Uber Technologies Inc. (NYSE:UBER), a global leader in ridesharing and delivery services, is undergoing a major transformation in 2025. The company is intensely focused on developing autonomous driving, expanding strategic partnerships, and technology innovations to redefine its business model and strengthen its competitive advantage over the long term.
1. In July 2025, Uber announced several key steps in autonomous driving:
– Partnership with Baidu: Formed an alliance focused on global deployment of Apollo Go vehicles outside the U.S. and China. The goal is to establish autonomous robotaxi services in Asia and the Middle East by 2026.
– Investment in Lucid Motors and collaboration with Nuro: Uber is allocating US$300 million to deploy up to 20,000 Lucid Gravity autonomous electric vehicles equipped with Nuro Driver™. A pilot is planned for 2026 in a US city, with the goal of full commercial deployment within five years.
– Expanding delivery solutions: Uber Eats is already testing autonomous delivery robovans in partnership with Avride. These vehicles are in operation in several US cities such as Texas and New Jersey. These delivery robots demonstrate the potential for efficient delivery in urban areas.
2. Safety and Customer Experience
Uber Technologies Inc. (NYSE:UBER) also announced the launch of a new “Women Preferred” feature that will allow women riders to choose to be paired exclusively with women in the Uber app. The feature is currently being tested in Los Angeles, San Francisco and Detroit, responding to long-standing demand for increased safety and convenience when riding via the Uber app.
3. International Projects and Legislative Advantages
As part of its expansion into Europe, Uber Technologies Inc. (NYSE:UBER) has announced plans to launch an autonomous taxi pilot in London in the spring of 2026. The plan is being implemented in partnership with UK startup Wayve and takes advantage of new legislation, the so-called Automated Vehicles Act, which will come into force in 2027.
4. Stock Trends and Investor Ratings
As of July 28, 2025, the company’s stock is trading at $91.29, having experienced more than 50% growth over the past 12 months. Analysts consensus rank the title as a “Buy”, with price targets ranging from $100-115 over a 6-12 month horizon. Uber Technologies Inc (NYSE:UBER) is on the cusp of a major transformation toward a fully autonomous multi-modal ecosystem. Strategic partnerships with leaders in electric mobility and autonomous driving indicate an ambition to reshape the traditional mobility model. Although regulatory challenges and technological hurdles remain, the momentum and market reaction suggest that Uber can be one of the major drivers of autonomous transportation in the second half of this decade. 43 analysts at Zacks.com have set an average target price for the short-to-medium term investment horizon of $101.58 per share.
