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BofA Analysts Highlight Uber’s (UBER) Autonomous Vehicle Potential
Yahoo Finance· 2026-01-20 19:52
Uber Technologies, Inc. (NYSE:UBER) ranks among the most active blue chip stocks to buy now. On January 6, BofA Securities reaffirmed its Buy rating on Uber Technologies, Inc. (NYSE:UBER) with a $119 price target, noting the company’s key position in the autonomous vehicle (AV) sector. The firm sees NVIDIA’s autonomous vehicle activities as crucial to Uber’s prospects, pointing out that NVIDIA is a powerful partner working with Uber on expediting the deployment of Level 4 autonomous technology. According ...
This Rental Startup Co-founded By Former Zoox Employee Is Embracing Tele-Operated Cars, Promising 50% Cheaper Costs Than Uber - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-01-20 09:58
A Berlin-based rental startup has centered its business around tele-operated rentals, touting it as a cheaper alternative to traditional Uber Technologies Inc. (NYSE:UBER) rides.Vay Promises 50% Cheaper Rides Than UberVay, co-founded by former Amazon.com Inc. (NASDAQ:AMZN) Robotaxi Zoox's employee Thomas von der Ohe, who also serves as CEO, along with Fabrizio Scelsi and Bogdan Djukic. The company promises 50% cheaper costs when compared to Uber, Business Insider reported on Monday.Vay operates its services ...
SuperApp Grab Holdings: Misunderstood Mega-Growth Story or Value Trap?
247Wallst· 2026-01-19 14:47
Grab Holdings ( NASDAQ:GRAB ) began as a ride-hailing service in Malaysia in 2012 to address taxi safety and efficiency issues. ...
Super-App Grab Holdings: Misunderstood Mega-Growth Story or Value Trap?
Yahoo Finance· 2026-01-19 14:47
Quick Read Grab Holdings (GRAB) faces Indonesian proposals to cut ride-hailing commissions from 20% to 10%. Indonesia is Grab’s largest market. Grab delivered $136M in Q3 adjusted EBITDA, a 51% increase. Revenue grew across mobility and delivery segments. The stock fell 12% year-to-date to $4.38, reflecting regulatory uncertainty despite analyst targets averaging $6.58. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. ...
Market is Undervaluing Uber Technologies’ (UBER) Core Mobility Business, Morgan Stanley Says
Yahoo Finance· 2026-01-19 11:35
Group 1 - Uber Technologies Inc. is considered one of the best debt-free stocks to buy, with a Buy rating and a $110 price target from Morgan Stanley analyst Brian Nowak, who believes the market undervalues the company [1] - Nowak's analysis indicates that the market is valuing Uber's U.S. mobility business at a 2027 adjusted EBITDA multiple of 7x, which is significantly lower than its mid-teens growth rate, suggesting a discount compared to peers like Lyft [2] - BNP Paribas has initiated coverage of Uber with an Outperform rating and a $108 price target, recognizing Uber as a "mobility and delivery winner" despite upcoming competition in autonomous vehicles [4] Group 2 - Uber operates as a global technology platform connecting consumers with transportation, delivery, and logistics services through its Mobility, Delivery, and Freight segments [5] - There is an expectation of volatility in share prices for Uber and Lyft due to anticipated acceleration in autonomous vehicle development in 2026, but no material financial impact on Uber is expected in the next 24 months [3]
Bill to allow Uber, Lyft in Israel gains committee approval
Reuters· 2026-01-18 15:13
Core Insights - An Israeli ministerial committee has approved a law to allow ride-hailing services like Uber and Lyft to operate in Israel, aiming to reduce taxi costs [1] Group 1 - The approval of the law is a significant step towards integrating shared ride-hailing services into the Israeli transportation market [1] - The initiative is expected to enhance competition in the taxi industry, potentially leading to lower fares for consumers [1] - This move aligns with global trends where ride-hailing services are becoming increasingly popular and accepted in various markets [1]
Is Lyft a Buy Going Into 2026?
The Motley Fool· 2026-01-18 13:30
Core Viewpoint - Lyft has stabilized its business, showing improved profitability and positive free cash flow, leading to questions about the stock's attractiveness heading into 2026 [1][2] Group 1: Business Performance - Lyft has transitioned to a self-funded business model, with multiple quarters of positive free cash flow and steady adjusted EBITDA margins, indicating potential for profitability [3] - The company's narrow focus on mobility allows for better capital allocation towards improving marketplace health, resulting in steadier ride growth and improved engagement metrics [4] Group 2: Strategic Moves - Lyft's acquisition of Freenow enhances its exposure to European markets, while partnerships in autonomous vehicles and AI provide long-term growth potential without heavy R&D costs [5] - Despite trading at a discount compared to larger competitors like Uber, continued profitability and execution could lead to multiple expansion and solid returns [6] Group 3: Challenges and Risks - Lyft's smaller scale compared to larger competitors limits its pricing flexibility and resilience during downturns, necessitating sharp execution [8] - Regulatory risks, particularly in North America, could significantly impact costs, with the Freenow acquisition introducing operational complexities and integration challenges [9][10] - Long-term opportunities in autonomous vehicles and AI may not yield near-term benefits, posing risks if adoption timelines slip [11] Group 4: Future Outlook - For Lyft to justify a "buy" rating in 2026, it must maintain profitability, ensure smooth integration of Freenow, and defend market share without reverting to subsidy-heavy tactics [12][13] - The company is now viewed as a more disciplined, cash-generating business, making it investable for long-term investors [14] - However, Lyft's smaller scale and regulatory exposure mean it is not a low-risk investment, suitable for those who believe in management's ability to sustain profitability [15]
Billionaire Bill Ackman Has 39.5% of His Portfolio Invested in These 3 Unstoppable Stocks
The Motley Fool· 2026-01-17 12:15
You don't need to be a hedge fund manager to see the value in these stocks.Investing in stocks is a great way to accumulate wealth over long periods, but with thousands of companies to choose from, it's not always easy to decide which ones to pick. One way to gain inspiration is to observe what successful investors are doing.Consider Bill Ackman, the founder and CEO of Pershing Square Capital Management, a hedge fund. Ackman has a terrific track record, so he must know a thing or two about investing in the ...
China Market Risk
HumbleDollar· 2026-01-17 06:00
Core Viewpoint - The relationship between the U.S. and China has deteriorated, creating significant concerns for investors due to rising tensions and domestic policies in China that negatively impact investment markets [1][2][5]. Group 1: U.S.-China Relations - Trade between the U.S. and China has increased significantly over the past 25 years, but tensions have also escalated, particularly regarding intellectual property theft, costing the U.S. economy at least $200 billion annually [2]. - Tariffs and restrictions have been imposed by both the Trump and Biden administrations, leading to retaliatory actions from China, including restrictions on rare earth exports critical for technology manufacturing [3]. Group 2: Domestic Policies in China - President Xi Jinping's policies have adversely affected major publicly-traded companies, exemplified by the punishment of Ant Group and Alibaba, resulting in significant fines and loss of control for their founders [6][7][8]. - The Chinese government has targeted other technology companies, leading to a loss of approximately $1 trillion in wealth from the stock market due to arbitrary fines and sanctions [8]. Group 3: Economic Challenges - China's economic model, heavily reliant on government direction, has led to an oversupply of housing, with estimates of up to 90 million vacant homes, contributing to bankruptcies among property developers [12]. - The autocratic approach of the Communist Party is seen as detrimental to innovation and economic growth, as highlighted by economist James Robinson's predictions [11]. Group 4: Investment Recommendations - Given the risks associated with investing in China, alternatives such as the Freedom 100 Emerging Markets ETF (FRDM) are recommended, which has outperformed traditional emerging markets indexes by delivering over 15% annual returns since its inception in 2019 [13]. - A new emerging markets ETF from Vanguard, VEXC, specifically excludes China and is considered a promising investment option [14].
‘I’m considering driving Lyft part time’: I’m 58 with a $1 million home. Do I finally give up work and enjoy life?
Yahoo Finance· 2026-01-16 10:47
Core Insights - The article discusses a couple's financial planning for early retirement, focusing on downsizing their home and managing income sources while addressing health and lifestyle changes. Financial Planning - The couple plans to sell their home valued at $1 million and downsize to an apartment in a no-income-tax state, which could help with their financial situation and Roth conversion strategy [4][17]. - They have a combined 401(k) balance of $1.1 million and $800,000 in stocks, along with $500,000 in home equity, indicating a strong financial position for retirement [6][15]. - The couple is considering part-time work as a Lyft driver, which could generate an additional $30,000 a year, providing flexibility while managing living expenses [2][12]. Retirement Timing and Income - The individual plans to stop working at age 60 while the spouse continues for two more years, utilizing the Affordable Care Act for health insurance until they reach 65 [5][10]. - Social Security benefits will be claimed at age 70, with the maximum monthly benefit being $5,108 for those who wait until that age [13][14]. Health and Lifestyle Considerations - The couple aims to focus on health and diet post-retirement, recognizing the importance of maintaining physical well-being as they age [3][11]. - The stress from current jobs is a significant concern, and transitioning to retirement is seen as a way to alleviate this stress, although it may introduce new challenges [7][9]. Tax and Insurance Strategy - The couple is considering a Roth conversion strategy to manage their tax liabilities and maximize insurance subsidies, particularly in light of potential changes to ACA premium tax credits [16][17]. - The article highlights the importance of planning annual Roth conversions to stay within income thresholds and manage ACA premiums effectively [16].