BofA maintains Uber stock Buy rating, $95 price target

Published 11/04/2025, 21:00
© Reuters.

On Friday, BofA Securities expressed a continued positive outlook on Uber Technologies Inc . (NYSE:UBER), maintaining a Buy rating and a price target of $95.00. The company, a prominent player in the Ground Transportation industry with a market capitalization of $151.24 billion, has demonstrated strong momentum with a 9.78% return over the past week. According to InvestingPro data, Uber maintains a robust financial health score of 3.4, labeled as "GREAT." The endorsement follows the observed increase in the usage of Waymo autonomous vehicles through Uber’s platform in Austin. According to BofA Securities, recent data shows that Waymo’s autonomous rides accounted for about 20% of Uber’s service within Austin’s operational area in the last week of March. This uptake occurred less than a month after the partnership between Uber and Waymo was initiated.

The data, sourced from YipitData and published by Bloomberg, also revealed that Waymo’s ride volumes in Austin are 80% higher than those in San Francisco during the same period post-launch. This comparison is noteworthy even though the two markets operate differently; in Austin, Waymo rides are exclusively available through the Uber app, whereas in San Francisco, customers must book through Waymo’s first-party application.

The analysis by BofA Securities suggests that Uber’s established user base has the potential to accelerate the adoption of Waymo’s autonomous vehicle services on its platform. The partnership with Waymo is seen as a strategic move by Uber to integrate advanced technologies and expand its service offerings.

The positive sentiment from BofA Securities comes at a time when Uber is actively seeking to enhance its market position and leverage partnerships to offer innovative transportation solutions. The data indicating a significant portion of rides being completed by Waymo autonomous vehicles in Austin highlights the swift consumer adoption and potential growth opportunities for Uber in the autonomous mobility space. The company’s strategic initiatives are supported by strong fundamentals, with revenue growing at 17.96% over the last twelve months. InvestingPro subscribers can access over 30 additional financial metrics and insights about Uber’s valuation and growth prospects through the comprehensive Pro Research Report, one of 1,400+ available for top US stocks.

In other recent news, Uber Technologies Inc. has been the focus of several significant developments. TD Cowen slightly reduced its price target for Uber to $88 from $90, maintaining a Buy rating. This adjustment reflects anticipated macroeconomic challenges, though the firm still expects robust growth in Uber’s gross bookings and EBITDA for the first quarter of 2025. Evercore ISI reiterated its Outperform rating and $115 price target for Uber, emphasizing the company’s strategic partnerships in the autonomous vehicle sector as a potential growth driver. Meanwhile, Uber Eats has partnered with Coco Robotics to introduce robot deliveries in Miami, marking a step towards sustainable delivery solutions. Additionally, Uber has teamed up with Petco to offer pet supplies through the Uber Eats platform across the contiguous United States, enhancing convenience for pet owners. Bernstein also maintained its Outperform rating for Uber with a $95 price target, highlighting the importance of 2025 for the company’s prospects and potential growth in the autonomous vehicle market. These developments reflect Uber’s ongoing efforts to expand its services and innovate within the transportation and delivery sectors.

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