-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：基于2027年每股收益24倍的预期，我们将目标股价上调8美元至108美元，低于Uber过去三年约30倍的平均市盈率，原因是监管风险和自动驾驶汽车的竞争。我们将2026年每股收益预期上调0.10美元至3.41美元，2027年上调0.31美元至4.49美元。第一季度业绩接近预期，考虑到第四季度每股收益表现不佳，这是一个令人鼓舞的结果。我们看好外卖（3.7%）和出行（7.7%）业务板块创纪录的利润率，以及这两个板块持续超过20%的毛订单量增长。Uber One会员数量（增长50%至5000万）目前约占公司总订单量的一半，并且有望继续增长，从而支撑其持续增长势头。我们对管理层持续致力于轻资产自动驾驶汽车战略以及逐步引入更多第三方融资伙伴的计划感到鼓舞（例如昨天与欧洲桑坦德银行达成的10亿欧元协议），我们认为这在风险有限的情况下，能够带来可观的增长潜力（更高的利润率和更长的正常运行时间）。优步的自动驾驶出行服务同比增长超过10倍，我们对此印象深刻。
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