Morgan Stanley-Uber Technologies Inc 5 Keys To Next Weeks Analyst Update-106410534

MFebruary8,202401:22AMGMTIdeaUberTechnologiesIncNorthAmericaMorganStanley&Co.LLC5KeysToNextWeek'sAnalystBrianNowak,CFA+1212761-3365UpdateEquityAnalyst+1212761-1784What’sChangedFromToBrian.Nowak@morganstanley.com+1212761-7252$62.00$82.00+1212296-5137UberTechnologiesInc(UBER.N)MattBombassei+1212761-2158PriceTarget+1212761-4774ResearchAssociate4QshowedUBER'splatformmomentumasweraisePTto$82Matt.Bombassei@morganstanley.com(OW,16%upside).Wediscuss5keystothe2/14AnalystDay:1)Expectaconservativeguideandbuyondips,2)ImprovedJulianHerreraMobilitydisclosure,3)Mobilityincrementals4)Growth/UnitEconomicsofRestaurant/Grocery5)CapitalReturns.ResearchAssociateJulian.Herrera@morganstanley.comMatthewCostEquityAnalystMatthew.Cost@morganstanley.comKieranKenny,CFAResearchAssociateKieran.Kenny@morganstanley.comChloeACurrieResearchAssociateChloe.Currie@morganstanley.comDaveNwokonkoResearchAssociateDave.Nwokonko@morganstanley.comKeyTakeawaysUberTechnologiesInc(UBER.N,UBERUN)OverweightAttractive4Qresults(inlinewithus)and1Qguide(Bookings/EBITDA1%/2%aboveusatInternetUnitedStatesofAmerica$82.00highend)speaktomomentuminbusinessasweoutline5keyanalystdaypoints$70.65StockRating$144,001UBERremainsamultiyearexecution/revisionstorythoughanalystdayfinancialIndustryViewdetailsmayembedsomeconservatism,creatingpotentialforattractivenewPricetarget$71...