Uber Technologies, Inc.

(New York Stock Exchange)
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Bullish +65

Uber Stock Price Prediction: Can It Surpass $100 in 2026? - 24/7 Wall St.

AI-generated analysis

📈 Uber trades at $72.34 with a 24/7 Wall St. price target of $125.24, implying 73% upside over 12 months.

💰 Full-year 2025 free cash flow reached $9.7 billion, up 41.6%, driven by record Q4 performance.

🚗 The company has 20-plus autonomous vehicle partners globally and expects operations in 15 cities by year-end.

🤝 Uber agreed to invest up to $1.25 billion in Rivian to launch 50,000 robotaxis.

📦 Delivery revenue grew 30% year-over-year in Q4 2025 with adjusted EBITDA rising 40%.

🛡️ Insurance reserves increased from $2.7 billion to $3.3 billion year-over-year as a cost pressure.

📉 Long-term debt rose from $8.3 billion to $10.5 billion, partly funding autonomous vehicle infrastructure.

🚚 The Freight segment remains at flat growth and near-breakeven profitability levels.

👨‍💼 CEO Dara Khosrowshahi stated Uber enters 2026 with significant cash flow and a clear AV path.

📊 Of 56 analysts covering the stock, 47 rate it Buy or Strong Buy with a consensus target of $103.68.

🔮 Q1 2026 guidance midpoint calls for 37% year-over-year EPS growth if delivered.

⚖️ Global worker classification regulations remain an unresolved overhang affecting the business model.

Bullish Signals
  • Uber achieved record free cash flow of $2.8 billion in Q4 2025, up 64.6% year-over-year.
  • Revenue grew 20.1% year-over-year to $14.3 billion in Q4 2025, demonstrating strong top-line acceleration.
  • Delivery revenue surged 30% year-over-year in Q4 2025 with adjusted EBITDA up 40%.
  • Full-year 2025 free cash flow reached $9.7 billion, a 41.6% increase from the prior year.
  • The company repurchased $6.5 billion of shares in full-year 2025 under its $20 billion authorization.
  • Analyst consensus price target is $103.68, corroborating the view that Uber can surpass the $100 threshold.
  • Uber has secured partnerships with over 20 autonomous vehicle partners globally to expand robotaxi operations.
  • A strategic investment of up to $1.25 billion in Rivian aims to launch 50,000 robotaxis, lifting investor sentiment.
  • Q1 2026 guidance projects a 37% year-over-year EPS growth midpoint, offering a meaningful catalyst.
  • Even in a bear scenario, the stock is priced at $104.04, suggesting limited downside to the $100 level.
Risk Factors
  • Non-GAAP EPS of $0.71 missed the $0.77 estimate by 8.83% in Q4 2025.
  • A $1.6 billion equity investment revaluation headwind crushed reported net income to $296 million.
  • Full-year 2025 GAAP EPS of $2.45 missed the $5.37 estimate by a wide margin due to non-cash items.
  • Global worker classification regulations remain an unresolved overhang that could impact operations.
  • The Freight segment remains at flat growth and near-breakeven profitability.
  • Long-term debt rose from $8.3 billion to $10.5 billion, partly funding capital-intensive AV infrastructure.
Full Analysis
Uber Technologies (NYSE: UBER) is trading at $72.34, down 11.47% year-to-date following a Q4 2025 earnings miss where non-GAAP EPS of $0.71 fell short of the $0.77 estimate. Despite this headline disappointment, the company reported record free cash flow of $2.8 billion in Q4 and full-year 2025 free cash flow of $9.7 billion, while revenue grew 20.1% year-over-year to $14.3 billion. The bull thesis for Uber centers on autonomous vehicle (AV) expansion and margin improvement. CEO Dara Khosrowshahi highlighted a clear path to becoming the largest facilitator of AV trips, with partnerships in over 20 locations globally and plans to operate in 15 cities by year-end. A significant deal to invest up to $1.25 billion in Rivian aims to launch 50,000 robotaxis, boosting retail sentiment. Analyst consensus targets the stock at $103.68, with 24/7 Wall St. setting a price target of $125.24, implying roughly 73% upside over the next 12 months. The core delivery business is accelerating with 30% year-over-year revenue growth in Q4 2025 and adjusted EBITDA up 40%. Full-year 2025 GAAP EPS missed estimates due to non-cash equity revaluations, but Q1 2026 guidance projects a 37% year-over-year EPS growth midpoint. Risks include unresolved global worker classification regulations and rising insurance reserves which grew from $2.7 billion to $3.3 billion year-over-year. The Freight segment remains flat and near breakeven, while long-term debt increased to $10.5 billion partly to fund AV infrastructure. However, even in a bear scenario, the stock is priced above $100, suggesting limited downside to the key psychological threshold.