I recently wrote on Uber Technologies ( UBER ) back in November 2025. The article was titled Go From Rides To Riches With Uber Technologies . I discussed within the article that itI am always on the lookout for businesses that have a strong cash generating ability and a strong enough competitive advantage that I can be sure they will be around for the next decade, and at a price where I can be as sure as possible that I can achieve at least 15 percent annualized returns, or else companies whose price is dee ...

Uber Technologies ( UBER ) remains a compelling buying opportunity, especially given the fact that the stock has sold off by around 12% over the past year. I believe that the market has overreacted to the recent earnings report givenHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build ...

Core Viewpoint - Uber's stock has dropped 6.4% this week following an earnings miss and legal challenges, raising concerns about its profitability and future growth prospects [1]. Earnings Performance - Uber reported Q4 2025 earnings with an adjusted EPS of $0.71, missing the consensus estimate of $0.7788, breaking a seven-quarter streak of earnings beats [1]. - Revenue for the quarter was $14.37 billion, showing a 20% year-over-year growth, but still fell short of expectations [1]. - Analysts have lowered their price targets for Uber, with Arete Research reducing it from $125 to $120, and Citigroup also trimming its target, leading to a new consensus of $105.26, indicating a potential 50% upside from current levels [1]. - Expectations for Uber's adjusted EPS in 2026 have dropped from $4.15 to $3.30, significantly impacting investor sentiment and stock performance [1]. Legal Challenges - A federal jury in Arizona ordered Uber to pay $8.5 million to a woman who was sexually assaulted by a driver, marking the first bellwether trial in a series of pending driver assault cases [1]. - This legal verdict is expected to influence the outcomes of thousands of similar cases, raising concerns about liability for gig-economy platforms [1]. - Sentiment on Reddit turned bearish following the verdict, with significant engagement on posts discussing Uber's liability in the case [1]. Autonomous Vehicle Strategy - Despite recent challenges, Uber has advanced its autonomous vehicle strategy by launching a robotaxi service in downtown Abu Dhabi, covering approximately 70% of the city [1]. - The fleet of robotaxis has quadrupled since December 2024, with plans to deploy at least 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh by 2027 [1]. - CEO Dara Khosrowshahi emphasized the importance of this strategy for Uber's future, highlighting the potential for improved margins by reducing driver costs, although it requires significant upfront investment [1]. - The stock currently trades at 15 times trailing earnings, reflecting the tension between current profitability and future growth potential [1].

Core Viewpoint - Baidu's "萝卜快跑" and Uber are deepening their collaboration to launch fully autonomous driving services in Dubai by the first quarter of 2026, marking a significant step in the commercialization of autonomous driving in the region and highlighting the ongoing expansion of Chinese companies in the Middle East's smart mobility sector [1] Group 1 - Baidu's "萝卜快跑" and Uber plan to introduce fully autonomous ride-hailing services in Dubai [1] - The project signifies a rapid advancement in the commercialization of autonomous driving applications in Dubai [1] - The initiative reflects the continuous deepening of Chinese enterprises' involvement in the smart mobility field in the Middle East [1]

Core Viewpoint - Lyft, Inc. (NASDAQ:LYFT) has experienced a significant drop in stock price, falling over 15% after its earnings report, but is currently considered oversold and at a support level, which may indicate potential for a price rebound [1]. Group 1: Stock Performance - Lyft shares are retreating from recent levels, indicating a decline in stock price [2]. - The Relative Strength Index (RSI) shows that Lyft is in oversold conditions, as the blue line is below the lower red horizontal line [2]. - The concept of reversion to the mean suggests that an oversold stock like Lyft may attract buyers anticipating a price increase [3]. Group 2: Support Levels - The stock has reached a price level that has previously acted as support, specifically around $13.30, where a downtrend ended in August [4]. - Traders who sold shares at this support level may now regret their decision and are placing buy orders as the stock returns to this price point [5]. - If these traders become anxious and increase their buy orders, it could lead to a new uptrend for Lyft [5].

Core Viewpoint - Billionaire investor Bill Ackman is making a significant investment in Meta, committing approximately $2 billion, which constitutes 10% of Pershing Square's total portfolio, signaling confidence in Mark Zuckerberg's strategic shift towards AI integration [1]. Investment Details - Pershing Square began acquiring Meta shares in November at an average price of $625 per share, with current trading around $670, resulting in early gains for Ackman [2]. - Ackman views Meta's stock as "deeply discounted," despite concerns regarding the company's aggressive spending on artificial intelligence [7]. Company Performance and Strategy - Meta's "Reality Labs" has incurred losses of $83 billion since 2020, leading to a workforce reduction of 1,500 employees, or 10% of that division [3]. - The company is transitioning from virtual reality projects to AI-powered smart glasses, which Zuckerberg believes will be integral to daily life integration of superintelligence [5]. - Meta plans to invest between $115 billion and $135 billion in 2026 to enhance its AI infrastructure, indicating a period of unprecedented capital expenditure [6]. Market Position and Future Outlook - Despite a decline in Meta's stock over recent months and year-over-year losses, Ackman's investment reflects a broader strategy to position Pershing Square as a key player in the future tech economy, alongside stakes in Uber and Amazon [7]. - Pershing Square has also exited its position in Hilton, indicating a strategic shift away from traditional hospitality towards high-growth technology sectors [8].

Q4 2025 Earnings Supplemental Data February 2026 190 250 199 0 177 79 0 104 80 Disclaimer Non - IFRS Financial Measures This document and the investor webcast include references to non - IFRS financial measures, which include : Adjusted EBITDA, Segment Adjusted EBITDA, Segment Adjusted EBITDA margin, Total Segment Adjusted EBITDA, Adjusted EBITDA margin, Adjusted Free Cash Flow, gross cash liquidity and net cash liquidity . Grab uses Adjusted EBITDA, Segment Adjusted EBITDA, Segment Adjusted EBITDA margin, ...

Core Insights - The demand for taxi services during the Spring Festival travel season in 2026 is expected to increase by over 45% year-on-year, with peak travel demand anticipated on February 13 [1][2] Group 1: Travel Demand Trends - The peak travel demand is projected to occur at 6 AM on February 13, with a 48% year-on-year increase in trips to train stations and airports on that day [2] - Notable travel trends include "heading south to avoid the cold" and "going north for snow," with significant increases in demand for taxi services to airports and train stations in cities like Jilin Baishan, Guangdong Shantou, and Shandong Linyi [5] - Nanjing users are identified as the "kings of out-of-town travel," consistently appearing in the top five cities for year-on-year growth in travel demand to airports and train stations [6] Group 2: Commercial Area Travel - There is an expected 10% increase in taxi demand for commercial areas during the Spring Festival, with a 12% increase on New Year's Eve [6] - The top five commercial areas for travel demand during the holiday include Chongqing Jiefangbei, Chengdu Chunxi Road, Guangzhou Changlong-Wanbo, Shenzhen Houhai-Shenzhen Bay, and Harbin Central Street [6] Group 3: Operational Adjustments - To alleviate pressure on transportation in popular cities and key areas, the company plans to actively allocate resources to reduce passenger wait times [10] - The company is preparing over 400 million yuan in driver subsidies to encourage drivers to work during the holiday, offering various incentives such as "year-end bonuses" and "long-term commission-free cards" [11] Group 4: Safety and Support Measures - A safety assurance joint dispatch mechanism has been established, along with a "Safe Spring Festival, Civilized Driving" training program to promote safe driving practices [12] - The company has upgraded safety strategies, including trip recording recognition and passenger alcohol reporting, and implemented a three-in-one mechanism to monitor weather, road conditions, and emergencies [12]

Lyft forecast first-quarter bookings and adjusted core profit below expectations on Tuesday, hit by severe winter storms in parts of the U.S., overshadowing a new $1 billion share repurchase program a... ...

Core Insights - Uber is expanding its partnership with Adyen to enhance its global payments capabilities and support international growth [2][4] Group 1: Partnership Expansion - The partnership aims to improve performance and offer more alternative payment methods [2] - New territories for Adyen's services include the United Arab Emirates, Hong Kong, and the Caribbean [3] - Local acquiring is being expanded in Japan, Mexico, New Zealand, and Australia, with new payment methods like Pix in Brazil and AfterPay in Australia being adopted [3] Group 2: Payment Innovations - Uber is launching new kiosks powered by Adyen terminals, allowing users to book rides without the app, starting with LaGuardia Airport [4] - The kiosks are intended for deployment in hotels, ports, and international airports in the future [4] Group 3: Autonomous Vehicles - During its fourth-quarter earnings call, Uber focused on autonomous vehicles, indicating that their integration will be gradual and will not cannibalize human-driven trips [5] - Uber's early deployments in Austin and Atlanta suggest that adding autonomous vehicles can increase overall demand [5] - The company aims to become the largest facilitator of autonomous vehicle trips by 2026, with a strong cash flow and growth trajectory [6]