[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.3K followers Created: 2025-07-21 13:15:01 UTC $UBER PT Raised to $XXX at Bernstein Stable is good. As we noted after the Q1 print, continued stability in Mobility and Delivery trends at UBER would be largely positive. Q2 data points are supportive, travel may have bottomed, and FX is less of a headwind looking forward. In Mobility, we suspect ~20% FxN Gross Bookings growth is the bogey, which looks achievable — and we think it can hold at XX% for Q3, which should drive modest upside to Street numbers. There’s ongoing debate around the ceiling to numbers at UBER. Considering the reinvestment mandate, we see more upside to out-year estimates (2026 onward), as these efforts bolster GB growth. From here, upside likely lies more in UBER’s ability to compound FCF than the multiple, though there remains a wide gap to DASH — concrete data points around AV fragmentation are likely needed to drive multiple upside. We don’t expect much to change on the AV front this quarter. XXXXX engagements  **Related Topics** [$uber](/topic/$uber) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/BigBullCap/status/1947284176446869746)
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Kaushik @BigBullCap on x 102.3K followers
Created: 2025-07-21 13:15:01 UTC
$UBER PT Raised to $XXX at Bernstein
Stable is good. As we noted after the Q1 print, continued stability in Mobility and Delivery trends at UBER would be largely positive. Q2 data points are supportive, travel may have bottomed, and FX is less of a headwind looking forward. In Mobility, we suspect ~20% FxN Gross Bookings growth is the bogey, which looks achievable — and we think it can hold at XX% for Q3, which should drive modest upside to Street numbers. There’s ongoing debate around the ceiling to numbers at UBER. Considering the reinvestment mandate, we see more upside to out-year estimates (2026 onward), as these efforts bolster GB growth. From here, upside likely lies more in UBER’s ability to compound FCF than the multiple, though there remains a wide gap to DASH — concrete data points around AV fragmentation are likely needed to drive multiple upside. We don’t expect much to change on the AV front this quarter.
XXXXX engagements
Related Topics $uber stocks technology