Uber's 'Kelce-Like Quarter:' Wedbush's Ives Boosts Price Target, Lauds One Of Tech World's 'Best Turnarounds Ever' While 'Little Brother Lyft Just Watches'
Uber's 'Kelce-Like Quarter:' Wedbush's Ives Boosts Price Target, Lauds One Of Tech World's 'Best Turnarounds Ever' While 'Little Brother Lyft Just Watches'
Wedbush analysts maintained their bullish stance on Uber Technologies Inc (NYSE:UBER) following the ride-hailing company's robust fourth-quarter performance and optimistic earnings forecast for the first quarter of 2024.
Wedbush分析师维持对优步科技公司（纽约证券交易所代码：UBER）的看涨立场，此前这家叫车公司第四季度表现强劲，对2024年第一季度的收益预测持乐观态度。
Analyst's Positive Outlook: Wedbush has upped its price target on Uber to $78 from $67 while reaffirming its "outperform" rating.
分析师的乐观展望：Wedbush已将优步的目标股价从67美元上调至78美元，同时重申其 “跑赢大盘” 评级。
What Analysts Say: In a note released on Wednesday, the analysts highlighted Uber's consistent margin expansion, backed by a track record of surpassing EBITDA guidance over multiple quarters. They underscored the management's ongoing emphasis on enhancing user frequency globally and driving Uber One adoption.
分析师怎么说：在周三发布的一份报告中，分析师强调了优步持续的利润增长，这得益于多个季度超过息税折旧摊销前利润预期的记录。他们强调管理层一直注重提高全球用户频率和推动Uber One的采用。
"With healthy underlying growth and margin drivers in place, we believe Uber is well positioned heading into its investor day next week, where the company is expected to announce a share repurchase program and provide updated financial targets," the analysts commented.
分析师评论说：“凭借健康的潜在增长和利润驱动因素，我们认为优步在下周进入投资者日时处于有利地位，预计优步将在该日宣布股票回购计划并提供最新的财务目标。”
Uber's Performance: Uber reported fourth-quarter adjusted EBITDA of $1.3 billion and total revenue of $9.9 billion, both surpassing consensus estimates.
优步的业绩：优步公布的第四季度调整后息税折旧摊销前利润为13亿美元，总收入为99亿美元，均超过市场普遍预期。
Wedbush analyst Dan Ives remarked in a post on X that the company delivered another "Kelce-like" quarter, alluding to the performance of Kansas City Chiefs tight end Travis Kelce, who has contributed to the team's journey to this weekend's Super Bowl.
Wedbush分析师丹·艾夫斯在X上的一篇文章中表示，该公司又实现了 “类似凯尔斯” 的季度，这暗示了堪萨斯城酋长队的紧张局面特拉维斯·凯尔切的表现，他为球队进入本周末的超级碗之旅做出了贡献。
"One of the best turnarounds ever in the tech world by Dara (Khosrowshahi) and the team the last few years and train not slowing down. Gaining more ridesharing market share and expanding its consumer tentacles while little brother Lyft (NASDAQ:LYFT) just watches," Ives remarked.
“这是达拉（Khosrowshahi）和团队过去几年在科技界有史以来最好的转机之一，而且训练速度没有放缓。获得更多的拼车市场份额并扩大其消费者触角，而小兄弟Lyft（纳斯达克股票代码：LYFT）只是在观望，” 艾夫斯说。
For the first quarter of 2024, Uber anticipates booking growth in the range of 18-22% year-on-year and adjusted EBITDA in the range of $1.26 billion to $1.34 billion, once again surpassing street estimates.
优步预计，2024年第一季度的预订量将同比增长18-22％，调整后的息税折旧摊销前利润在12.6亿美元至13.4亿美元之间，再次超过华尔街的预期。
Wedbush adjusted its estimates accordingly, projecting the company to achieve an adjusted EBITDA of $1.3 billion in the first quarter and $6 billion for the entire year. The analysts also revised their revenue estimates upward, driven by the robust pace of gross bookings growth.
Wedbush相应调整了估计，预计该公司第一季度调整后的息税折旧摊销前利润将达到13亿美元，全年实现60亿美元。在总预订量强劲增长步伐的推动下，分析师还上调了收入预期。
Price Action: Uber shares closed up 0.3% at $70.65 on Wednesday, but were down 0.48% in Thursday's premarket, according to data from Benzinga Pro.
价格走势：根据Benzinga Pro的数据，优步股价周三收盘上涨0.3％，至70.65美元，但在周四的盘前交易中下跌了0.48％。
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