Uber Technologies, Inc. (UBER)
Uber strengthens self-driving ambitions with new Lucid investment, analysts say
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) has increased its investment in Lucid Group Inc (NASDAQ:LCID) and expanded its vehicle purchase commitment, signaling a stronger push into autonomous ride-hailing, according to Bank of America. The ride-hailing company will invest an additional $200 million in Lucid, bringing its total investment to $500 million, while raising its commitment to purchase more than 35,000 vehicles from the electric vehicle maker.
Uber and Lyft Gain 7% as Bold Bets on Robotaxis and Buybacks Reignite Investor Excitement
Uber Technologies (NYSE:UBER | UBER Price Prediction) stock is up 7% today, rising from $72.91 to $77.76, while Lyft (NASDAQ:LYFT) stock is up 7% as well, climbing from $13.71 to $14.66.
Uber: Favorable Ride Pricing Tailwinds For 2026 Underlie A Cheap Ebitda Multiple
Uber Technologies remains a core long-term holding, with a recent >10% correction creating a compelling entry point at attractive EBITDA multiples. UBER is expecting insurance costs to fall in FY26, which it's planning to reinvest into favorable ride pricing to maintain strong recent bookings growth momentum. Current valuation at 13.8x FY26 EV/EBITDA appears modest relative to >20% bookings growth and conservative consensus estimates, suggesting upside potential.
Uber commits $10 billion to robotaxis in strategy shift, FT says
Uber has committed more than $10 billion to buying thousands of autonomous vehicles and taking stakes in their developers, breaking from its asset-light "gig economy" business model to avoid disruption from robotaxis, the Financial Times reported on Wednesday.
UBER Stock Plunges 23.4% in 6 Months:Time to Hold or Fold?
Uber shares fall 23.5% in six months on regulatory pressure, Waymo robotaxi fears and soft Q4 EPS but bookings growth and diversification continue.
A new CEO and a deal with Uber aren't enough to lift this EV maker's struggling stock
The electric-vehicle maker said it will be led by Silvio Napoli, the former CEO and executive chairman of the Schindler Group, a Switzerland-based manufacturer and service provider focused on elevators and escalators. Marc Winterhoff, Lucid's LCID-5.03% interim CEO, will return to his role as the company's chief operating officer.
Uber and Nuro begin testing premium robotaxi service in San Francisco
If you spot a Lucid Gravity SUV blinged out with sensors — and a self-driving system developed by Nuro — driving around San Francisco, chances are that's an Uber employee taking a ride.
Uber & Ace Hardware Collaborate on Delivery Business: Upside in Store?
UBER expands into home improvement as Ace Hardware's 3,700 stores join Uber Eats, pushing its retail delivery ambitions beyond food.
Uber Is Becoming A Demand Layer For Autonomous Vehicles
I reiterate Uber Technologies (UBER) as a Strong Buy, driven by robust growth, capital discipline, and an advantaged position in the autonomous vehicle ecosystem. UBER's core mobility and delivery businesses continue to compound, with Q4 gross bookings up 20% and 26% year-over-year, respectively, and strong adjusted EBITDA performance. The company's AV strategy focuses on owning the marketplace, routing, and customer relationships, benefiting from industry advances without heavy capital risk.
Uber: Why I'm Betting Big
I am increasing my stake in Uber Technologies, Inc., viewing the recent pullback as a compelling entry on quantitative and fundamental grounds. UBER trades at 1.71 standard deviations below its 252-day rolling mean and below key SMAs, signaling potential undervaluation and a possible reversal. Operating leverage, stabilizing SG&A, and segmental synergies are driving ROE and ROIC higher, with my 2026 price target set at $99.88 (39% upside).
Wall Street Sees 43% Upside in Uber (UBER) Despite Recent Growth-Stock Selloff
Uber Technologies (NYSE:UBER | UBER Price Prediction) currently trades at $72.38, while the Wall Street consensus price target sits at $103.58.
Uber Bears Are Missing the Story and Our $123.73 Price Target Shows Why
Uber Technologies (NYSE:UBER | UBER Price Prediction) trades at $73.23 as of writing, sitting 29% below its 52-week high of $101.99 and down 11.6% year-to-date.
