Uber股價回升!Oppenheimer看好2025前景

Oppenheimer:在機器人出租車的噪音中購買Uber股票

投資網站Investing.com報導,Oppenheimer的分析師將Uber Technologies, Inc. (NYSE:UBER)視為2025年的頂尖大型股份選擇,並強調當前的市場環境是一個購買的機會。

儘管Uber的股價自盈利報告以來已下跌23%,而NASDAQ指數則上漲了4%,該公司仍然維持對Uber的“優於大盤”評級,並將目標價格設定為85美元。

對於機器人出租車及美國搭乘增長的擔憂,Oppenheimer認為這些擔憂過於誇大。他們表示:“美國搭乘增長的擔憂和機器人出租車的問題創造了一個有吸引力的購買機會。”

Oppenheimer強調了Uber的強大基本面,包括預計在2024年至2026年間,收入將以17%的年增長率及EBITDA將以30%的年增長率增長。

該公司認為Uber在短期和長期都將受益。“在更高的保險成本在LYFT之前一個季度被納入後,UBER應該能夠重新獲回失去的美國出行市場份額,並提供更具攻擊性的激勵措施。”

在多個機器人出租車提供商共存的未來,Oppenheimer相信Uber的領先物流平台將使其在更高的利用率和更低的服務成本模式下蓬勃發展。

儘管機器人出租車的前景吸引了投資者的注意,Oppenheimer列出了幾個挑戰,包括高達150億至400億美元的艦隊成本、因維護造成的車輛停工時間以及基礎設施擴展的需求。

他們提到:“我們列出了15個與機器人出租車相關的問題/挑戰,”這對樂觀的成本假設提出了質疑。

儘管如此,分析師們認為機器人出租車可能會擴大Uber的總可用市場(TAM),因為這將促進對消費者汽車開支的深入滲透,而目前這部分僅占Uber美國出行收入的2%。

他們表示:“即使約20%的收費率降至10%,該業務的規模將增長超過兩倍,而這一數字與線上旅遊的13%-15%相比。”

Oppenheimer的85美元目標價格反映了2026財年的EBITDA估值為16倍,這意味著從目前的水平來看有顯著的上升潛力。

評論

Oppenheimer對Uber的前景持樂觀態度,這在當前經濟環境下尤為重要。儘管面臨著機器人出租車的挑戰,但他們的分析顯示Uber具備強大的基本面和增長潛力,這對於投資者來說是一個積極的信號。

然而,值得注意的是,市場對於新技術的反應往往充滿不確定性,尤其是當涉及到如機器人出租車這樣的創新時。Uber在未來能否有效地克服這些挑戰,並利用其優勢來擴大市場份額,將是投資者需要密切關注的關鍵因素。

此外,Oppenheimer的分析也提示我們,對於未來的技術和市場動態,投資者應始終保持謹慎,特別是在預測高增長的同時,也要考慮到潛在的風險和挑戰。這不僅是對Uber的考量,對於整個科技行業的投資者來說,都是一個重要的提醒。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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