Uber Technologies, listed on the NYSE as UBER, has reached a position of strength in 2025. The company now generates consistent profits and produces real free cash flow, while continuing to grow usage across its platform.
Its core Mobility business delivers real profits. The segment scales efficiently, with incremental trips contributing significantly to profit rather than merely covering fixed costs. Growth no longer requires proportional increases in spending.
Uber Eats is evolving into a local commerce platform. While restaurant delivery growth has matured in some markets, Uber continues to expand Eats into grocery, convenience, retail, and everyday essentials. These categories increase order frequency and embed Uber more deeply into daily consumer behavior.
Eats' adjusted EBITDA for the third quarter of 2025 surged 47%, even though revenue grew by 27%. Users who order meals often take rides as well. Merchants who advertise on Eats can reach riders.
Advertising quietly improves Uber's earnings quality. Uber Ads crossed $1.5 billion in annual revenue run rate in May 2025, likely growing far faster than the underlying ride and delivery volumes. Advertising carries significantly higher margins than Uber's core services, as ads don't require drivers, couriers, or logistics.
Uber sits on a rare asset: millions of users making high-intent decisions every day, choosing restaurants, stores, delivery timing, and routes. That gives advertisers a powerful, transaction-linked channel.
The Motley Fool Stock Advisor analyst team identified what they believe are the 10 best stocks for investors to buy now, and Uber Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004: if you invested $1,000 at the time of the recommendation, you'd have $487,089. Or when Nvidia made this list on April 15, 2005: if you invested $1,000 at the time of the recommendation, you'd have $1,139,053.
Stock Advisor's total average return is 970%, a market-crushing outperformance compared to 197% for the S&P 500.