Uber Technologies, Inc. (UBER) — closed signal from October 21, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 19, 2026 — -8.8% at the close.
Predicted vs. what happened
What happened
Reached 28% of the predicted growth at its peak, without hitting the target.
The thesis — published October 21, 2025
Uber looks temporarily beaten down while its story is getting better. A plan with Lucid to add 20,000 self-driving taxis and a new self-driving service with Waymo in Austin could lift interest and usage. A rare 10-week research signal points to better-than-normal odds. With investors fairly upbeat, buying in steps aims for a 0-3 month rebound as the trend steadies and strong up days show lots more people are buying than usual.
Primary drivers
- Plan with Lucid to add 20,000 self-driving taxis
- Waymo starting self-driving rides in Austin on Uber
- Stock fell too far, setting up a short-term rebound
- Uncommon 10-week research signal for near-term upside
How it played out
UBER: target was not reached by Jan. 19
Lyra published UBER at $93.04 on Oct. 21, 2025, with a short-term thesis for 28% growth. The thesis pointed to the Lucid plan for 20,000 self-driving taxis, Waymo self-driving rides in Austin on Uber, a short-term rebound after the stock fell, and an uncommon 10-week research signal.
Inside the window, UBER peaked at $100.35 on Nov. 3, 2025, for a 7.9% gain. It stayed below the $119.09 target and never reached it. By Jan. 19, 2026, it ended at $84.85. The thesis partially played out early, then missed the target.
What happened during the window
On Nov. 4, 2025, Uber reported third-quarter results and said trips rose 22% to 3.5 billion. It also forecast fourth-quarter gross bookings of $52.25 billion to $53.75 billion. On Dec. 15, 2025, Reuters reported that the FTC and 21 states filed an amended complaint against Uber over subscription practices.
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.