Robotaxis pose a significant long-term threat to Uber, but the impact likely won't be felt for several years. Recent developments point towards Waymo building a large lead in the robotaxi.
Concerns surrounding robotaxis and U.S. ride growth have weighed on Uber's stock, but Oppenheimer views these as overblown. "US ride growth concerns and Robotaxi have created an attractive buying ...
Analyst maintains Buy rating on Uber with $96 price target after its partnership with Nvidia to develop AVs, leveraging Uber's data and Nvidia's AI platform.