Lyft needs to consistently maintain growth rates that are similar to or better than Uber's to keep up with the S&P 500 in the long run.In its particular industry, Lyft (LYFT 2.22%) is generally thought of as the No. 2 to Uber Technologies (UBER 0.48%), but the former's 40% return this year has captured more people's attention. Lyft stock has actually outperformed Uber this year, although the five-year picture is much different. And while the S&P 500's performance didn't keep up with Lyft in 2025 (up 16%), t ...

Key Takeaways UBER launched commercial robotaxi rides in Dubai via a partnership with WeRide and local authorities.This marks UBER's second AV rollout in the UAE and expands its global autonomous transport footprint. UBER posted 21% growth in total gross bookings in 3Q25, with strong gains in the Mobility and Delivery units. Earlier this month, Uber Technologies (UBER) launched robotaxi passenger rides in Dubai on the Uber app, teaming up with WeRide (WRD) , a Chinese autonomous vehicle company, for the pur ...

Uber Technologies Inc. (NYSE:UBER) is one of billionaire David Tepper’s top stock picks heading into 2026. On December 10, analysts at Citizens reiterated a Market Perform rating on Uber Technologies Inc. (NYSE:UBER) even as it remains under pressure owing to Waymo and Tesla Competition risks. Citizens Downplays Waymo and Tesla Competition Pressure on Uber Technologies, Inc. (UBER), Asserts Market Perform Stance Pixabay/Public Domain According to Citizens, Waymo’s autonomous vehicle service is not a sig ...

Rakuten Group, Inc., Rakuten Payment, Inc., Uber Japan Co., Ltd., and Uber Eats Japan, Inc. have revealed plans to augment their strategic alliance by incorporating Rakuten ID. This joint venture connects Uber, a prominent mobility and delivery platform in Japan, with Rakuten ID, an essential element of the Rakuten Ecosystem. The objective is to cultivate new value via Rakuten Points, one of Japan’s most substantial loyalty programs.Strategic Partnership and Loyalty Program IntegrationThe Uber Japan mobilit ...

Tesla shares are flattish after nearing an all-time closing high yesterday as Elon Musk says Tesla is now testing out driverless robo taxis and as Ford pulls back on its EV ambitions. Is Tesla pulling forward 2026 gains here. Or is there still plenty of juice left in the stock.Let's ask our trader Victoria Green is CIO of G Squared Private Wealth and a CNBC contributor. Dan Ies, I don't have to tell you. Victoria, very bullish, sees it hitting another trillion or two in market cap next year.What do you fore ...

Nearshoring, Mexico investment and tightening truck capacity could reshape North American freight flows next year. Uber Freight’s latest market outlook points to a U.S. freight market that is quietly stabilizing and setting up for tighter conditions in 2026, with cross-border trade with Mexico emerging as one of the most important structural drivers. Uber Freight is a part of San Francisco-based Uber Technologies Inc. (NYSE: UBER), which operates three platforms: Uber (ride-hailing), Uber Eats (food and ...

In this article, we will discuss Billionaire David Tepper’s Top 12 Stock Picks Heading into 2026.Buying beaten-down stocks is proving to be the preferred investment strategy for circumventing premium valuations. Private investment firms including David Tepper’s family office, Appaloosa, are spearheading the race for beaten-down stocks.Billionaire Tepper has been aggressive, with his family office Appaloosa locking in gains for ‘magnificent seven stocks’ to pursue opportunities in stocks trading at highly di ...

Welcome back to Fast Market on the Schwab Network. I'm Diane King Hall alongside Kevin Hinks over at the Sibo. Time now for our cash tag segment.For that, we want to bring in our next guest and that is Landon Swan, co-founder of Likefolio, taking a look at Uber today. All right, Landon, Uber has been an outperformer compared to the S&P 500 year to date. So, the question is, when you look across your data, is the green light still happening.>> I love it. The green light. Yeah, you know, it's a good, you know ...

公司增长战略与市场重点 - 亚太地区特别是北亚市场是公司巨大的增长市场 在网约车业务中 超过30%的全球首次使用该品类的行程来自亚太地区 该地区增长非常迅速[1][2] - 公司业务正从大城市向稀疏市场 郊区等扩张 在稀疏市场的出行和配送业务增长速度是大城市市场的2到3倍[30] - 公司目前在全球70个国家运营 拥有超过2亿的月活跃平台客户 这为其合作伙伴带来了巨大的需求[23][24] 自动驾驶业务布局与目标 - 公司目标到明年将自动驾驶服务扩展至10个以上的市场 并希望这些市场包括亚太地区[5][11] - 公司拥有超过20家全球自动驾驶合作伙伴 以确保在主要城市和市场获得自动驾驶技术[19] - 自动驾驶出行市场被认为是超过1万亿美元的市场 配送市场最终规模也将类似 预计不会出现赢家通吃的局面[20] 区域市场进展与合作 - 在日本 尽管监管相对落后 但公司看到了巨大潜力 特别是考虑到人口老龄化带来的交通需求 包括农村地区 公司正在与日本监管机构进行对话[5][6][12] - 在香港 已有各种试验和试点正在进行 公司希望香港能成为其自动驾驶布局的一部分[3][7] - 公司视百度 文远知行等为合作伙伴 并期望与它们共同将自动驾驶技术推向市场 认可中国自动驾驶技术的全球领先地位[9][10][13] 竞争格局与商业模式 - 在自动驾驶领域 公司与合作伙伴可能存在竞争与合作并存的混合模式 类似于麦当劳应用与Uber Eats的关系[14][18] - 在印度市场 增长最快的部分是两轮和三轮车业务 其商业模式是订阅制而非佣金制 公司正在与竞争对手Rapido展开竞争[35] - 公司认为其全球覆盖范围和需求聚合能力是关键优势 能够为昂贵的自动驾驶汽车和技术带来高利用率[24] 财务状况与资本运用 - 公司目前自由现金流接近100亿美元 并预计未来几年将大幅增长[26] - 通过自有现金流以及变现在其他公司的股权 公司拥有超过100亿美元的资本用于持续投资自动驾驶技术合作伙伴和车队建设[27] - 公司对投资持机会主义态度 可能考虑变现其在Grab和滴滴等公司的战略股权 但并非必需 因为公司自身持续产生现金流[28]

公司业务动态 - 2025年12月，Uber及其Uber Eats应用新增了与三家区域性零售商的合作，包括南加州的Stater Bros Markets、明尼苏达州的Kowalski's Markets以及中西部的Big Red Liquors [1] - 此次合作进一步扩展了平台在美国本土的杂货和酒类零售商网络 [1] - 合作旨在让客户能够通过应用轻松购买到其信赖的区域性品牌商品，用于家庭聚餐、节日招待或补充日常储备，并提供按需配送服务 [2] 区域合作伙伴详情 - Stater Bros Markets是南加州近90年的知名品牌，以提供新鲜、平价的高品质肉类、农产品和杂货著称 [7] - Kowalski's Markets是双子城的宠儿，以其混合了美食、有机和特色产品、自制熟食、本地商品及独家招牌食谱而闻名 [7] - Big Red Liquors以其精选的精酿啤酒、葡萄酒和烈酒而闻名，加入Uber Eats后成为节日饮品配送的重要选择 [7] 2025年业务增长总结 - 2025年是Uber杂货和零售业务的突出增长年，新增的区域性杂货合作伙伴包括Big Y, Vallarta, Lunds & Byerlys, Rouses, Citarella, Wild Fork和King Kullen等 [4] - 区域性合作伙伴与Dollar General, Aldi等知名全国性品牌共同构成了平台上的零售选择 [4] - 自2025年初以来，Uber在全球范围内新增了超过1000家新零售商，仅在美国就增加了超过5万家零售门店 [4] - 公司北美杂货与零售业务负责人表示，目标是让客户能够轻松地从他们喜爱的商店获得所需一切，并对在增加区域性杂货和酒类合作伙伴方面取得的进展感到自豪 [5] 平台运营与规模 - Uber的使命是通过移动创造机会，自2010年成立以来已完成超过680亿次出行 [6] - 公司目前的产品旨在通过城市运送人员、食品和物品 [6] - Uber One会员在符合条件的杂货和零售订单中享受0美元配送费及其他持续福利 [3] - 用户可通过Uber Eats应用内的“Grocery”或“Alcohol”入口，或Uber应用内的“Shops”入口，选择本地合作商店，添加商品至购物车并选择按需或预约配送，最后实时跟踪订单 [7]