Uber Technologies Inc. (UBER) — closed signal from July 28, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 26, 2025 — +3% at the close.
Predicted vs. what happened
What happened
Reached 78% of the predicted growth at its peak, without hitting the target.
The thesis — published July 28, 2025
After a recent 20% slide, Uber’s share price is starting to climb again. On July 28 the firm ordered 20,000 electric cars from Lucid and got approval to test self-driving rides in Saudi Arabia. Profit margins are wider and cash flow has turned positive. With many investors optimistic before early-August results, a move toward $105 over the next three months seems reachable.
Primary drivers
- Ordering 20k Lucid electric cars can cut ride costs and lift Uber’s eco image.
- Price action hints sellers are done, leaving space for the stock to rebound.
- Rising margins and new cash flow show Uber’s core business is stronger.
- Approval for self-driving rides in Saudi Arabia adds a new market and tech angle.
How it played out
UBER: the stock rose but missed the target
Lyra published UBER on July 28, 2025 at $91.29, with a short-term expectation of 15% growth. The thesis pointed to a recent 20% slide starting to reverse, a 20,000-car Lucid order, approval to test self-driving rides in Saudi Arabia, wider margins, positive cash flow, and investor optimism before early-August results.
Inside the window from July 28 to October 26, UBER peaked at $101.99 on September 22. That was an 11.7% gain, but it stayed below the $104.98 target. It ended at $94.07. The thesis partially played out: the stock rose, but it never got there.
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.