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← @lorenzobolsa

$UBER

BEARISH2026-08-20
Price around the call
↓ 2026-08-20
By horizonMaturing · ~6 trading days to go
1d
✗ +0.9%
5d
…
21d
…
Original post
Lorenzo Couget · 2026-08-20

$UBER está generando más de $10B de FCF anual, creciendo Gross Bookings +22%, viajes +18% y EPS +35%. Mientras tanto: • ~18x forward P/E • ~12x forward P/FCF • ~12.7x EV/EBITDA NTM ¿Por qué está tan barata? Creo que el mercado está mirando mal el principal riesgo de $UBER. Los vehículos autónomos no necesariamente achican su negocio. Si reducen el costo del viaje 50%+, podrían hacer exactamente lo contrario: expandir brutalmente el mercado. Y Uber no necesita fabricar el mejor robotaxi. Necesita seguir controlando algo mucho más importante: la demanda. 208M usuarios. +40M viajes diarios. +$10B de FCF LTM. Waymo, https://t.co/KHyeYIf0GL, WeRide, Baidu y otros ya conectándose con la plataforma. El bear case es Uber vs. AVs. Yo creo que el escenario realmente interesante es Uber co

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