Uber Price Target Cut by Wells Fargo to $95 Due to Autonomous Vehicle Impact

6 hours ago 3

Joel South

Mon, March 30, 2026 astatine 9:25 AM CDT 4 min read

Uber (UBER) closed Q4 2025 with 202 cardinal monthly progressive level consumers, up 18% year-over-year, generating $9.763 cardinal successful full-year 2025 escaped currency flow, up 41.6%, portion partnerships with Pony.ai and Rivian presumption it arsenic the organisation furniture for autonomous mobility without near-term execution risk.
Wells Fargo chopped its terms people to $95 from $100, arguing that autonomous conveyance disruption is simply a 2027-and-beyond story, allowing investors to springiness much recognition to Uber’s halfway rideshare and transportation concern than existent valuation suggests.
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Uber Technologies (NYSE:UBER) has had a unsmooth commencement to 2026. Shares are down 16.59% year-to-date, disconnected 7.23% implicit the past week and beryllium 5.15% beneath wherever they were 1 twelvemonth ago. The banal touched a 52-week precocious of $101.99 but has since retreated to $69.11.

Most analysts clump astir a statement 12-month terms people of $105.29, but Wells Fargo expert Ken Gawrelski conscionable moved successful the other direction, cutting his people to $95 from $100 portion keeping an Overweight rating. That inactive implies astir 37% upside from existent levels. The question is whether UBER tin realistically scope $95 by the extremity of 2026.

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Gawrelski's thesis is straightforward: immoderate cardinal interaction from autonomous vehicles is simply a 2027-and-beyond story. That framing removes a large capitalist overhang. Near-term, Wells Fargo sees steadfast trends balanced against a continued assertive concern posture, with lone immoderate weather-related disruption arsenic a insignificant headwind. With the banal pricing successful sizeable AV disruption risk, a 2027-and-beyond timeline means the halfway rideshare and transportation concern deserves much recognition than the existent valuation suggests.

Platform standard compounding. Uber closed Q4 2025 with 202 cardinal monthly progressive level consumers, up 18% year-over-year, completing 3.8 cardinal trips successful the quarter, up 22%. That idiosyncratic basal compounds softly wrong status accounts, generating much currency each year.
Free currency travel acceleration. Full-year 2025 escaped currency travel reached $9.763 billion, up 41.6% year-over-year, backing a $20 cardinal stock repurchase authorization. Buybacks trim stock number implicit time, lifting per-share worth for semipermanent holders.
AV optionality without near-term execution risk. Uber's partnerships with Pony.ai, Rivian, and WeRide presumption it arsenic the organisation furniture for autonomous mobility. Uber is investing up to $1.25 cardinal successful Rivian to proviso 50,000 robotaxi vehicles and expanding European robotaxi services done a Pony.ai concern launching successful Zagreb successful the 2nd fractional of 2026. Retirement investors get the upside without betting connected unproven AV economics today.