How important is this focus on physical eye in the trucking space. Now moving to the robotaxi. How significant is that for you.Yes, it's a really exciting moment, I will say, where the physical revolution is here and self-driving is what it's going to scale first. And we have a very advanced system in trucking and now we are entering Robotaxi with a massive partnership with with Uber. And, you know, it's really the next stage for the company is really exciting to be leading the way.And physically what's int ...

Core Insights - Uber Technologies (UBER) is expected to report its fourth-quarter 2025 results on February 4, with earnings estimated at 83 cents per share and revenues at $14.28 billion [1] - The earnings estimate has increased by 1 cent over the past 60 days, while revenue is projected to grow by 19.4% year-over-year [2] Earnings and Revenue Estimates - The Zacks Consensus Estimate for Q4 2025 revenues is $14.28 billion, reflecting a 19.4% increase from the previous year [2] - The earnings per share (EPS) for Q4 is expected to decline by 74.1% compared to the same quarter last year [2] - For the full year 2025, revenues are estimated at $51.9 billion, indicating an 18% year-over-year growth, while EPS is projected to be $5.4, representing an 18.4% increase [3] Gross Bookings and EBITDA - Gross bookings for Q4 2025 are anticipated to be between $52.25 billion and $53.75 billion, suggesting a year-over-year growth of 17% to 21% [6] - The Zacks Consensus Estimate for gross bookings is $53.1 billion, which is a 20.1% increase from Q4 2024 [7] - Adjusted EBITDA is expected to range from $2.41 billion to $2.51 billion, reflecting a year-over-year growth of 31% to 36% [8] Market Performance and Competition - Uber's shares have declined over 15% in the last three months, underperforming both the Zacks Internet-Services industry and competitor Lyft [10] - Concerns regarding competition from Alphabet's Waymo in the robotaxi and autonomous driving sectors have negatively impacted Uber's stock performance [13] Valuation Metrics - Uber is currently trading at a forward P/E ratio of 22.15, which is lower than the industry average of 29.5 [14] - Lyft's shares are trading at an even lower forward P/E of 11.37, indicating a more attractive valuation compared to Uber [14] Strategic Focus and Future Outlook - Uber's diversification efforts and shareholder-friendly approach are noted as strengths, with a market capitalization of $201.08 billion [17] - The company is focusing on autonomous vehicles for growth and is expected to provide updates on this during the Q4 conference call [9] - Investors are particularly interested in guidance regarding tariffs and the implications of a recent Dutch court ruling on driver classification [9]

Core Insights - Uber Technologies, Inc. has a market capitalization of $168.8 billion and operates a multi-sided platform connecting consumers with independent drivers, couriers, and merchants, focusing on mobility, delivery, freight, and retail [1] Performance Overview - Over the past 52 weeks, Uber's shares have increased by 19.8%, outperforming the S&P 500 Index, which gained 16.1%. However, year-to-date, Uber's stock is down slightly, lagging behind the S&P 500's 1.9% return [2] - Compared to the State Street SPDR S&P Kensho Smart Mobility ETF, which rose 28.3% over the past 52 weeks and 9.3% year-to-date, Uber has underperformed [3] Recent Developments - On January 6, Uber's shares surged nearly 6% following the announcement of a renewed strategic mapping partnership with TomTom and the introduction of a new robotaxi service, aimed at enhancing routing efficiency and accuracy [4] Financial Expectations - For the current fiscal year ending in December, analysts project Uber's EPS to grow by 18.6% year-over-year to $5.41, with a strong earnings surprise history [5] - The consensus rating among 51 analysts is a "Strong Buy," with 36 "Strong Buy," three "Moderate Buy," 11 "Hold," and one "Strong Sell" ratings [5] Analyst Ratings and Price Targets - The configuration of analyst ratings has become slightly more bullish, with 35 analysts recommending a "Strong Buy" [6] - Piper Sandler Companies analyst Thomas Champion maintains a "Buy" rating with a price target of $110, indicating a potential upside of 36.9% from current levels [6] - The mean price target of $111.70 suggests a 39.1% premium from current price levels, while the highest price target of $150 indicates an ambitious potential upside of 86.7% [7]

Scottsdale, ARIZONA, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Arizona Injury Lawyer Warnock Law, a Scottsdale-based personal injury law firm representing victims of serious roadway accidents, announced an expanded focus on pedestrian, truck, and Uber accident cases across Scottsdale, Peoria, and Mesa. As traffic density and commercial transportation activity continue to increase throughout Arizona, the firm remains committed to protecting the rights of injury victims facing significant physical, financial, and emo ...

Stifel将优步的目标价从122美元下调至105美元，维持"买入"评级。(格隆汇) ...

Core Insights - Uber Technologies Inc. is a global leader in ride-sharing and food delivery services, founded in 2009, and has expanded into various transportation and logistics services [1] - The company faces competition from other ride-sharing companies like Lyft and food delivery services such as DoorDash [1] Stock Performance - As of the latest update, Uber's stock price is $81.98, reflecting a slight decrease of 0.33, or approximately -0.40% [4] - The stock has traded between $81.91 and $83.33 today, with a yearly high of $101.99 and a low of $60.63, indicating market volatility [4] Market Capitalization - Uber's market capitalization is approximately $170.34 billion, with a trading volume of 14.93 million shares, showcasing its significant presence in the transportation and logistics industry [5] Price Target and Growth Potential - Stifel Nicolaus has set a price target of $105 for Uber, suggesting a potential increase of approximately 28.08% from its current stock price of $81.98 [2][6] Strategic Initiatives - Uber AV Labs is a new division focused on collecting real-world driving data, which is crucial for the advancement of self-driving technology [3][6] - This data is in high demand from partners like Waymo, Waabi, and Lucid Motors, although Uber has not resumed its own robotaxi development [3][6]

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. Global equity markets delivered robust results in the quarter, backed by easing inflation trends and strong economic data. The Hardman Johnston Global Equity Strategy returned 2.91%, net of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors c ...

Core Insights - NewBridge Asset Management's Q4 2025 letter indicates that equity markets maintained upward momentum due to resilient economic growth and solid corporate returns, with large-cap growth outperforming in this quarter [1] - The NewBridge Large Cap Growth Strategy generated positive returns but lagged behind the Russell 1000® Growth Index, with most portfolio companies exceeding expectations, although some faced declines [1] - The contrasting performance of Uber Technologies, Inc. and Tesla, Inc. was highlighted as a significant challenge for the portfolio, with Uber's stock declining while Tesla's surged [1][3] Company Performance - Uber Technologies, Inc. shares traded between $60.63 and $101.99 over the past 52 weeks, closing at $81.98 on January 26, 2026, with a one-month return of 0.59% and a three-month loss of 14.98% [2] - Uber's market capitalization stands at $170.963 billion, indicating its substantial presence in the market [2] Investment Analysis - The portfolio's significant position in Uber was contrasted with the absence of Tesla, which saw a stock increase of over 60% while Uber's stock fell nearly 19% during the quarter [3] - The perceived competition from Tesla's autonomous vehicle initiatives has negatively impacted Uber, particularly following Waymo's decision not to partner with Uber in Miami for 2026 [3] - Despite current challenges, the fundamentals of Uber are considered attractive, with the belief that it will remain a key player in the autonomous vehicle market due to its extensive network platform [3]

Core Insights - Uber is launching a new division called Uber AV Labs to provide data to its more than 20 autonomous vehicle partners, focusing on democratizing access to valuable real-world driving data [1][9] Group 1: Uber's Strategy and Operations - Uber is not returning to developing its own robotaxis but will collect data using its own vehicles equipped with sensors for partners like Waymo and Lucid Motors [2] - The new AV Labs division currently operates with a single vehicle, a Hyundai Ioniq 5, and is in the process of equipping it with necessary sensors [10] - Uber's VP of engineering stated that the lab aims to build a foundational data set before determining product market fit, emphasizing the company's responsibility to accelerate the autonomous vehicle ecosystem [10] Group 2: Data Collection and Value - Real-world driving data is increasingly valuable for training self-driving systems, as companies shift from rules-based operations to reinforcement learning [3] - The physical limit of an autonomous vehicle company's fleet restricts data collection, making extensive real-world driving essential for addressing edge cases [5] - Uber's approach to data collection is targeted, allowing for deployment in specific cities based on partner needs, which contrasts with Tesla's broader scale of data collection [13][14] Group 3: Collaboration with Partners - Partners will not receive raw data; instead, Uber will process the data to fit the needs of its partners, enhancing the semantic understanding for driving software [11] - Uber plans to run partner driving software in "shadow mode" to identify discrepancies and improve model training, aiming to make autonomous vehicles drive more like humans [12] - Partners have expressed a strong desire for any helpful data, recognizing that Uber's data collection capabilities far exceed their own [15]

Group 1: Market Sentiment and Analyst Ratings - Investor sentiment has cooled since the third quarter due to a lack of near-term catalysts and rising anxiety over autonomous vehicle (AV) risk [2] - Wedbush analysts suggested "incremental caution" across the mobility, delivery, and grocery sectors heading into the fourth-quarter earnings season, maintaining a Neutral rating on Uber with a $78 price target [1] - The outlook for Lyft and Instacart was bearish, with Underperform ratings assigned to both stocks [2] Group 2: Company-Specific Insights - Lyft has struggled with weak app engagement and a significant deceleration in monthly active user (MAU) growth compared to the third quarter, leading to a maintained price target of $16 [3] - Instacart faces fierce competition from omnichannel retailers like Amazon and Walmart, with a price target maintained at $36, while order growth is expected to moderate [3] - DoorDash is highlighted as the top pick with an Outperform rating and a $270 price target, expecting adjusted EBITDA margin expansion through 2026 supported by its growing advertising segment and increased efficiencies in logistics [4] Group 3: Upcoming Earnings Reports - Uber is set to report before the opening bell on February 4, Lyft after the closing bell on February 10, DoorDash after the market closes on February 18, and Maplebear after the closing bell on February 12 [5]