Uber Technologies, Inc. (NYSE: UBER) stock is back in the spotlight on December 15, 2025, as investors balance a fresh U.S. regulatory headline with a steady drumbeat of autonomous-vehicle (AV) launches and a shifting strategy on electric-vehicle (EV) incentives.
As of the latest available trade data, Uber shares are around $82.73, down about 2.8% on the day, with an intraday range of roughly $81.46 to $85.62.
Below is a full, publication-ready roundup of the most current news, forecasts, and stock analysis relevant to Uber on 15.12.2025, and what it could mean for UBER stock into year-end and early 2026.
What’s moving Uber stock on December 15, 2025
1) FTC and 21 states escalate Uber subscription allegations
The biggest U.S. headline today: the Federal Trade Commission (FTC) said it—along with 21 states and Washington, D.C.—filed an amended complaint against Uber alleging deceptive billing and cancellation practices. According to the FTC’s statement referenced by Reuters, the updated lawsuit alleges Uber charged customers for subscriptions without consent, failed to provide promised savings, and made it difficult to cancel. [1]
Why this matters for UBER stock:
- Subscription economics (especially around retention and cross-selling) are central to Uber’s narrative—so any legal pressure around subscription flows can become a sentiment overhang.
- It raises the risk of remedies that could affect how Uber markets, enrolls, bills, or offboards subscription users.
2) The market is repricing the “robotaxi future”—fast
Autonomy is no longer a distant storyline for ride-hailing stocks. It’s a near-term competitive factor—and it’s accelerating globally.
On the competitor side, Reuters reported that Tesla is testing driverless robotaxis in Austin without safety monitors, helping push Tesla shares higher. [2]
At the same time, Waymo is emphasizing rapid scaling: the company says it delivered over 1 million rides per month and 14 million paid trips in 2025, and is targeting 1 million rides per week by the end of 2026. [3]
For Uber investors, this creates two opposing reactions:
- Bull view: Uber can act as the demand aggregator—pairing riders with the “best available” autonomous supply through partnerships.
- Bear view: If AV networks control both supply and consumer relationship, they could disintermediate ride-hailing marketplaces over time.
Uber’s latest robotaxi rollout: Dubai, Abu Dhabi, and Dallas
Uber’s response to the autonomy wave has been consistent: partner broadly, integrate AV supply into the Uber app, and scale city-by-city.
Dubai: WeRide robotaxis go live on Uber (trial phase)
On December 12, WeRide and Uber announced the official launch of robotaxi passenger rides in Dubai through the Uber app, in partnership with Dubai’s Roads and Transport Authority (RTA). The service is available in Umm Suqeim and Jumeirah, with riders booking via an “Autonomous” option in the app. The trial currently operates with a vehicle specialist onboard, with the companies aiming to lay groundwork for fully driverless commercial service in early 2026. [4]
Zacks’ market-facing recap (published today, Dec. 15) echoes the same positioning: two major Dubai locations, onboard specialist during the trial, and a target of fully driverless commercial services in early 2026, aligned with Dubai’s longer-run autonomy goals. [5]
Abu Dhabi: fully driverless robotaxis (a major milestone outside the U.S.)
Uber and WeRide also rolled out driverless robotaxis in Abu Dhabi, with Reuters noting Uber described Abu Dhabi as the first city outside the U.S. to host fully driverless operations on its platform, and stating WeRide operates 100+ robotaxis in the Middle East. [6]
The partners’ press release framing is even more explicit: commercial operations began without a vehicle specialist inside the AV, starting on Yas Island, and Uber introduced an “Autonomous” category as a dedicated ride option. [7]
Dallas: Avride robotaxis available for UberX / Comfort requests
In the U.S., Uber’s Dallas launch with Avride is another concrete step. The companies say riders requesting UberX, Uber Comfort, or Uber Comfort Electric in parts of Dallas may be matched with an all-electric Hyundai Ioniq 5 robotaxi at no additional cost, with an onboard specialist at launch and a path to fully driverless in the future. [8]
Investor takeaway: Uber is trying to build an “AV shelf space” advantage—getting multiple AV brands operational inside Uber before autonomy becomes mainstream in more cities.
Uber’s EV strategy is shifting: incentives down, electrification still a goal
Another narrative weighing on Uber stock into mid-December: Uber is scaling back certain EV driver incentives.
A market update distributed via Nasdaq/RTTNews says Uber ended monthly EV bonuses for drivers last week, while noting Uber’s climate commitments and electrification stats (including electric trip share in London/Europe/North America) and highlighting criticism that Uber’s emissions have risen over the last three years.
This is happening against a backdrop of Uber still marketing EV adoption through product positioning. Reuters previously reported Uber rebranded Uber Green to “Uber Electric” and offered certain drivers a $4,000 grant toward purchasing eligible EVs (in a program described in October). [9]
How investors may read it:
- Margin-positive in the short run if incentive costs fall.
- Demand/PR risk if EV supply growth slows or climate commitments become harder to hit.
- Driver-supply risk in markets where EV incentives were a meaningful retention lever.
Product and growth initiatives: kiosks, airports, and onboarding the next wave of riders
Uber is also pushing growth through distribution—especially travel-heavy locations.
A Los Angeles Times report (Dec. 9) says Uber is installing physical kiosks—starting at LaGuardia Airport Terminal C—with a large touchscreen, credit card reader, and receipt printer, aimed at travelers who may not have a local data plan or prefer an in-person experience. The report also notes Uber plans installations at hotels, ports, and other international airports over the coming months. [10]
Why kiosks matter for the stock story:
- They’re an acquisition tool for international travelers and occasional riders.
- They potentially expand Uber’s addressable market beyond smartphone-first users.
- Airports are high-frequency, high-value trip hubs—important for gross bookings.
Legal and labor pressures remain part of the Uber equity equation
Today’s FTC headline isn’t the only legal/labor factor investors are tracking.
Antitrust lawsuit tied to taxi-hailing app integrations
Reuters reported a proposed class action accusing several taxi-hailing app companies of colluding with Uber through technology integration and allegedly producing “uniform or near-uniform pricing.” Reuters noted Uber was not a defendant, and that Uber did not immediately respond to a request for comment. [11]
Australia: delivery workers may move toward minimum pay framework
Reuters also reported that Australian delivery workers could gain minimum pay levels after Uber Eats and DoorDash struck a draft deal with a transport union. The draft agreement cited would set pay at A$31.30 per hour, and if approved, it would take effect next July. [12]
Turkey: Uber exploring expansion of Eats footprint via Getir Food deal talks
Separately, Reuters reported Uber reached agreement on key elements of a deal to acquire Getir’s food business from Mubadala, pending Turkish Competition Board review; Reuters stressed the sale price was unclear and a final deal might not happen. [13]
Bottom line: Uber’s long-term valuation still includes a legal/regulatory discount—especially where subscriptions, marketplace pricing, and labor classification are involved.
The delivery business keeps evolving: robots in the UK
Uber’s automation push isn’t only about passenger rides. Reuters reported Uber is partnering with Starship Technologies to launch autonomous robot deliveries in the UK (starting in Leeds and Sheffield), with plans to expand to more European markets next year and the U.S. in 2027. [14]
This underscores a broader strategy: build a multi-modal logistics and mobility network where autonomous delivery becomes incremental margin and scale.
Fundamental backdrop: Q3 results, bookings strength, and what to watch next
The most recent major financial checkpoint remains Q3.
Reuters reported in November that Uber posted:
- Q3 gross bookings of $49.74B (above estimates cited by Reuters),
- Revenue of $13.47B (up 20% year-over-year, also above estimates cited),
- Operating income of $1.11B, which missed estimates Reuters cited, attributed to legal and regulatory matters,
- And Q4 gross bookings guidance of $52.25B to $53.75B, above what Reuters said analysts expected. [15]
Reuters also highlighted that Uber One was boosting cross-platform usage and retention, and that delivery segment sales grew faster than mobility in the quarter described. [16]
What investors typically watch next (into early 2026):
- Holiday quarter demand and pricing (rides + delivery)
- Any margin impact from incentives, insurance, and regulatory frameworks
- Updates on AV deployments and unit economics in robotaxi pilots
- Subscription performance (which is now especially sensitive given today’s FTC filing)
Wall Street forecasts for Uber stock: price targets and ratings (as of Dec. 15, 2025)
Despite the recent pullback, mainstream consensus forecasts still lean bullish.
Analyst price targets cluster around the low-to-mid $100s
- StockAnalysis shows 32 analysts with a consensus “Strong Buy” and an average price target of about $108.94. [17]
- MarketBeat shows 41 analysts with a consensus “Moderate Buy” and an average target around $108.60, implying roughly 31% upside from the price quoted on its page. [18]
- TipRanks shows an average price target around $115.92 based on recent analyst targets tracked there, with a “Strong Buy” consensus in its dataset. [19]
Zacks’ Dec. 15 “growth stock” case: earnings revisions and expected growth
A Zacks commentary carried by Nasdaq today highlights that Uber has a Growth Style Score of A and references projected year-over-year earnings growth of 17.3% for the current fiscal year in its framework, alongside positive estimate revisions in recent weeks. [20]
How to interpret the spread: High targets (as high as $150 in some trackers) reflect confidence that Uber can compound cash generation while AV partnerships scale; lower targets (around the high $70s/low $80s in some datasets) reflect concern around legal and regulatory risk, pricing pressure, and long-term platform power in an AV-dominant future. [21]
Bull case vs. bear case for Uber stock right now
The bull case
- Core demand remains resilient: gross bookings guidance and cross-platform usage trends have supported the “durable platform” thesis. [22]
- Uber as the “AV marketplace”: partnerships across regions (UAE, U.S.) suggest Uber wants to be the default consumer layer for robotaxis, even if it doesn’t own the AV stack. [23]
- Upside implied by analyst targets: consensus targets above $100 imply Wall Street still expects meaningful appreciation from current levels. [24]
The bear case
- Regulatory and legal risk is active, not theoretical: today’s FTC amended complaint puts subscription practices under a bright spotlight. [25]
- Autonomy could compress take rates long-term if AV operators gain leverage or if AV competitors control demand directly. Waymo’s scaling goals and Tesla’s testing momentum keep that risk visible. [26]
- Labor cost frameworks could expand in more markets, pressuring delivery margins (Australia is one example of the direction of travel). [27]
What to watch next for UBER stock
If you’re following Uber stock into year-end and early 2026, these are the near-term catalysts most likely to move the tape:
- FTC case trajectory (and whether Uber changes subscription onboarding/cancellation flows quickly) [28]
- Expansion pace of robotaxi pilots (Dubai trial, Abu Dhabi coverage growth, and U.S. city launches like Dallas) [29]
- Signals on EV incentives and driver supply after the reported pullback in monthly bonuses
- Any material M&A updates (including the Getir Food talks reported by Reuters) [30]
- Next earnings and guidance tone around margins, insurance/legal costs, and demand elasticity [31]
References
1. www.reuters.com, 2. www.reuters.com, 3. waymo.com, 4. www.businesswire.com, 5. www.nasdaq.com, 6. www.reuters.com, 7. www.businesswire.com, 8. www.businesswire.com, 9. www.reuters.com, 10. www.latimes.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. stockanalysis.com, 18. www.marketbeat.com, 19. www.tipranks.com, 20. www.nasdaq.com, 21. stockanalysis.com, 22. www.reuters.com, 23. www.businesswire.com, 24. stockanalysis.com, 25. www.reuters.com, 26. waymo.com, 27. www.reuters.com, 28. www.reuters.com, 29. www.businesswire.com, 30. www.reuters.com, 31. www.reuters.com
