Dara Khosrowshahi Just Gave Uber Investors Great News
Key Points
Uber is in a very favorable position to thrive as autonomous vehicle technology progresses in the years ahead.
The company’s massive user base, technological infrastructure, and rider/driver matching capabilities are extremely valuable.
- 10 stocks we like better than Uber Technologies ›
The biggest risk facing Uber Technologies (NYSE: UBER) is the possible danger that autonomous vehicle (AV) technology poses to its dominant ride-hailing platform. Companies like Alphabet's Waymo and Tesla could scale their own driverless services, making Uber obsolete.
This growth stock currently trades 28% below its peak from October 2025, as of March 10. Despite the market's pessimism, CEO Dara Khosrowshahi recently gave Uber shareholders great news.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Image source: Getty Images.
"With the benefit of learning from multiple AV deployments around the world, we're more convinced than ever that AVs will unlock a multitrillion-dollar opportunity for Uber," he said on the Q4 2025 earnings call in early February.
Uber's CEO believes that the company is in a very favorable position to benefit from advancements in the mobility market. After all, it has 202 million monthly active users, a robust technological infrastructure, an unmatched experience matching riders and drivers, and a global presence.
According to Khosrowshahi, AVs will add incremental demand. And in the future, a hybrid system that offers both AV trips and human drivers will exist. That's because rider demand fluctuates way too much to make it economically feasible for AVs to control the entire market.
Consequently, the risk that AVs pose appears to be overblown. Uber's competitive position is still very strong, as it plans to facilitate AV rides on its platform in 15 cities by the end of 2026, thanks to the numerous partnerships it has.
Should you buy stock in Uber Technologies right now?
Before you buy stock in Uber Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $508,607!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,746!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 188% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of March 13, 2026.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Tesla, and Uber Technologies. The Motley Fool has a disclosure policy.
Recommended Articles
