NEW YORK, December 29, 2025, 14:09 ET — Regular session.
- Uber shares were up about 0.1% in afternoon trade, holding firmer than the broader market.
- Wall Street slipped as investors trimmed big tech exposure in holiday-thinned trading.
- Traders are watching the next earnings date and any developments tied to Uber One regulatory scrutiny.
Uber Technologies Inc. shares edged up 0.1% to $81.38 in afternoon trading on Monday, bucking a softer tape in the final week of the year. The stock traded between $80.61 and $82.19.
The muted move matters now because liquidity is thin and many investors are rebalancing into year-end, making single-stock moves more sensitive to macro swings and sector rotation. For Uber, that backdrop comes as traders look for clarity on holiday-quarter demand and the legal headlines hanging over its subscription business.
On Wall Street, the S&P 500 and Nasdaq were down as a pullback in heavyweight tech and AI-linked stocks cooled the recent rally, Reuters reported. Investors were also eyeing a light calendar that includes upcoming Fed minutes and jobless-claims data in the holiday-shortened week.
Uber’s closest U.S. ride-hailing peer Lyft fell about 2.3% to $19.23, while food-delivery firm DoorDash slid about 1.4% to $230.66, underscoring the pressure on parts of the consumer-internet complex.
Evercore ISI analyst Mark Mahaney struck an upbeat tone on demand, writing that “From ride-share to online travel to e-commerce, most companies are experiencing robust consumer demand trends.” Investors
Investors have largely been trading Uber against its growth outlook and profitability trajectory. In its last quarterly update, the company forecast fourth-quarter gross bookings — the total dollar value of rides, deliveries and other services booked on the platform — of $52.25 billion to $53.75 billion and adjusted EBITDA, a profit metric that strips out items like interest, taxes and depreciation, of $2.41 billion to $2.51 billion.
Regulatory risk remains a key swing factor. The U.S. Federal Trade Commission said it and a coalition of states filed an amended complaint in December accusing Uber of deceptive billing and cancellation practices tied to its Uber One subscription program.
Uber has said it does not sign up or charge customers without their consent, Reuters reported in April when the FTC first sued the company over similar allegations.
The stock is down roughly 20% from its September record high, leaving it more sensitive to headlines as investors decide whether the recent pullback has run its course.
Next up for traders is the next earnings date and any pre-announcements or guidance changes. Nasdaq lists Feb. 4, 2026 as an estimated reporting date based on historical patterns, though the company has not confirmed the timing.
Until then, investors are likely to keep focusing on whether Uber can sustain bookings growth while keeping costs in check, and whether legal and regulatory issues around subscriptions remain a manageable overhang rather than a material earnings risk.
