Lyft needs to consistently maintain growth rates that are similar to or better than Uber's to keep up with the S&P 500 in the long run.In its particular industry, Lyft (LYFT 2.22%) is generally thought of as the No. 2 to Uber Technologies (UBER 0.48%), but the former's 40% return this year has captured more people's attention. Lyft stock has actually outperformed Uber this year, although the five-year picture is much different. And while the S&P 500's performance didn't keep up with Lyft in 2025 (up 16%), t ...

Core Insights - Autonomous delivery is transitioning from experimentation to early commercialization, driven by advancements in AI, robotics, and computing, alongside rising labor costs and urban congestion [1] - Serve Robotics and Uber represent two distinct approaches to automation in last-mile logistics, with Serve Robotics focusing on AI-powered sidewalk delivery robots and Uber integrating autonomy into a broader delivery platform [1][2] Serve Robotics Overview - Serve Robotics is a first-mover in autonomous sidewalk delivery, targeting short-distance urban trips where robots can replace car-based delivery [4] - The company has deployed over 1,000 robots across five major U.S. cities, serving over 3,600 restaurants as of Q3 2025 [4] - In Q3 2025, delivery volume increased by 66% sequentially, and revenues rose 209% year over year to $687,000, indicating strong operational momentum [5] - Serve Robotics benefits from partnerships with Uber and DoorDash, enhancing its addressable order volume and leveraging AI advancements through collaborations with NVIDIA [6] - Despite rapid growth, Serve Robotics faces significant challenges, including deep losses, capital-intensive scaling, and regulatory hurdles, with projected revenue growth of 10X in 2026 but uncertain profitability [7] Uber Overview - Uber's approach to autonomous delivery is as an extension of its profitable global platform, integrating autonomous vehicles while maintaining human drivers [8][10] - In Q3 2025, Uber reported a 33% increase in adjusted EBITDA, with delivery bookings up 25% year over year, highlighting its strong performance [9] - Uber's hybrid strategy allows it to benefit from autonomy without the full capital burden, creating a flexible operational model [10] - The company's scale enhances its optionality, with cross-platform users spending three times more than single-product users, reinforcing network effects [11] - Uber is generating substantial free cash flow, providing it with the flexibility to invest in autonomy as it matures [11] Stock Performance and Valuation - Serve Robotics shares have declined 25% year to date, reflecting investor caution regarding valuation and ongoing losses, while Uber's stock has risen 32.1% year to date [13] - Serve Robotics trades at a high forward price-to-sales ratio of 35.05X, indicating aggressive growth assumptions, while Uber trades at a modest 2.76X despite strong revenue growth [16] - Earnings revisions show a widening loss estimate for Serve Robotics, contrasting with positive revisions for Uber, which indicates stronger earnings momentum [19][21]

Key Takeaways UBER launched commercial robotaxi rides in Dubai via a partnership with WeRide and local authorities.This marks UBER's second AV rollout in the UAE and expands its global autonomous transport footprint. UBER posted 21% growth in total gross bookings in 3Q25, with strong gains in the Mobility and Delivery units. Earlier this month, Uber Technologies (UBER) launched robotaxi passenger rides in Dubai on the Uber app, teaming up with WeRide (WRD) , a Chinese autonomous vehicle company, for the pur ...

Core Insights - Whales have adopted a bearish stance on Uber Technologies, with 48% of trades being bearish compared to 33% bullish [1] - The total amount for put trades is $2,858,489, while call trades amount to $4,349,622 [1] - Analysts have set an average price target of $117.5 for Uber Technologies, with some ratings as high as $125 [10][11] Options Activity - A total of 77 trades were detected, with 29 puts and 48 calls [1] - The notable options activity indicates a price window from $32.5 to $100.0 for Uber Technologies [2] - Recent options data shows a significant volume and open interest for both calls and puts within the specified strike price range [3] Company Overview - Uber Technologies operates a technology platform connecting riders with drivers, food couriers with restaurants, and shippers with carriers, and is expanding into autonomous vehicles and drone delivery [8] - The company serves over 180 million users across more than 70 countries [8] Market Performance - The current stock price of Uber Technologies is $79.87, reflecting a 0.92% increase, with a trading volume of 12,209,276 [13] - The next earnings report is anticipated in 48 days [13]

Core Viewpoint - Uber Technologies, Inc. is experiencing a significant decline in its stock price, with indications that this trend may persist as it has broken key support levels [1][2]. Group 1: Stock Performance - Uber shares are showing limited movement and have broken support, which is considered a bearish signal [2]. - The stock has previously found support at the $82 level, where it has rallied multiple times since June [3]. - The breaking of support suggests that buyers who previously created this support have exited the market, leading to potential further declines in stock price [5]. Group 2: Market Dynamics - When there are more shares available for sale than there are buyers, stock prices tend to decline as sellers undercut each other [2]. - Support levels indicate a significant demand for a stock, where buyers can purchase shares without needing to lower their prices [3]. - The exit of buyers from the market can lead to a downward trend, forcing sellers to reduce prices to attract new buyers [5].

Core Insights - Bernstein analysts believe that Uber investors have been excessively concerned about the potential threat from self-driving cars, especially if autonomous vehicle technology becomes widely licensed [1] Company Analysis - The analysis suggests that the fear among Uber investors regarding self-driving technology may be overstated, indicating a potential mispricing of risk in the market [1] Industry Implications - The widespread licensing of autonomous vehicle technology could reshape the competitive landscape, but current investor sentiment may not accurately reflect this potential shift [1]

The Uber veteran overseeing its safety operations is set to depart, setting off a second round of executive changes this year at a time when the rideshare giant is being scrutinized in court over the measures it takes to protect riders https://t.co/tMW0M9KxKH ...

Core Insights - Uber Technologies, Inc. (NYSE:UBER) is recognized as an undervalued stock with significant upside potential, particularly due to its expansion in the autonomous vehicle sector and strategic partnerships [1] Analyst Ratings - Brad Erickson from RBC Capital reiterated a Buy rating with a price target of $110 on December 12 [2] - Lloyd Walmsley from Mizuho Securities also maintained a Buy rating with a price target of $130 on December 10 [2] Autonomous Vehicle Strategy - Analyst Erickson highlighted Uber's commitment to its autonomous vehicle strategy, emphasizing its competitive edge through partnerships and financing [3] - Walmsley noted that Uber's autonomous driving strategy is expected to provide a safer and more cost-effective transportation mode, especially in labor-intensive markets like the U.S. and U.K. [4] - Both analysts pointed out the importance of Uber's partnerships with key players such as Waymo, WeRide, and PonyAI in positioning the company within an emerging market [4] Recent Developments - On December 12, Uber launched autonomous robotaxi rides in Dubai in collaboration with WeRide, aligning with Dubai's goal of achieving 25% autonomous journeys by 2030 [5] Company Overview - Uber Technologies Inc. operates as a global technology platform connecting consumers with transportation, delivery, and logistics services through its Mobility, Delivery, and Freight segments [6]

Group 1 - Uber Technologies Inc. is considered one of billionaire David Tepper's top stock picks for 2026, despite facing competitive pressures from Waymo and Tesla [1] - Analysts at Citizens have reiterated a Market Perform rating on Uber, indicating a cautious outlook amid competition [1][2] - Citizens believes that Waymo's current autonomous vehicle service does not pose a significant threat to Uber's ride-hailing service due to vehicle supply constraints, although future developments could increase competitive pressure [2][3] Group 2 - The potential acquisition of Lyft by Waymo could enhance its competitive position against Uber, raising concerns for the company [3] - Tesla's advancements in autonomous technology are also viewed as a potential threat, as they could lead to a competitor with scaled manufacturing capabilities [3] - In response to competitive pressures, Uber has launched a robotaxi service in Dallas, allowing users to request rides in autonomous vehicles at no additional cost [3][4] Group 3 - Uber Technologies, Inc. operates a global platform that connects users with drivers and couriers, offering services such as ride-hailing and food delivery, fundamentally transforming urban transportation [5]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Uber Technologies, Inc. (NASDAQ:UBER) continue to slide on Tuesday after the FTC filed an amended complaint against the rideshare company for deceptive billing and cancellation practices. What To Know: The FTC, along with 21 states and the District of Columbia, filed an amended complaint alleging that Uber charged customers for subscriptions without their consent, failed to deliver promised saving ...