TD Cowen Remains Bullish on Uber Technologies (UBER), Cites Robust Fundamentals and Strong Execution

Uber Technologies, Inc. (NYSE:UBER) is one of the 13 best Fortune 500 stocks to invest in now.

On October 15, 2025, TD Cowen reaffirmed its “Buy” rating on Uber Technologies, Inc. (NYSE:UBER) with a $108 price target.

The investment firm’s bullish stance stems from the company’s robust fundamentals and strong execution across business lines. The firm expects Uber Technologies, Inc. (UBER)’s gross bookings to rise 19.4% year-over-year in Q3, thanks to the continued momentum in both Mobility and Delivery segments.

Furthermore, TD Cowen expects Uber Technologies, Inc. (NYSE:UBER)’s EBITDA to grow 32.6% through revenue expansion and a fast-growing advertising business. Additionally, the analyst sees upside potential for the company, which is driven by geographic expansion and product innovations like Uber for Business and Shuttle, alongside the scaling of Uber One.

Uber Technologies, Inc. (UBER)’s outlook is further bolstered by its cost efficiencies, moderated insurance expenses, and autonomous vehicle partnerships, which position it for sustained growth and margin improvement.

Uber Technologies, Inc. (NYSE:UBER), a global platform, offers ridesharing, delivery, and freight services, alongside AI-driven data solutions for enterprises.

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