《大行報告》美銀證券升Uber(UBER.US)目標價至78美元 重申「買入」評級
美銀證券發表報告指,Uber(UBER.US)上季業績大多數財務指標都勝預期,因此小幅上調對第一季預測,將訂單量預測上調1%至383億美元,將收入預測上調1%至101億美元,將EBITDA預測上調3%至13.3億美元。對於估值關鍵的2025財年,將訂單量、收入、EBITDA預測分別從1,901億美元、512.5億美元、80.2億美元,上調至1,928億美元、513.7億美元、82.4億美元。重申「買入」評級,目標價由73升至78美元。
美銀證券指,Uber業績無大驚喜,但顯示出公司穩定的執行力,亦是過去兩年推動Uber股價強勁表現的原因。此外,Uber One會員數量的增加可能會提高Uber的整體特許經營價值。
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