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. 1
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.” 2
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. 3
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. 4
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. 5
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. 6
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. 7
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.
