Uber stock holds Buy rating at BTIG with $100 target on strong growth

Investing.com - BTIG has reiterated a Buy rating and $100.00 price target on Uber Inc. (NYSE:UBER) following the company’s recent earnings report. The transportation giant, currently trading at $88.28 with a market capitalization of $184.7 billion, has seen its stock surge nearly 28% over the past six months.

The research firm highlighted several positive factors in Uber’s performance, including ongoing strength in delivery services, stability in mobility rides at high-teens growth rates with acceleration in the US market, and continued margin expansion across all segments. According to InvestingPro data, the company has maintained strong revenue growth of 17.6% over the last twelve months, with a healthy gross profit margin of 33.6%.

BTIG attributed the negative stock reaction to investor concerns about Uber’s third-quarter incremental margin guidance, which came in slightly below Street expectations. However, the firm noted that absolute EBITDA numbers should still increase due to Uber’s above-consensus bookings outlook.

The research firm maintained its positive stance on Uber, emphasizing the company continues to deliver a compelling combination of topline growth, margin expansion, and capital returns.

BTIG described this growth-profitability combination as "increasingly rare" among consumer-facing internet companies, supporting its continued Buy recommendation and $100 price target.

In other recent news, Uber Technologies Inc . reported its second-quarter earnings for 2025, surpassing Wall Street expectations. The company achieved an earnings per share of $0.63, slightly above the projected $0.62, resulting in a 1.61% positive surprise. Revenue also exceeded forecasts, reaching $12.7 billion compared to the anticipated $12.47 billion, marking a 1.84% surprise. These results highlight Uber’s ability to outperform analysts’ predictions in both earnings and revenue. Despite the positive earnings report, the stock experienced a slight dip in premarket trading. This development is noteworthy for investors as it reflects Uber’s financial performance amidst market dynamics. The company’s ability to exceed expectations may influence future analyst assessments and investor sentiment.

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