"Wells Fargo's analyst Ken Gawrelski has cut his price target for Uber to $95 from $100, while still maintaining an Overweight rating, suggesting a potential upside of 37% from current levels."
"Uber closed Q4 2025 with 202 million monthly active platform consumers, marking an 18% year-over-year increase, and completed 3.8 billion trips, up 22%."
"Full-year 2025 free cash flow reached $9.763 billion, a 41.6% increase year-over-year, which supports a $20 billion share repurchase authorization, enhancing per-share value."
"Uber's partnerships with Pony.ai, Rivian, and WeRide position it as a key player in autonomous mobility, with investments of up to $1.25 billion in Rivian for 50,000 robotaxis."
Uber Technologies has faced a challenging start to 2026, with shares down 16.59% year-to-date and 5.15% lower than a year ago. Analysts generally predict a 12-month price target of $105.29, but Wells Fargo's Ken Gawrelski has lowered his target to $95 while maintaining an Overweight rating. Gawrelski believes that significant impacts from autonomous vehicles will not materialize until 2027, allowing Uber's core rideshare and delivery business to be valued more favorably. Key drivers include platform scale growth, free cash flow acceleration, and strategic partnerships in autonomous mobility.
Read at 24/7 Wall St.
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