Uber Technologies, Inc. (UBER) — closed signal from October 15, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 13, 2026 — -10.9% at the close.
Predicted vs. what happened
What happened
Reached 21% of the predicted growth at its peak, without hitting the target.
The thesis — published October 15, 2025
Uber's stock has dropped a lot, but trading stays steady and investor interest looks healthy. A new survey found about one in three Americans tried self-driving rides and were happy, which supports Uber's long-term plan. There are risks from the economy and rules. A buy-in-steps plan, with adds only if the price gets back above $100, could set up a rebound over the next 0-3 months.
Primary drivers
- Shares have fallen hard, but investor mood stays upbeat and steady for now
- Survey shows many tried self-driving rides and liked them, backing growth hopes
- Steady trading near recent price area suggests buyers are still showing up
- Clear path toward stronger profits boosts confidence in the business outlook
How it played out
UBER: the thesis missed the target
Lyra published UBER at $95.91 on 2025-10-15 with expected growth of 22%. The thesis pointed to a hard prior drop, steady trading, healthy investor interest, a self-driving ride survey, and a path toward stronger profits. It also said a move back above $100 would matter for the rebound setup over the next 0-3 months.
Inside the window, UBER peaked at $100.35 on 2025-11-03, up 4.6%. It stayed below the $117 target and never reached it. By 2026-01-13, it ended at $85.41. The thesis partially caught an early bounce, but the target missed.
What happened during the window
On November 4, 2025, Uber reported third-quarter revenue of $13.47 billion and gross bookings of $49.7 billion. On November 26, 2025, 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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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.