UBER, $91.87, -0.59(-0.64%), as of May-20-2025 4:10 PM ET 🚕 💼

Trigger Alert: Bill Ackman’s In the Driver’s Seat.

Uber is now the number one holding in Bill Ackman’s Pershing Square portfolio. Yes, the guy who called Herbalife a pyramid scheme and made billions shorting the pandemic is now betting big on rides, fries (Uber Eats), and perhaps… flying cars?

Ackman’s Average Buy Price: $71.97
Current Price: $91.87
Gain: +27.6%
Holding Size: 23.4% of his portfolio! 🚨

That’s not a backseat bet. That’s pedal-to-the-metal conviction.

🧠 Who Else Is Hitching a Ride?

Institutions love Uber more than teenagers love group chats:

• Vanguard owns 8.92% 🚀

• BlackRock: 7.31% 🏢

• Capital Research, State Street, FMR, Geode, JPMorgan, and more have piled in.

📊 Institutional Ownership: 83.88% of the float.
Clearly, this stock has more fans than a summer concert.

🔍 For full Institutional Ownership breakdown, see here.

🧾 Straight from the Earnings Engine

Q1 2025 Financial Results:

• Trips: 3.0 billion (+18% YoY) 🛺

• Gross Bookings: $42.8B (+14% YoY) 💸

• Revenue: $11.5B (+14% YoY) 💵

• Operating Income: $1.2B (up $1.1B YoY) 📈

• Net Income: $1.8B 🏆

• Free Cash Flow: $2.3B 💰

• Adjusted EBITDA: $1.9B (+35% YoY) 💪

Did we mention they're printing cash and profitable at scale?

And there’s more: Uber expects Q2 2025 Gross Bookings to hit $45.75B–$47.25B and Adjusted EBITDA of up to $2.12B. No slow lanes here.

📦 Segment Breakdown:

🚗 + 🍔 = 🤑
That’s what we call diversified deliciousness.

For more resources on Uber's financial statements,
Check this out.

📉 The Valuation Stoplight

• P/E Ratio: ~16 – reasonable for a company growing like this.

• Debt-to-Equity: ~0.43 – healthy and improving.

• Cash on Hand: $6.0B 💵 – enough to buy a few planets (or startups).

🤔 But Wait... Why Not Floor the Gas?

Because Uber’s share price has been doing Uber things:
🛫 Up over 25% in just a few weeks.

Translation: some of the good news is already priced in.
And guess what? CEO Dara Khosrowshahi and other execs have been net sellers over the past year.

⛽ Does that mean slam the brakes? Not necessarily. But maybe don’t max out your investing tank just yet.

Interested in another investment idea?
Check our take on UnitedHealth Group.

🚦Investment Takeaways

✅ Uber has finally grown into its valuation suit.
✅ Strong results + growing cash flow = investor joyride.
✅ Ackman isn’t chasing a dream—he sees lasting upside.
⚠️ But shares are at highs, and near-term pullbacks wouldn’t be shocking.

📝 Game Plan:
If you like the stock, perhaps don’t UberPool all your funds at once. Wait for a red light (aka a pullback), then grab a seat.

🎯 Funanc1al’s Verdict

• Growth Potential: ✅✅✅✅

• Value Today: ✅✅

• Timing: ⏳

• Momentum: 🚀

• Overall Investment Vibe: 😎

🤖 Final Words of Wisdom

"Uber’s no longer the cash-burning app you use at 2am to get fries. It’s a global logistics beast—and maybe even a retirement plan."

But remember: every stock has potholes. Invest wisely, drive slowly… unless you’re Bill Ackman, in which case, press "Surge."

📌 Disclaimer:
This isn't financial advice. It’s entertainment, insight, and investing tapas. Please consult with someone who doesn't write with emojis before betting your life savings. 😉

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