Uber Technologies Inc. (UBER) — closed signal from July 1, 2025
Partial Published before the outcome was known, scored automatically when the window closed on September 29, 2025.
Predicted vs. what happened
What happened
Reached 37% of the predicted growth at its peak, without hitting the target.
The thesis — published July 1, 2025
Uber is making new price records after bookings grew more than 20 percent, it moved into grocery delivery, and Goldman Sachs named it a top pick. Excitement is high, but the share price looks stretched, so waiting until it drifts toward about $90, which matches the recent average price, may be wiser. If August results confirm stronger profits and rising ad sales, the stock could approach $110 in the next quarter.
Primary drivers
- Goldman Sachs naming Uber a favorite draws more big-money investors.
- Grocery service and ad sales add new income streams before August results.
- Rides and deliveries grew over 20 percent, keeping growth rapid.
- Pullbacks stop near the recent average price, but shares now look overbought.
How it played out
UBER: target was not reached
Lyra published UBER on 2025-07-01 at $93.30 with 25% expected growth. The thesis pointed to new price records, bookings growth of more than 20 percent, grocery delivery, ad sales, and Goldman Sachs naming Uber a top pick. It also said the share price looked stretched and preferred a drift toward about $90.
Inside the window, UBER rose but did not reach the $116.63 target. The peak was $101.99 on 2025-09-22, a 9.3% gain. It ended at $99.57 on 2025-09-29. The thesis partially played out because the stock rose, but the target was missed.
What happened during the window
On 2025-07-17, Uber announced a robotaxi partnership with Lucid and Nuro. On 2025-08-06, Uber reported second-quarter results and announced a $20 billion buyback plan.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.