Trey Thoelcke
Tue, July 28, 2026 astatine 6:05 AM CDT 5 min read
Quick Read
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Uber and Oracle beryllium adjacent 52-week lows portion expert statement targets connote 52% and 107% upside, with diverging risks driving each gap.
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Oracle burned $24 cardinal successful escaped currency travel backing AI infrastructure, but $638 cardinal successful declaration backlog keeps Wall Street bullish.
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Uber's gross bookings surged 25% to $54 cardinal and Uber One crossed 50 cardinal members, suggesting the AV-driven selloff is narrative, not fundamental.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Oracle didn't marque the cut. Grab the names FREE today.
Three household names are trading adjacent their 52-week lows adjacent arsenic Wall Street's mean terms targets beryllium acold supra wherever the marketplace has them. McDonald's (NYSE:MCD) is astatine $270.67, with analysts seeing upside to $324.71. Oracle (NYSE:ORCL) changes hands astatine $119.90 against a $248.15 statement target. Uber Technologies (NYSE:UBER) trades astatine $68.18 versus a $104.09 target. Each spread tells a antithetic communicative astir wherefore the stocks and the models person diverged.
For reference, the S&P 500 is up 8.4% twelvemonth to date, and each 3 names are underperforming the scale materially.
Uber: Priced for the Robotaxi Fear
Uber sits conscionable supra its 52-week debased of $65.41, with shares disconnected 25.3% implicit the past year. The selloff accelerated aft Q1 FY2026 gross of $13.203 cardinal missed by 0.45%, and investors person layered connected autonomous-vehicle contention fears from Waymo and Tesla.
Look guardant and the setup is acold cleaner than the banal enactment suggests. Gross bookings grew 25% twelvemonth implicit twelvemonth to $53.72 billion, trips deed 3.6 billion, and Uber One rank crossed 50 million, driving fractional of gross bookings. Non-GAAP EPS roseate 44% twelvemonth implicit year. Q2 2026 guidance calls for gross bookings of $56.25 cardinal to $57.75 cardinal and adjusted EBITDA of $2.70 cardinal to $2.80 billion. Analysts are bullish, and their statement people implies good implicit 50% upside. Bulls reason Uber's capital-light AV strategy positions it arsenic a spouse successful the autonomous rollout.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Oracle didn't marque the cut. Grab the names FREE today.
Oracle: An AI Capex Hangover
Oracle has seen the astir convulsive diminution of the three, shedding 51.1% implicit the past twelvemonth and closing adjacent its 52-week debased of $114.75. The catalyst is superior intensity. FY2026 capex deed $55.66 billion, escaped currency travel ran to antagonistic $23.69 billion, and absorption guided to rise ~$40 cardinal much successful FY2027. Total liabilities person swelled to $218.7 billion. The marketplace loved the AI communicative until the superior backing requirements became clear.

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