Uber (UBER) Is Down 5.6% After Mixed Q3 Results and Autonomous Vehicle Partnership Announcements

Uber Technologies recently reported third-quarter 2025 earnings, revealing US$13.47 billion in sales and US$6.63 billion in net income, alongside a series of new partnerships with Loblaw, Toast, Kroger, NVIDIA, and Script Runner to expand its delivery platform and advance autonomous vehicle initiatives. While the company’s growth and profitability drew praise, investor unease surfaced due to cautious guidance for the upcoming quarter and persistent uncertainties regarding the path to profitability for its robotaxi and autonomous delivery efforts. We’ll explore how Uber’s increasing investment in autonomous vehicles, including its new collaboration with NVIDIA, could shape the company’s investment narrative moving forward.

Find companies with promising cash flow potential yet trading below their fair value.

Uber Technologies Investment Narrative Recap

To be a shareholder in Uber today, you need to believe that expanding new verticals such as autonomous vehicles and delivery, amid fresh partnerships, will unlock additional profit pools, outpacing mounting capital intensity and competition. The company’s impressive Q3 profit growth remains a focus, but recent news offers limited short-term impact on the critical catalyst of sustained margin expansion, while the risk of AV investments pressuring free cash flow persists.

Uber’s recent partnership with NVIDIA to accelerate deployment of robotaxi and autonomous delivery fleets is especially relevant. As Uber seeks scale in Level 4 autonomy, the collaboration aims to advance technology integration across its global platform, directly linked to the company’s most important long-term growth catalyst and the capital risks highlighted by investors.

However, investors should also be aware that in contrast, the sheer amount of capital required for autonomous operations may test patience if...

Read the full narrative on Uber Technologies (it's free!)

Uber Technologies' outlook anticipates $71.2 billion in revenue and $9.7 billion in earnings by 2028. This scenario is based on a 14.6% annual revenue growth rate but reflects a $2.9 billion decrease in earnings from the current $12.6 billion level.

Uncover how Uber Technologies' forecasts yield a $108.88 fair value, a 16% upside to its current price.

Exploring Other PerspectivesUBER Community Fair Values as at Nov 2025

Fair value opinions from 56 Simply Wall St Community members for Uber range from US$75 to US$168, with views both above and below consensus. While many see partnerships in AV as a catalyst, capital demands remain a key concern shaping outlooks, reminding you to check several alternative viewpoints before making up your mind.

Story Continues

Explore 56 other fair value estimates on Uber Technologies - why the stock might be worth 20% less than the current price!

Build Your Own Uber Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Uber Technologies research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision. Our free Uber Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Uber Technologies' overall financial health at a glance.

Looking For Alternative Opportunities?

The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include UBER.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

View Comments