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Rising Wait Times And Higher Pricing For Uber? It Is Because Mobility Demand Has Hit Peak Levels, Analyst Says
Rising Wait Times And Higher Pricing For Uber? It Is Because Mobility Demand Has Hit Peak Levels, Analyst Says
Needham analyst Bernie McTernan reiterated a Buy on Uber Technologies, Inc (NYSE:UBER) with a $52 price target.
In his 14th Mobility Tracker, wait times and pricing continued to rise, both back up towards peak levels, which he thinks is driven by a continued rise in demand, specifically the post-Labor Day return to work, and a lagged reaction by supply.
Also Read: Uber System Breach Culprits Are Likely The Ones Behind Microsoft, Nvidia And Okta Hack
He believes this environment supports Uber and Lyft, Inc (NASDAQ: LYFT) (reiterated Hold) estimates and feels good about raising his 3Q bookings estimates in his last tracker two weeks ago.
However, he reduced his LYFT estimates for 4Q22, assuming a more normal seasonal uplift, which is already contemplated in his Uber forecast.
Strategically, he believes Uber will benefit from reopening the economy in Mobility.
In Delivery, he thinks Uber can grow its share of bookings by expanding into new verticals with a buy-over-build strategy that allows for quick penetration. He foresees the company's Mobility business benefiting from its Uber Pass subscription.
He also thinks the company's subscriptions would benefit from a more aggressive pursuit of acquisitions.
Last month, McTernan highlighted Uber's lead in the ride-hailing business on pandemic recovery.
Needham analyst Bernie McTernan reiterated a Buy on Uber Technologies, Inc (NYSE:UBER) with a $52 price target.
In his 14th Mobility Tracker, wait times and pricing continued to rise, both back up towards peak levels, which he thinks is driven by a continued rise in demand, specifically the post-Labor Day return to work, and a lagged reaction by supply.
Also Read: Uber System Breach Culprits Are Likely The Ones Behind Microsoft, Nvidia And Okta Hack
He believes this environment supports Uber and Lyft, Inc (NASDAQ: LYFT) (reiterated Hold) estimates and feels good about raising his 3Q bookings estimates in his last tracker two weeks ago.
However, he reduced his LYFT estimates for 4Q22, assuming a more normal seasonal uplift, which is already contemplated in his Uber forecast.
Strategically, he believes Uber will benefit from reopening the economy in Mobility.
In Delivery, he thinks Uber can grow its share of bookings by expanding into new verticals with a buy-over-build strategy that allows for quick penetration. He foresees the company's Mobility business benefiting from its Uber Pass subscription.
He also thinks the company's subscriptions would benefit from a more aggressive pursuit of acquisitions.
Last month, McTernan highlighted Uber's lead in the ride-hailing business on pandemic recovery.
李约瑟分析师伯尼·麦克特南重申买入优步技术公司(纽约证券交易所代码:Uber),目标价为52美元。
在他的第14个Mobility Tracker中,等待时间和定价继续上升,两者都回落到峰值水平,他认为这是由需求的持续上升推动的,特别是劳动节结束后重返工作岗位,以及供应的滞后反应。
另请阅读: 优步系统漏洞的罪魁祸首很可能是微软、英伟达和Okta Hack背后的人
他认为,这种环境支持优步和Lyft,Inc.纳斯达克:Lyft)(重申持有)估计,并对两周前在他的最后一次跟踪中上调第三季度预订量估计感到高兴。
然而,他下调了Lyft对2012年第四季度的预期,假设出现更正常的季节性增长,这在他对优步的预测中已经考虑到了。
从战略上讲,他认为优步将受益于在移动领域重新开放经济。
在交付方面,他认为优步可以通过采用允许快速渗透的先买后建战略,向新的垂直市场扩张,从而增加其预订份额。他预计,该公司的移动业务将受益于Uber Pass的订阅。
他还认为,该公司的订阅量将受益于更积极的收购。
上个月,麦克特南强调了优步在疫情恢复方面在叫车业务中的领先地位。
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在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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