$UBER: Why $UBER Is a Robotaxi Winner

Uber is on the verge of a major transformation, with robotaxis set to become a game-changing profit engine.

Technical charts indicate we can enter a long position today with low risk, while aiming for a long term rally resumption from here. Monthly and quarterly timeframe Timemode trends are bullish, suggesting price can reach heights between $111, $176 and $265 per share long term.

Here’s why the future looks bright for Uber investors from a fundamental perspective:

• The global robotaxi market is projected to surge from $0.4B in 2023 to $45.7B by 2030, with Uber aggressively expanding its autonomous fleet in the U.S. and Europe through partnerships.
  
• Uber’s approach is to integrate autonomous vehicles from partners (Waymo, May Mobility, Momenta, Avride, Volkswagen) into its platform, avoiding the massive costs and risks of building its own AVs.
  
• Autonomous vehicles will slash Uber’s largest expense -driver payments- unlocking higher margins and scalability. CEO Dara Khosrowshahi calls AVs Uber’s “greatest future opportunity” for profit expansion.
  
• Robotaxi pilots are already live in cities like Austin, with plans to expand to Atlanta, Dallas, and Europe by 2026. The average Waymo vehicle on Uber is busier than 99% of human drivers, showing strong demand and efficiency.
  
• Uber’s core business is robust: Q1 2025 gross bookings up 14% to $42.8B, net income of $1.8B, and adjusted EBITDA up 35% to $1.9B. This profitability funds AV investments without sacrificing financial health.
  

Uber is uniquely positioned to lead the robotaxi revolution, leveraging its platform, partnerships, and financial strength. As AVs scale, expect a step-change in profitability and long-term shareholder value.

Best of luck!
Cheers,

Ivan Labrie.