Truist raises Uber stock price target to $92 on robust market trends

Published 06/03/2025, 12:54
© Reuters.

On Thursday, Truist Securities updated its outlook on Uber Inc. (NYSE:UBER), increasing the price target to $92 from $90, while maintaining a Buy rating for the company’s shares. The adjustment follows an analysis of recent data that suggests a strong performance in the company’s business segments. With a market capitalization of $159.77 billion and analyst targets ranging from $68 to $115, Uber has established itself as a dominant player in the transportation sector. According to InvestingPro data, four analysts have recently revised their earnings expectations upward for the upcoming period.

Truist Securities’ evaluation of the latest Truist Card Data up to March 1 indicates that Uber’s Mobility Gross Bookings (GBs) are performing on par or slightly better than market expectations. Meanwhile, the Delivery segment is surpassing predictions. These findings reflect a vigorous marketplace bolstered by a durable consumer base, the appeal and retention of customers across both of Uber’s main services, and continuous enhancements to the platform. The company’s robust performance is evidenced by its impressive 17.96% revenue growth and strong financial health score of "GREAT" on InvestingPro.

The positive quarter-to-date trends underscore the robustness of Uber’s underlying marketplace. The company’s recent rollout of an autonomous vehicle (AV) service in partnership with Waymo in Austin exemplifies Uber’s strategic moves to expand its service offerings. Truist Securities notes that such initiatives further establish Uber as a leading partner for AV entities aiming to increase their adoption, scale, and utilization.

Uber’s strategic partnerships and platform improvements are part of its broader efforts to innovate and capture market share in the rapidly evolving transportation sector. The company’s focus on both its Mobility and Delivery services has allowed it to tap into different consumer needs and preferences, which is reflected in the positive data trends observed.

Investors and market watchers will likely continue to monitor Uber’s performance in the coming months, especially in light of the company’s recent expansion into AV services and its potential impact on growth. The raised price target from Truist Securities suggests confidence in Uber’s current strategies and its ability to navigate the market effectively.

In other recent news, Uber Technologies Inc . has started offering driverless rides in Austin through a collaboration with Waymo, using Waymo’s electric Jaguar vehicles. This initiative is part of Uber’s broader strategy to partner with driverless-vehicle manufacturers, following its discontinuation of in-house self-driving technology development. Analyst firm BTIG has maintained a Buy rating on Uber with a $90 price target, emphasizing the company’s strategic approach to autonomous vehicle investments. Piper Sandler also raised its price target for Uber to $87, citing revised profit forecasts and insights into the company’s autonomous vehicle strategy.

Additionally, Uber’s CEO, Dara Khosrowshahi, expressed support for President Trump’s initiative to eliminate taxes on tips, a proposal that could impact a small percentage of taxpayers. This political stance was revealed during a conference in Miami, underscoring Uber’s engagement in policy discussions affecting its drivers. Meanwhile, notable investor Bill Ackman has built a $2 billion stake in Uber, reflecting confidence in the company’s future amid competition in the autonomous vehicle space. These developments highlight Uber’s ongoing efforts to strengthen its market position through strategic partnerships, investments, and policy advocacy.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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