Uber Technologies (UBER)

Yesterday, Uber Technologies (UBER; $72.55; E/W) added to a recently long string of robotaxi announcements of the past five weeks or so, starting with the formal launch of its Uber Autonomous Solutions offering in late-February…

This morning, Uber Technologies (UBER; $69.46; E/W) announced an agreement to acquire Blacklane, which was founded in 2011, a chauffeur service provider that operates on a global basis. Uber did not disclose any financial details…

This morning, Uber Technologies (UBER; $72.15; E/W) announced yet another autonomous driving partnership that we think highlights the company’s global scale and network advantages. Specifically, Uber is entering a strategic partnership with Pony AI (PONY;…

Yesterday, Uber Technologies (UBER; $75.34; E/W) announced a partnership with Rivian Automative (RIVN; $16.12; NR) that adds to what has become the company’s very long list of autonomous rideshare partnerships that span the globe. Additions…

On Friday (3/13), Uber Technologies (UBER; $73.33; E/W) added yet another piece of news for the week on the autonomy front, which is after already disclosing a strategic agreement with Zoox, a Tokyo specific MOU…

The news around Uber Technologies (UBER; $73.41; O/P) Autonomous Solutions continued to flow with word last night that it signed an MOU with AI software provider Wayve and Nissan to collaborate on developing robotaxis for…

This morning, Uber Technologies (UBER; $74.65; E/W) announced the latest in its comprehensive string of autonomous vehicle (AV) technology partnerships as per a strategic agreement with Zoox, which is wholly owned by Amazon. The two…

Yesterday, Uber Technologies (UBER; $71.30; E/W) announced an agreement to acquire, for undisclosed terms, privately held SpotHero, which adds parking reservations to the Uber app, advancing the company’s ambitions to build out a “super app”….

This morning, Uber Technologies (UBER; $71.04; E/W) announced the launch of Uber Autonomous Solutions, which formally combines a suite of services and capabilities that management previously built out in recent years to help autonomous vehicle…

We are sticking with our 2026E EPS on Uber Technologies (UBER; $73.31; E/W) at $3.20 (+31% YoY) and initiate 2027E EPS of $3.80 (+19% YoY), which reflects our belief that the company’s Mobility business (51%…

This morning, Uber Technologies (UBER; $73.67; E/W) announced an agreement to acquire Getir, which currently operates food, grocery, retail, and water delivery services in Turkey, from Mubadala Investment Company. Importantly, this transaction is structured in…

Uber Technologies (UBER; $73.92; E/W) produced gross bookings (GB) and adjusted EBITDA in Q4 that were ahead of our and Street expectations highlighting how the combined Mobility and Delivery platforms continue to penetrate a massive…

On Monday (1/5), at the Consumer Electronics Show (CES) in Las Vegas, Uber Technologies (UBER; $86.90; E/W) introduced, with its partners Lucid Group (LCID; $11.30; NR) and Nuro, the production intent autonomous vehicle (AV) that…

We have recently seen more examples of regulatory headlines that bear watching around Uber Technologies (UBER; $79.83; E/W), while keeping in mind that such news does seem to more generally “come and go” in terms…

We are maintaining our 2025/2026E EBITDA for Uber Technologies (UBER; $93.90; E/W) at $8.7B (+33% YoY) and $10.95B (+26%), respectively, after the company posted Q3 results that were basically in line with our and Street expectations…