Uber Technologies, Inc. (NYSE: UBER) stock traded around $81.36 on Tuesday, December 16, 2025, down about 0.6% from the prior close after a volatile stretch that has pushed shares into the low-$80s.
The headline driving fresh attention to Uber stock this week is regulatory and legal: the U.S. Federal Trade Commission (FTC) and 21 states plus the District of Columbia filed an amended complaint alleging deceptive billing and cancellation practices tied to Uber’s Uber One subscription. Uber disputes the allegations. [1]
At the same time, bullish “next leg” narratives—especially robotaxis and broader autonomous vehicle (AV) deployments—remain central to analyst upside cases. Uber and partners have been rolling out AV initiatives across multiple regions, and some Wall Street commentary continues to frame autonomy as a potential demand driver and margin opportunity over time. [2]
Below is a full roundup of the current news, forecasts, and market analysis investors are watching as of Dec. 16, 2025.
Uber stock price action on Dec. 16: Stabilizing after a sharp early-December pullback
As of the latest trade update, UBER changed hands near $81.36, with an intraday range roughly between $81.23 and $82.45.
The bigger context is that Uber shares have been moving quickly over the past two weeks. Daily data show UBER closing around $92.57 on Dec. 8 and $81.86 on Dec. 15, before hovering around $81.30 on Dec. 16—a slide of roughly 12% from the early-December level to mid-month. [3]
That pullback matters for today’s setup: it’s the backdrop against which investors are deciding whether this is a headline-driven dip—or a sign that regulatory, competition, and valuation concerns are reasserting themselves.
The main catalyst: FTC and states escalate their Uber One case
What regulators allege
In a press release dated Dec. 2025, the FTC said the amended complaint alleges Uber marketed Uber One with promised benefits (including $0 delivery fees and monthly savings) while many consumers reported they did not receive the savings or still paid fees. [4]
Regulators also allege:
- Some consumers were enrolled without knowledge or consent, including after free trials, and were charged before trials ended. [5]
- The cancellation process could be unusually burdensome—citing claims that users might have to navigate up to 23 screens and take as many as 32 actions to cancel. [6]
The FTC notes the case is filed in the U.S. District Court for the Northern District of California and that the Commission vote authorizing staff to file the amended complaint was 2–0. [7]
What Uber says
Uber denies the allegations. Reuters reported Uber said it does not sign up or charge consumers without consent, and that most cancellations take 20 seconds or less and can be done in-app. Reuters also noted Uber said that prior to December 2024, some consumers close to a billing period needed to contact support to cancel (as disclosed during sign-up, per Uber’s statement). [8]
Why this matters for UBER shareholders
For investors, this dispute is not only about the potential cost of litigation. It’s also about:
- Subscription economics: Uber One supports repeat usage across rides and delivery, so anything that pressures subscription marketing or retention mechanics can ripple into growth expectations.
- Brand and trust: A high-profile consumer-protection complaint can create negative attention right as Uber expands into retail delivery and tries to deepen its “everything app” positioning.
- Regulatory overhang: Even without immediate financial penalties, uncertainty can affect how investors value forward earnings power.
Wall Street forecasts and analyst price targets: Still skewed bullish, with wide dispersion
Despite the legal headline, aggregated analyst data still reflect a generally positive stance on Uber stock—though there’s meaningful variability depending on the source and time window.
Where consensus targets sit right now
- One widely cited compilation shows 32 analysts with an average price target around $108.94, with targets ranging from $78 to $150 and a “Strong Buy” consensus label. [9]
- Another tracker lists an average target of $108.60 (high $135, low $78). [10]
- TipRanks shows an average target around $115.92 (high $150, low $84) based on analysts’ recent three-month updates. [11]
- Investing.com’s consensus view similarly cites 50 analysts with an average target around $112.06 (high $150, low $84) and a “Buy” consensus framing. [12]
The key takeaway for SEO-minded readers searching “Uber stock forecast” or “UBER price target” today: most published analyst targets remain well above the low-$80s, but the range is wide and implies investors are debating how quickly Uber can convert scale into durable, less headline-sensitive cash flows. [13]
Fresh “what’s next” calls: Jefferies points to $120 upside
A notable item circulating into Dec. 16 coverage: Investopedia reported Jefferies included Uber among its top internet picks for 2026, suggesting Uber could rise to $120, citing potential contributions from robotaxi partnerships, new delivery customers, and expansion into underpenetrated demographics. [14]
Recent reiterated ratings and targets in mid-December
In recent notes summarized by Investing.com:
- RBC Capital reiterated Outperform with a $110 target following investor meetings with Uber executives. [15]
- Mizuho reiterated Outperform with a $130 target after meetings in Japan that focused heavily on autonomy and growth strategy questions. [16]
Even in bullish notes, a common thread is that autonomy is becoming central to the medium-term story—not necessarily because Uber is building all the tech itself, but because it wants to be the distribution layer where self-driving supply shows up. [17]
Fundamental backdrop: Uber’s latest reported quarter and near-term outlook
The legal headlines are immediate, but most long-term models still start with Uber’s operating momentum.
In its Q3 2025 results (released Nov. 4, 2025), Uber reported:
- Trips up 22% YoY to 3.5 billion
- Gross Bookings up 21% YoY to $49.7 billion
- Revenue up 20% YoY to $13.5 billion
- Income from operations of $1.1 billion
- Adjusted EBITDA of $2.3 billion, up 33% YoY
- Free cash flow of $2.2 billion [18]
For Q4 2025, Uber guided to:
- Gross Bookings of $52.25B to $53.75B (17%–21% YoY growth on a constant-currency basis)
- Adjusted EBITDA of $2.41B to $2.51B (31%–36% YoY growth) [19]
These are the figures that have allowed many analysts to argue Uber is no longer just a “growth at all costs” platform, but a scaled marketplace with improving profitability—even as it invests in new bets like autonomous networks. [20]
Robotaxis and autonomy: Why the bull case still revolves around “the network”
Uber’s autonomy strategy has become clearer in late 2025: partner broadly, deploy in multiple geographies, and be the demand aggregator.
Dallas robotaxi rides with Avride
Uber announced on Dec. 3, 2025 that riders in Dallas could be matched with an Avride robotaxi in a roughly 9-square-mile operating area, initially with an onboard specialist monitoring behind the wheel. [21]
TechCrunch reported Uber said it plans to have autonomous vehicles on its network in at least 10 cities by the end of 2026, and highlighted a long list of AV partnerships across robotaxis, delivery, and freight. [22]
Middle East driverless operations with WeRide
Uber and WeRide announced fully driverless robotaxi commercial operations in Abu Dhabi beginning Nov. 26, 2025, describing it as the first city outside the U.S. to host fully driverless operations on the Uber platform, starting with routes on Yas Island. [23]
NVIDIA partnership and scaled fleet ambitions
Uber also announced it is working with NVIDIA to accelerate robotaxi and autonomous delivery fleets using NVIDIA’s AV platform, and said Stellantis would supply 5,000 Level 4 vehicles powered by NVIDIA DRIVE hardware/software. [24]
Delivery automation: Starship robot deliveries
On the delivery side, Reuters reported Uber partnered with Starship Technologies to bring autonomous robot deliveries to parts of the U.K. in December 2025, with expansion plans to additional European markets next year and to the U.S. in 2027. [25]
The investor debate: Huge upside, uncertain economics
Business Insider reported Uber CEO Dara Khosrowshahi described robotaxis as a “trillion-dollar-plus” opportunity and emphasized expansion potential in Asia-Pacific, while also noting that the industry may not be winner-take-all. The same report also highlighted ongoing concerns around the cost and profitability timeline for robotaxi fleets across the industry. [26]
This is the tension inside Uber’s 2026 narrative: the AV opportunity is large enough to move valuation models, but commercialization and unit economics (and regulatory frameworks) remain moving targets.
Uber Eats and retail delivery: Expansion continues as subscriptions face scrutiny
It’s notable that today’s Uber One lawsuit focus lands as Uber is pushing deeper into grocery and retail.
Investing.com reported Uber added regional partners such as Stater Bros. Markets, Kowalski’s Markets, and Big Red Liquors to Uber and Uber Eats, and stated Uber added more than 1,000 new retailers globally in 2025 and over 50,000 U.S. retail locations as part of a broader retail expansion. [27]
That retail build-out is often framed as a flywheel:
- More categories → more frequent use
- More frequent use → higher subscription value perception
- Stronger subscription → lower churn and higher lifetime value
Which is why the Uber One litigation is potentially more material than a one-off headline: Uber One is not just a perk program—it’s increasingly part of how the company aims to bundle and defend its ecosystem.
Other notable Dec. 16 signals: Ownership, sentiment, and “ratings” narratives
Institutional and insider-related headlines
A MarketBeat item dated Dec. 16 noted Orion Portfolio Solutions LLC increased its Uber stake (per a 13F filing) and cited high institutional ownership, while also pointing to recent insider selling activity over the past three months. [28]
Quant and “growth stock” commentary
A Nasdaq.com piece referencing Zacks described Uber as a potential long-term growth candidate, noting Zacks has UBER at #3 (Hold) and citing upward earnings estimate revisions in recent months (per Zacks’ framework). [29]
Valuation-style writeups
A Simply Wall St analysis dated Dec. 16 framed Uber’s near-term sentiment as cooled and pointed to recent negative 30- and 90-day returns while arguing longer-term returns remained strong—another example of how widely the Uber stock story can differ depending on timeframe. [30]
What to watch next for Uber stock
If you’re tracking Uber stock into year-end and early 2026, here are the most actionable “next questions” that could drive headlines and volatility:
- Legal process on Uber One: Updates from the FTC/state litigation—motions, court decisions, settlement talk, or changes to subscription flows—could move sentiment quickly. [31]
- Subscription optics and metrics: Any disclosure about Uber One growth, churn, or customer satisfaction will be viewed through the lens of the complaint. [32]
- Robotaxi cadence: Investors will be watching whether Uber’s AV partnerships translate into broader geographies and rising ride volumes, and whether unit economics improve as deployments scale. [33]
- Delivery and retail expansion: New merchant/retailer partnerships and category expansion remain key for frequency and cross-sell—but could also face intensified scrutiny if subscription benefits are central to marketing. [34]
- Next earnings season: Uber’s Q4 2025 report (expected in early 2026) will be important for confirming whether the profitability trajectory implied by Q4 guidance remains intact. [35]
Bottom line
On Dec. 16, 2025, Uber stock sits at the intersection of two powerful forces:
- Near-term risk: An expanded FTC and multi-state lawsuit keeps subscription practices under a harsh spotlight and adds uncertainty to a key retention lever. [36]
- Long-term optionality: Analysts and investors continue to debate whether Uber can translate its platform scale into a durable advantage in robotaxis and autonomous delivery, where Uber positions itself as the marketplace layer connecting demand to multiple AV suppliers. [37]
For readers searching “Is Uber stock a buy today?” or “Uber stock forecast 2026,” the reality is more nuanced than a single headline: the Street remains broadly constructive on the long-run story, but the stock is being asked—right now—to price a larger regulatory and reputational question mark into that outlook. [38]
References
1. www.reuters.com, 2. techcrunch.com, 3. stockanalysis.com, 4. www.ftc.gov, 5. www.ftc.gov, 6. www.ftc.gov, 7. www.ftc.gov, 8. www.reuters.com, 9. stockanalysis.com, 10. www.marketbeat.com, 11. www.tipranks.com, 12. www.investing.com, 13. stockanalysis.com, 14. www.investopedia.com, 15. uk.investing.com, 16. www.investing.com, 17. www.investing.com, 18. investor.uber.com, 19. investor.uber.com, 20. investor.uber.com, 21. investor.uber.com, 22. techcrunch.com, 23. investor.uber.com, 24. investor.uber.com, 25. www.reuters.com, 26. www.businessinsider.com, 27. uk.investing.com, 28. www.marketbeat.com, 29. www.nasdaq.com, 30. simplywall.st, 31. www.reuters.com, 32. www.ftc.gov, 33. techcrunch.com, 34. uk.investing.com, 35. investor.uber.com, 36. www.reuters.com, 37. techcrunch.com, 38. stockanalysis.com
