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We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. Uber Technologies (NYSE:UBER) ranks #6 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner).

Altimeter Capital’s Stake: $456,660,194

Uber Technologies (NYSE:UBER) shares are down 25% over the past six months, but bulls believe it’s a solid long-term pick for patient investors. Why? Uber has become a global platform for ride-hailing, food delivery, and logistics. It connects millions of riders, drivers, and merchants across multiple business lines, with mobility as its core engine and delivery as a fast-growing second pillar.

Uber Technologies (NYSE:UBER) is showing clear progress in profitability. Non-GAAP earnings per share grew about 37% year over year in fiscal 2025, while cost discipline is improving across the business. SG&A expenses have fallen to below 20% of revenue. This shift suggests Uber is no longer just scaling revenue, but also converting that scale into earnings power.

Uber Technologies (NYSE:UBER) has about 64% share in the ride-sharing market, giving it a dominant platform advantage that is difficult for competitors to replicate without heavy capital spending. The company’s delivery business, which has higher margins, is growing faster in bookings than mobility.

Uber Technologies (NYSE:UBER) is pushing into emerging markets such as Latin America and Asia Pacific, where rising middle-class populations and limited local competition create room for long-term expansion.

Platinum International Technology Fund stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its fourth quarter 2025 investor letter:

“Jacobs Solutions, Microsoft and Uber Technologies, Inc. (NYSE:UBER) detracted from the Fund’s quarterly returns by between 0.5% and 0.8% each but we take a longer-term view and continue to view these businesses as well-placed. We would call Uber a ‘battleground’ company. It’s clearly the ..."(Click Here To Read The Letter in Detail)

While we acknowledge the potential of UBER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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