Uber Technologies, Inc.
Investment Thesis
UBER's aggressive pivot to autonomous vehicle deployment through strategic partnerships represents a transformative growth opportunity currently underpriced by the market. With up to $1.25B committed to Rivian for 50,000 robotaxis and Europe's first commercial robotaxi service launching in Croatia, the company is executing a capital-efficient platform strategy that positions it to capture the multi-trillion dollar AV market without manufacturing burdens. The 26% six-month decline has created an attractive entry point ahead of 2027 deployment milestones, with analyst targets of $103-108 implying 43-50% upside as execution risk diminishes.
Catalysts to Watch
Rivian R2 robotaxi production timeline, San Francisco and Los Angeles robotaxi launch dates, Croatia robotaxi service expansion metrics, additional AV partnership announcements, regulatory approvals for autonomous operations, quarterly earnings showing AV integration progress
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