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# Uber: Navigating A Changing World (Archive)
- URL: https://www.huntingalphas.com/uber-navigating-a-changing-world-archive/
- Published: 2024-12-20T10:56:00.000Z
- Updated: 2026-02-28T05:53:05.000Z
- Description: Tracking margins, AV disruption, premium valuations, technicals, and bargaining power to rate Uber Neutral/Hold.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, UBER, Consumer

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- UBER has done a good job transitioning toward positive GAAP EBIT over the past 3 years. I believe there is ample scope for margin expansion to \~35% over the longer term.
- Will autonomous vehicle makers price Uber out of the market? Or collaborate to achieve faster scalability? I am tracking gross bookings to assess the risk scenarios.
- The Company's valuations are at a deserved premium vs. peers given its market-leading position. However, the extent of the premium is lower than normal, which is good for bullish arguments.
- Relative technicals vs. S&P 500 are in a bearish flow but near monthly support levels. I anticipate sideward price action ahead.
- Another wildcard is how Uber's bargaining power will evolve with competitors and with business partners. To assess this in concrete terms, I am tracking take rate/commission rate dynamics.

Read the full article [here](https://seekingalpha.com/article/4745523-uber-navigating-a-changing-world?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*