Huge News for Uber Stock Investors as it Makes Multibillion Dollar Acquisition
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Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 08 Oct 2026, 13:45 UTC
- Recorded by Tahlil Plus
- 08 Oct 2026, 15:12 UTC
AI-generated source summary
Uber announced the acquisition of ezCater for $2.3 billion in an all-cash transaction. ezCater generated over $2.5 billion in gross bookings over the trailing twelve months, growing high teens year-over-year, and is profitable on a non-GAAP operating income basis. Its average order value exceeds $400. Uber's Q3 2026 outlook forecasts gross bookings between $58.25 billion and $60.25 billion, representing 18-22% YoY growth. Non-GAAP EPS is projected at $0.84 to $0.88, with adjusted EBITDA between $2.86 billion and $2.96 billion. This suggests Uber's acquisition of ezCater is strategically sound, as ezCater's growth and profitability metrics appear robust, with a high average order value compared to Uber's core business. Uber is trading at a market cap of approximately $137.8 billion, with an estimated intrinsic value of $114.90 per share, suggesting it may be undervalued relative to its intrinsic value, especially considering the growth prospects from this acquisition.
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Parkev Tatevosian, CFA
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