Bill Ackman’s Uber Stake: Reddit Skepticism vs. Bullish Market Fundamentals

A Reddit r/wallstreetbets meme post frames Bill Ackman as a “formidable opponent” for Uber shorts, but comments focus on mocking his past missteps (Netflix, Valeant, COVID-era activism) and publicity stunts (pro tennis attempt) rather than Uber’s fundamentals [1].

Pershing Square holds a 30.3M share Uber position (19.6% of its $15B portfolio, ~$2.8-2.9B value) initiated in Jan 2025 [2]. Ackman highlights Uber’s network effects, cash flow, and autonomous vehicle opportunities as bullish drivers [3]. Market data: short interest is 2.31% of float (12.42% monthly increase, 2.5 days to cover) [4]; analyst consensus is Strong Buy (28 analysts) with average $110.55 target (17% upside) [5]. Uber is up 56.73% YTD vs S&P500’s16.52% [6].

Reddit’s personality-driven critique of Ackman disconnects from Uber’s fundamentals—low short interest and strong analyst support align with Ackman’s bullish stance. Investors should prioritize market data over Reddit’s sentiment on Ackman’s track record.

: YTD outperformance, analyst upside, and Ackman’s stake may attract institutional interest. : Reddit’s skepticism could fuel volatility if Ackman’s bet underperforms; rising short interest hints at growing bearish sentiment among some investors.