Uber Technologies (UBER): Impacted by Autonomous-Vehicle Related Narrative

1 week ago 7

Soumya Eswaran

Tue, January 27, 2026 astatine 7:51 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 4th fourth of 2025. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered robust results successful the quarter, backed by easing ostentation trends and beardown economical data. The Hardman Johnston Global Equity Strategy returned 2.91%, nett of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors contributed to the performance, portion the Industrials and Consumer Discretionary sectors detracted from comparative performance. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted stocks similar Uber Technologies, Inc. (NYSE:UBER). Uber Technologies, Inc. (NYSE:UBER) is simply a multinational exertion institution that operates done mobility, delivery, and freight segments. Uber Technologies, Inc. (NYSE:UBER) shares traded betwixt $60.63 and $101.99 implicit the past 52 weeks. On January 26, 2026, Uber Technologies, Inc. (NYSE:UBER) banal closed astatine $81.98 per share. One-month instrumentality of Uber Technologies, Inc. (NYSE:UBER) was 0.59%, and its shares mislaid 14.98% of their worth implicit the past 3 months. Uber Technologies, Inc. (NYSE:UBER) has a marketplace capitalization of $170.963 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Uber Technologies, Inc. (NYSE:UBER) successful its 4th fourth 2025 capitalist letter:

"The apical assemblage detractors from comparative show during the 4th were Industrials and Consumer Discretionary. Within Industrials, Rheinmetall AG and Uber Technologies, Inc. (NYSE:UBER) were the largest detractors. Uber Technologies, Inc. banal saw 4Q volatility aft beardown YTD gains; contempt coagulated bookings, improving profitability, and beardown escaped currency flow, the shares traded mostly connected Autonomous-Vehicle related communicative alternatively than fundamentals. The banal sold disconnected post-earnings connected renewed robotaxi concerns, rebounded arsenic investors re-anchored connected near-term fundamentals, and past weakened into year-end pursuing Waymo’s 2026 enlargement plans, which revived semipermanent disintermediation fears and drove profit-taking. Importantly, fundamentals ne'er broke, and the volatility reflects uncertainty astir Uber’s relation successful a aboriginal AV world—not its net powerfulness implicit the adjacent respective years. Regardless of whether AVs consolidate astir a fewer players oregon germinate into a multi-operator ecosystem, we spot Uber’s scale, request aggregation, and capital-light exemplary presumption it to payment alternatively than beryllium displaced."