-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：基於2027年每股收益24倍的預期，我們將目標股價上調8美元至108美元，低於Uber過去三年約30倍的平均市盈率，原因是監管風險和自動駕駛汽車的競爭。我們將2026年每股盈餘預期調高0.10美元至3.41美元，2027年調高0.31美元至4.49美元。第一季業績接近預期，考慮到第四季每股收益表現不佳，這是一個令人鼓舞的結果。我們看好外送（3.7%）和出行（7.7%）業務板塊創紀錄的利潤率，以及這兩個板塊持續超過20%的毛訂單量成長。 Uber One會員數量（增加50%至5,000萬）目前約占公司總訂單量的一半，並且預計將持續成長，從而支撐其持續成長動能。我們對管理層持續致力於輕資產自動駕駛汽車策略以及逐步引入更多第三方融資夥伴的計劃感到鼓舞（例如昨天與歐洲桑坦德銀行達成的10億歐元協議），我們認為這在風險有限的情況下，能夠帶來可觀的增長潛力（更高的利潤率和更長的正常運行時間）。優步的自動駕駛出行服務年增超過10倍，我們對此印象深刻。
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