Uber Stock: Price Today and Nvidia Partnership – What Reddit is Saying

UBER & NVDA: A Risky Bet on Robo-Taxis?

Uber's upcoming Q3 earnings have investors buzzing, and the recent Nvidia partnership announcement adds another layer of complexity. Wall Street anticipates earnings of 67 cents per share, a 44.2% year-over-year dip, despite a projected revenue jump of 27.2% to $8.55 billion. Seems contradictory, right? Let's dig in.

Uber's recent performance is a mixed bag. Q2 2025 saw an 18% increase in trips and gross bookings. Operating income hit $1.5 billion, with adjusted EBITDA at $2.1 billion (a 35% increase). Cash flow looks healthy, with $2.6 billion in operating cash flow and $2.5 billion in free cash flow. The company projects continued growth, forecasting gross bookings between $48.25 billion and $49.75 billion for Q3. But the devil, as always, is in the details.

The Headwinds: Tariffs and UK Troubles

Uber is facing tariff-related headwinds, which are likely to impact their bottom line. Profitability in the UK is also a concern, thanks to higher administrative costs and increased spending. UBS, however, remains optimistic, raising its price target to $124 (from $117) with a Buy rating. They cite resilient food delivery demand and believe slower robotaxi adoption actually benefits Uber in the short term, giving them more time to capitalize on existing models.

Guggenheim is even more bullish, initiating coverage with a Buy rating and a $140 price target. Their argument? Uber's "industry-leading" network, tech, and brand equity. They also believe the re-accelerating delivery business is undervalued. But is this optimism justified, especially considering the Nvidia partnership?

The Nvidia Gamble: Driverless Dreams or a Costly Distraction?

The partnership with Nvidia to advance driverless technology is the real wildcard. While driverless cars undoubtedly require significant computing power (a field Nvidia dominates), the timeline for widespread adoption remains highly uncertain. Elon Musk and Tesla are pushing the narrative, but numerous companies are vying for a piece of the pie. Huge News for Uber Stock and Nvidia Stock Investors as Companies Partner on Driverless Technology

Here's where my analysis diverges from the prevailing sentiment. Uber is essentially betting on a future that may be further away than analysts predict. The investment in driverless tech is substantial, requiring significant capital expenditure and R&D. This will likely put pressure on short-term profitability. Are investors fully pricing in this risk? I'm not so sure. And this is the part of the report that I find genuinely puzzling. Why divert so much resource to a speculative project when there are immediate profitability concerns?

The TipRanks consensus on UBER is a Strong Buy, based on 27 Buy and 4 Hold ratings, with a consensus price target of $110.61 (implying a 14.62% upside). But those ratings might not fully reflect the potential drag from the Nvidia partnership.

Robo-Taxi Reality Check

My take is that while Uber has strong fundamentals and growth potential, the Nvidia partnership introduces a significant element of risk. The market might be overestimating the near-term benefits and underestimating the costs. And the "strong buy" consensus? It's worth remembering that analyst ratings are often lagging indicators, not crystal balls.

So, What's the Real Story?

Uber's stock is a classic case of future promise versus present reality. The Nvidia partnership is a high-stakes gamble, and investors should proceed with caution.