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TD Cowen Remains Bullish on Uber Technologies (UBER), Cites Robust Fundamentals and Strong Execution

Uber Technologies, Inc. (NYSE:UBER) is one of the 13 best Fortune 500 stocks to invest in now.

On October 15, 2025, TD Cowen reaffirmed its “Buy” rating on Uber Technologies, Inc. (NYSE:UBER) with a $108 price target.

The investment firm’s bullish stance stems from the company’s robust fundamentals and strong execution across business lines. The firm expects Uber Technologies, Inc. (UBER)’s gross bookings to rise 19.4% year-over-year in Q3, thanks to the continued momentum in both Mobility and Delivery segments.

Furthermore, TD Cowen expects Uber Technologies, Inc. (NYSE:UBER)’s EBITDA to grow 32.6% through revenue expansion and a fast-growing advertising business. Additionally, the analyst sees upside potential for the company, which is driven by geographic expansion and product innovations like Uber for Business and Shuttle, alongside the scaling of Uber One.

Uber Technologies, Inc. (UBER)’s outlook is further bolstered by its cost efficiencies, moderated insurance expenses, and autonomous vehicle partnerships, which position it for sustained growth and margin improvement.

Uber Technologies, Inc. (NYSE:UBER), a global platform, offers ridesharing, delivery, and freight services, alongside AI-driven data solutions for enterprises.

While we acknowledge the potential of UBER to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UBER and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Non-Tech Stocks to Buy According to Reddit and 13 Safest Stocks to Invest in Now.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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