Joseph Carlson After Hours on $UBER (Nov 2, 2026)
Uber offers really good value today: a $90 fair value versus 66 implies roughly 33% upside. But he is cautious into this week's earnings—profits could lift the stock or spark anxiety and a decline—so he would wait for the report before a full assessment and adjust his value view based on progress.
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This is what funded my investments in Dor Dash and Uber.
Uber is another new financial center in the portfolio, with a value of $24,000 and a loss of $1,800. It is less than 2 %. So, this is one of the positions I'm looking for opportunities to expand, and I've thought about adding more to Uber, but they're about to announce their earnings this week as well.
Uber's profits could be very good and the stock could rise, or they could cause increased investor anxiety, leading to a price decrease. So, if I wanted to invest money in Uber now, I think I might invest half the amount before the earnings and the other half after, but the safest step is to wait until the earnings are released, and that's what I'll probably do .
So, this is another case I would say with a degree of caution. My fair value for Uber is $90 . The stock is currently trading at 66, which means we have approximately a 33% upside opportunity in the company based on that fair value.
Now, once again, I want to wait until the earnings report to provide a full assessment. When the earnings report is released, I will adjust my opinion about the company's value based on the progress I see.
But, based on what I see today, I think Uber offers really good value stock in today's market.
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Joseph Carlson After Hours has 6 calls on this stock; only the adjacent ones are shown.