Uber's marketplace scale advantages compound as autonomous vehicle partnerships (Waymo, Wayve, Aurora) position the platform as the consumer-facing distribution layer for AV fleets. Mobility and Delivery cross-sell drives Uber One membership growth above 30M. Advertising business at $1B+ run rate is high-margin upside. Free cash flow conversion accelerating. Buyback authorization signals confidence in cash generation.
Thesis reviewed May 29, 2026
Uber Technologies Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold UBER may also have indirect exposure through these country funds.
Uber-Waymo partnership expands to 4 additional US cities
Uber advertising revenue passes $1.5B annualized
Uber One membership crosses 30M, retention up
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Sell | $1k–$15k | Jul 17, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 | ||
| Dan NewhouseWA | Buy | $1k–$15k | Jul 10, 26 | ||
| Nancy PelosiCA | Buy | Unknown amount | May 29, 26 | ||
| Gilbert CisnerosCA | Sell | $1k–$15k | May 15, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | |
| Angus S King, Jr. | Sell | $1k–$15k | Feb 13, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Feb 24, 26 | |
| John Boozman | Buy | $1k–$15k | Feb 6, 26 | ||
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jan 30, 26 | |
| John W Hickenlooper | Buy | $100k–$250k | Jan 14, 26 | ||
| Josh GottheimerNJ | D | Sell | $1k–$15k | Dec 11, 25 | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | |
| Angus S King, Jr. | Buy | $1k–$15k | Jul 21, 25 | ||
| Josh GottheimerNJ | D | Sell | $1k–$15k | Aug 1, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Aug 28, 24 | |
| Greg LandsmanOH | D | Buy | $1k–$15k | May 15, 24 | |
| Greg LandsmanOH | D | Buy | $1k–$15k | Mar 9, 23 |