UBER

bullish track record →
15 signals · latest 6h ago | updated Updated Saturday

Uber targets 15+ cities with Robotaxis by 2029

Watch: Monitor Rivian’s autonomous R2 feature completion and production ramp by Q1 2027 to validate Uber’s 2028 robotaxi deployment timeline.

Full analysis

Uber plans to deploy autonomous Robotaxis in over 15 cities by 2029, aiming to lead in autonomous rides. Tesla vehicles, including those using Full Self-Driving tech, already operate on Uber's platform. Meanwhile, Rivian's US sales fell 26.5% YoY in Q1 2026 to 8,141 units, signaling potential supply risks for Uber’s $1.25 billion Robotaxi deal with Rivian through 2031.

Uber’s robotaxi ambitions hinge on autonomous fleet supply and technology integrations, balancing current partnerships with Tesla and Rivian amid production and tech uncertainties.

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Evidence

Updated Sunday UBER 10-K filing change: New language regarding autonomous vehicle technologies
Updated Sunday UBER 10-K filing change: More detailed and specific legal and regulatory updates
Updated Sunday UBER 10-K filing change: Enhanced description of litigation and settlement relat
Updated Sunday UBER 10-K filing change: Added specific legislative and judicial actions and dat
Updated Sunday UBER 10-K filing change: Change in valuation allowance release related to deferr
Updated Sunday UBER 10-K filing change: Change in discussion of impairment of deferred tax asse
Updated Sunday UBER 10-K filing change: Changes in financial performance metrics for 2025 vs 20
7 older signals

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