Uber: Rideshare Moat Remains Undisputed, Tesla's Robotaxi Poses Risk Ahead

Andrii Dodonov UBER's Investment Thesis Remains Promising - Albeit With Inherent Growth Risks We previously covered Uber Technologies, Inc. (NYSE:UBER) in June 2024, discussing why we had reiterated our Buy rating upon the mixed FQ1'24 earnings call, thanks to the improved margin of safety and its undisputed moat in the ride share market. Even so, with Tesla's (TSLA) Robo-Taxi event coming on October 10, 2024, we might also see moderate volatility in UBER's stock prices, with it remaining to be seen if thei ...