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Uber Technologies, Inc. (UBER) Expands Its Reach Across Mobility, Delivery, and Freight

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.

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).

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: Top 10 Materials Stocks to Buy According to Analysts and 10 Best Organic Food and Farming Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

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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