of press releases about partnerships with autonomous taxi companies, but people do not see them on the streets.”at 20:25
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Josh Brown · Ritholtz Wealth ManagementBearish
Uber is a poor pre-earnings long; the market doesn't believe its robotaxi partnership strategy.
Brown says Uber is one of the worst stocks to buy ahead of an earnings report. Even when results or guidance are well received and the stock jumps 12% to 15%, the gains fade within two weeks. Buybacks aren't large enough to offset investors' doubts that Uber's strategy of seeding autonomous taxi companies will succeed. As a shareholder, Brown says Uber has announced many press releases but has not yet shown results from that strategy.
“They're not buying back enough stock to offset the fact that nobody believes their strategy to seed all of these other autonomous vehicle... Autonomous taxi companies is going to succeed. And frankly, as a shareholder, they haven't shown us yet.”at 45:15
Jason Snipe · Odyssey Capital AdvisorsBearish
Uber faces headwinds from slowing bookings, Uber One and the DoorDash-Instacart threat; he's holding for now.
Uber has had eight negative weeks out of nine, and Snipe says it needs to show 20% bookings growth and continued momentum in Uber One, the membership program, to win back investors. Uber passed 50 million Uber One users in Q1, but a potential DoorDash acquisition of Instacart is a competitive threat. Snipe says the autonomous-vehicle partnerships have been a good story that hasn't yet shown up in the stock. He is holding the position for now but sees many headwinds.
“So, I mean, we're holding it for now. We're holding for now. But, again, it's just... There's a lot of headwinds. I mean, all the partnerships for autonomous vehicles, I think, has been a good story, but it just hasn't played through in the stock.”at 46:01
Bryn Talkington · Requisite Capital ManagementBearish
Uber needs a catalyst; she is not a fundamental bull and sells into rallies.
She trades Uber in and out, buying in the low-to-high 60s and selling at 85 to 90. She is frustrated because people don't care about the name, and it would need a catalyst to move back toward 80. She sees driverless vehicles flooding the roads, including Waymo, and says Uber's deals with Waymo do not change the picture. She believes there are more sellers than buyers.
“I'm in and out of this stock. I'm not a fundamental bull on this stock.”at 34:01
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Lindsay Owens · Groundwork CollaborativeNeutral
Uber now sets rider prices to the maximum each rider pays and driver pay to the minimum drivers accept.
Owens says Uber's model has changed from the early surge pricing that balanced supply and demand. Her evidence is experiments on Uber and Uber Eats. In one, people leaving the same concert with the same pickup time and destination were quoted substantially different prices. In another, More Perfect Union had LA drivers all open the app on a conference table; they all received the same ride offer but at different price points. She concludes Uber is getting very good at finding each rider's maximum willingness to pay and each driver's minimum acceptable pay.
“And I think what is going on here quite clearly is that Uber is getting very good at figuring out the maximum amount each rider will pay for a ride, and they're getting really good at figuring out the minimum amount each driver will accept for a ride.”at 28:19
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Jonathan Boyar · Boyar Value GroupBullish
Uber should win as robotaxis fragment, since peak-demand economics favour its hybrid platform at a below-market multiple.
Boyar argues Uber does well as long as there is not one winning autonomous vehicle company, because riders won't want six apps. Uber's value lies in peak-demand capacity, which a single owner like Waymo would struggle to fund capital-efficiently, since cars sit idle off-peak and cost about $100,000 each. Uber also runs the back-end operations, including cleaning and fleet logistics, and has a delivery business. Partnerships such as Lucid's will put cars on the road. Uber is still growing trips and revenue in cities where Waymo operates, so it is not losing share. It trades at a below-market multiple while growing 20-30% a year, and it is generating large cash flow, with about $10B of free cash flow expected next year and stock buybacks underway. Boyar expects hybrid fleets for many years.
“as long as there's not just one autonomous vehicle company, they're gonna do quite well. People are not gonna want six different apps.”at 48:49
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Josh Brown · Ritholtz Wealth ManagementBearish
Uber is down over 12% year to date and looks poor, despite the speaker being personally long.
He notes Uber and Lyft are both down more than 12% year to date and describes the drawdowns as substantial, offered as an example of specific stocks that are falling beneath the resilient index. He admits he is personally long Uber and feeling it, so this is a description of poor price action rather than a recommendation to sell.
“Rideshare, again, very specific. Uber and Lyft look like shit. They're both down year to date. They're down over 12... I'm personally long Uber, so I'm feeling it myself.”at 51:02
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