Key Takeaways UBER partners with Five Below to offer delivery from over 1,500 stores via Uber Eats. The deal supports Uber's push into non-food retail and broader digital commerce expansion. UBER stock is up 40.4% YTD, outperforming rival Lyft, despite valuation concerns and rising debt.Uber Technologies (UBER) inked a deal with value retailer Five Below (FIVE) in a customer-friendly move. The deal makes customers of Five Below eligible to use the Uber Eats app for placing orders for delivery from more th ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

For a company as big as Uber Technologies (NYSE: UBER ), there is a lot to be excited about. While I haven't initiated coverage on UBER previously, I have been following the ticker since it was trading in the $50s range. DespiteAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives us the tickers, and we act on its ...

Uber Technologies is reportedly considering using stablecoins to transfer money among different countries.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Stablecoins are appealing to global companies because they c ...

Ride-share company Uber Technologies UBER could have a new demographic to help push its revenue growth into the future: senior citizens.Here's a look at how Uber is extending its offerings in the U.S.What Happened: While most attention on Uber now centers on autonomous vehicles and increased competition, the company is looking to expand its customer base.Many will remember the old Geico commercials that stated getting insurance was "so easy a Caveman could do it." Uber isn't catering to cavemen yet, but is ...

Uber Technologies (UBER 0.37%) has been on an absolute tear. As of June 3, its shares have soared 38% in 2025. That's a tremendous gain during a time when the broader S&P 500 index is up just 2%.If you zoom out, the return is even more eye-popping. In the past two years, this top growth stock has catapulted 109% higher. Strong financial performance is clearly winning over the investment community.Perhaps you've missed the ride thus far. Is it too late for investors to buy Uber? Diversified business modelIt' ...

核心观点 - 亿万富翁投资者Bill Ackman大幅增持Uber股票 使其成为其投资组合中最大持仓 显示对公司前景的强烈信心 [1][3][9] - Uber已从长期亏损转为强劲盈利 2025年第一季度营收达115亿美元 同比增长14% 调整后EBITDA为19亿美元 同比增长35% [5][6] - 公司两大核心业务板块(网约车和配送)均衡发展 Q1收入分别为212亿美元和204亿美元 按固定汇率计算总预订量同比分别增长20%和18% [7][8] - Uber转型为现金流充沛的企业 过去12个月产生近80亿美元自由现金流 季度末现金及等价物达60亿美元 [6] - 通过Waymo等合作伙伴布局自动驾驶领域 采用轻资产模式降低风险 同时把握潜在数十亿美元市场机会 [11][12] 业务转型 - 公司财务表现发生根本性转变 2025年Q1净利润达18亿美元 与2020年每年亏损数十亿美元形成鲜明对比 [5][6] - 自由现金流持续改善 过去12个月达80亿美元 证明商业模式可持续性 [6] - 现金储备充足 季度末持有60亿美元现金及短期投资 为未来发展提供保障 [6] 核心业务表现 - 移动出行(网约车)业务Q1收入212亿美元 按固定汇率计算总预订量同比增长20% [7][8] - 配送(Uber Eats)业务Q1收入204亿美元 按固定汇率计算总预订量同比增长18% [7][8] - 两大业务规模接近均衡 显示多元化收入结构已形成 [7] 战略布局 - 放弃自研自动驾驶 转为与Waymo、Aurora等头部企业合作 采用平台化轻资产模式 [11] - 已在部分市场上线Waymo自动驾驶汽车服务 预计2025年起逐步扩大覆盖范围 [12] - 平台优先战略使其在自动驾驶时代可能保持竞争优势 无需直接参与硬件竞争 [13] 投资者信心 - Bill Ackman通过Pershing Square持有30.3百万股 价值约20亿美元 占其美股组合18.5% [9] - 公开称赞Uber为"全球管理最佳、质量最高的企业之一" [9] - 投资逻辑基于公司强劲基本面、低估值(市盈率不足15倍)及长期增长潜力 [10][14][15] 市场前景 - 过去三年股价累计上涨超过200% 但基于业务转型和增长潜力 市场认为仍有上行空间 [14] - 自动驾驶合作伙伴关系可能带来数十亿美元增量市场 [12] - 尽管面临特斯拉和Alphabet等资金雄厚竞争对手的挑战 但当前估值已部分反映这些风险 [15]

公司动态 - Palo Alto Networks首席执行官Nikesh Arora加入Uber董事会 [1] - Uber近期高管团队调整 包括任职13年的配送业务主管Pierre-Dimitri Gore-Coty离职 [2] - Uber提升移动业务负责人Andrew Macdonald为总裁兼首席运营官 这是公司自2019年以来首次设立该职位 [2] 高管背景 - Nikesh Arora自2018年起担任Palo Alto Networks董事长兼CEO 此前曾任软银总裁兼COO [3] - Arora曾在谷歌和T-Mobile任职 并担任过软银、Sprint、高露洁棕榄等公司董事 [3] - 目前还担任一家瑞士奢侈品控股公司董事 [3] 战略展望 - Arora表示加入Uber董事会正值激动人心的时刻 公司将推动全球自动驾驶商业化 [3] - Uber已彻底改变城市人员和货物运输方式 Arora期待为公司持续成功做出贡献 [3] - Uber CEO称赞Arora是科技行业杰出高管 具备战略思维和强大执行力 [4]

关于作者背景 - 作者Emily Jarvie曾在澳大利亚社区媒体担任政治记者 后转至加拿大多伦多报道新兴 psychedelics 领域的商业、法律及科学进展 [1] - 其新闻作品发表于澳大利亚、欧洲及北美多家媒体 包括The Examiner、The Advocate等 [1] 关于出版商定位 - Proactive为全球投资者提供快速、可操作且独立的商业与金融新闻内容 [2] - 新闻团队覆盖伦敦、纽约、多伦多等全球主要金融中心 [2] - 专注于中小市值公司 同时涵盖蓝筹股、大宗商品及其他投资领域 [3] 行业覆盖范围 - 重点领域包括生物制药、采矿与自然资源、电池金属、油气及加密货币等新兴技术 [3] - 内容旨在激发私人投资者的参与度 [3] 技术应用 - 采用自动化工具及生成式AI辅助工作流程 但所有内容均经过人工编辑与创作 [4][5] - 团队拥有数十年专业经验 同时积极应用技术提升效率 [4]

高管变动 - Uber元老级高管Pierre-Dimitri Gore-Coty离职 其在公司任职近13年 曾担任欧洲中东区移动业务副总裁 2021年起任配送业务高级副总裁 [1][2] - CEO Dara Khosrowshahi评价其为"Uber全球移动业务扩张的推动者" 并在疫情初期接管Uber Eats业务 [2] - 接任者Andrew Macdonald晋升为首席运营官 将统管全球移动、配送及自动驾驶业务 同时负责会员、客户支持等跨平台职能 [3] - Macdonald是Uber现任高管团队中司龄最长者 2012年5月加入 比Gore-Coty早4个月 [4] 公司业绩与股价 - 公司股价周一收盘报83.64美元 盘后交易基本持平 年内累计上涨39% 同期纳斯达克指数持平 [4] - 上季度财报显示盈利超预期但营收未达预期 [5] 监管动态 - 美国联邦贸易委员会上月起诉Uber 指控其Uber One订阅服务存在"欺诈性收费和取消政策" [5] - CEO称该诉讼"令人费解" [5]