Neha Gupta

Sun, 25 January 2026

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Uber Technologies Inc. (NYSE:UBER) is one of the best stocks to buy, according to billionaire Bill Ackman. On January 20, KeyBanc Capital Markets lowered its price target on Uber (NYSE:UBER) to $105 from $110, while maintaining an Overweight rating, citing a more cautious valuation amid uncertainty around autonomous vehicles.

Uber Technologies, Inc. (UBER): Analysts See Strong Long-Term Upside Despite Near-Term Valuation Caution

The firm highlighted Uber’s dominant 64% rideshare market share versus Lyft’s 31%, alongside strong growth in delivery services, which helped drive 18.25% revenue growth to $49.61 billion over the past year. KeyBanc adjusted its EBITDA forecasts slightly, noting Uber’s current $5.29 billion EBITDA and continued profitability, while introducing new non-GAAP metrics to align with the company’s updated guidance.

On January 13, Mizuho touted Uber Technologies Inc. (NYSE:UBER) as one of the best US internet stocks for 2026. According to the research firm, the company is well-positioned to capitalize on waning fears about autonomous vehicles, which are expected to drive expansion from depressed levels.

The research firm expects winner-take-all competition and terminal value risk to ease as more autonomous vehicles enter commercial viability in 2026. There have been growing concerns that one company perfecting the robotaxi business model could pose a significant risk to Uber. However, given that the company does not need to own vehicles and instead focuses on demand aggregation, pricing, routing, and payments, this affirms its long-term prospects.

Uber Technologies, Inc. (NYSE:UBER) is a global technology company that operates a platform connecting people for on-demand services, primarily ride-hailing (Mobility), food/grocery delivery (Delivery), and freight logistics (Freight).

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