Uber Technologies, Inc. (UBER) — closed signal from October 8, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 6, 2026.
Predicted vs. what happened
What happened
Reached 12% of the predicted growth at its peak, without hitting the target.
The thesis — published October 8, 2025
Uber looks appealing because the price cooled off and now the overall trend is turning up. Investors seem upbeat ahead of the Nov 4 earnings update, and coverage points to long-run potential if self-driving ride services take off. The business is showing better profits and stronger cash coming in. A near-term plan is to buy on dips and add if strength builds, aiming for a 0-3 month move as app use and travel demand stay firm.
Primary drivers
- Recent pullback with trend turning up, a healthier setup for buyers
- Upcoming Nov 4 earnings could spark fresh interest in the stock
- Profits and cash generation are improving, easing money worries
- Self-driving plans could expand the potential customer base over time
How it played out
UBER: target was not reached inside the window
Lyra published UBER on 2025-10-08 at $98.13 with a 0-3 month thesis for 20% growth. The thesis pointed to a recent pullback with the trend turning up, possible interest around the Nov 4 earnings update, improving profits and cash generation, and self-driving plans that could expand the customer base over time.
Inside the window, UBER peaked at $100.35 on 2025-11-03, a 2.3% gain. That stayed below the $117.76 target, so the target was never reached. By 2026-01-06, the stock ended at $85.54. The thesis did not play out on price.
What happened during the window
On 2025-11-04, Uber reported third-quarter revenue of $13.47 billion and gross bookings of $49.7 billion. On 2025-11-26, Uber and WeRide launched fully driverless robotaxi operations in Abu Dhabi.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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