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Uber Technologies Inc (UBER.NYSE) AI OPINIONS & ADVISOR ANALYSIS

Read and compare the 14 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 20 September 2026Deep analysis 20 September 2026

Publisher

Russlan Ramdowar

25 min readAudit All Past Forecasts

14 AI Advisor Reports

Select an advisor report.

SynthesizerCombines all advisor views

Synthesis of 14 independent opinions

Diversity of ModelsSame approach, varied models

Diversity of FrameworksDifferent investing styles

AI Researcher

Opus 5

Universal Investor AI

The Polymath Framework

Model rating

Buy

5-Year Return Est.

+72.1%

UBER.NYSE does not currently pay dividends

1. Investment Thesis — Base Case

The central tension is that Uber is trading like a decelerating aggregator while behaving like a leveraging consolidator. Bookings accelerated to 22% constant currency, cash generation crossed $10bn, and the shares still fell roughly 13% year-to-date. That divergence is not irrational: the market is simultaneously pricing an optical revenue drag, a debt-funded acquisition that suspends the buyback until at least H2 2027, and a $10bn autonomy commitment landing as Waymo walks away. Base case is that cash compounds, the multiple recovers partially, and terminal AV fear discounts persist rather than resolve.

TTM free cash flow of $10.12bn on $145bn market capitalisation gives a 7.0% yield today.
Mid-teens growth to roughly $17bn by 2030 at a 5.5% exit yield supports approximately $120 per share.
Implied enterprise value near $154bn equals 2.6x TTM revenue, undemanding absent terminal disintermediation.

Historical prices and published forecast

Observed price
Published advisor forecast

Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.

View chart values

Historical prices and published forecast — published chart values
Series	Date	Value (USD)
Observed price	2021-09-16	39.5
Observed price	2021-10-06	47.0
Observed price	2021-10-14	47.3
Observed price	2021-10-30	44.0
Observed price	2021-11-07	46.3
Observed price	2021-11-23	42.7
Observed price	2021-11-27	40.2
Observed price	2021-12-13	35.7
Observed price	2021-12-21	42.0
Observed price	2021-12-25	43.4
Observed price	2022-01-14	41.5
Observed price	2022-02-03	34.5
Observed price	2022-02-07	37.5
Observed price	2022-02-23	32.4
Observed price	2022-03-07	28.6
Observed price	2022-03-23	33.1
Observed price	2022-04-04	36.5
Observed price	2022-04-12	32.0
Observed price	2022-04-20	33.2
Observed price	2022-05-10	23.7
Observed price	2022-05-18	22.5
Observed price	2022-06-03	24.1
Observed price	2022-06-07	25.3
Observed price	2022-06-19	21.8
Observed price	2022-07-01	21.3
Observed price	2022-07-21	24.2
Observed price	2022-07-25	23.4
Observed price	2022-08-10	32.8
Observed price	2022-08-18	30.1
Observed price	2022-08-22	28.0
Observed price	2022-09-15	33.1
Observed price	2022-10-01	26.6
Observed price	2022-10-05	29.2
Observed price	2022-10-13	25.0
Observed price	2022-10-29	27.2
Observed price	2022-11-14	29.1
Observed price	2022-11-30	29.1
Observed price	2022-12-08	26.4
Observed price	2022-12-16	26.0
Observed price	2022-12-24	24.6
Observed price	2023-01-09	27.4
Observed price	2023-01-21	30.4
Observed price	2023-02-02	33.0
Observed price	2023-02-14	35.2
Observed price	2023-03-06	33.9
Observed price	2023-03-10	31.1
Observed price	2023-03-22	31.5
Observed price	2023-03-26	30.7
Observed price	2023-04-27	29.7
Observed price	2023-05-05	37.8
Observed price	2023-05-21	39.2
Observed price	2023-05-29	37.8
Observed price	2023-06-02	39.7
Observed price	2023-06-18	42.8
Observed price	2023-07-08	42.9
Observed price	2023-07-16	45.3
Observed price	2023-07-28	48.1
Observed price	2023-08-09	44.1
Observed price	2023-08-25	44.0
Observed price	2023-09-02	46.9
Observed price	2023-09-10	48.4
Observed price	2023-09-26	44.3
Observed price	2023-10-12	46.0
Observed price	2023-10-20	43.0
Observed price	2023-10-28	41.7
Observed price	2023-11-13	52.2
Observed price	2023-11-17	54.4
Observed price	2023-12-07	61.0
Observed price	2023-12-27	63.3
Observed price	2023-12-31	60.0
Observed price	2024-01-04	57.8
Observed price	2024-01-20	64.9
Observed price	2024-01-28	66.5
Observed price	2024-02-17	78.0
Observed price	2024-02-21	76.4
Observed price	2024-03-04	81.3
Observed price	2024-03-16	75.9
Observed price	2024-03-24	79.7
Observed price	2024-04-09	75.1
Observed price	2024-04-29	67.4
Observed price	2024-05-07	70.4
Observed price	2024-05-23	63.6
Observed price	2024-05-27	63.7
Observed price	2024-06-12	73.2
Observed price	2024-06-28	72.7
Observed price	2024-07-10	69.3
Observed price	2024-07-14	72.3
Observed price	2024-08-03	58.8
Observed price	2024-08-07	65.5
Observed price	2024-08-23	74.3
Observed price	2024-09-12	68.1
Observed price	2024-09-20	73.9
Observed price	2024-10-02	72.9
Observed price	2024-10-14	84.9
Observed price	2024-10-22	80.4
Observed price	2024-11-07	73.1
Observed price	2024-11-15	73.3
Observed price	2024-11-19	69.1
Observed price	2024-12-09	65.7
Observed price	2024-12-13	59.9
Observed price	2024-12-29	60.9
Observed price	2025-01-18	67.4
Observed price	2025-01-30	66.6
Observed price	2025-02-11	77.0
Observed price	2025-02-19	81.2
Observed price	2025-02-27	74.2
Observed price	2025-03-11	70.7
Observed price	2025-03-23	76.3
Observed price	2025-04-04	64.6
Observed price	2025-04-24	78.1
Observed price	2025-04-28	78.3
Observed price	2025-05-18	92.2
Observed price	2025-05-26	88.7
Observed price	2025-06-03	82.5
Observed price	2025-06-19	83.6
Observed price	2025-07-05	95.2
Observed price	2025-07-09	96.6
Observed price	2025-07-29	87.1
Observed price	2025-08-02	87.4
Observed price	2025-08-22	96.8
Observed price	2025-09-03	92.9
Observed price	2025-09-15	98.8
Observed price	2025-10-05	98.9
Observed price	2025-10-09	96.0
Observed price	2025-10-17	92.3
Observed price	2025-11-02	98.6
Observed price	2025-11-10	94.1
Observed price	2025-11-22	83.8
Observed price	2025-12-08	92.6
Observed price	2025-12-20	80.0
Observed price	2026-01-05	80.7
Observed price	2026-01-09	85.4
Observed price	2026-01-17	84.6
Observed price	2026-02-06	74.8
Observed price	2026-02-14	70.1
Observed price	2026-03-02	76.0
Observed price	2026-03-18	76.7
Observed price	2026-03-26	70.5
Observed price	2026-03-30	69.9
Observed price	2026-04-19	77.4
Observed price	2026-04-27	76.3
Observed price	2026-05-05	73.0
Observed price	2026-05-17	75.1
Observed price	2026-05-29	70.4
Observed price	2026-06-10	68.6
Observed price	2026-06-26	76.2
Observed price	2026-07-12	74.4
Observed price	2026-07-24	65.9
Observed price	2026-08-05	68.2
Observed price	2026-08-09	77.0
Observed price	2026-08-25	80.3
Observed price	2026-09-10	72.6
Observed price	2026-09-14	72.6
Observed price	2026-09-24	69.2
Observed price	2026-09-25	69.6
Published advisor forecast	2026-09-18	70.5
Published advisor forecast	2026-12-18	68.4
Published advisor forecast	2027-03-18	72.5
Published advisor forecast	2027-06-18	76.1
Published advisor forecast	2027-09-18	79.2
Published advisor forecast	2027-12-18	76.0
Published advisor forecast	2028-03-18	80.6
Published advisor forecast	2028-06-18	84.6
Published advisor forecast	2028-09-18	88.0
Published advisor forecast	2028-12-18	90.6
Published advisor forecast	2029-03-18	95.1
Published advisor forecast	2029-06-18	90.4
Published advisor forecast	2029-09-18	94.9
Published advisor forecast	2029-12-18	98.7
Published advisor forecast	2030-03-18	103
Published advisor forecast	2030-06-18	106
Published advisor forecast	2030-09-18	109
Published advisor forecast	2030-12-18	112
Published advisor forecast	2031-03-18	116
Published advisor forecast	2031-06-18	118
Published advisor forecast	2031-09-18	121

2. Scenarios & Signals

Bull case

The bull case activates when the revenue-bookings wedge closes and the autonomy narrative inverts simultaneously. Reported revenue reaccelerates toward 20% during 2027, proving the deceleration was accounting; Delivery Hero clears early and accretes; the bridge terms out cheaply and the buyback resumes at $7bn annually against 2.05bn shares. Then a second robotaxi developer chooses Uber's demand layer over building its own, collapsing the terminal discount. Cash compounding plus multiple recovery delivers well above the base path.

Bear case

The bear case activates if antitrust delay and robotaxi price competition arrive together. A Phase II referral strands the €14bn bridge in expensive limbo while repurchases stay frozen; Waymo and Tesla price below Uber's driver-plus-take-rate structure in the densest US metros; Uber matches, mobility contribution margin compresses, and AV vehicle depreciation lands on its own income statement. stalls near $10bn, the market applies a terminal-decline multiple, and the equity de-rates despite growing volume.

Current crowd narrative

The consensus treats Uber as a melting ice cube with a great quarter: 51 analysts carry a $102 target against a $70 tape, a 40-point gap that has persisted for months [23]. The crowd is not disputing the cash flow; it is disputing its duration, anchoring every print to Waymo headlines. Delivery Hero leverage and suspended buybacks complete the avoidance case.

Alpha-gap assessment

The crowd underestimates these shares, though not for the reason the bulls give. The decisive overlooked evidence is the eight-percentage-point optical drag that business-model changes imposed on reported revenue while bookings accelerated to 22% constant currency [1][2]: the market is extrapolating a deceleration that exists only in the accounting. Meanwhile a 15x trailing P/E is meaningless given equity-revaluation and tax distortions; the honest anchor is a 7% FCF yield on $10.12bn. Genuine AV risk is real but is being priced as terminal rather than probabilistic.

Convergence catalyst

Recognition most likely arrives when the revenue-bookings wedge closes in reported numbers, probably across Q4 2026 and Q1 2027 prints, and reported revenue growth reconverges toward twenty percent. The first observable sign is a positive revenue surprise accompanied by unchanged bookings guidance and a resumed repurchase disclosure.

Paywalled preview begins: Macro-regime alignment

From this section to the end-of-preview notice below, research is provided as simplified HTML text and tables. Full access provides the complete interactive interface, charts and additional datasets.

Sentiment and regime

Greed and fear sentiment: -0.3
Expected volatility regime: high_erratic
Convergence-cycle position: reversal

Primary drivers

Primary drivers supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Bookings Outrun THE Reported Revenue LIN	Q2 2026 gross bookings reached $58.0bn, up 24% (22% constant currency) and the fourth consecutive quarter above 20%, while reported revenue grew only 12% because business-model changes stripped roughly eight points from the optical line [1][2]. Trips rose 18% on 16% MAPC growth [3]. That wedge closes mechanically as comparisons lap, converting volume into reported revenue and EBITDA through 2027-2028.	Not available	+48.0%
THE TEN Billion Dollar CASH Engine	Trailing free cash flow crossed $10bn for the first time, $10.12bn on the supplied TTM basis, against capex of roughly 0.65% of FY2025 revenue [4]. Adjusted EBITDA margin on bookings improved to 4.9% from 4.5% a year earlier [21], evidence of genuine incremental marketplace leverage rather than one-off cost cuts. Near-universal AI coding adoption and targeted headcount reduction extend the trend [22][26].	Not available	+32.0%
Buying THE European Price WAR AWAY	The €41.50-per-share Delivery Hero offer, $14.8bn equity value, creates a 99-market platform with pro-forma gross bookings of $236bn and is guided to high-single-digit non-GAAP EPS accretion by year three [6]. Its strategic value is structural: it removes a subsidised price competitor across Europe, MENA and Asia, which should lift delivery take rates and reduce promotional intensity from 2028 onward.	Not available	+22.0%
Share Count AS THE Quiet Compounder	Uber repurchased $3.5bn in the first half of 2026 before tactically diverting roughly $4bn into Delivery Hero market purchases, with management framing the buyback restart in months rather than quarters [22]. The supplied TTM net buyback yield of 4.78% on 2.05bn shares shows the mechanism's power once bridge financing terms out. Stock-based compensation of roughly $3bn annually makes the offset necessary, not optional.	Not available	+18.0%

Primary frictions

Primary frictions supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Waymo Exits THE Tenancy Opens A SHOP	Waymo ended the Phoenix partnership in May 2026, the only market where it operated both directly and through Uber, and extended commercial service to 14 US cities with a fleet above 4,000 vehicles by September [17][19]. Collaboration is shifting to direct competition in Dallas, London and San Francisco [18]. This attacks Uber's demand-aggregation rent in exactly the high-density, high-margin metros that fund the platform.	Not available	-25.0%
Asset Light Marketplace Acquires A Fleet	More than $10bn is committed to autonomous vehicles and developer equity, including at least 35,000 Lucid vehicles, roughly $2.5bn equity and over $7.5bn purchase obligations per FT-sourced reporting [12][13]. Nuro states vehicles will be owned and operated by Uber or its fleet partners [15]. Depreciation migrating onto Uber's income statement is the single largest threat to the 18.8% FY2025 FCF margin.	Not available	-13.0%
Bridge Financing Meets A FIVE Percent TE	The Fed raised to 3.75%-4.00% on 16 September 2026 with the 10-year near 5.0%, while Uber must term out a committed bridge facility of about €14bn [7][8]. Higher coupons consume cash that would otherwise retire shares, and a rising discount rate compresses the multiple investors pay for Uber's long-duration autonomy optionality. The drag persists while policy stays restrictive.	Not available	-11.0%
Classification RISK Doubles WITH THE FOO	The EU Platform Work Directive's presumption-of-employment regime transposes into national law precisely as Uber doubles European delivery exposure through Delivery Hero, with Berlin headcount commitments locked to 2029 [7]. Reclassification converts variable courier cost into fixed employment cost across the acquired base. A $40m California wrongful-death award signals parallel liability and insurance inflation inside US mobility [27].	Not available	-9.0%

Tail opportunities

Tail opportunities supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
UBER Becomes THE AV Demand Utility	If two or more scaled robotaxi developers conclude that customer acquisition, surge matching and utilisation economics are cheaper rented than built, Uber converts from threatened intermediary to indispensable demand layer. The trigger would be a multi-OEM or hyperscaler supply agreement announced during 2028-2029, following disappointing direct-to-consumer unit economics for standalone fleets. Earnings impact is modest initially but the terminal-value discount collapses, re-rating the shares toward a platform multiple. It stays below 50% because Waymo's Phoenix exit demonstrates the opposite incentive [17][18].	33.0%	+55.0%
Phase I Clearance AND A Buyback Snapback	Jefferies expects Delivery Hero completion in H2 2027, implying extended antitrust review [10]. If the Commission credits the SSW carve-out of 14 markets and clears in Phase I during 2027, Uber closes early, terms out the €14bn bridge cheaply and restarts repurchases at the prior run-rate against a share count of 2.05bn. Guided high-single-digit EPS accretion by year three arrives sooner, and the deleveraging overhang lifts. Probability stays below half because Uber itself finances the remedy buyer [11].	30.0%	+28.0%

Tail risks

Tail risks supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Robotaxi Price WAR IN THE TOP TEN Metros	If Waymo and Tesla reach cost parity with human drivers across dense US markets by 2029-2030, they can price below Uber's driver-plus-take-rate structure in the corridors that generate disproportionate mobility contribution. Waymo already operates in 14 cities with over 4,000 vehicles [19]. The consequence is not lost revenue but lost take rate: Uber matches price, margin compresses, and the market applies a terminal-decline multiple to a business still guided to 20% bookings growth. Below 50% given supply-chain, permitting and capital constraints on fleet scaling.	30.0%	-30.0%
Regulators Refuse AN Acquirer Funded Remedy	Uber largely finances SSW Partners' purchase of Delivery Hero's 14 disposal markets, per Uber's own SEC filings, raising the question of whether authorities treat that sale as standalone or as part of one reviewable transaction [11]. A Phase II referral in 2027, deeper divestitures, or an outright prohibition would strand transaction costs, waste bridge commitment fees and reverse the consolidation thesis while the buyback stays suspended. Below 50% because agreed disposals were designed pre-emptively, but the financing linkage is a genuine vulnerability.	28.0%	-22.0%

Step-by-step forecast path

Universal Investor forecast path for prediction task predrqst_batch_task__xrefsubjtskconf_5253acb4-e76e-5ffd-ad91-96105bb594a4__sb7__20260920064920277661
Step	Forecast date	Step change	Projected value (USD)	Scenario rationale
1	December 18, 2026	-3.0%	68.39	Q3 print lands inside the $58.25-60.25bn bookings guide but EPS guidance whiplash persists. Fed tightening, a 5% ten-year and robotaxi city-launch headlines keep the multiple suppressed into year-end tax-loss selling.
2	March 18, 2027	+6.0%	72.49	Q4 results show the business-model revenue drag beginning to lap, narrowing the bookings-revenue wedge. Management reiterates buyback rebuild in months, and full-year free cash flow above $11bn anchors the valuation floor.
3	June 18, 2027	+5.0%	76.11	Reported revenue growth reconverges toward the high teens, validating the optical-drag thesis. European antitrust progresses without a Phase II referral, easing the deal-break discount embedded since July 2026.
4	September 18, 2027	+4.0%	79.16	Bridge financing is termed out into investment-grade bonds, removing refinancing uncertainty. Grocery and retail bookings compound near 40%, and insurance-cost relief supports US mobility contribution margin expansion.
5	December 18, 2027	-4.0%	75.99	Delivery Hero closes in the second half as Jefferies expects. Consolidated leverage, integration costs and the three-year DPLTA restriction on upstreaming cash disappoint investors expecting immediate accretion.
6	March 18, 2028	+6.0%	80.55	First combined-entity guidance quantifies synergy capture across 99 markets. Repurchases restart at scale against a 2.0bn share count, and moderating policy rates lift the multiple on long-duration cash flows.
7	June 18, 2028	+5.0%	84.58	European delivery take rates improve as promotional intensity falls with one fewer subsidised competitor. Pro-forma bookings approaching $280bn demonstrate the consolidation mechanism working on reported margins.
8	September 18, 2028	+4.0%	87.96	Robotaxi supply on the Uber network scales across the Lucid-Nuro programme. Utilisation data reframes autonomy as a margin opportunity rather than pure disintermediation risk, compressing the terminal discount modestly.
9	December 18, 2028	+3.0%	90.60	Waymo's reported exit from Austin and Atlanta, if confirmed, pressures sentiment and offsets operational progress. Free cash flow above $13bn and continued buyback execution limit the drawdown.
10	March 18, 2029	+5.0%	95.13	Full-year results show operating margin above 13% as integration synergies bank. EU Platform Work Directive transposition outcomes prove less punitive than feared in the largest member states.
11	June 18, 2029	-5.0%	90.37	A robotaxi price war opens in dense US metros as competing fleets reach scale. Mobility take-rate concession fears dominate, and owned-vehicle depreciation begins visibly compressing reported free cash flow margin.
12	September 18, 2029	+5.0%	94.89	Uber demonstrates hybrid-supply economics, routing autonomous and human capacity dynamically to protect contribution margin. Evidence that demand aggregation retains pricing power reverses part of the previous quarter's de-rating.
13	December 18, 2029	+4.0%	98.69	Delivery and grocery now carry group growth as mobility matures. Free cash flow near $15bn with reduced share count compounds per-share value even against a flat headline multiple.
14	March 18, 2030	+4.0%	102.63	A normalised rate environment lowers the discount applied to platform cash flows. Leverage falls back below one turn of EBITDA, restoring balance-sheet optionality for further capital returns.
15	June 18, 2030	+3.0%	105.71	Growth decelerates toward mid-teens bookings as the addressable base matures. Margin expansion and buybacks, rather than volume, become the dominant source of per-share earnings progression.
16	September 18, 2030	+3.0%	108.89	Autonomous supply reaches meaningful network share in leading markets. Fleet depreciation is offset by removal of driver economics, stabilising unit contribution and validating the capital committed since 2026.
17	December 18, 2030	+3.0%	112.15	Year-end results confirm durable double-digit operating margin. The equity trades as a cash-returning platform compounder rather than a disruption story, with valuation anchored to free cash flow yield.
18	March 18, 2031	+3.0%	115.52	Advertising and merchant-services revenue mix improves group margin structurally. Incremental high-margin revenue streams reduce sensitivity to mobility take-rate competition from vertically integrated robotaxi operators.
19	June 18, 2031	+2.0%	117.83	Growth normalisation and a mature competitive equilibrium limit multiple expansion. Returns increasingly reflect free cash flow growth plus share-count reduction rather than sentiment-driven re-rating.
20	September 18, 2031	+3.0%	121.36	Five-year horizon closes with Uber established as a consolidated global mobility and delivery utility. Cash returns dominate the total-return equation as regulatory and autonomy uncertainties largely resolve.

Advisor and configuration

Advisor: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release
Persona: Universal Investor
Archetype: The Polymath
Model: 2026-07-24 release
Provider: Anthropic
Mode: RESEARCHER (Web Search Enabled) with High Reasoning and Standard Creativity
Task configuration: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release__equity__json__extnd_invest_thesis_4q_alphassym__ts_num_desc__h5y_s3m__var1__researcher__standard_creativity_high_thinking__batch
Forecast horizon: 5 year
Forecast steps: 20 steps of 3 month
Assembly type: Balanced Assembly
Assembly name: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release RESEARCHER Forecast Assembly
Input format: inmemory_base_placeholders__latest_eod_close_price_with_stats_and_fundamentals__var1
Output format: Equity Extended Investment Thesis (4 Quadrants and Alpha Asymmetry) + Pct Change Timeseries for Close Price with Rationale, (5Y Quarterly)

Read the complete Universal Investor advisor methodology

Configuration components

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aiassmprmtcmpnt_c55d1851-d218-5d30-b83b-54bbda31e2ee
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aiassmprmtcmpnt_3c0c459a-0d4a-50ca-87df-c172ec5618aa
aiassmprmtcmpnt_8115cc2a-d418-54b1-a616-49dfa91195f4

Research sources

[1]Uber Technologies, Inc. - Uber Announces Results for Second Quarter 2026investor.uber.com
[2]Uber Technologies, Inc. (UBER) Q2 2026 Prepared Remarks August 5, 2026s23.q4cdn.com
[3]Uber Technologies, Inc - Form 10-Q - FY2026sec.gov
[4]Documentsec.gov
[5]Uber (UBER) Q2 2026 earningscnbc.com
[6]Uber Technologies, Inc. - Uber Announces Acquisition Offer for Delivery Heroinvestor.uber.com
[7]Uber Announces Acquisition Offer for Delivery Herosec.gov
[8]July 16, 2026 Announcement of Uber’s Acquisition of Delivery Heros23.q4cdn.com
[9]Uber to Takeover Delivery Hero for $14.8 Billion in Largest Acquisition Yet | Food On Demandfoodondemand.com
[10]Uber agrees to buy Delivery Hero in $14.8 billion deal to expand global food delivery business (UBER)finance.yahoo.com
[11]How Uber Is Quietly Financing Its Future Delivery Rivals in 14 Marketstrendingtopics.eu
[12]Uber's Robotaxi Bets Top $10 Billion as Hertz Joins as Fleet Operator | EVeletric-vehicles.com
[13]Uber's $10bn AV Investment, Tesla Launches Robotaxi in Dallas & Houston, Waymo Autonomous Testing in Londonavmarketstrategist.substack.com
[14]Uber is building an autonomous vehicle empire, and here's every company it's using to do it | TechCrunchtechcrunch.com
[15]Nuro-Lucid-Uber Robotaxi | Nuronuro.ai
[16]Uber deepens robotaxi push with US$500m Nuro commitment | Automotive Worldautomotiveworld.com
[17]Waymo and Uber quietly part ways in Phoenix | TechCrunchtechcrunch.com
[18]Uber and Waymo Head for a Strategic Split as Global Robotaxi Race Acceleratesroadtoautonomy.com
[19]Waymo accelerates robotaxi expansion with launches in Denver, San Diego, and Tampa | TechCrunchtechcrunch.com
[20]Why Is Uber Stock Down 27%: Robotaxi Fears vs Growthindmoney.com
[21]Uber Reports Record Q2 2026 Growth with $58 Billion in Gross Bookings — Uber Technologies, Inc. | BriefGlancebriefglance.com
[22][UBER Q2 2026 Earnings Call] Uber Blows Past Gross Bookings Guidance with 22% Jump, TTM Free Cash Flow Tops $10 Billion for First Time — BigGo Financefinance.biggo.com
[23]Uber Continues Its Free Fall: One Pro Analyst Says It Will Double in the Near Future - 24/7 Wall St.247wallst.com
[24]Uber, Waymo go from robotaxi partners to competitors | Smart Cities Divesmartcitiesdive.com
[25]Uber Technologies (NYSE:UBER) - Stock Analysis - Simply Wall Stsimplywall.st
[26]Down 6% in 2026, Uber Is Slashing Another 10% of Its Workforce - 24/7 Wall St.247wallst.com
[27]Uber Technologies stock falls as $40 million California ruling and Aurora stake sale weigh on sentimad-hoc-news.de
[28]UBER Stock Quote Price and Forecast | CNNcnn.com

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J.P. Morgan — RESEARCHER (Web Search Enabled) with High Reasoning and Standard Creativity

Gemini 3.8 Flash

Limited structural preview, provided as simplified HTML. The complete report contains substantially more research: its investment thesis; bull and bear scenarios; macro-regime analysis; drivers, risks and opportunities; quarterly forecast tables and rationale; references and published configuration. Those findings and datasets are not included here. Sign in with the required subscription to open this advisor's full report.