Tigress Financial analyst Ivan Feinseth raised the price target on Uber stock to $115 from $110 on June 12, 2026, citing the company’s evolution into a scaled utility platform as it advances its delivery expansion plans across Europe.
Feinseth maintained a Buy rating on the stock, which at $67.64 was trading near its 52-week low. The $115 target represents 70% upside from that price, above the consensus analyst price target of around $104 to $108.
Tigress Financial pointed to Uber’s first-quarter 2026 results as evidence the company is becoming a diversified platform beyond ride-hailing. The firm highlighted AI-driven product innovation, membership flywheel effects, and early autonomous vehicle adoption as drivers of capital-efficient growth. Tigress noted that Uber is making AI the core operating system of its platform and developing it as an external services engine to boost unit economics across Mobility, Delivery, and Freight.
The analyst emphasized Uber’s capital allocation strategy, which prioritizes profitable growth, platform and autonomy investments, and ongoing share buybacks funded by free cash flow. The company generated $9.8 billion in free cash flow over the last twelve months while maintaining a return on assets of 15.26%, according to Tigress’s analysis.
Tigress highlighted Uber’s GO-GET strategy, which uses capital-light partnerships and an AI-driven platform to extend into travel and local commerce. This approach aims to deepen Uber One engagement and shift the mix toward higher-margin growth, the firm said.
The delivery expansion underpins this strategy. Uber plans to launch services in seven new European markets during 2026: Austria, Denmark, Finland, Norway, the Czech Republic, Greece, and Romania, according to Reuters and the Financial Times. The company targets $1 billion in new gross bookings from this European push, according to reports from February 2026.
Feinseth’s target raise follows Guggenheim’s reiteration of a Buy rating on Uber in June 2026 with a $125 price target, driven by anticipated benefits from the 2026 World Cup and the launch of autonomous vehicles. Bank of America analysts have also indicated that Uber, along with DoorDash, is well-positioned to outperform in the artificial intelligence cycle.
The broader analyst community remains constructive on Uber. Among 41 to 56 analysts covering the stock, depending on the source, the average price target ranges from $104.43 to $108.35, with a consensus Buy rating. Tigress’s $115 target sits above most peers, reflecting the firm’s conviction in the company’s ability to compound economic profit through disciplined capital allocation and expanding platform margins.
Sources
- Investing.com — Tigress Financial’s $115 price target raise, capital allocation strategy, and rationale citing Q1 2026 results and platform evolution
- Reuters — Uber’s expansion into seven new European delivery markets in 2026
- Financial Times — Confirmation of Uber’s European market entry (Austria, Denmark, Finland, Norway, Czech Republic, Greece, Romania)
- TipRanks — Analyst Ivan Feinseth’s price target raise from $110 to $115 and Buy rating maintenance
- MarketBeat — Analyst consensus price targets and Buy ratings for Uber
