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    Uber Technologies (UBER) Could Be 38% Undervalued After Its Delivery Expansion

    Simply Wall St·10/12/2026 11:24:13
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    Uber Technologies (UBER) just expanded its delivery reach by adding Sur la table’s kitchenware assortment to the Uber Eats app for rapid on demand or scheduled delivery in select areas across the United States.

    For context, Uber Technologies’ share price has moved to US$71.51, with a 1-day share price return of 1.81% and a 7-day share price return of 2.92%. The year-to-date share price return is down 13.7% and the 1-year total shareholder return has declined 23.99%. However, the 3-year and 5-year total shareholder returns of 59.94% and 51.92% respectively point to a stronger longer-term story in which recent setbacks have softened earlier momentum.

    Spot opportunities that rhyme with Uber Technologies’ on demand delivery push by scanning our hand picked 29 high quality undervalued stocks, which may be priced for a rebound.

    Uber Technologies now has a richer delivery story but a share price that has slipped over the past year. Does that mix still offer a skewed payoff in favour of new buyers, once the valuation is unpacked next?

    Most Popular Narrative: 38% Undervalued

    Uber Technologies is framed as meaningfully undervalued in the most followed narrative, with a fair value of $116 against the last close at $71.51. That gap, according to the author, comes back to who captures the economics of driverless transport and how much free cash flow the platform can keep.

    The market is no longer debating whether Uber can become profitable. It is debating who owns the economics of transportation when the driver disappears.

    That distinction matters because Uber is generating more cash than at any point in its history just as investors are becoming increasingly nervous that autonomous vehicles could disrupt the marketplace responsible for producing that cash.

    See why 39 investors see Uber Technologies as 38% undervalued.

    Result: Fair Value of $116 (UNDERVALUED)

    Still, that bullish Uber Technologies narrative could crack if autonomous partners keep most of the economics or if heavy AV spending erodes the current cash engine.

    Find out about the key risks to this Uber Technologies narrative.

    Next Steps

    Mixed signals around Uber Technologies can easily pull you in either direction, so move quickly past headlines and pressure test the story yourself by weighing the 3 key rewards and 1 important warning sign.

    Looking for more investment ideas beyond Uber Technologies?

    If Uber Technologies has you thinking about how delivery, cash flows and valuation line up, do not stop here. Broader ideas can sharpen your next move.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.