COMPANY
Uber
UBER:US
Primary coverage by Pierre Ferragu
Research
-
Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Weekly Wrap-UpFebruary 18, 2025 — Pierre Ferragu
-
AI Capex up, Semicap down, Auto cycle turning, and more. Our weekly wrap-up.February 10, 2025 — Pierre Ferragu
-
Uber 4Q24: healthy, strong underlying growth ahead. Robotaxi strategy aligned with our views. Buy, $100 TP.February 6, 2025 — Pierre Ferragu
-
Our top 4 picks for 2025 (+ 4 other ideas to consider)!January 8, 2025 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
Events
-
Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
Apr
14TechnologyApril 14, 2021Hosted by Pierre FerraguWatch Replay -
Feb
19TechnologyFebruary 19, 2020Hosted by Pierre FerraguWatch Replay -
Oct
7 -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay