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    Dubai Robotaxi Launch Could Be A Game Changer For Uber Technologies (UBER)

    Simply Wall St·12/25/2025 04:43:54
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    • In December 2025, WeRide and Uber Technologies, in partnership with Dubai’s Roads and Transport Authority, officially launched public Robotaxi rides via the Uber app across Dubai’s Umm Suqeim and Jumeirah districts, initially with on-board specialists as a bridge to fully driverless commercial service expected in early 2026.
    • This launch not only advances Dubai’s goal of making a quarter of all journeys autonomous by 2030, it also deepens Uber’s role as a partner-led autonomous mobility platform in fast-growing tourist and urban hubs.
    • We’ll now examine how Uber’s push into Robotaxis in Dubai could reshape its autonomous-focused investment narrative and long-term platform economics.

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    Uber Technologies Investment Narrative Recap

    To own Uber today, you need to believe its global ride hail and delivery networks can keep compounding while autonomous partnerships gradually improve platform economics rather than dilute profits. The Dubai Robotaxi launch is an important proof point for that AV platform story, but in the near term it does not materially change the main catalyst, which remains execution on profitable growth, or the biggest risk, which is heavy AV investment before clear unit economics emerge.

    The Dubai rollout also sits alongside Uber’s broader autonomous push, including its partnership with Baidu to test Apollo Go robotaxis in London from the first half of 2026. Taken together, these trials highlight how quickly Uber is scaling real world AV exposure, which could amplify both the upside of a successful autonomous transition and the risk of margin pressure if these services remain structurally less profitable than its core human driven businesses.

    However, against this long term autonomous opportunity, investors should also be aware that...

    Read the full narrative on Uber Technologies (it's free!)

    Uber Technologies' narrative projects $71.2 billion revenue and $9.7 billion earnings by 2028.

    Uncover how Uber Technologies' forecasts yield a $112.06 fair value, a 38% upside to its current price.

    Exploring Other Perspectives

    UBER 1-Year Stock Price Chart
    UBER 1-Year Stock Price Chart

    Fifty nine members of the Simply Wall St Community put Uber’s fair value between US$75 and about US$167, with views spread across that full range. Against this, Uber’s growing capital commitment to unproven autonomous vehicle economics could weigh on future profitability and is a key factor you should consider for the company’s longer term performance.

    Explore 59 other fair value estimates on Uber Technologies - why the stock might be worth 8% less than the current price!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.