From Nasdaq: 2025-06-05 03:41:00

In 2025, Bill Ackman revealed a massive stake in Uber Technologies (NYSE: UBER), making it his largest holding. Uber’s first-quarter results show impressive growth, with revenue up 14% year over year to $11.5 billion and adjusted EBITDA climbing 35% to $1.9 billion. The company is now profitable, with nearly $8 billion in free cash flow over the past year.

Ackman went big on Uber, buying 30.3 million shares worth around $2 billion. Uber’s strong fundamentals, including robust business momentum and a cheap valuation, support his confidence in the stock. Uber’s partnership model in autonomous vehicles is poised for growth, with Waymo’s vehicles already live on the platform.

Despite competition from companies like Tesla and Alphabet, Uber’s low price-to-earnings ratio suggests investors have already priced in risks. While not guaranteed, Uber has shown its ability to face challenges head-on and emerge stronger. For long-term investors, Uber’s potential as a durable compounder may make it a compelling investment opportunity.



Read more at Nasdaq: Bill Ackman’s Bold Bet: Why Uber Is His Top Holding