COMPANY
Uber
UBER:US
Primary coverage by Pierre Ferragu
Research
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi Momentum. Buy, $100May 8, 2025 — Pierre Ferragu and Ben Harwood
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Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi MomentumMay 7, 2025 — Pierre Ferragu and Ben Harwood
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Waymo & Toyota partnership - Our take.May 1, 2025 — Pierre Ferragu
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Grab 1Q25: guidance raised, as expected. We see further upside. $5.6 price targetApril 30, 2025 — Pierre Ferragu
Events
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Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
Apr
14TechnologyApril 14, 2021Hosted by Pierre FerraguWatch Replay -
Feb
19TechnologyFebruary 19, 2020Hosted by Pierre FerraguWatch Replay -
Oct
7 -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay