Uber Technologies Inc. (NYSE: UBER) shares climbed more than 2% in recent trading, closing at $72.83 on Feb. 25, 2026, as the ride-hailing and delivery giant advances its ambitions in autonomous vehicles, air mobility and integrated urban services.

Uber was hit by the huge fine following a complaint from 170 French drivers
Uber AFP

The stock has shown resilience in early 2026 despite broader market pressures, recovering from a 52-week low of $60.63 earlier in the year while remaining well below its peak of $101.99 reached in September 2025. Uber's market capitalization now hovers around $151 billion, reflecting investor optimism about the company's shift toward higher-margin, technology-driven growth.

Uber's latest momentum stems from aggressive moves into emerging transportation modes. In February 2026, the company unveiled Uber Autonomous Solutions, a new initiative aimed at accelerating autonomous mobility and delivery worldwide. The program builds on partnerships with self-driving developers and includes plans to integrate robotaxi services more deeply into the Uber app.

The company also announced it would invest over $100 million in autonomous vehicle charging infrastructure, underscoring its commitment to scaling self-driving operations. Partnerships continue to expand, including a collaboration with Baidu to bring Apollo Go autonomous ride-hailing to Dubai in coordination with the city's Roads and Transport Authority.

Adding to its ecosystem play, Uber revealed plans to integrate parking reservations, air taxis and autonomous rides directly into its platform. Executives have highlighted these additions as key to evolving Uber from a ride-hailing app into a comprehensive mobility super-app.

"Uber is significantly expanding its service offerings by integrating parking reservations, air taxis, and autonomous rides into its app," company statements emphasized in recent updates.

These developments follow a strong financial performance in 2025. Uber reported fourth-quarter and full-year results on Feb. 4, 2026, showing robust growth. For the quarter ended Dec. 31, 2025, revenue reached $14.4 billion, up 20% year-over-year, while gross bookings hit $54.1 billion, also rising 22%. Adjusted EBITDA surged 35% to $2.49 billion, and free cash flow stood at $2.8 billion for the period.

Full-year 2025 figures were equally impressive: Gross bookings totaled $193.5 billion, with free cash flow reaching $9.8 billion. The company achieved GAAP income from operations of $1.8 billion for the year, up 130% from the prior period.

Profitability has solidified, with trailing twelve-month revenue at approximately $52 billion and net income attributable to Uber reaching around $10 billion in recent assessments. Earnings per share for Q4 2025 came in at $0.71, slightly below some analyst expectations of $0.78 to $0.80, but the market reaction remained positive amid the broader strategic narrative.

Analysts maintain a bullish stance. The average one-year price target sits around $104 to $106, implying significant upside from current levels. Some forecasts reach as high as $125, while more conservative estimates hover near $75. Wall Street views Uber as well-positioned for continued expansion, particularly as autonomous technology matures and delivery services like Uber Eats sustain momentum.

Challenges persist. Regulatory scrutiny remains a factor, with recent reports of raids on competitors in markets like France following complaints from Uber. Competition in ride-hailing and autonomous spaces intensifies, with players like Wayve securing major funding—including from Uber itself—for robotaxi deployments.

Uber's stock has traded in a volatile range in 2026 so far, influenced by macroeconomic uncertainty and interest rate dynamics. Yet its forward-looking initiatives appear to counterbalance concerns, with many investors seeing the current valuation as attractive given the company's profitability trajectory and diversification efforts.

Looking ahead, Uber's next earnings report is scheduled for early May 2026, covering the first quarter. Analysts project revenue around $13.33 billion and EPS of $0.71, providing another checkpoint on progress toward long-term goals.

As Uber invests heavily in future mobility— from ground-based autonomy to aerial options—the company aims to capture a larger share of global transportation spending. Whether these bets pay off will depend on execution, regulatory tailwinds and technological breakthroughs, but early 2026 signals suggest the market is rewarding the vision.