---
title: "Is It Too Late to Buy Uber?"
description: "Uber Technologies has seen a remarkable 38% increase in its shares in 2025, significantly outperforming the S&P 500. The company's diversified business model now includes both mobility and delivery se"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/243313101.md"
published_at: "2025-06-05T15:18:02.000Z"
---

# Is It Too Late to Buy Uber?

> Uber Technologies has seen a remarkable 38% increase in its shares in 2025, significantly outperforming the S&P 500. The company's diversified business model now includes both mobility and delivery services, contributing to $6.5 billion and $3.8 billion in revenue, respectively. Uber has turned profitable, posting $1.2 billion in operating income in Q1 2025. With 170 million monthly active users and partnerships with major companies, Uber is well-positioned for future growth, particularly in autonomous vehicle technology. Despite a rise in valuation, analysts suggest it is not too late to invest in Uber.

**Uber Technologies** (UBER 0.78%) 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?

Image source: Getty Images.

## Diversified business model

It's been incredible to observe Uber's monumental ascent. What was once solely a ride-hailing service has evolved into both a mobility and delivery behemoth. In Q4 2019, prior to the COVID-19 pandemic, mobility gross bookings represented 75% of the company's total. In the latest quarter (Q1 2025), it was an almost even split between mobility and delivery.

This kind of diversified model is hard to overstate, and it gives Uber an advantage. This shows up in the ability to leverage the same driver network, allowing these gig workers to earn more money. Uber has more data to work with, which can support various marketing and promotional activities. And it can be a holistic solution for consumers who don't want to navigate multiple apps.

What's more, Uber brings in more than one revenue stream. In the first quarter of 2025, it registered $6.5 billion in revenue from mobility and $3.8 billion from delivery. There is a freight segment as well, which is tiny by comparison.

## Generating substantial profits

What was probably once unimaginable to the critics is now a reality. And that is the fact that Uber is extremely profitable these days. It's a scaled platform that is boosting bottom-line performance. Uber posted $1.2 billion in operating income in Q1. That figure is a drastic improvement from a $1.3 billion operating loss in the first quarter of 2020.

A fresh focus on creating a more efficient organization is clearly working. The management team expects adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow about 37% to 40% between 2024 and 2027.

## Operating from a position of power

Uber continues to operate from a position of strength thanks to its tremendous network effect. It counted 170 million monthly active users in Q1. There are more than 7 million drivers. And last year, Uber surpassed 1 million merchants. With more users, drivers, and merchants, the entire platform constantly becomes more valuable to all stakeholders.

Uber's competitive position is also supported by its powerful brand presence. The Uber name is now often used as a verb, both for getting from point A to point B and for having something delivered. That mindshare works wonders for Uber's visibility.

And it highlights just how valuable Uber has become to other companies that want to tap into such a massive user base. Uber recently announced partnerships with OpenTable and **Delta Air Lines**.

And key players working on autonomous vehicle (AV) technology, like Waymo, **WeRide**, and many others, have also chosen to partner with Uber to help further develop, improve, and commercialize their services. Because of Uber's competitive strengths and unrivaled reach, it makes sense these partners are leaning on it. Uber is positioning itself to be a leader in AV.

## Are you late to the Uber party?

At the start of 2025, shares traded at a very compelling forward price-to-earnings (P/E) ratio of 16.7. Of course, the situation isn't as cheap today. The current multiple is 22.9. However, I don't believe this valuation is asking too much of investors.

As mentioned, there are many reasons to like this business. And there remains a sizable growth opportunity. For instance, CEO Dara Khosrowshahi says that AV technology alone presents a $1 trillion opportunity just in the U.S. Additionally, Uber is trying to sign up more teenagers, increase rider frequency, and expand use cases.

There appears to be substantial upside for prospective investors over the long term. This means it's not too late to buy Uber stock.

### Related Stocks

- [UBER.US - Uber Tech](https://longbridge.com/en/quote/UBER.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 索羅斯逆市加碼微軟及 Nvidia 等科企 新買入黃金股 清倉 4 隻股份 | 索羅斯基金管理公司在 2022 年第四季度加大對微軟、英偉達和蘋果等大型科技股的投資，同時增持黃金股以對衝風險。基金還增持了 Atlassian、Salesforce 和 Uber 等軟體公司股票，但大幅減持了 Snowflake 和 Ci | [Link](https://longbridge.com/en/news/275990619.md) |
| 優步進軍 7 個新的歐洲市場以推動食品配送業務 - 金融時報 | 優步在食品配送領域進軍 7 個新的歐洲市場 -《金融時報》 | [Link](https://longbridge.com/en/news/275995937.md) |
| 全球人工智慧峯會呼籲打造安全可信強健 AI | 在新德裡舉行的全球人工智慧峯會閉幕，86 個國家及 2 個國際組織發布聯合宣言，呼籲發展安全、可信且強健的 AI。會議討論生成式 AI 的影響，強調節能 AI 系統的重要性，並提出自願性倡議以整合國際 AI 研究能力。宣言指出，AI 的益處 | [Link](https://longbridge.com/en/news/276518719.md) |
| 優步提交了混合證券發行的招股説明書 | 優步科技（UBER）已提交招股説明書，表明其可能提供或允許出售股東出售多種證券，包括普通股和優先股、債務證券、認股權證、購買合同和擔保。這些證券可以單獨提供，也可以作為捆綁單位提供 | [Link](https://longbridge.com/en/news/276034597.md) |
| 高院否決，特朗普將被迫退税！華爾街 “早就下注”，商務部長兒子甚至一度參與 | 去年 10 月投資機構以每美元 20-40 美分的折扣價從進口商手中購入關税退款索賠權，單筆交易規模多在 200 萬至 2000 萬美元。投資者有望獲得超 8 倍回報。但退款前景仍存不確定性，涉及金額達數十億美元，各方仍在觀望。 | [Link](https://longbridge.com/en/news/276502404.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
