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High materiality7/10

BTIG Upholds Uber Buy with $100 Target as AV Scale Catalyst Seen in 2027–28

Jun 26, 2026, 12:07 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive sentiment from a fresh Buy rating and durable long-term AV expansion thesis; near-term catalysts are limited but the note reinforces upside in a multi-year horizon.

AI summary

What happened, with direct paths to the underlying reporting

BTIG reiterates Uber Buy with a $100 target, arguing AV partnerships haven’t yet moved sentiment. Waymo remains the market leader, leaving Uber’s exclusive non-Waymo fleet around 200 and unlikely to scale to thousands before 2027–28. A larger robotaxi fleet on Uber’s app is the key near-to-mid-term catalyst for upside.

BTIG maintains Uber Buy with a $100 target; AV partnerships haven't shifted sentiment.
Waymo dominates robotaxi market; Uber's exclusive non-Waymo fleet runs ~200.
Uber app has ~1,000 AVs; ~800 Waymo, ~200 exclusive non-Waymo.
BTIG expects thousands of non-Waymo AVs not until 2027-28; long-term fragmentation persists.
Stock +3% on Friday; price near resistance at $81 and above 20/50 SMAs.

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