Uber announced: "For more than a decade, Uber has worked to make transportation more accessible, reliable, and safe around the world. Autonomous vehicles are an important part of that future - not as a winner-take-all product, but as a way to make the benefits of autonomy easier to access for more people, faster. That's why we're launching AV Labs, a new team at Uber focused on accelerating the autonomy ecosystem by unlocking the hardest problem in the field today: a data flywheel that covers real-world, long-tail driving scenarios. As machine learning technology advances, autonomy is increasingly a data and modeling race. Progress no longer hinges on closed-course testing or simulated environments alone: it depends on learning from rare, messy, real-world scenarios that only appear at scale. These edge cases are difficult and expensive to capture, and they remain a major bottleneck to deploying safe, reliable autonomy, at scale, in a reliable and sustainable way... The next chapter of autonomy requires a lean, high-velocity, multidisciplinary team. AV Labs brings together experts across data, machine learning, computer vision, systems, and infrastructure to turn real-world operations into high-quality data that helps autonomous systems learn faster and perform better. The team is set to support our AV partners and accelerate progress across the ecosystem by building the core capabilities that power autonomy learning-from data mining and simulation to validation and system-level improvements across perception, prediction, and planning. Together they'll harness Uber's scale and real-world complexity to accelerate the future of transportation. AV Labs is actively hiring engineers and researchers who want to work close to the learning core of autonomy and help shape what comes next."
Wall Street analysts forecast UBER stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UBER is 114.67 USD with a low forecast of 73.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
31 Analyst Rating
Wall Street analysts forecast UBER stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UBER is 114.67 USD with a low forecast of 73.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
27 Buy
3 Hold
1 Sell
Strong Buy
Current: 81.980
Low
73.00
Averages
114.67
High
150.00
Current: 81.980
Low
73.00
Averages
114.67
High
150.00
Stifel
Buy
downgrade
$122 -> $105
2026-01-27
New
Reason
Stifel
Price Target
$122 -> $105
AI Analysis
2026-01-27
New
downgrade
Buy
Reason
Stifel lowered the firm's price target on Uber to $105 from $122 and keeps a Buy rating on the shares. Third-party data suggests the e-commerce group had a "healthy" Q4 overall, though recent commentary from Amazon suggests there may be incremental pricing pressure on the consumer in 2026, the analyst tells investors in a preview for the e-commerce and consumer app group.
KeyBanc
Overweight
downgrade
$110 -> $105
2026-01-20
Reason
KeyBanc
Price Target
$110 -> $105
2026-01-20
downgrade
Overweight
Reason
KeyBanc lowered the firm's price target on Uber to $105 from $110 and keeps an Overweight rating on the shares. The firm's latest Mobility and Delivery Survey highlighted improving adoption rates across ridesharing, food delivery, and grocery delivery, causing us to raise 2026E EBITDA across the group. Uber maintains robust rideshare adoption and preference, KeyBanc says. Net, it views this as a favorable backdrop across its coverage universe but is adjusting its price target to reflect broader conservatism.
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Cantor Fitzgerald
Overweight
downgrade
$108 -> $99
2026-01-08
Reason
Cantor Fitzgerald
Price Target
$108 -> $99
2026-01-08
downgrade
Overweight
Reason
Cantor Fitzgerald lowered the firm's price target on Uber to $99 from $108 and keeps an Overweight rating on the shares. Despite lingering macro concerns, the outlook for Global Internet stocks into 2026 is increasingly positive as AI enters a "Synergy" phase that should drive accelerating revenue growth, improved value capture, and clearer long-term returns on capex, the analyst tells investors in a research note. With valuations still about 20% below medium-term ranges despite 2025 outperformance, the group is positioned to outperform in 2026 amid positive estimate revisions and improving sentiment, Cantor says.
Jefferies
John Colantuoni
Buy
maintain
$120
2026-01-07
Reason
Jefferies
John Colantuoni
Price Target
$120
2026-01-07
maintain
Buy
Reason
Jefferies analyst John Colantuoni notes escalating autonomous vehicle concerns drove Uber shares down about 17% since late September and pushed the multiple back to last year's low, when the firm points out that similar concerns paved the way for a roughly 70% rally through the first nine months of 2025. The analyst, whose work shows AVs will have "nearly zero impact on growth thru 2027" as expansion relies increasingly on markets outside San Francisco and expects durable Mobility growth and further progress on Uber's other AV partnerships, recommends buying shares and maintains a Buy rating and $120 price target on Uber.
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.