🚖📈🌍 Uber Technologies: Breakout Momentum into the S&P 100 🚖📈🌍
$Uber(UBER)$ I’m fully convinced Uber is one of the most mispriced mega-cap stories in the market right now. The stock is not only reclaiming key technical levels after last Friday’s shakeout, but it is also stepping into the S&P 100, replacing Charter Communications: a structural shift that forces institutional flows and solidifies Uber’s place as a permanent market heavyweight. With free cash flow ramping toward $8.5B by 2025 and EPS growth projected north of 30%, Uber’s earnings power is being drastically underestimated.
🟣 Technical Setup
Uber’s bounce is technically significant. On the 4H and 30m charts, price has reclaimed above critical EMAs with both Bollinger and Keltner channels compressing, signaling the setup for another leg higher. The $93–94 zone has flipped back into support, and momentum points to $100 as the next logical test.
💵 Cash Flow & Profitability
The transformation in Uber’s free cash flow is extraordinary. From burning nearly $5B in 2020 to delivering multi-billion-dollar inflows today, Uber’s trajectory projects $8.5B FCF by mid-2025. That’s not just improvement; it’s a complete regime shift. At the same time, revenues have compounded at nearly 23% annually while headcount has stayed flat, proving the scalability of its model and relentless operating leverage.
🌐 Strategic Edge
Autonomy noise continues to dominate headlines, but Uber is playing this smarter than anyone. Instead of burning capital like rivals, Uber is partnering across the ecosystem: Waymo, Baidu, Nuro, and others to secure optionality in AV without crippling its balance sheet. The announcement of self-driving pilot testing in Munich next year underscores Uber’s international edge. Ackman’s take says it best: “The market underappreciates the durability of Uber’s moat, the magnitude of its earnings growth, and the strategic role it will play in shaping the future of mobility.”
📊 Market Context
Uber is among today’s S&P 500 leaders, up nearly 3%. Its $2.25B debt raise, split across 5Y and 10Y tranches, adds financial flexibility, while the new $20B buyback authorization signals supreme confidence from management in long-term cash generation. This is capital-light scale meeting disciplined capital return.
Uber isn’t just another mobility play anymore. It is a global cash machine, a strategic platform for autonomy, and now an S&P 100 member. The market is slowly waking up, but I believe Uber is still priced like a cyclical growth stock rather than the structural compounder it’s becoming. $100 is just the next checkpoint.
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- Hen Solo·2025-09-09TOP🚘Ackman’s quote nails it and fits the Munich self-driving test announcement perfectly. The market’s been slow to recognize how Uber’s autonomy partnerships are a moat, not a liability. $TSLA gets all the AV headlines, but Uber might monetize the network effect faster.3Report
- Cool Cat Winston·2025-09-09TOP🛫I like how you tied the S&P 100 inclusion to institutional flows because that’s exactly what happened when $NVDA made the same leap. The $93–94 support you flagged looks key and I agree $100 is a realistic checkpoint with that cash flow profile scaling this hard.6Report
- Tui Jude·2025-09-09TOPThe comparison between Uber’s $8.5B projected FCF and its capital-light model really stood out to me. That’s the type of operating leverage we saw $AMZN unlock in the mid-2010s and it changed the valuation framework completely. $UBER feels like it’s heading into that zone now.3Report
- Queengirlypops·2025-09-09TOPUber jumping into the S&P 100 feels huge and the timing couldn’t be better with that $20B buyback and Munich robotaxi news hitting at once. The way you framed the $8.5B FCF ramp is next level, it’s giving pure conviction vibes and $100 doesn’t look far off at all 🧃3Report
- Kiwi Tigress·2025-09-09TOPThat $20B buyback authorization honestly says it all for me, like management’s literally screaming confidence. Seeing Uber replace Charter in the S&P 100 feels like the official stamp that it’s not just another growth play anymore but a real mega-cap beast. I’m hyped to watch how quick it pushes past $100 with that setup in play 📈2Report
- Venus Reade·2025-09-09Uber to hit $115 this week confirmed by DonkeyLikeReport
- Merle Ted·2025-09-09if it breaks 95 today, it will break the 97.72 by Wednesday noon. and probably 99 by the end of the weekLikeReport