Uber reported another quarter of strong growth and expanding profit margins, yet its stock price remains low, reflecting investor concerns about potential disruption from robotaxi technology like Waymo. Despite these fears, Uber's cash flow and profitability continue to improve, suggesting the market may be undervaluing the company. The key question is whether the current stock discount is justified by real risks or if it represents a buying opportunity. Analyst Luca Socci argues that the market's negative view on Uber as a disruption victim has gone too far, highlighting Uber's solid execution and financial progress.
Uber's stock trades at USD 68.52 on Pluang, down 1.94% in the last day, showing some investor caution despite the company's improving profitability. The market cap stands at $142.71 billion with a typical hold time of 90 days. These figures are current as of Nov 06, 2026 00:02 WIB.
Amazon has ended its partnership with Grubhub and made Uber Eats the official restaurant delivery service for Prime members in the U.S. Prime members can now order Uber Eats directly through Amazon's website and app without needing an Uber account, a...
Uber revealed that during its busiest week in October, only four rides and 500 food orders were placed via AI agents, out of 320 million total trips and orders. This low adoption contrasts with the growing excitement around AI personal assistants fro...
Waymo plans to end its exclusive robotaxi partnership with Uber in Atlanta and Austin by January 2028, shifting to offer autonomous rides through its own app. This move follows rider feedback about inconsistent access to Waymo vehicles via Uber’s app...
Waymo announced it will end its partnership with Uber in the Austin and Atlanta markets starting January 2028, shifting to offer rides exclusively through its own app. The move follows feedback from riders who found the mixed service of robotaxis and...
Uber's stock climbed 7% following a strong Q3 delivery performance, with gross bookings up 20% year-over-year to $59.8 billion. Despite beating revenue and earnings estimates, Uber issued a softer Q4 profit outlook due to factors like Middle East con...
