Core Insights - Adyen and Uber have renewed and expanded their global partnership, which began in 2012, to enhance Uber's payment processing capabilities across over 70 countries [1][2]. Group 1: Partnership Expansion - The expanded partnership allows Uber to utilize Adyen's global payments platform to improve performance and offer more alternative payment methods, supporting Uber's international growth [2]. - New territories where Uber is leveraging Adyen's services include the United Arab Emirates, Hong Kong, and the Caribbean, along with local acquiring expansions in Japan, Mexico, New Zealand, and Australia [2]. - The partnership will also focus on integrating high-growth local payment methods such as Pix in Brazil, AfterPay in Australia, and WeChat Pay globally [2][3]. Group 2: Payment Innovation - Adyen and Uber will collaborate on payment innovations, including new payment method integrations and support for new business lines like Uber kiosks in airports and hotels [2][3]. - The kiosks, powered by Adyen terminals, provide a phone-free way for international visitors to book rides, enhancing the user experience for travelers without local data plans [4][5]. Group 3: Company Statements - Trevor Nies from Adyen emphasized the shared commitment to achieving global scale and enhancing Uber's payments experience through new methods and business lines [3]. - Karl Hébert from Uber highlighted the importance of a reliable payment platform for Uber's global growth and the excitement about leveraging Adyen's technology for ongoing innovation [3].

花旗发表研报指，对优步计划在年底前于15个城市推出自动驾驶服务感到鼓舞，此举能突显其混合网络 优势，因为每个城市都在逐步推进。在此之前，该行相信优步正在实现可持续增长，因其在MAPC中建 立用户终身价值并扩展至密度较低的市场，目前约占全球出行订单的20%，且增长速度比高密度市场快 约1.5倍，并预计美国的出行次数和总预订额增长将在2026年持续加速。鉴于强劲的基本面和日益清晰 的自动驾驶路线图，花旗重申对优步的"买入"评级，目标价由120美元下调至110美元。 ...

文远知行-W（00800）盘初涨超6%，截至发稿，股价上涨5.42%，现报20.42港元，成交额309.80万港 元。 据文远知行官微消息，2月6日，公司与Uber宣布升级战略合作：双方计划于2027年内在中东地区部署至 少1，200辆Robotaxi，覆盖阿布扎比、迪拜和利雅得三大市场。 根据计划，这1，200辆Robotaxi将全部接入Uber App面向公众提供出行服务。目前，文远知行和Uber已 在阿布扎比开展Robotaxi纯无人商业化运营，并在迪拜和利雅得开放Robotaxi公开运营服务，基于现有 运营基础，双方将持续扩大Robotaxi车队规模。Uber承诺，在获得关键监管批准，以及实现各城市核心 区纯无人Robotaxi商业化部署等运营里程碑后，将进一步投入更多Robotaxi。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 文远知行-W（00800）盘初涨超6%，截至发稿，股价上涨5.42%，现报20.42港元，成交额309.80万港 元。 据文远知行官微消息，2月6日，公司与Uber宣布升级战略合作：双方计划于2027年内在中东地区部署至 少1 ...

股票研究 /[Table_Date] 2026.02.08 增长稳健，平台协同与自动驾驶并进 优步(UBER ——优步 FY25Q4 业绩点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 秦和平(分析师) | 0755-23976666 | qinheping@gtht.com | S0880523110003 | | 龚浩(研究助理) | 021-23183306 | gonghao2@gtht.com | S0880125090016 | 本报告导读： 规模扩张与盈利能力同步提升；会员体系驱动粘性，跨业务协同进入兑现阶段；自 动驾驶战略持续推进，平台型网络逐步成型。 投资要点： | 财务摘要(百万美元) | 2024 | 2025 | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 43,978 | 52,017 | 60,835 | 69,498 | 78,148 | | (+/-)% | 18.1% | 18.9% | ...

Core Insights - Uber is positioning itself to lead the autonomous ride-hailing industry, which presents a multitrillion-dollar opportunity for the company [2][10] - The company reported $193.4 billion in gross bookings for 2025, with $85.4 billion paid to drivers, highlighting the significant cost associated with human drivers [4][5] - By automating rides, Uber aims to convert a large portion of driver costs into revenue and profit, enhancing its financial performance [6] Financial Performance - Uber's revenue for 2025 was $52 billion after deducting costs, with an adjusted non-GAAP profit of $5.2 billion [5] - The company has a gross margin of 32.89% and is trading at a price-to-sales (P/S) ratio of 3.1, which is lower than competitors like Tesla [8][12] - Based on adjusted earnings of $2.45 per share, Uber's price-to-earnings (P/E) ratio stands at 30.1, which is a discount compared to the Nasdaq-100 index [14] Market Position and Strategy - Uber has over 15 years of experience in managing ride-hailing logistics, which is crucial for the successful deployment of autonomous vehicles [8] - The company plans to offer autonomous trips in 15 cities by the end of 2026 and aims to be the largest player in the autonomous ride-hailing market by 2029 [10] - Over 20 companies developing autonomous vehicles are integrating with Uber's network, indicating strong partnerships and market potential [9] Competitive Landscape - The autonomous ride-sharing market is expected to be large and competitive, with companies like Tesla also entering the space [11] - Despite competition, Uber's established infrastructure and user base position it favorably within the industry [9][11] - The transition to autonomous vehicles is gradual, with current usage at only 0.1% of all ride-sharing trips worldwide [10]

Core Insights - WeRide Inc. and Uber Technologies, Inc. are expanding their strategic partnership to deploy at least 1,200 Robotaxis across the Middle East, targeting completion by 2027 [1] - The deployment will cover major cities including Abu Dhabi, Dubai, and Riyadh, enhancing existing driverless operations in these areas [2] Deployment Details - All 1,200 Robotaxis will be accessible through the Uber app, building on current fully driverless operations in Abu Dhabi and passenger services in Dubai and Riyadh [2] - The fleet will be scaled progressively, with Uber committing to add more vehicles as regulatory approvals and performance milestones are met [2] Executive Commentary - Dr. Tony Han, Founder and CEO of WeRide, emphasized that this announcement represents the largest Robotaxi commercial commitment in the MENA region, aiming for tens of thousands of Robotaxis globally in the next five years [3] - Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery at Uber, highlighted the strong performance of existing deployments and the excitement of introducing more riders to autonomous mobility [4] Economic and Operational Model - The expanded deployment is part of a prior agreement aiming for operations in 15 cities by 2030, following WeRide's asset-light model where Uber or local partners manage fleet operations [6] - WeRide currently operates over 200 Robotaxis in the region, with services in Abu Dhabi averaging dozens of daily trips per Robotaxi and on track to achieve breakeven unit economics [6]

股票研究 /[Table_Date] 2026.02.08 增长稳健，平台协同与自动驾驶并进 优步(UBER ——优步 FY25Q4 业绩点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 秦和平(分析师) | 0755-23976666 | qinheping@gtht.com | S0880523110003 | | 龚浩(研究助理) | 021-23183306 | gonghao2@gtht.com | S0880125090016 | 本报告导读： 规模扩张与盈利能力同步提升；会员体系驱动粘性，跨业务协同进入兑现阶段；自 动驾驶战略持续推进，平台型网络逐步成型。 投资要点： | 财务摘要(百万美元) | 2024 | 2025 | 2026E | 2027E | 2028E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 43,978 | 52,017 | 60,835 | 69,498 | 78,148 | | (+/-)% | 18.1% | 18.9% | ...

Uber Technologies, Inc. (NYSE:UBER) is one of the most promising future stocks to buy now. Citi reaffirmed a Buy rating on Uber Technologies, Inc. (NYSE:UBER) on February 6 and adjusted the price target to $110 from $120. Roth Capital also adjusted the price target on Uber Technologies, Inc. (NYSE:UBER) to $105 from $110 on February 5 and maintained a Buy rating on the shares. The firm stated that the company delivered a beat on earnings, and its underlying metrics and segment results also came in above ex ...

Core Insights - Uber is expanding its focus on autonomous vehicles (AVs), viewing it as a significant growth opportunity that could unlock a "multitrillion-dollar opportunity" over time [3][4] - The company aims to have robotaxis operating in 15 cities by the end of the year, indicating a strong commitment to leading in the autonomous sector [3][4] - Despite recent earnings misses, Uber's long-term strategy in autonomy is seen as a key factor shaping its future outlook [4][8] Company Performance - Uber has completed over 72 billion trips since its launch in 2010, evolving from a ride-hailing service to a global platform that includes food delivery and freight services [2] - In the fourth quarter of fiscal 2025, Uber reported a revenue increase of 20% year-over-year to $14.37 billion, slightly exceeding Wall Street's expectations [10] - The mobility segment generated $8.2 billion, up 19% year-over-year, while delivery revenue surged 30% year-over-year to $4.9 billion [11] Financial Metrics - Adjusted EPS for the fourth quarter was $0.71, a 27% increase year-over-year but below the expected $0.79 [11] - On a GAAP basis, net income was $296 million, significantly down from $6.88 billion the previous year, impacted by a $1.6 billion net pre-tax headwind [12] - Total trips increased by 22% year-over-year to 3.8 billion, with gross bookings rising 22% to $54.1 billion [13] Future Outlook - For the first quarter of fiscal 2026, Uber forecasts gross bookings between $52 billion and $53.5 billion, representing 17% to 21% year-over-year growth [14] - The company anticipates non-GAAP EPS of $0.65 to $0.72, implying a 37% year-over-year growth at the midpoint [14] Analyst Sentiment - Despite recent quarterly results disappointing some investors, Wall Street maintains an optimistic view on Uber, with a consensus "Strong Buy" rating [15] - Out of 51 analysts, 37 rate it a "Strong Buy," with an average price target of $107.07, suggesting a potential upside of approximately 43% [16]

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Feb. 6, 59% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index a ...