Uber (UBER) Stock Week Ahead: FTC Uber One Lawsuit Overhang Meets Robotaxi Momentum and Diverging Analyst Targets

Published: December 21, 2025 — Uber Technologies, Inc. (NYSE: UBER) heads into a holiday-shortened trading week with its stock hovering near the psychologically important $80 level, after a volatile December that has forced investors to weigh two powerful (and competing) narratives: a fresh burst of regulatory and legal pressure tied to Uber One, and a widening set of moves positioning Uber as a key “aggregator” in the emerging autonomous mobility ecosystem.

With U.S. markets closing early on Wednesday, Dec. 24 and closed for Christmas Day on Thursday, Dec. 25, liquidity can thin out quickly—often amplifying price swings even when headlines are modest. ^[1]

Where Uber stock stands heading into the Christmas week

As of the latest available trading data (from the final full session before this Sunday report), UBER traded around $79.31. ^[2]

That level matters because it sits at a crossroads in investor psychology:

It’s close to the round-number $80 “line in the sand” many traders watch.
It reflects a notable pullback from earlier December levels—data from major market trackers show UBER was above $90 earlier in the month before sliding lower. ^[3]

For a week-ahead setup, the practical takeaway is simple: UBER is entering a shortened week with elevated headline sensitivity, and (because of the calendar) potentially exaggerated intraday moves.

The biggest headline risk: the FTC-led Uber One lawsuit expands

The most market-moving Uber headline into week’s end has been the amended complaint filed by the U.S. Federal Trade Commission (FTC) joined by 21 states and the District of Columbia, targeting Uber’s Uber One subscription billing and cancellation practices. ^[4]

What regulators allege

In its Dec. 15 filing announcement, the FTC said the amended complaint alleges, among other things, that Uber:

Charged consumers for the Uber One subscription without consent,
Failed to deliver promised subscription benefits (including claims around $0 delivery fees and advertised savings),
Made cancellation unusually difficult (the complaint cites instances of up to 23 screens and as many as 32 actions to cancel). ^[5]

Uber’s response

Uber has denied the allegations, saying it does not sign up or charge consumers without consent, and disputing the cancellation friction claims. ^[6]

Why this matters to the stock

This isn’t only a legal headline—it directly touches one of Uber’s core strategic levers: membership-driven habit formation. Uber has repeatedly pointed to subscription and cross-platform behavior as a driver of higher retention and higher lifetime value. Reuters has reported that Uber sees its membership program as a key boost to engagement and retention across rides and delivery. ^[7]

Week-ahead implication: Even without a new court date next week, any incremental legal development, state-level comment, or credible reporting on potential remedies/penalties can move the stock quickly—especially in a thin holiday tape.

Underlying fundamentals: Uber’s growth engine is still running

While the legal story has been loud, Uber’s most recent reported operating trends still show strong demand across the platform.

In its Q3 2025 update, Uber reported:

Trips up 22% year over year to 3.5 billion
Monthly Active Platform Consumers (MAPCs) up 17% to 189 million
Gross Bookings up 21% to $49.74 billion
Revenue up 20% to $13.47 billion
Adjusted EBITDA up 33% to $2.256 billion (with an EBITDA margin of 4.5% of Gross Bookings) ^[8]

For Q4 2025, Uber guided to:

Gross Bookings:$52.25B–$53.75B
Adjusted EBITDA:$2.41B–$2.51B ^[9]

It also disclosed that it intends to redeem $1.2 billion of convertible notes due December 2025 in Q4—an item investors sometimes watch because it affects capital structure and cash usage. ^[10]

Week-ahead implication: In a week with no earnings report expected, the market will still “trade the model.” Macro data that influences consumer confidence, travel activity, or discretionary spending can ripple through Uber’s near-term demand expectations.

Robotaxis and autonomy: Uber is expanding its partner-led footprint

If the FTC story is the “risk” narrative, Uber’s autonomy buildout is the “optionality” narrative—and it has accelerated meaningfully into year-end.

1) Dallas robotaxi rides with Avride are live

Uber announced that riders in Dallas can now be matched with an Avride robotaxi through the Uber app, with availability initially spanning about 9 square miles and plans to expand. Uber said early rides would include an onboard specialist, with an eye toward fully driverless operations later. ^[11]

2) Dubai robotaxi rides with WeRide expand Uber’s international AV presence

Uber and WeRide launched robotaxi passenger rides in Dubai in partnership with Dubai’s Roads and Transport Authority. Uber said riders can book a WeRide robotaxi via an “Autonomous” option in the app, with the service currently operating with a vehicle specialist onboard and a goal of moving toward fully driverless commercial service in early 2026. ^[12]

3) More AV signals from the broader ecosystem (including Europe)

A Reuters report this week highlighted that autonomous driving company Momenta previously said it would begin robotaxi testing in Munich in 2026 together with Uber. ^[13]

4) Autonomous delivery is also scaling

Uber has also been pushing autonomy in deliveries, including a Reuters-reported partnership with Starship Technologies to launch autonomous robot deliveries in the UK, beginning in Leeds and Sheffield, with expansion plans for Europe next year and the U.S. later. ^[14]

Week-ahead implication: Autonomy is a headline-prone category. Any updates involving partners (vehicle availability, regulatory approvals, service expansions, incidents, or pauses) can quickly shift sentiment on Uber’s long-term take-rate and margin opportunity.

M&A optionality: Uber and Getir Food talks remain a live question

Another story investors will keep on their radar is potential delivery consolidation in Turkey.

Reuters reported in late November that Uber had reached agreement on key elements of a deal to acquire Getir’s food business from controlling shareholder Mubadala, and that a review by Turkey’s Competition Board had begun (with the proposed sale price unclear and the final deal not guaranteed). ^[15]

Week-ahead implication: Even if nothing “official” lands next week, any leak, regulatory signal, or credible local reporting can move Uber Eats expectations—especially when investors are already primed to read delivery news through the lens of profitability and market share.

Analyst forecasts into 2026: upside remains the consensus, but the spread is widening

Street sentiment on Uber stock remains broadly constructive, but December has highlighted that analysts don’t agree on the path—or the valuation.

The consensus view

One widely followed analyst aggregation shows:

Consensus rating: “Moderate Buy”
Average price target: about $108
Range: roughly $78 (low) to $135 (high) ^[16]

Recent bullish notes and upgrades

Arete Research upgraded Uber to Buy and raised its price target to $125 (reported by Nasdaq). ^[17]
Mizuho reiterated a Buy rating with a $130 price target (reported in financial media coverage). ^[18]

More cautious takes

Wedbush lowered its price target to $78 from $84 while maintaining a Neutral rating, according to TheFly via TipRanks. ^[19]

The robotaxi “existential threat” debate is driving valuation arguments

A notable line of debate in late 2025 has been whether full autonomy from players like Tesla and Waymo could structurally compress Uber’s economics—or whether Uber’s aggregator model and partnerships make it resilient. A recent MarketWatch analysis framed Uber as trading at historically low valuation levels and highlighted a Bernstein view that the stock may be overly discounted relative to its fundamentals, while still acknowledging the autonomy-driven competitive threat narrative. ^[20]

Week-ahead implication: If UBER moves sharply on thin volume, expect rapid “valuation narratives” to flood headlines—some focusing on legal risk and some focusing on autonomy optionality. The stock has become a magnet for story-driven trading.

The week-ahead calendar: what could move UBER between Dec. 22 and Dec. 26

1) Holiday trading schedule could amplify moves

Early close: Wednesday, Dec. 24, 2025 (U.S. stock markets close at 1:00 p.m. ET)
Closed: Thursday, Dec. 25, 2025 (Christmas Day) ^[21]

2) Macro data still matters to Uber’s demand narrative

Even with the holiday, key U.S. releases are expected during the week—Investopedia highlighted GDP, consumer confidence, and jobless claims as focal points. ^[22]

Why Uber investors care:

Consumer confidence can influence discretionary spend (rides, premium tiers) and delivery frequency.
Jobless claims can shift rate expectations—and growth-stock multiples often respond quickly.
GDP/durable goods can influence broader risk appetite, even if not directly tied to Uber’s daily demand.

(For traders who schedule around prints, market calendars also list the timing of several releases across the week.) ^[23]

Key catalysts and risks for Uber stock in the coming week

Bullish catalysts to watch

Any sign that the market is refocusing from the lawsuit headline to platform growth, Q4 guidance, and the longer-term margin story. ^[24]
Additional expansion news tied to robotaxi availability (Dallas/Dubai) or new partner announcements. ^[25]
Positive read-throughs from autonomy developments in the broader ecosystem, especially if they reinforce Uber’s “partner network” strategy. ^[26]

Bearish catalysts to watch

Escalation in the FTC + states Uber One case (or any indication of aggressive remedies, penalties, or mandated product changes). ^[27]
Negative headlines around autonomy reliability, regulatory friction, or partner setbacks (even if not directly Uber-related, the market often trades the category together).
Thin-liquidity volatility: holiday trading can produce outsized moves on small flows. ^[28]

Bottom line for the week ahead

Uber stock enters the week of Dec. 22–26, 2025 with a tight, high-stakes setup: legal overhang colliding with autonomy optimism, while analysts broadly see upside but disagree sharply on the degree of risk.

If you’re tracking UBER next week, the practical checklist is:

Watch the Uber One lawsuit headline flow (FTC/state updates, credible reporting, or court-related developments). ^[29]
Monitor autonomy headlines—Dallas and Dubai expansions, plus partner ecosystem news. ^[30]
Respect the holiday calendar—early close Wednesday, closed Thursday—because it can magnify price reactions. ^[31]
Keep one eye on macro prints, since the broader tape can dominate individual-stock moves in a thin market. ^[32]