How important is this focus on physical eye in the trucking space. Now moving to the robotaxi. How significant is that for you.Yes, it's a really exciting moment, I will say, where the physical revolution is here and self-driving is what it's going to scale first. And we have a very advanced system in trucking and now we are entering Robotaxi with a massive partnership with with Uber. And, you know, it's really the next stage for the company is really exciting to be leading the way.And physically what's int ...

Core Insights - The company is transitioning from autonomous trucking to robotaxi services, highlighting a significant partnership with Uber that will facilitate this shift [1][4][5] Technology and Market Position - The company possesses next-generation technology that allows it to operate both robotaxis and trucks, setting it apart from competitors [3] - The technology enables rapid market entry and capital efficiency, addressing consumer demands effectively [4] Regulatory Environment - The U.S. is currently ahead of Canada in terms of regulatory frameworks and market adoption for autonomous technologies [7][9] - Canada is recognized for its potential but needs to catch up in regulatory support to fully leverage the benefits of autonomous technology [8][9] Talent Acquisition and Ecosystem - The company is successfully attracting top talent without paying premium salaries, as the opportunity to work on groundbreaking technology is appealing [11][12] - The Canadian tech ecosystem is vibrant, with a strong talent pool and innovation history, despite recent challenges in startup investment [15][16]

Core Insights - Uber Technologies (UBER) is expected to report its fourth-quarter 2025 results on February 4, with earnings estimated at 83 cents per share and revenues at $14.28 billion [1] - The earnings estimate has increased by 1 cent over the past 60 days, while revenue is projected to grow by 19.4% year-over-year [2] Earnings and Revenue Estimates - The Zacks Consensus Estimate for Q4 2025 revenues is $14.28 billion, reflecting a 19.4% increase from the previous year [2] - The earnings per share (EPS) for Q4 is expected to decline by 74.1% compared to the same quarter last year [2] - For the full year 2025, revenues are estimated at $51.9 billion, indicating an 18% year-over-year growth, while EPS is projected to be $5.4, representing an 18.4% increase [3] Gross Bookings and EBITDA - Gross bookings for Q4 2025 are anticipated to be between $52.25 billion and $53.75 billion, suggesting a year-over-year growth of 17% to 21% [6] - The Zacks Consensus Estimate for gross bookings is $53.1 billion, which is a 20.1% increase from Q4 2024 [7] - Adjusted EBITDA is expected to range from $2.41 billion to $2.51 billion, reflecting a year-over-year growth of 31% to 36% [8] Market Performance and Competition - Uber's shares have declined over 15% in the last three months, underperforming both the Zacks Internet-Services industry and competitor Lyft [10] - Concerns regarding competition from Alphabet's Waymo in the robotaxi and autonomous driving sectors have negatively impacted Uber's stock performance [13] Valuation Metrics - Uber is currently trading at a forward P/E ratio of 22.15, which is lower than the industry average of 29.5 [14] - Lyft's shares are trading at an even lower forward P/E of 11.37, indicating a more attractive valuation compared to Uber [14] Strategic Focus and Future Outlook - Uber's diversification efforts and shareholder-friendly approach are noted as strengths, with a market capitalization of $201.08 billion [17] - The company is focusing on autonomous vehicles for growth and is expected to provide updates on this during the Q4 conference call [9] - Investors are particularly interested in guidance regarding tariffs and the implications of a recent Dutch court ruling on driver classification [9]

Core Insights - Uber Technologies, Inc. has a market capitalization of $168.8 billion and operates a multi-sided platform connecting consumers with independent drivers, couriers, and merchants, focusing on mobility, delivery, freight, and retail [1] Performance Overview - Over the past 52 weeks, Uber's shares have increased by 19.8%, outperforming the S&P 500 Index, which gained 16.1%. However, year-to-date, Uber's stock is down slightly, lagging behind the S&P 500's 1.9% return [2] - Compared to the State Street SPDR S&P Kensho Smart Mobility ETF, which rose 28.3% over the past 52 weeks and 9.3% year-to-date, Uber has underperformed [3] Recent Developments - On January 6, Uber's shares surged nearly 6% following the announcement of a renewed strategic mapping partnership with TomTom and the introduction of a new robotaxi service, aimed at enhancing routing efficiency and accuracy [4] Financial Expectations - For the current fiscal year ending in December, analysts project Uber's EPS to grow by 18.6% year-over-year to $5.41, with a strong earnings surprise history [5] - The consensus rating among 51 analysts is a "Strong Buy," with 36 "Strong Buy," three "Moderate Buy," 11 "Hold," and one "Strong Sell" ratings [5] Analyst Ratings and Price Targets - The configuration of analyst ratings has become slightly more bullish, with 35 analysts recommending a "Strong Buy" [6] - Piper Sandler Companies analyst Thomas Champion maintains a "Buy" rating with a price target of $110, indicating a potential upside of 36.9% from current levels [6] - The mean price target of $111.70 suggests a 39.1% premium from current price levels, while the highest price target of $150 indicates an ambitious potential upside of 86.7% [7]

Scottsdale, ARIZONA, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Arizona Injury Lawyer Warnock Law, a Scottsdale-based personal injury law firm representing victims of serious roadway accidents, announced an expanded focus on pedestrian, truck, and Uber accident cases across Scottsdale, Peoria, and Mesa. As traffic density and commercial transportation activity continue to increase throughout Arizona, the firm remains committed to protecting the rights of injury victims facing significant physical, financial, and emo ...

Waabi raises $1B and expands into robotaxis with Uber https://t.co/KcTvseqc3a ...

Stifel将优步的目标价从122美元下调至105美元，维持"买入"评级。(格隆汇) ...

Core Insights - Uber Technologies Inc. is a global leader in ride-sharing and food delivery services, founded in 2009, and has expanded into various transportation and logistics services [1] - The company faces competition from other ride-sharing companies like Lyft and food delivery services such as DoorDash [1] Stock Performance - As of the latest update, Uber's stock price is $81.98, reflecting a slight decrease of 0.33, or approximately -0.40% [4] - The stock has traded between $81.91 and $83.33 today, with a yearly high of $101.99 and a low of $60.63, indicating market volatility [4] Market Capitalization - Uber's market capitalization is approximately $170.34 billion, with a trading volume of 14.93 million shares, showcasing its significant presence in the transportation and logistics industry [5] Price Target and Growth Potential - Stifel Nicolaus has set a price target of $105 for Uber, suggesting a potential increase of approximately 28.08% from its current stock price of $81.98 [2][6] Strategic Initiatives - Uber AV Labs is a new division focused on collecting real-world driving data, which is crucial for the advancement of self-driving technology [3][6] - This data is in high demand from partners like Waymo, Waabi, and Lucid Motors, although Uber has not resumed its own robotaxi development [3][6]

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. Global equity markets delivered robust results in the quarter, backed by easing inflation trends and strong economic data. The Hardman Johnston Global Equity Strategy returned 2.91%, net of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors c ...

Core Insights - NewBridge Asset Management's Q4 2025 letter indicates that equity markets maintained upward momentum due to resilient economic growth and solid corporate returns, with large-cap growth outperforming in this quarter [1] - The NewBridge Large Cap Growth Strategy generated positive returns but lagged behind the Russell 1000® Growth Index, with most portfolio companies exceeding expectations, although some faced declines [1] - The contrasting performance of Uber Technologies, Inc. and Tesla, Inc. was highlighted as a significant challenge for the portfolio, with Uber's stock declining while Tesla's surged [1][3] Company Performance - Uber Technologies, Inc. shares traded between $60.63 and $101.99 over the past 52 weeks, closing at $81.98 on January 26, 2026, with a one-month return of 0.59% and a three-month loss of 14.98% [2] - Uber's market capitalization stands at $170.963 billion, indicating its substantial presence in the market [2] Investment Analysis - The portfolio's significant position in Uber was contrasted with the absence of Tesla, which saw a stock increase of over 60% while Uber's stock fell nearly 19% during the quarter [3] - The perceived competition from Tesla's autonomous vehicle initiatives has negatively impacted Uber, particularly following Waymo's decision not to partner with Uber in Miami for 2026 [3] - Despite current challenges, the fundamentals of Uber are considered attractive, with the belief that it will remain a key player in the autonomous vehicle market due to its extensive network platform [3]