Is Uber (UBER) the Best Stock to Buy and Hold for 10 Years? 2025 Analysis

By: Sayan

Published on: May 05, 2025

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\ast \ast (+21✅\ast \ast 7.6billiontrips\ast \ast completedannually(+24✅\ast \ast Freightsegmentrevenue\ast \ast up33$1.8B.

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.

Happy Trading