Jim Cramer points to Uber’s long-term growth story as “next year or two” becomes the focus

Jim Cramer used his “Mad Money” segment to draw attention to Uber Technologies as investors weigh which growth companies can deliver results that show up sooner rather than later. In remarks captured by Yahoo Finance on June 8, 2026, Cramer placed Uber among the stocks he was discussing and said the market was showing an appetite for companies that can grow over time.

The discussion centered on a caller asking for Cramer’s view of Uber’s growth prospects, with Cramer describing the company’s long-term trajectory in terms of the next year or two. The Yahoo Finance post did not provide a detailed breakdown of specific near-term numbers or discrete catalysts from Cramer, beyond the overall message that Uber’s outlook should be evaluated over a multi-month horizon rather than as a distant bet.

Uber’s own latest disclosures provide the sort of underlying context investors often look for when judging whether “long-term” growth can show momentum earlier. In Uber’s fourth-quarter and full-year 2025 results, the company reported trips up 22% year over year to 3.8 billion during the quarter, driven by 18% growth in Monthly Active Platform Consumers (MAPCs). Uber also reported gross bookings of $54.1 billion for the quarter, up 22% year over year, alongside revenue of $14.4 billion, up 20% year over year. Uber reported free cash flow of $2.8 billion for the quarter, defined as operating cash flow less capital expenditures.

For the full year 2025, Uber said trips rose 20% to 13.6 billion, gross bookings increased 19% to $193.5 billion, and revenue grew 18% to $52.0 billion. The company also highlighted strong operating profitability and cash generation in that period, reporting GAAP income from operations of $5.6 billion for the year and free cash flow. Those figures help explain why a host like Cramer could argue the stock belongs in the “growth” conversation, rather than being framed strictly as a turnaround or cost-cutting story.

Looking ahead, Uber’s first-quarter 2026 prepared remarks focused on continuing growth and profitability while investing in future capabilities. Uber guided Q2 2026 gross bookings to $56.25 billion to $57.75 billion, implying year-over-year growth of 18% to 22% on a constant-currency basis, and guided Q2 non-GAAP EPS to $0.78 to $0.82. In the same outlook, Uber described its autonomous-vehicle strategy as designed to be flexible and transferable to fleet or financial partners over time, aimed at supporting an AV future without structurally increasing capital intensity.

That matters for how viewers interpret the phrase “next year or two.” Uber is not promising driverless vehicles broadly on a single timetable in the materials cited here, but it is indicating that it intends to keep reinvesting in both the core marketplace and longer-dated technology bets while trying to maintain operating leverage. The company also reiterated its disciplined M&A approach in the prepared remarks, including the closing of the SpotHero acquisition in April, which Uber said was expected to have an immaterial impact on financial results.

Still, there are clear limits to what can be inferred from the Yahoo Finance report of Cramer’s comments. The post itself, as captured in The announcement, did not include a detailed description of what specifically changed for Uber over the “next year or two,” nor did it quote a precise investing thesis beyond Cramer’s overall framing of longer-term growth. As with any media recap, the commentary should be treated as opinion rather than a substitute for Uber’s own guidance and filings.

What to watch next is whether Uber’s quarterly results continue to convert growth into sustained profitability and free cash flow, and whether its forward outlook stays consistent with its stated emphasis on disciplined spending. Investors will also be looking for updates on the execution of Uber’s broader platform expansion and its evolving autonomous-vehicle partnerships, especially as management balances experimentation with reported performance in Mobility and Delivery segments.