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《大行報告》富瑞升Uber(UBER.US)目標價至95美元 評級「買入」
阿思達克 02-19 10:08
富瑞發表報告指,Uber(UBER.US)新的三年期目標顯示健康平衡的增長和盈利能力,為具吸引力、高於市場預期的EBITDA增長提供路徑。此外,改善自由現金流和股票回購亦可能會引起長期持有者的共鳴。 富瑞調整對Uber預測模型,將2026年的預訂量預測上調2%,但EBITDA預測保持不變。更高的預訂量將帶來更高的長期EBITDA增長和自由現金流,以現金流折現率計,目標價由85美元提高到95 美元。修訂後的目標價相當於2025年的企業價值對EBITDA約24倍,考慮到UBER領先於同行的增長勢頭和良好往績,該預測值比互聯網行業預測值具五成溢價。
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