Uber CEO Optimistic About Autonomous Vehicle Market Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Source: Fool
- Significant Market Opportunity: Uber CEO Dara Khosrowshahi stated during the Q4 2025 earnings call that autonomous vehicles will unlock a multi-trillion-dollar market opportunity for Uber, emphasizing the company's advantages in global scale, demand density, and marketplace technology, which set it apart from competitors.
- Market Expansion Plans: Currently facilitating AV rides in seven cities, Uber plans to expand to 15 markets by year-end, anticipating that increased supply will expand the overall market, particularly in cities like Atlanta and Austin, Texas.
- Strong User Base: With 202 million active users, Uber's robust user base and network effect enable effective demand aggregation, supporting its hybrid model of human drivers and AVs, which helps the company manage demand fluctuations throughout the day and week.
- Significant Growth Potential: Although only 0.1% of ride-hailing trips globally are currently represented by AVs, Khosrowshahi expects this share to grow meaningfully in the coming years, despite challenges related to weather and low-density population areas that still need to be addressed.
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Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise
32 Analyst Rating
28 Buy
3 Hold
1 Sell
Strong Buy
Current: 71.640
Low
72.00
Averages
107.10
High
150.00
Current: 71.640
Low
72.00
Averages
107.10
High
150.00
About UBER
Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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