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分析師維持對優步科技公司（紐約證券交易所代碼：UBER）的看漲立場，此前這家叫車公司第四季度表現強勁，對2024年第一季度的收益預測持樂觀態度。
Analyst's Positive Outlook: Wedbush has upped its price target on Uber to $78 from $67 while reaffirming its "outperform" rating.
分析師的樂觀展望：Wedbush已將優步的目標股價從67美元上調至78美元，同時重申其 “跑贏大盤” 評級。
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.
分析師怎麼說：在週三發佈的一份報告中，分析師強調了優步持續的利潤增長，這得益於多個季度超過息稅折舊攤銷前利潤預期的記錄。他們強調管理層一直注重提高全球用戶頻率和推動Uber One的採用。
"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.
分析師評論說：“憑藉健康的潛在增長和利潤驅動因素，我們認爲優步在下週進入投資者日時處於有利地位，預計優步將在該日宣佈股票回購計劃並提供最新的財務目標。”
Uber's Performance: Uber reported fourth-quarter adjusted EBITDA of $1.3 billion and total revenue of $9.9 billion, both surpassing consensus estimates.
優步的業績：優步公佈的第四季度調整後息稅折舊攤銷前利潤爲13億美元，總收入爲99億美元，均超過市場普遍預期。
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分析師丹·艾夫斯在X上的一篇文章中表示，該公司又實現了 “類似凱爾斯” 的季度，這暗示了堪薩斯城酋長隊的緊張局面特拉維斯·凱爾切的表現，他爲球隊進入本週末的超級碗之旅做出了貢獻。
"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.
“這是達拉（Khosrowshahi）和團隊過去幾年在科技界有史以來最好的轉機之一，而且訓練速度沒有放緩。獲得更多的拼車市場份額並擴大其消費者觸角，而小兄弟Lyft（納斯達克股票代碼：LYFT）只是在觀望，” 艾夫斯說。
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.
優步預計，2024年第一季度的預訂量將同比增長18-22％，調整後的息稅折舊攤銷前利潤在12.6億美元至13.4億美元之間，再次超過華爾街的預期。
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相應調整了估計，預計該公司第一季度調整後的息稅折舊攤銷前利潤將達到13億美元，全年實現60億美元。在總預訂量強勁增長步伐的推動下，分析師還上調了收入預期。
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.
價格走勢：根據Benzinga Pro的數據，優步股價週三收盤上漲0.3％，至70.65美元，但在週四的盤前交易中下跌了0.48％。
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