How Schwab Network’s view on $UBER changed

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2026-09-22Bearish

“Ca$htag$: TSLA, GOOGL Robotaxis Present "Dire" UBER Situation”

UBER's passenger transport business is vulnerable to self-driving taxis, causing a likely sharp decline in its stock price.

Uber's performance seems a bit weak today, Landon. Uber is one of the companies that has recently come under scrutiny with the rise of self-driving taxis, Waymo, and others.

I mean, demand has risen by about 11 percentage points year-on-year, which is certainly strong. We know that their bookings increased by 22% in the last quarter. They have 208 million monthly active users . Therefore, they perform their job excellently.

Watch the source00:09

2026-08-31Bullish

“Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy”

Uber's distribution moat mitigates autonomous vehicle risks; strong cash generation (EBITDA +30%) supports a bull case.

And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this.

I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.

Watch the source08:11