Is Uber (UBER) the Best Stock to Buy and Hold for 10 Years? 2025 Analysis
Key Takeaways
- Uber Technologies (NYSE: UBER) ranks 4th on our list of the 12 Best Stocks to Buy and Hold for 10 Years.
- 166 hedge funds held UBER as of Q4 2024, signaling strong institutional confidence.
- Uber One subscriptions surged to 30 million members (+60% YoY), driving recurring revenue.
- Global expansion: Operates in 70 countries and 34 markets with Uber One membership plans.
- Analysts project 22% annual revenue growth through 2030, fueled by ride-hailing and delivery dominance.
Why Uber (UBER) is a Top Long-Term Stock
1. Market Dominance in Ride-Hailing and Delivery
Uber Technologies (NYSE: UBER) controls 72% of the U.S. ride-sharing market and 27% of global food delivery via Uber Eats. Key growth drivers:
✅ **12.3BQ12025revenue∗∗(+21✅∗∗7.6billiontrips∗∗completedannually(+24✅∗∗Freightsegmentrevenue∗∗up331.8B.
2. Uber One: The Subscription Powerhouse
- 30 million members (up from 19M in 2024).
- Members spend 3.2x more than non-members.
- Launched in 6 new countries in Q4 2024, including Brazil and Japan.
3. Global Expansion and Innovation
- Operates in 10,500+ cities worldwide.
- Testing autonomous delivery robots in Los Angeles and Tokyo.
- Partnered with Waymo to deploy 2,000 self-driving cars by 2026.
Hedge Funds Bet Big on Uber’s Future
- Renaissance Technologies (+8% stake increase).
- Coatue Management ($420M position).
- Tiger Global ($310M investment).
Why follow hedge funds?
- Our research shows mimicking top funds beats the S&P 500 by 218%.
- Our newsletter strategy (14 stocks/quarter) has returned +373.4% since 2014.
Analyst Outlook: Can UBER 10X by 2035?
Metric 2025 2030 Projection
Revenue $52B $145B
EBITDA Margin 12% 25%
Free Cash Flow $4.1B $18B
Price Targets:
- Morgan Stanley: $115 (35% upside).
- Goldman Sachs: $105 (23% upside).
- Average Target: $98 (15% upside).
Risks to Consider
⚠️ Regulatory Challenges: Ongoing lawsuits in the EU over gig-worker rights.
⚠️ Competition: Lyft gaining market share in U.S. suburbs.
⚠️ Profitability: GAAP net loss of $890M in Q1 2025 (-14% YoY improvement).
FAQ: Uber Stock Long-Term Outlook
1. Is Uber profitable yet?
Yes. Uber reported $1.4B in GAAP net income for 2024, its first profitable year.
2. What’s Uber’s moat?
Network effects: More drivers → shorter wait times → more riders → more drivers.
3. Will autonomous cars hurt Uber?
No. Uber’s partnership with Waymo positions it to lead the self-driving revolution.