Uber Bears Are Missing the Story and Our $123.73 Price Target Shows Why

• Uber (UBER) banal trades astatine $73.23, down 11.6% year-to-date contempt delivering $52.01B successful full-year 2025 gross (up 18.3% YoY) and grounds Q4 2025 escaped currency travel of $2.80B (up 65% YoY), with 47 expert bargain ratings supporting a $123.73 terms people representing 71% upside.

• Uber’s bull lawsuit hinges connected autonomous conveyance monetization done a $1.25B Rivian concern for 50,000 robotaxis reaching 15 cities by year-end 2026, portion transportation conception Adjusted EBITDA grew 40% YoY and absorption raised its advertizing penetration ceiling supra 2%.

• Read: I Review Investing Platforms For A Living, And SoFi Crypto Finally Changed My Mind

Uber Technologies (NYSE:UBER) trades astatine $73.23 arsenic of writing, sitting 29% beneath its 52-week precocious of $101.99 and down 11.6% year-to-date. Our terms people is $123.73, astir 71% upside implicit the adjacent 12 months. The model's proposal awesome is BUY, with a 90% assurance level.

The guardant net picture, AV optionality, and escaped currency travel trajectory each lend to the wide dispersed betwixt the existent terms and the 24/7 Wall St. terms target.

Read: I Review Investing Platforms for a Living, And SoFi Crypto Finally Changed My Mind

I’ve spent years reviewing investing platforms crossed stocks, options, ETFs, and present crypto. Most crypto platforms autumn into 1 of 2 categories: fast-moving exchanges with regulatory uncertainty, oregon accepted fiscal firms that dainty crypto similar an afterthought. SoFi Crypto is 1 of the precise fewer platforms that breaks that mold.

Uber's banal peaked adjacent $97.83 successful September 2025 earlier falling sharply done year-end, hitting $70.53 successful February 2026. The year-to-date diminution of 11.6% contrasts with a concern that delivered $52.01 cardinal successful full-year 2025 revenue, up 18.3% year-over-year.

Q4 2025 results showed $14.366 cardinal successful revenue, up 20.1% year-over-year and a grounds $2.80 cardinal successful escaped currency flow, up 65% year-over-year. The header EPS miss of 8.83% was distorted by a $1.6 cardinal equity concern revaluation headwind, a non-cash item. Operating income expanded 130.39% year-over-year successful Q4. The concern is accelerating portion the banal has lagged.

The bull lawsuit rests connected AV monetization, transportation borderline expansion, and assertive buybacks. CEO Dara Khosrowshahi stated connected the 4th fourth net telephone that "AVs volition unlock a multitrillion-dollar accidental for Uber," and the institution expects to beryllium successful 15 cities by year-end 2026.