Uber Technologies, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Слабый индекс, значительно упал. Уверенность медведей остается на низком уровне.

Weak index, significantly down. Bearish confidence remains low.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Средний индекс, значительно упал. Рынок на стороне медведей.

Medium index, significantly down. The market is on the bears' side.

Слабый индекс, незначительно вырос

Слабый индекс, без изменений. Приток средств в шорты остается положительным.

Weak index, flat. The inflow of funds into shorts remains positive.

Key Points
Robotaxis could significantly expand Rivian's long-term growth opportunity.
Autonomy may add higher-margin software revenue to Rivian's business.
Uber could invest up to $1.25 billion in Rivian.
Rivian Automotive (NASDAQ: RIVN) has spent years trying to become a major player in the electric vehicle market. Now a new deal with Uber (NYSE: UBER) could open the door to an entirely different opportunity: robotaxis.
Uber plans to deploy at least 10,000 autonomous Rivian R2 vehicles, with the option to purchase as many as 40,000 more beginning in 2030. That's huge! Uber is also prepared to invest up to $1.25 billion in Rivian through 2031, although most of that money is tied to Rivian hitting specific autonomous-driving milestones. For a company expected to deliver only 65,000 to 70,000 vehicles in all of 2026, this is not trivial.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
More than an EV company
To be sure, Rivian still needs to prove it can profitably manufacture electric vehicles at scale. In Q2, the company delivered 12,194 vehicles and generated $1.66 billion in revenue. It posted a $179 million gross profit, but its automotive business still recorded a $36 million gross loss. Rivian also burned through $849 million in free cash flow during the quarter. But robotaxis could give Rivian another way to make money from the technology it's already developing.
Rivian's newest autonomy platform goal is eventually to reach level 4 autonomy. At this level, a vehicle can drive itself without a human, but only within defined operating conditions.
Rivian is also selling Autonomy+, its advanced driver-assistance software, for $49.99 per month or $2,500 upfront. That starts to move Rivian beyond the economics of simply building a vehicle and collecting a one-time sale.
The Uber deal changes the equation
Uber brings something Rivian doesn't have: enormous ride-hailing scale. Uber completed 3.9 billion trips in the second quarter alone, up 18% from a year earlier. If Rivian can successfully develop level 4 autonomy, Uber gives it a ready-made network that can put thousands of autonomous vehicles to work.
Of course, there are still risks. Rivian hasn't yet demonstrated level 4 autonomy commercially, the first deployments aren't expected until 2028, and the additional 40,000 vehicles aren't guaranteed purchases. Still, the deal shows what Rivian could become.
The R2 may help Rivian reach a much larger consumer market. But if the same vehicle platform can also become the foundation for tens of thousands of autonomous taxis, Rivian won't just be selling EVs. It could also be selling the hardware and software that drive them. And that completely changes the game.
Should you buy stock in Rivian Automotive right now?
Before you buy stock in Rivian Automotive, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rivian Automotive wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,123!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,396,103!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 30, 2026.
Jeff Siegel has no position in any of the stocks mentioned. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Uber Wants 50,000 Rivians. Here's Why Robotaxis, Not EVs, Might Be Rivian's Biggest Opportunity.

Key Points
Rivian is attempting to scale production of its first affordable vehicle.
Robotaxi exposure creates sizable long-term upside potential.
Analysts at Cantor Fitzgerald reiterated their "neutral" rating on Rivian (NASDAQ: RIVN) stock on Sept. 28. Curiously, however, the firm also reiterated its $19 price target, which implies more than 20% upside.
In many ways, Cantor Fitzgerald's seemingly contradictory stance makes a lot of sense. Rivian does have plenty of growth potential. But there is also plenty of risk.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Even if you're not traditionally interested in EV stocks, it looks wise to take a deeper dive into Rivian as an investment opportunity. Share price upside for Rivian could easily surpass Cantor Fitzgerald's price target in the years to come.
Here's why Rivian stock could easily surpass $19 per share
At today's stock price of around $15, Rivian is valued at roughly $22 billion. At $19 per share, Rivian would be valued at nearly $28 billion. To put that into perspective, fellow EV maker Tesla is valued at more than $1.4 trillion.
Rivian, of course, is no Tesla. Last quarter, Rivian generated just 5.9% of Tesla's sales. From a deliveries perspective, Rivian totaled just 2.5% of Tesla's deliveries last quarter. That mostly reflects an average higher price point for Rivian's vehicles.
Yet Rivian's valuation is just 1.5% of Tesla's market cap. Even at $19 per share, Rivian would be just 1.9% the size of Tesla. That's strange considering Rivian arguably has several growth runways that could allow it to ramp sales and gross profits aggressively in the years to come.
Tesla's gross margins, for example, currently hover around 19%. Rivian's gross margins, meanwhile, remain around 2%, only recently turning positive. A big reason for Tesla's superior margins is its production capabilities. In other words, Tesla has benefited from economies of scale, mostly stemming from the mass success of low-price models, including the Model Y and Model 3. Rivian began deliveries of its first low-priced model -- its R2 SUV, with a base price of $48,000 -- earlier this year. The launch not only has the potential to accelerate Rivian's sales growth, but also to narrow its gross margin gap with Tesla as economies of scale take root.
Rivian's biggest long-term growth driver, however, is the same as Tesla's: robotaxis. Morgan Stanley sees robotaxis becoming a $1 trillion market by 2040. Other analysts are even more bullish. Cathie Wood -- the CEO of Ark Invest, a longtime Tesla shareholder -- sees robotaxis eventually becoming an $8 trillion to $10 trillion market.
Tesla plans to benefit from this market by producing its own EVs, selling or leasing them to independent robotaxi fleet operators, and taking a cut of every ride booked through its Tesla ridesharing app.
Rivian is taking a different approach, opting to sell its vehicles to robotaxi fleet operators regardless of which ridesharing platforms they intend to use. Uber Technologies, for instance, recently agreed to buy up to 50,000 Rivian R2 SUVs to help scale its robotaxi efforts.
These two different approaches will generate different sales potential and margins. But both could ultimately succeed. Tesla can compete aggressively as a vertically integrated platform. Rivian, meanwhile, is positioning itself as a core supplier to robotaxi operators that lack internal manufacturing capabilities.
The market seems very bullish on Tesla's approach, yet strangely dismissive of Rivian's opportunity. Given Rivian's potential to scale vehicle sales, improve margins, and sell into the robotaxi market, a long-term market cap well above $30 billion certainly seems possible.
Should you buy stock in Rivian Automotive right now?
Before you buy stock in Rivian Automotive, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rivian Automotive wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,123!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,396,103!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 30, 2026.
Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy.

Rivian Stock Is Going to $19 According to This Wall Street Analyst. Here's Why They May Be Right.

Key Points
Uber trades at a discount due to robotaxi fears.
Robotaxis should actually be a long-term growth engine for Uber.
Uber Technologies (NYSE: UBER) has become an unlikely value stock. Analysts anticipate 11% sales growth this year, followed by 15% sales growth in 2027. Earnings per share, meanwhile, are expected to jump from $3.19 in 2026 to $4.56 next year. And yet Uber stock trades at just 15 times trailing earnings.
Hedge fund manager Bill Ackman recently called Uber "one of the best managed and highest quality businesses in the world," adding that shares are "likely to more than double over the next three to four years."
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
If Ackman's prediction comes true, a $10,000 investment in Uber could be worth more than $20,000 by 2030.
Why does this opportunity exist? Because the market views self-driving vehicles as a potential threat. In reality, robotaxis could deliver another long-term growth driver for Uber.
This is why Uber stock is so cheap
Last week, I discussed Uber's valuation discount in detail. The crux of the argument is simple. The market thinks robotaxis will disintermediate Uber's business. But Uber already controls the two-sided ride-hailing marketplace in many key regions. In the U.S., for example, Uber commands a powerful 75% market share for ride-hailing services.
Bears see robotaxis cutting out Uber as an intermediary. In reality, I think robotaxis could further solidify Uber's dominant market position. Robotaxi fleets will want high utilization rates to justify upfront capital expenditures. That means going where the demand is. More than 60% of ride-sharing users exclusively user Uber without checking any other competing app.
In short, expect robotaxi operators to list their vehicles on Uber's marketplace, further entrenching Uber as the go-to platform for ride-sharing services, whether they're powered by humans or robots.
Should you buy stock in Uber Technologies right now?
Before you buy stock in Uber Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,123!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,396,103!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 30, 2026.
Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Prediction: If You Invest $10,000 in Uber Today, It Will Be Worth This Much by 2030

Key Points
Markets likely won't be priced at a premium forever.
One stock could grow even stronger during a downturn.
The S&P 500 index currently trades at 26.3 times earnings. That's well above its long-term average of roughly 16 times earnings.
Does that mean a market crash is coming? Not necessarily. Rising corporate profit margins have pushed market price-to-earnings ratios higher over the past two decades. And AI growth could justify the rich valuation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But above-average valuations tend to revert at some point. Whenever the next downturn happens, I'll likely be buying more of one particular growth stock.
Uber Technologies can thrive in both bull and bear markets
Uber Technologies (NYSE: UBER) currently trades at just 15 times earnings. Its free cash flow yield is roughly 7%.
Why is Uber stock so cheap? Bears worry that the robotaxi industry will hurt Uber's core business. But as hedge fund manager Bill Ackman recently quipped, "When a company becomes a verb, that's a pretty good sign it's in a dominant position." In my view, Uber could actually grow stronger as robotaxis scale up, given its position as the central platform for mobility demand.
During a market correction, expect Uber shares to decline, as they have in previous downturns. But the company's high levels of cash generation should blunt much of the pressure. Economic disruptions, meanwhile, could improve its driver supply even further as dislocated workers seek additional gigs. Struggling competitors such as Lyft (NASDAQ: LYFT) will likely cede even more share to a better-financed Uber during an economic downturn.
Uber stock isn't a perfect safe haven during a bear market. But the company has enough funds to continue investing over a prolonged period of market pain. I expect the company to emerge from any downturn with a stronger competitive position than when it entered.
Should you buy stock in Uber Technologies right now?
Before you buy stock in Uber Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $379,123!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,396,103!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 30, 2026.
Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lyft. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Prediction: A Stock Market Crash Is Coming. Here's the 1 Growth Stock I'd Buy Anyway.

Key Points
The stocks listed here all trade at much lower earnings multiples than the S&P 500 average.
Their businesses have been performing well, and they still have many more growth opportunities on the horizon.
These stocks are deep value buys that could generate terrific long-term gains for investors.
Many quality stocks are falling in value right now. For investors, loading up on struggling stocks can be a bit unnerving, since the worry is that they'll continue falling lower. However, as long as their fundamentals are sound and they have promising futures, buying them at reduced prices can set investors up for some significant gains later on.
Three growth stocks that are currently trading at less than $100 and that may prove to be steals down the road are Medtronic (NYSE:MDT), Uber Technologies (NYSE:UBER), and Carnival Corp (NYSE:CCL).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Medtronic
Medtronic is a leading medical device maker with a presence throughout the world. Its stock is currently trading at around $87, as it has declined by over 9% this year.
For long-term investors, however, this can be an incredibly easy stock to justify buying given its opportunities, as Medtronic's devices and therapies help people with over 70 different health conditions, and its business is likely to grow right along with the broader healthcare sector. Another promising opportunity is its Hugo robotic-assisted surgery system, which received clearance from the Food and Drug Administration late last year.
Medtronic's business has been growing steadily over the years, and it has much more upside when looking at the long run. Due to its fall in value this year, it's now trading at a forward price-to-earnings (P/E) multiple of around 15 (based on analyst projections), which is incredibly low for a promising growth stock such as this; the average stock on the S&P 500 trades at a forward P/E of 20.
Uber Technologies
At around $70, Uber Technologies is another cheap-looking stock that may be too good to pass up right now. It has fallen by 15% this year, and it's getting close to its 52-week low of $65.41.
Uber has been investing billions into the deployment of autonomous vehicles, partnering with multiple companies along the way, in what could be the next big growth opportunity for its business. While it still has opportunities to expand its business with more human drivers in international markets, autonomous vehicles bolster its growth prospects even further.
In the trailing 12 months, Uber has generated more than $55 billion in revenue, with its operating income totaling $6.7 billion. The business has become bigger and much more profitable over the years, with plenty of opportunities still ahead.
At a forward P/E of just 16, it's an incredibly cheap stock to buy, and it has considerable upside.
Carnival Corp
Another top growth stock that looks like a bargain these days is Carnival Corp. The cruise ship operator posted its latest quarterly numbers on Tuesday, which yet again featured strong results that came in better than expectations.
The company's revenue for the quarter ending Aug. 31 totaled $8.4 billion and was up 3% year over year. Its net income of $1.9 billion rose by a similar amount, and it was a new all-time high for the company. Carnival also says that its booked occupancy and pricing for the following year are at record levels.
Demand for cruises has remained strong over the years, as it can be a more affordable and simpler way to travel and see the world than booking flights, hotels, and car rentals, plus making other accommodations along the way. Yet despite strong numbers and the business doing much better of late, Carnival's stock has not returned to its pre-pandemic levels. In 2019, the stock hit highs of more than $50; currently, it's at around just $25.
Carnival's forward P/E multiple is around just nine. It's been a deeply discounted stock for some time, and while it may require some patience from investors as the market has remained hesitant to price it much higher, it could generate significant returns in the long run.
Should you buy stock in Medtronic right now?
Before you buy stock in Medtronic, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Medtronic wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $373,352!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,406,241!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 29, 2026.
David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Medtronic. The Motley Fool recommends Carnival Corp. and Uber Technologies. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

3 Absurdly Cheap Growth Stocks That Are Trading Below $100

Key Points
Robotaxis could become a $10 trillion global industry.
Uber Technologies could become the go-to robotaxi platform.
There's a lot of hype surrounding robotaxis.
Cathie Wood, CEO of Ark Invest, believes robotaxis will one day be a $10 trillion global industry. A survey of experts by McKinsey & Co., meanwhile, estimates that "the global rollout of robotaxis is now expected to become reality at a large scale in 2030." The consultancy stresses that "robotaxis will be the first commercial application for L4 in mobility -- not privately owned cars."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Much of Tesla's (NASDAQ: TSLA) $1.2 trillion valuation is now tied up in robotaxi growth opportunities. Shares trade at 13 times sales.
Uber Technologies (NYSE: UBER), meanwhile, trades below 3 times sales, with a market cap of around $140 billion. The market fears that the robotaxi revolution will disrupt Uber's core business. In reality, there's a good chance Uber will become the go-to platform for robotaxis worldwide.
Here's why Uber will win the robotaxi revolution
Pershing Square founder Bill Ackman recently summed up how powerful Uber has become in the ridesharing business. "Uber has achieved the rare feat of becoming a verb," he told Fortune in August.
This is key to Uber's ability to compete in a robotaxi-dominated world. The company already controls the demand side of the equation. Its Uber One membership has more than 50 million subscribers.
Tesla may be able to produce robotaxis more cheaply than the competition. But it still needs to convince consumers to download its app and then commit themselves to a Tesla-only service.
Uber, meanwhile, will be manufacturer-agnostic. Other robotaxi fleets, which will rely on high use rates to generate profits, will want to go where the demand is. That will mean participating in Uber's platform.
With free cash flow margins of nearly 20%, Uber stock is already cheap. And its future is much brighter than the bears would have you believe.
Should you buy stock in Uber Technologies right now?
Before you buy stock in Uber Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $373,352!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,406,241!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 29, 2026.
Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Bears Hate This Cheap Stock -- That's Exactly Why I Might Buy

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in DoorDash Inc (Symbol: DASH), where a total volume of 18,386 contracts has been traded thus far today, a contract volume which is representative of approximately 1.8 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 47% of DASH's average daily trading volume over the past month, of 3.9 million shares. Especially high volume was seen for the $250 strike call option expiring November 20, 2026, with 5,672 contracts trading so far today, representing approximately 567,200 underlying shares of DASH. Below is a chart showing DASH's trailing twelve month trading history, with the $250 strike highlighted in orange:
Uber Technologies Inc (Symbol: UBER) options are showing a volume of 81,762 contracts thus far today. That number of contracts represents approximately 8.2 million underlying shares, working out to a sizeable 44.1% of UBER's average daily trading volume over the past month, of 18.5 million shares. Particularly high volume was seen for the $73 strike call option expiring October 16, 2026, with 4,776 contracts trading so far today, representing approximately 477,600 underlying shares of UBER. Below is a chart showing UBER's trailing twelve month trading history, with the $73 strike highlighted in orange:
And ExxonMobil Holdings Corp (Symbol: XOM) options are showing a volume of 60,075 contracts thus far today. That number of contracts represents approximately 6.0 million underlying shares, working out to a sizeable 41.4% of XOM's average daily trading volume over the past month, of 14.5 million shares. Especially high volume was seen for the $170 strike call option expiring October 16, 2026, with 17,367 contracts trading so far today, representing approximately 1.7 million underlying shares of XOM. Below is a chart showing XOM's trailing twelve month trading history, with the $170 strike highlighted in orange:
For the various different available expirations for DASH options, UBER options, or XOM options, visit StockOptionsChannel.com.
Further DASH Research:

Notable Monday Option Activity: DASH, UBER, XOM

Key Points
Cathie Wood predicts that robotaxis could become a $10 trillion industry globally.
For those who want to bet on the future of robotaxis, Uber looks like a better investment than Tesla.
The global robotaxi market is expected to be a huge opportunity for investors. Cathie Wood, the CEO of Ark Invest, believe the robotaxi market will eventually be worth $8 trillion to $10 trillion worldwide.
Wood thinks the transition will occur faster than most people expect. A survey of experts by McKinsey & Co. largely agrees.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
"Autonomous-vehicle technology is developing rapidly," the firm concludes. "[T]he global rollout of robo-taxis is now expected to become reality at a large scale in 2030 ... Overall, experts expect that robo-taxis will be the first commercial application for L4 in mobility -- not privately owned cars."
Similar to the arms race occurring in the AI world right now, there will also be an arms race among robotaxi operators. The nature of that industry should reflect a classic two-sided marketplace. For a robotaxi platform to be successful, it needs ample supply and demand. That is, robotaxi networks will need to deploy a widespread network of vehicles, and provide a service that wins sufficient demand from passengers to justify further supply expansion.
Balancing those aspects during a business's expansion phase can be difficult to do, but the robotaxi companies that figure it out should win big. Given the typical nature of two-sided marketplaces, I wouldn't be surprised if, in the future, just a few networks handle the dominant share of global robotaxi traffic.
Tesla (NASDAQ: TSLA), of course, is primed to succeed. The company has been investing in its self-driving software for years. And its ability to produce low-cost robotaxis at scale is perhaps unmatched in the U.S.
So from a supply standpoint, Tesla may be the best-positioned robotaxi operator long term. From a demand perspective, however, it's another story altogether. Tesla's ride-hailing service is minuscule compared to human-operated platforms like Uber Technologies (NYSE: UBER). Uber has a strong competitive advantage when it comes to existing demand. But there's one other reason Uber stock looks like a superior robotaxi investment than Tesla.
Uber Technologies has several advantages
Last year, Bill Ackman's Pershing Square disclosed a 30 million share stake in Uber. Ackman's rationale for the investment was compelling. He described the business as a "highly profitable and cash-generative growth machine," calling it "one of the best managed and highest quality businesses in the world." Ackman also said he believes Uber's stock price is "likely to more than double over the next three to four years."
It's hard to argue with this thesis from a fundamental perspective. Tesla stock currently trades for more than 200 times free cash flow. Uber, meanwhile, trades at just 14 times free cash flow. Uber's free cash flow has increased in each of the last 14 quarters. Tesla's free cash flow, while consistently positive, has bounced around quite a bit in recent years.
Why is Uber so cheap compared to Tesla? There are many factors. One of the primary ones, however, is the market's fear that when autonomous vehicles go mainstream, they will eat into Uber's market share or even destroy its business model. I think those fears are overblown given how aggressively Uber has worked to ensure that it will have its own supply of robotaxis, investing in EV makers such as Rivian (NASDAQ: RIVN) and Lucid Group (NASDAQ: LCID), as well as several major autonomous driving software firms.
Ackman agrees. But he also points to Uber's existing user base as a strong, durable competitive advantage.
"Our view is that you're going to want to open your Uber app to decide how you get from one place to another, rather than your Tesla app or your Waymo app," Ackman said in an interview with Fortune in August. "When a company becomes a verb, that's a pretty good sign it's in a dominant position."
I find this argument largely credible. And it doesn't mean that competitors like Tesla won't succeed. The robotaxi market will be so large that there will be room for a consolidated handful of competitors with large networks. Given Tesla's expected supply-side advantage with autonomous vehicles and Uber's demand-side advantage, I expect both companies will be major players in the global robotaxi market. But trading at a valuation that's just a fraction of Tesla's lofty premium, Uber looks like the superior robotaxi investment right now.
Should you buy stock in Uber Technologies right now?
Before you buy stock in Uber Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 26, 2026.
Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Move Over, Tesla: This $140 Billion Company Looks Like a Superior Robotaxi Investment

Key Points
Alibaba consistently generates a significantly higher absolute volume of total revenue across all measured periods, while Uber repeatedly demonstrates a noticeably faster overall rate of expansion.
Uber displays a continuous upward trajectory punctuated by occasional quarter-over-quarter dips, while Alibaba consistently maintains a notably seasonal business pattern featuring distinct and recurring quarter-over-quarter fluctuations.
Investors evaluating the financial metrics of the two companies should watch whether the revenue growth gap between them continues to narrow or begins to widen again over the next several reporting cycles.
Alibaba Group: Revenue Scale and Seasonal Fluctuations
Alibaba Group Holding (NYSE:BABA) primarily earns revenue by operating extensive online e-commerce retail distribution networks, providing comprehensive cloud computing technology capabilities, facilitating complex international logistics solutions, and managing digital media entertainment services for global enterprises and consumers.
It recently completed a $10.2 billion ordinary share placement intended to fund advanced computing infrastructure, while concurrently navigating newly filed securities fraud class action lawsuits concerning specific government regulatory designations during the period.
Uber Technologies: Sequential Revenue Expansion and Slower Growth
Uber Technologies (NYSE:UBER) primarily generates revenue by operating an expansive global digital application ecosystem that directly connects smartphone consumers worldwide with a diverse variety of independent transportation, ride-hailing, and local retail delivery service providers.
It formally published a comprehensive statutory offer document to acquire all outstanding shares in Delivery Hero, and it simultaneously launched a new autonomous ride-hailing service across multiple European testing markets alongside regional partners.
Why Revenue Matters for Investors
Revenue measures total gross sales to indicate overall enterprise scale before deducting typical operating expenses. This metric serves as a fundamental baseline indication of overall consumer demand and business growth.
Quarterly Revenue: Alibaba Group vs. Uber Technologies
Q3 2024
$33.0 billion (quarter ended Sept. 30, 2024)
$11.2 billion (quarter ended Sept. 30, 2024)
Q4 2024
$38.9 billion (quarter ended Dec. 31, 2024)
$12.0 billion (quarter ended Dec. 31, 2024)
Q1 2025
$32.5 billion (quarter ended March 31, 2025)
$11.5 billion (quarter ended March 31, 2025)
Q2 2025
$34.2 billion (quarter ended June 30, 2025)
$12.7 billion (quarter ended June 30, 2025)
Q3 2025
$34.6 billion (quarter ended Sept. 30, 2025)
$13.5 billion (quarter ended Sept. 30, 2025)
Q4 2025
$40.2 billion (quarter ended Dec. 31, 2025)
$14.4 billion (quarter ended Dec. 31, 2025)
Q1 2026
$35.1 billion (quarter ended March 31, 2026)
$13.2 billion (quarter ended March 31, 2026)
Q2 2026
$39.6 billion (quarter ended June 30, 2026)
$14.2 billion (quarter ended June 30, 2026)
Data source: Financial Modeling Prep. Alibaba Group Holding's figures are converted from Chinese yuan to U.S. dollars. Data as of Sept. 21, 2026.
Foolish Take
Alibaba and Uber are two technology companies experiencing a seismic shift in their businesses due to the artificial intelligence boom. The former maintains steady year-over-year sales growth, but its bottom line is being impacted by the capital expenditures needed to build out its AI infrastructure. For instance, its second-quarter revenue of $39.6 billion represented a 9% increase over 2025, yet its net income dropped 75% to $1.5 billion.
This trade-off makes sense. While Alibaba's mature e-commerce business delivered 4% year-over-year growth in Q2 sales, its AI cloud and compute division experienced an impressive 45% revenue increase compared to 2025. Tracking the Chinese conglomerate's sales in the subsequent quarters will prove essential to understanding the ongoing success of its AI operations.
Uber has established partnerships around the world to support the rise of autonomous vehicles (AVs). On Sept. 3, the company and its AV partner Wayve launched the first self-driving car rides in London.
As it sets up its AI-powered future through AVs, Uber's human-based delivery services business continues to grow at a much faster pace than Alibaba's core e-commerce operations. The ride-hailing company's $14.2 billion in Q2 sales represented 12% year-over-year growth.
Should you buy stock in Alibaba Group right now?
Before you buy stock in Alibaba Group, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alibaba Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $386,781!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,379,943!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 25, 2026.
Robert Izquierdo has positions in Alibaba Group and Uber Technologies. The Motley Fool recommends Alibaba Group and Uber Technologies. The Motley Fool has a disclosure policy.

Alibaba Group vs. Uber Technologies: Examining Quarterly Revenue Trends

Key Points
Uber Technologies has significantly lagged broader equities this year.
Some investors are worried that autonomous vehicles will disrupt its business.
However, Uber is seeking ways to overcome this challenge and has made headway.
Pershing Square Capital Management, a hedge fund founded and led by the billionaire Bill Ackman, has underperformed the S&P 500 year to date.
Its returns look much better when we zoom out and look at the past couple of decades, but right now, it is being dragged down by several underperforming stocks, including Uber Technologies (NYSE:UBER).
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The ride-hailing giant is the largest holding in Pershing Square Capital Management's public equity portfolio, accounting for roughly 12.7% of the fund as of the second quarter.
Is Ackman right to stick with Uber despite its recent challenges?
Image source: The Motley Fool
What's going on with Uber?
Uber's financial results have been mixed. Consider the company's second-quarter update. Revenue increased by 12% year over year to $14.19 billion, missing analyst estimates.
Management says that accounting adjustments were partly responsible for the unimpressive year-over-year revenue growth. Still, the market wasn't too thrilled about that. However, Uber's operating income increased by a healthy 30% year over year to $1.9 billion, while adjusted earnings per share came in at $0.81, 35% higher than the year-ago period. Uber's gross bookings for the period were fairly strong, too, growing 24% year over year to $58 billion. But the company's third-quarter gross bookings guidance came in short of analyst estimates.
It wasn't the cleanest quarterly performance for Uber. It's one of the reasons why its share price has declined this year. There may be an even bigger problem for Uber. Many investors are worried that the company's business will suffer amid the rise of self-driving vehicles. It won't happen overnight, but if self-driving cars become more widespread and the public embraces the technology, Uber will find itself in a much more competitive environment. So, the company's long-term outlook appears uncertain for that reason.
Can Uber navigate its challenges?
Any company can miss revenue or earnings projections and post lower-than-expected guidance, leading to a poor stock market performance over a short period. For long-term investors, the question is whether these developments indicate structural problems within the business that could change its long-term outlook. In Uber's case, there are certainly reasons to be worried. However, there is also a case to be made that Uber could turn its threats into opportunities.
Consider that the company has already partnered with leaders in the self-driving industry, including Waymo. In some cities, people can use the Uber app to request rides from Waymo. This is great for Uber because it allows it to keep these paid rides within its ecosystem, while Waymo can access a large pool of potential customers through the Uber app, something it might struggle to do otherwise. There is always the possibility that Waymo will build its own app.
In fact, some self-driving companies have already done that. But Uber's brand name, which is intimately associated with these kinds of services, grants it an advantage. Further, the company is also looking to launch its own fleet of autonomous vehicles. Uber signed a deal with Rivian (NASDAQ:RIVN), an electric-vehicle (EV) maker, for up to 50,000 autonomous cars (10,000 initially, with the option to negotiate up to 40,000 more), which it will launch as robotaxis across several U.S. cities starting in 2028.
Note that Uber is bypassing the significant investment required to design and manufacture these vehicles, not to mention the time, effort, and risk involved in training the self-driving software that runs them. Uber will invest up to $1.25 billion in Rivian as part of this deal. Uber isn't sitting on its laurels and waiting for the self-driving revolution to disrupt its business. It is actively looking to profit from it.
Further, these efforts could improve the economics of the company's operations. Autonomous vehicles eliminate human drivers and the need to compensate them, potentially allowing Uber to capture higher profits from each trip. Exactly how much Uber benefits will depend on several factors, including vehicle ownership and agreements with self-driving partners.
But that’s still an important factor to consider in our analysis. For all those reasons, investors should be cautiously optimistic about Uber's future. And with the stock down 14% this year -- and 29% over the past 12 months -- now may be a great time to buy it on the dip.
Should you buy stock in Uber Technologies right now?
Before you buy stock in Uber Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $384,839!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,385,657!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 24, 2026.
Prosper Junior Bakiny has no position in any of the stocks mentioned. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Indicator	TTM Median
P/E	16.55 24.67
Price/Sales	2.84 1.41
P/B	4.95 2.39
P/FCF	14.10 18.56

Indicator	TTM Median
ROE	34.59 14.70
ROA	15.28 6.02
ROI	23.20 8.68
Net Worth	149.00 1.19
Quick Ratio	0.00 1.16
Current Ratio	0.84 1.59

Indicator	TTM Median
Net Profit Margin	15.91 7.70
Operating Margin	12.13 10.36
Gross Margin	42.31 32.70
Return on tangible equity	54.53 24.33

Indicator	TTM Median
EPS	1.17 0.80
EPS Forecast	0.83 0.67
Revenue	14.19B 187.00M
Gross Profit	6.38B —
EBITDA	2.11B —

Uber Technologies, Inc.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue