Welcome back to Fast Market right here on Schwab Network. I'm Nicole Pedalites filling in from Diane King Hall. Joining me once again, Kevin Hinks live at the CBOE and it is time for our cash tags segment and for that we bring in Megan Brantley, VP of research at Likefolio because we're ready to talk all about Uber.Now, the stock's been looking pretty good from $59 up to 101 bucks, you know, over the last year, you know, less than a year, but uh not too far off those all-time highs. But they've also had an ...

Uber Technologies, Inc. (NYSE:UBER) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On September 30, Mizuho Securities raised the price target on Uber Technologies, Inc. (NYSE:UBER) from $98.45 to $130, keeping its Outperform rating on the stock. Uber continues to expand its delivery network beyond cards, bikes, couriers, and sidewalk robots by introducing drones. Wei Fang from Mizuho believes in the growing network of Uber and sees upside as the analyst forecasts the company ...

Uber Technologies, Inc. (NYSE:UBER) is one of the 13 Best Quality Stocks to Buy According to Hedge Funds, supported by hedge fund interest and significant Profit Margin. Serve Robotics Expands Autonomous Delivery Service with Uber Technologies, Inc. (UBER)’s Uber Eats; Mizuho Initiates Coverage with $130 PT and Outperform Rating On September 30, 2025, after previous deployments in Los Angeles, Miami, Dallas-Fort Worth, and Atlanta, Serve Robotics announced the first Midwest expansion of its autonomous de ...

Uber Technologies, Inc. (NYSE:UBER) is one of the best smart city stocks. On September 17, a new partnership took place between Uber and Designer Brands Inc. (NYSE:DBI). DSW And Uber Eats (UBER) Collaborate On Shoe Delivery Across The US Photo by Zhuo Cheng you on Unsplash Through Uber Eats, customers can order DSW footwear, accessories, and seasonal items for either on-demand or planned delivery. The offering includes popular brands such as Steve Madden, Adidas, Blundstone, and Goodr for all age groups ...

SAN FRANCISCO, Sept. 29, 2025 /PRNewswire/ --Â Uber Eats (NYSE:UBER) is making it easier than ever for customers to get groceries from the local stores they love. Today, Uber Eats announced new partnerships with Citarella, Rouses Markets, Town and Country, Wild Fork and Rosauers Supermarkets, bringing even more regional favorites onto the platform. Accessibility StatementSkip Navigation New additions to the Uber Eats app include Citarella, Rouses Markets, Town and Country, Wild Fork and Rosauers Supermarket ...

Core Insights - Uber Technologies anticipates its grocery and retail delivery segment to achieve an annual run rate of $12.5 billion in gross bookings by year-end, up from a previous run rate of $10 billion reported in May [1][2]. Group 1: Business Growth and Strategy - The company has experienced faster-than-expected growth in non-restaurant deliveries, prompting this optimistic projection [2]. - Since the start of the year, Uber has added 1,000 new retailers to its delivery service, enhancing its market presence [3]. - The introduction of the Fresh Days program will provide discounts of up to 50% on select grocery items, aiming to attract more customers amid rising grocery prices [3][4]. Group 2: Customer Experience Enhancements - New tools on the Uber Eats platform allow customers to manage their orders more effectively, including options for item replacements and quality checks through shopper-provided photos [5]. - The company is focusing on integrating its mobility and delivery apps to encourage cross-usage among customers, as stated by CEO Dara Khosrowshahi [6]. Group 3: Retail Partnerships - Notable retailers that have joined Uber's delivery platform this year include Aldi, Best Buy, Dollar Tree, and Petco, expanding the range of products available for delivery [7].

Core Viewpoint - Serve Robotics' stock has declined following Nvidia's divestment, but the company has significant long-term growth potential in the autonomous last-mile logistics market, projected to reach $450 billion by 2030 [1][3][4]. Company Overview - Nvidia invested $12 million in Serve Robotics between 2022 and 2024, which helped raise its profile on Wall Street [3]. - Serve Robotics develops autonomous delivery solutions, utilizing robots that have achieved Level 4 autonomy, allowing them to operate without human intervention [5]. Market Opportunity - The last-mile logistics sector is viewed as inefficient, with Serve Robotics aiming to capitalize on this by replacing human-driven deliveries with autonomous robots and drones [4]. - The company has a partnership with Uber Eats, deploying 2,000 Gen3 robots across several major cities, including Los Angeles and Miami [7]. Financial Performance - Serve Robotics reported only $642,000 in revenue for Q2 2025, which is low for a company valued at approximately $800 million [8]. - Analysts project Serve's revenue to increase to $3.6 million in 2025, a 99% increase from 2024, with potential to reach $80 million once all robots are operational [9]. Profitability and Cash Position - The company incurred a net loss of $39.2 million in 2024 and burned $33.7 million in the first half of 2025 [10]. - Serve had $183 million in cash at the end of Q2 2025, providing a runway for the next couple of years, but may need additional funding if profitability is not achieved [11]. Valuation Metrics - Serve Robotics has a high price-to-sales (P/S) ratio of 429, significantly higher than Nvidia's P/S ratio of 26 [12]. - If the company achieves its revenue target of $80 million, its forward P/S ratio would drop to around 10, which could be considered attractive [14]. Growth Potential - The addressable market for Serve Robotics is projected to grow to $450 billion by 2030, indicating substantial growth opportunities [15]. - However, the reliability of corporate guidance is uncertain, suggesting that investors may want to wait for evidence of successful scaling of the Gen3 robots before making investment decisions [16].

Core Insights - Uber Technologies, Inc. has partnered with Aldi to offer grocery delivery through the Uber Eats app, expanding access to over 2,500 Aldi locations in the U.S. [1] - The partnership allows users to order a variety of Aldi products, including fresh produce, meats, and bakery items, with select locations also offering alcoholic beverages [2] - The collaboration supports SNAP/EBT payments, making Aldi the first retailer on Uber Eats to accept SNAP benefits nationwide [2] Group 1 - Uber Eats is providing promotional discounts on Aldi orders, with Uber One members receiving reduced delivery fees and additional incentives [3] - Promotional pop-up events will be held in New York, Miami, and Chicago throughout October, allowing customers to sample items and place delivery orders [3] Group 2 - Users can select the grocery category in the Uber Eats app, choose the nearest Aldi location, add items to their cart, and set a delivery time, with real-time tracking available [4]

Core Insights - Uber is launching a "Fresh Days" feature to offer discounts of up to 50% on fresh produce, meat, and dairy items, aiming to enhance its grocery delivery service and compete with rivals like Amazon [1][2] - The initiative is a response to grocery inflation, which has been a concern for consumers in recent years [2] - Exclusive offers for Uber One subscription members include a 30% discount on fresh groceries every Tuesday in the US [3] Company Initiatives - Uber is introducing new grocery shopping features, including refund eligibility icons for items that do not arrive fresh and AI-driven substitutions for unavailable products [4] - The company is positioning itself to strengthen its presence in the grocery delivery market, which is becoming increasingly competitive [2][9] Industry Context - The grocery delivery sector is experiencing significant growth, with traditional retailers like Dollar General enhancing their delivery capabilities through partnerships with services like DoorDash and Uber Eats [10] - Amazon is expanding its free same-day delivery service for perishable groceries, planning to double its reach in the US by the end of the year [9]

Key Takeaways Uber teams up with ALDI to add 2,500 stores to Uber Eats for fresh and affordable grocery delivery.ALDI becomes the first Uber Eats retailer to accept SNAP-EBT nationwide from launch.Uber expands delivery reach with recent partnerships, including Best Buy and Dollar Tree.Uber Technologies (UBER) has announced a new nationwide partnership with ALDI, America’s fastest-growing grocer. Following the deal, ALDI’s much sought-after selection of fresh and affordable products will be available on Uber ...