Core Insights - Uber Technologies is experiencing significant turnover in its finance leadership, with CFO Prashanth Mahendra-Rajah set to step down on February 16, 2026, after joining the company in November 2023 [1][2] - Balaji Krishnamurthy, who has been with Uber since 2019 and led strategic finance since 2023, will succeed Mahendra-Rajah as CFO [1][4] - The company has had three CFOs in just over three years, reflecting a trend of increasing demands on CFO roles in Fortune 500 companies [5] Leadership Transition - Mahendra-Rajah will continue with Uber as a senior finance advisor to CEO Dara Khosrowshahi until July 1, 2026, and his departure will be treated as a qualifying termination under Uber's executive severance plan [2] - Khosrowshahi praised Mahendra-Rajah for his contributions, including achieving investment-grade status and initiating the first share repurchase program [3] Strategic Focus - Krishnamurthy's appointment comes as Uber accelerates its ambitions in autonomous vehicles and robotaxis, with a partnership with Waabi to deploy at least 25,000 robotaxis [6] - Khosrowshahi stated that Uber is entering 2026 with a rapidly growing topline and significant cash flow, aiming to become the largest facilitator of autonomous vehicle trips globally [7] Financial Performance - Uber reported Q4 2025 results showing 200 million monthly users and a 20% year-over-year revenue growth to $14.4 billion, marking its largest consumer base [7] - However, Q1 2026 guidance for gross bookings is projected between $52 billion and $53.5 billion, with adjusted EBITDA expected to be between $2.37 billion and $2.47 billion, which fell short of Wall Street expectations [7] Market Outlook - Wedbush Securities maintained a Neutral rating on Uber and reduced its price target to $75, citing concerns that investors may overestimate Uber's long-term advantage as autonomous vehicles scale [8] - The firm estimates that 30% of Uber's U.S. mobility bookings and 25% of profits are at risk due to potential disruption from competitors like Waymo and Tesla [8]

It's time now for our 360 round. For that, let's bring in our panel to discuss Uber shares under pressure after the company reported weaker than expected earnings. Right now, trading down about 3 and 3/4%.Joining us now to help us break down these numbers, David Clement, North American affairs manager at Consumer Choice Center, and Jamie Meyers, analyst at Lafer Tangler Investments. Thank you both for being with us. Jamie, let's start with you.You know, what were some of your key takeaways from the report w ...

Uber (UBER) stock slipped in early trade after investors soured on the ride-hailing giant's profit outlook, even with the CEO's bullish comments on the autonomous opportunity. Uber forecast first quarter adjusted earnings per share (EPS) in a range of $0.65 to $0.72, missing estimates of $0.77, as compiled by Bloomberg. Adjusted EBITDA for the quarter of $2.37 billion to $2.47 billion also missed the midpoint of analyst estimates. In addition, Uber named Balaji Krishnamurthy as its next CFO, replacing Pr ...

Core Insights - U.S. equity markets reached all-time highs in Q4 2025, with the S&P 500 Index increasing by 2.66% and the Bloomberg U.S. Aggregate Bond Index rising by 1.10% [1] - Value stocks outperformed growth stocks, and the U.S. economy demonstrated resilience, with artificial intelligence being a significant theme as over 300 S&P 500 companies mentioned "AI" in earnings calls [1] - The Composite returned 1.45% pure gross of fees (0.95% net of fees), underperforming the Russell 1000 Value Index's 3.8% gain and the S&P 500 Index's 2.66% gain [1] Company-Specific Insights - Uber Technologies, Inc. was identified as one of the largest detractors in the fourth quarter of 2025, with a one-month return of -9.58% and a market capitalization of $162.517 billion [2] - Despite record trip volumes and significant year-over-year growth in gross bookings, Uber's stock underperformed due to a shift in investor focus towards margin trajectory, regulatory risks, and uncertainties surrounding autonomous vehicles [3] - Management's guidance indicated a deliberate moderation in margin expansion as profits are reinvested into affordability, cross-platform engagement, and early autonomous vehicle initiatives, with regulatory concerns particularly prominent in Europe [3] - Competitive anxiety around autonomous vehicles increased, especially following Lyft's partnership with Waymo and Tesla's ambitions in the robotaxi space, which may pressure near-term margins for Uber [3] - Long-term prospects for Uber remain positive, supported by its global scale, deepening network effects, growing free cash flow, and an expanding cross-platform ecosystem [3]

Tesla trades at a forward price‑to‑earnings (P/E) multiple of about 248 times versus roughly 18 times for its broader sector. That premium is based on real results, even if they do not come in a straight line. In Q4 2025, Tesla delivered 418,227 vehicles — missing analyst expectations of 428,536 by 2.4% — and posted total revenue of about $24.9 billion. Automotive revenue was $17.69 billion, slightly below the $17.92 billion consensus estimate, while energy revenue of $3.84 billion and services revenue of $ ...

Alphabet Inc’s (NASDAQ:GOOGL) (NASDAQ:GOOGL) self-driving car unit Waymo said on Monday it has raised $16 billion in a new funding round that values the company at about $126 billion, underpinning growing investor confidence in commercial autonomous vehicle services.The financing round was led by Dragoneer Investment Group, DST Global, and Sequoia Capital, with additional participation from Mubadala Capital, Andreessen Horowitz, T. Rowe Price, and other institutional investors, according to Waymo. Alphabet ...

Nio (NYSE:NIO), an electric vehicle maker, closed Thursday at $4.77, up 3.92%. The stock moved higher after fresh coverage highlighted it as a “Best Autonomous Vehicle Stock” and reiterated a Buy rating with a $7 target. Investors are watching whether sentiment improves further despite volatile recent trading dynamics. The company’s trading volume reached 73.5 million shares, about 57% above its three-month average of 46.9 million shares. Nio IPO'd in 2018 and has fallen 28% since going public. How the ma ...

Group 1 - Ford Motor Company (NYSE:F) is considered one of the best autonomous vehicle stocks to buy now, with a Buy rating and a price target of $16 from Piper Sandler [1] - Barclays has reiterated a Hold rating on Ford, raising the price target from $12 to $13, reflecting an updated outlook on the mobility group [1][3] - Analysts at Piper Sandler expect warranty improvements to act as a catalyst for 2026 earnings, potentially generating around $2.8 billion in incremental EBIT year-over-year and boosting EPS by $0.54 [2] Group 2 - The car market is viewed as attractive due to healthy production rates and reduced electric vehicle losses, according to Barclays [3] - Ford develops, delivers, and services a range of vehicles including trucks, SUVs, commercial vans, and Lincoln luxury vehicles worldwide [3]

Group 1 - General Motors Company (NYSE:GM) is recognized as one of the best autonomous vehicle stocks to buy, with analysts from Goldman Sachs and UBS reiterating Buy ratings and setting price targets at $98 and $97 respectively [1][2] - UBS analysts noted that the company's additional EV-related charges were anticipated, with Q4 2025 charges totaling $6 billion, leading to full-year 2025 EV impairments of $7.6 billion, which is significantly lower than Ford's $19.5 billion write-down [2] - Barclays raised GM's price target from $85 to $100, reflecting an improved outlook on the mobility segment due to healthy production rates and reduced electric vehicle losses [3] Group 2 - General Motors designs, manufactures, and sells trucks, crossovers, cars, automotive parts, as well as software-enabled services and subscriptions [4]

Amazon - Amazon shares have increased by 190% since January 2023, and it operates the largest e-commerce marketplace in North America, Western Europe, and the Middle East, as well as being the third largest ad tech company globally [1][2] - Amazon Web Services (AWS) is the largest cloud services provider, positioned to benefit from the increasing demand for AI infrastructure, with custom AI accelerators developed for training and inference [3] - AWS has partnered with Anthropic, an AI startup valued at $350 billion, and introduced new cloud services like Bedrock for generative AI application development [3] - Amazon is leveraging AI in its retail operations, creating over 1,000 generative AI applications to enhance inventory management, demand forecasting, and customer service [4] - Wall Street anticipates Amazon's earnings to grow at 18% annually over the next three years, making its current valuation of 35 times earnings appear reasonable [5] Uber Technologies - Uber shares have increased by 230% since January 2023, with a current market cap of $166 billion, and operates the largest ride-sharing and one of the largest food delivery platforms [1][6] - Uber utilizes machine learning for efficient driver matching, routing, and personalized advertising, positioning itself as a key partner for autonomous vehicle (AV) companies [7] - The ride-sharing market is expected to grow at 21% annually through 2033, while the robotaxi market is projected to grow at 99% annually, with Uber expected to account for 22% of U.S. robotaxi trips by 2032 [8] - Wall Street forecasts Uber's earnings to increase at 26% annually over the next three years, making its current valuation of 10 times earnings appear attractive [9]