We came across a bullish thesis on Via Transportation, Inc. on r/ValueInvesting by mrmrmrj. In this article, we will summarize the bulls’ thesis on VIA. Via Transportation, Inc.'s share was trading at $16.78 as of February 17th. VIA’s forward P/E was 588.24  according to Yahoo Finance. Via Transportation, Inc. provides a digital public transportation system platform in the United States, Germany, and internationally. VIA represents a classic busted IPO opportunity, having gone public in September and bri ...

Hedge fund manager Bill Ackman has significant stakes in Uber, Amazon, Alphabet, and Meta Platforms.Billionaire Bill Ackman hopes to re-create Warren Buffett's success by turning Howard Hughes Holdings into a "modern-day version of Berkshire Hathaway." His vision started to take shape in December when Howard Hughes announced plans to acquire specialty insurance and reinsurance company Vantage Group.Ackman plans to create an insurance-focused investment company, as Buffett did with Berkshire. Whether he achi ...

Aeva Technologies (NYSE:AEVA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAndrew Fung - Senior Director of Investor Relations and Corporate DevelopmentColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchJoe Moore - Managing DirectorMatthew Paciulli - Equity Research AssociateSaurabh Sinha - CFOSoroush Salehian - Co-Founder and CEOConference Call ParticipantsRichard Shannon - Senior Research AnalystSuji Desilva - Managing Director and S ...

By Yantoultra Ngui and Jun Yuan Yong SINGAPORE, Feb 26 (Reuters) - Southeast Asia's top ride-hailing and delivery firm, Grab, is betting on artificial intelligence and expansion of new services such as online groceries and ‌financial products to triple profit by 2028, the company's president told Reuters. Grab has set goals for the ‌next three years of growing revenue by more than 20% each year and tripling EBITDA to $1.5 billion in 2028 from last year's level, President ​and Chief Operating Officer Al ...

Joby Aviation (NYSE:JOBY) shares are up on Wednesday as the company is launching Uber Air powered by Joby. It is a significant step in their partnership with Uber Technologies, Inc. (NYSE:UBER) .This development comes as the broader market experienced positive momentum, with major indices like the S&P 500 and Nasdaq showing gains.Joby announced that it expects to carry its first passengers later this year in Dubai, marking a pivotal milestone in their collaboration with Uber.This partnership aims to integra ...

Uber has agreed to acquire SpotHero, the digital parking marketplace, in a move that expands Uber's ambitions beyond ride-hailing and delivery. The deal was announced on Monday and is expected to close in the first half of 2026, pending regulatory approvals. Financial terms were not disclosed.SpotHero lets drivers reserve and pay for parking in advance, with coverage spanning more than 13,000 garages, lots and valet locations across over 400 cities in the US and Canada. Uber said the company plans to integr ...

Gross written premiums grew more than 13% in the quarter, driven by the Accident & Health (A&H), Surety, and Specialty Programs divisions, Haushill said. Robinson added that the company grew “over 20%” in Surety, A&H, and Specialty Programs. Net written premiums grew 25% for the year, and retention of 64.9% was stable year-over-year and consistent with guidance, according to Haushill.Haushill said adjusted operating income was $49 million, or $1.17 per diluted share, while net income was $43 million, or $1. ...

SAN FRANCISCO, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Uber Health today announced the launch of its rider self-booking feature, a new platform capability that enables healthcare and disability service organizations to offer their riders the ability to book their own organization-funded trips directly in the Uber app. The launch marks the latest milestone in Uber Health’s efforts to modernize patient and nonmedical transportation (NMT) to make healthcare more accessible, convenient, and easy to navigate.  Self-bo ...

Core Viewpoint - Uber Technologies (UBER) is experiencing significant volatility as the mobility sector undergoes a structural shift, leading to uncertainty among investors regarding the impact of autonomous vehicle (AV) technology on the company's future [1] Group 1: Company Analysis - Uber is perceived as a "battleground" stock, indicating intense competition and differing opinions on its future prospects [1] - The advancement of AV technology is seen as both a potential threat and an opportunity for Uber, creating a complex investment landscape [1] Group 2: Investment Philosophy - The investment approach focuses on a long-term horizon of 5-10 years, emphasizing investment in companies with strong competitive advantages and durable business models [1] - There is a strategy to initiate smaller positions in emerging companies that are positioned to lead their industries, reflecting a proactive investment stance [1]

格隆汇2月24日｜在研究公司Citrini Research发布报告、阐述人工智能(AI)可能对全球经济不同领域构成 潜在风险之后，美股多个板块包括配送、支付以及软件类股份周一大幅下挫，其中，KKR收跌8.89%， 黑石(Blackstone)收跌6.23%，美国运通收跌7.2%，DoorDash收跌6.6%。报告中提及的其他公司，包括 Uber、万事达卡(Mastercard)、Visa，股价跌幅介乎4.3%至5.8%。 在这场"思想实验"中，Citrini描绘多种可能结果，其中包括DoorDash和Uber Eats等外卖送餐应用程式的 主导地位，被所谓的"vibe-coded"(氛围编程)方案所取代。DoorDash共同创办人Andy Fang在社交媒体回 应表示，确实相信AI代理型商业将为行业带来颠覆性改变，行业的地平线正在发生变化，业界必须适 应。报告还描述另一个未来情景，即AI代理商透过消除Mastercard和Visa等支付公司收取的交易费用， 帮助用户节省金钱。Citrini Research的报引发市场剧烈反应，但有部分市场人士认为，当前的市场反应 或已高估AI风险。 Citrini Res ...