Uber Technologies was added to the Zacks Premium Focus List this week after analysts raised full-year adjusted EBITDA growth forecasts to 35%, compared with the ridesharing sector average of 22%. Revenue for the fourth quarter is projected to climb 28% year-over-year on robust demand in North America and strong contributions from delivery services. Zacks’ data show that consensus earnings per share estimates have risen by 12% over the past month, reflecting renewed confidence in Uber’s ability to convert higher take-rates into cash flow.

Uber this month signed a multiyear extension of its mapping agreement with TomTom, covering more than 85 countries across six continents. The deal includes upgraded routing algorithms that are expected to improve trip-planning accuracy by 15% and reduce idle driving time by 7%. According to Uber’s internal analysis, these enhancements should lower fuel consumption by an estimated 5% per ride and help the company tighten unit economics in its core mobility business.

Jefferies reiterated its Buy recommendation after Uber shares declined roughly 17% from late September through January, driven largely by renewed concerns over autonomous vehicle development. Analysts note that despite this pullback, forward valuation multiples are trading near last year’s lows and that Uber’s free cash flow generation has exceeded forecasts for six consecutive quarters. Jefferies projects annual free cash flow of $6.4 billion by 2027, up from $3.8 billion in 2024.

At CES 2026, Uber joined Lucid and Nuro to reveal a fully integrated robotaxi prototype developed for urban ride-hail service. The companies plan to begin closed-course testing in the Phoenix metro area in Q2, with limited public trials scheduled for the fourth quarter. According to Uber’s roadmap, production of the custom chassis and sensor suite will ramp up in late 2026, positioning the company to deploy a commercial fleet as early as 2028.