5 Takeover Targets for the AI Revolution
Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.
Uber Technologies, Inc. is a leading technology corporation that conceptualizes and deploys its proprietary software applications across a broad global footprint, spanning ...
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Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.
Uber stock price is in a free fall this year and is trading at the lowest level since April last year. It has plunged by over 35% from its highest point since September last year.
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:
Uber and Alphabet's Waymo will end their exclusivity arrangement in Atlanta and Austin, Texas, in early 2028. The change reflects the traction Waymo has gotten in the robotaxi market in a number of U.S. cities.
Waymo is reportedly looking for a way out of its deal with Uber, which has made the Alphabet-owned company's robotaxis available on the ride-hailing giant's network in Austin and Atlanta, according to the Financial Times.
Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.
Uber stock price is in a free fall this year and is trading at the lowest level since April last year. It has plunged by over 35% from its highest point since September last year.
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:
Uber and Alphabet's Waymo will end their exclusivity arrangement in Atlanta and Austin, Texas, in early 2028. The change reflects the traction Waymo has gotten in the robotaxi market in a number of U.S. cities.
Waymo is reportedly looking for a way out of its deal with Uber, which has made the Alphabet-owned company's robotaxis available on the ride-hailing giant's network in Austin and Atlanta, according to the Financial Times.
Uber (NASDAQ: UBER | UBER Price Prediction) laid off 10% of its customer service staff as part of what it said was an effort to “embrace artificial intelligence.
Tesla designed an autonomous robotaxi called the Cybercab, but commercializing it comes with a number of challenges. Uber operates the world's largest ride-hailing platform, and around 30 companies in the autonomous space are deploying their vehicles in its network.
Uber is laying off customer service employees, citing artificial intelligence. Employees on the community operations team who work remotely will also have to return to an office.
Uber Technologies (UBER) concluded the recent trading session at $70.33, signifying a -1.71% move from its prior day's close.
A federal judge has ruled that New York City cannot prohibit Uber Technologies and Lyft from deactivating drivers from their apps without advance notice, ruling that the novel law is unconstitutional.
The Q1 2026 13F filings (holdings as of March 31, 2026, filed May 15, 2026) revealed a striking pattern: Several of the most concentrated hedge fund portfolios are crowding into the same handful of mega-cap names.
Cooling inflation and resilient consumer spending have eased economic concerns, shifting Wall Street's focus squarely to earnings. Big Tech results, beginning on July 22 after the bell, offer fresh insight into AI spending trends and corporate profitability. Rising oil prices and Middle East tensions remain key risks that could challenge the disinflation narrative.
Uber has underperformed, with shares down ~15% YTD and ~30% from late 2025 highs, creating a value opportunity. I reiterate my buy rating on UBER, citing ongoing strong fundamentals and new growth catalysts despite recent market weakness. Upcoming Q2 earnings on August 5 could serve as a positive catalyst; I recommend buying the dip ahead of this event.
Delta, British Columbia--(Newsfile Corp. - July 22, 2026) - Investorideas.com, a trusted leader in publishing investing ideas for over 25
Arvest Bank Trust Division purchased a new position in shares of Uber Technologies, Inc. (NYSE: UBER) during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 62,936 shares of the ride-sharing company's stock, valued at approximately $4,527,000. A number of other institutional investors and
Bessemer Group Inc. boosted its holdings in Uber Technologies, Inc. (NYSE: UBER) by 31.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,462 shares of the ride-sharing company's stock after buying an additional 12,998 shares during the period. Bessemer Group
Acumen Wealth Advisors LLC increased its stake in shares of Uber Technologies, Inc. (NYSE: UBER) by 21.6% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,003 shares of the ride-sharing company's stock after purchasing an additional 7,113 shares during the
Recently, Zacks.com users have been paying close attention to Uber (UBER). This makes it worthwhile to examine what the stock has in store.
Andra AP fonden lessened its position in shares of Uber Technologies, Inc. (NYSE: UBER) by 14.4% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 329,000 shares of the ride-sharing company's stock after selling 55,498 shares during the quarter. Andra AP fonden's holdings
Uber (UBER 0.34%) is trading at a relatively attractive valuation.
The Investment Committee debate the latest Calls of the Day.
David Tepper's Appaloosa Management just told the market where the smartest money in the AI trade is parked.
Angeles Wealth Management LLC lessened its position in Uber Technologies, Inc. (NYSE: UBER) by 40.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,912 shares of the ride-sharing company's stock after selling 8,781 shares during the quarter. Angeles Wealth Management LLC's
Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.
Lulu's Fashion Lounge Holdings (NASDAQ:LVLU) retained Solomon Partners as its financial advisor and Willkie Farr & Gallagher LLP as its legal advisor as the company evaluates strategic alternatives to maximize shareholder value. Alternatives may include a potential transaction or continued execution of Lulu's standalone strategic plan.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8)'s planned acquisition of Delivery Hero (XETRA:DHER, OTCQX:DLVHF) could strengthen its cross-platform strategy and create additional opportunities to grow customer engagement, according to Jefferies, which highlighted the strategic benefits of the $14.8 billion transaction. Jefferies wrote that the combination could increase the value of Uber One and expand cross-selling opportunities across additional delivery markets.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8)'s planned acquisition of Delivery Hero (XETRA:DHER, OTCQX:DLVHF) could strengthen its cross-platform strategy...
Hypergrowth is a demanding label in 2026. To wear it, a company needs to expand revenue at a pace that leaves the broader market in the dust, and it needs to do so while the market is actively rewarding profitable, cash-generating stories.
Uber Technologies NYSE: UBER executives said the company's proposed acquisition offer for Delivery Hero is intended to expand its cross-platform mobility and delivery strategy into additional markets while remaining within Uber's financial discipline and capital allocation framework.
After weeks of speculation, Uber officially agreed to acquire Delivery Hero, a purchase that will take the ride-hailing and delivery giant's status to new heights, and nearly 100 markets across Europe, the Middle East, Latin America, and Asia.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) has agreed to acquire Delivery Hero (XETRA:DHER, OTCQX:DLVHF) in a cash takeover offer valued at $14.8 billion, as the ride-hailing and delivery company moves to expand its global food delivery operations. Under the terms of the agreement, Uber will offer Delivery Hero (XETRA:DHER, OTCQX:DLVHF) shareholders €41.50 per share in cash, representing an equity value of $14.8 billion for the company, or $13.7 billion adjusted for Uber's previous stake purchases.
CNBC's Mackenzie Sigalos reports on Uber launching a takeover bid for the German food delivery company, Delivery Hero.
The gig economy once operated under a very simple, highly capital-intensive mandate: capture user market share at any cost. For years, mobility and delivery platforms set cash on fire to win individual zip codes.
Uber (UBER) has announced a cash offer for Delivery Hero valued at approximately $14.8 billion, aiming to acquire 100% of the company. This acquisition would ex
Uber Eats has continued its expansion into deliveries of goods beyond meals by forming partnerships with gaming retailer GameStop and three footwear, apparel and accessories retail brands affiliated with Foot Locker.
Uber will buy Delivery Hero in a deal valuing the German firm at $14.8 billion to create the largest food-delivery group outside China and stave off intensifying competition.
UBER's $14.8 billion Delivery Hero deal would expand its platform to 99 markets and nearly double mobility-delivery overlap to 58.
Uber said on Thursday that it would acquire Delivery Hero for nearly $15 billion. The deal is set to make Uber the largest food delivery company outside China.
Uber Technologies has agreed to buy Delivery Hero in a deal that values the German food-delivery company at $14.8 billion and expands the US firm's global operations. Ed Ludlow reports on "Bloomberg Open Interest.
Uber Technologies Inc. (NYSE:UBER) is trending after the company announced a takeover offer for Delivery Hero valued at approximately $14.8 billion, which would extend its global mobility and delivery platform to a total of 99 markets.
Uber stock was slightly higher after the company announced a deal for Delivery Hero, following weeks of negotiations.
Uber CEO Dara Khosrowshahi joins 'Squawk Box' to discuss the company's $14.8B deal to buy German food delivery company Delivery Hero, global rideshare competition, and more.
Uber is buying Delivery Hero in a deal valued at $14.8 billion but shareholders are more interested in a different part of its business.
Taiwan Semiconductor lifts outlook on AI demand, Uber set to buy Delivery Hero, Netflix earnings due after close, and more
Uber Technologies (UBER, Financials) has formally offered to buy Germany's Delivery Hero in a deal valued at about $14.8 billion.The company is offering â¬41.5
German food delivery group Delivery Hero said Thursday it has agreed to be acquired by U.S. ride-hailing giant Uber in a 12.7 billion euro ($14.6 billion) deal.
Uber Technologies seeks to strengthen its footprint in international markets.
Uber on Thursday launched a public takeover offer for Delivery Hero that values the German food delivery company at around $14.8 billion, as part of the U.S. ride hailing firm's efforts to widen its food delivery network abroad.
SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) has entered into a business combination agreement with Delivery Hero.
Uber is set to take over Delivery Hero in a deal valuing the German food delivery company at about €12.5 billion ($14.34 billion), the Financial Times reported on Wednesday.
Pony AI appears better positioned than Uber in robotaxis, backed by global expansion, China growth and a largely domestic supply chain.
SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) and GameStop (NYSE: GME) today announced a new partnership that brings one of the largest gaming retailers to the Uber Eats marketplace. Customers can now order video games, gaming consoles, accessories, collectibles, and more from GameStop locations nationwide on Uber Eats for scheduled or on-demand delivery. GameStop is the latest retailer to join Uber Eats' rapidly growing marketplace, which now features thousands of storef.
Uber Technologies (UBER) is rated a strong buy as the market undervalues its robust fundamentals and growth potential amid AV-related skepticism. UBER's Q1 2026 results showed 21% YoY gross bookings growth, 42% higher non-GAAP operating income, and $2.28B in free cash flow. Management guides for 18–22% gross bookings growth and 31–38% EPS growth, with Uber One membership now exceeding 50M users.
Uber Technologies (UBER) closed the most recent trading day at $72.08, moving 2.94% from the previous trading session.
In this episode, Connie Loizos sits down with Uber chief product officer Sachin Kansal to discuss the company's expanding vision beyond ride-hailing, from hotels and travel planning to AI-powered shopping and autonomous vehicles. Sachin explains how Uber decides which new products to build, why the company believes a hybrid network of human drivers and robotaxis is the future, and how AI is reshaping the experience for riders, drivers, and merchants alike.
Delivery Hero said talks are at an advanced stage, and didn't comment on speculation regarding the price of the offer.
Uber stock was lower after Delivery Hero confirmed it was in "advanced negotiations" for a takeover from Uber.
Uber Technologies (UBER, Financials), the company best known for ride-hailing and Uber Eats, is reportedly getting closer to buying German food-delivery group D
Delivery Hero said on Tuesday it was in advanced negotiations with Uber Technologies regarding a potential takeover offer, confirming earlier media reports that the U.S. ride-hailing and food-delivery company is pursuing the German group.
Uber (NYSE:UBER | UBER Price Prediction) now carries a market capitalization of roughly $151.5 billion, backed by a platform that pushed $53.72 billion in Gross Bookings through its apps in a single quarter.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) is in advanced talks to acquire German food-delivery company Delivery Hero (XETRA:DHER, OTCQX:DLVHF), according to a Bloomberg report, with the companies aiming to finalize a takeover agreement as soon as this week. Shares of Delivery Hero (XETRA:DHER, OTCQX:DLVHF) rose almost 6% following the report, while Uber shares fell about 2%.
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Uber Technologies is in advanced talks to acquire German food-delivery company Delivery Hero , Bloomberg News reported on Tuesday, citing people familiar with the matter.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) is in advanced talks to acquire German food-delivery company Delivery Hero (XETRA:DHER, OTCQX:DLVHF), according...
Uber has spent the last year quietly pushing beyond the two businesses most people associate it with. There's ride-hailing, of course, and delivery, but spend time in the app and you'll now find hotel bookings powered by Expedia, “shop for me” concierge features, and boat rentals in Europe.
SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) will hold its quarterly conference call to discuss its second quarter 2026 financial results on Wednesday, August 5th at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time).A live webcast of the conference call and earnings release materials can be found on Uber's Investor Relations website at investor.uber.com. A replay of the conference call will be accessible for at least 90 days.Disclosure InformationUber uses and intends to co.
A proposed bill that would allow autonomous vehicles to operate in Washington, D.C. has become a test case for Uber's broader robotaxi strategy.
Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers back up the swagger or just paper over a valuation that has Michael Burry betting against it.
If you drive for Uber (NYSE: UBER), deliver for DoorDash (NASDAQ: DASH), or shop for Instacart (NASDAQ: CART), you almost certainly get a 1099-NEC at year-end and no benefits package. That is exactly why the IRS treats you as both the employer and the employee of your own one-person business, and why a Solo 401(k) lets you shovel... Uber and DoorDash Drivers Think They Have No 401(k). The IRS Lets Them Build a $72,000 One but Almost Nobody Does
DoorDash holds a dominant position in the domestic food delivery market while aggressively expanding into grocery and retail logistics. Uber Technologies leverages its global mobility network and scale to drive significant free cash flow and high net margin levels.
Recently, Zacks.com users have been paying close attention to Uber (UBER). This makes it worthwhile to examine what the stock has in store.
Jeff Bezos spent a quarter-century building Blue Origin with his own money.
Uber is developing AI agents for its teams from finance to HR. It's using "agentic pods" to do it, chief technology officer Praveen Neppalli Naga said.
UBER's gross bookings strength, driven by Mobility, Delivery, Uber One and app upgrades, may support Q2 results despite Middle East tensions.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Five of Tepper's six largest holdings can be considered critical to the long-term success of the artificial intelligence (AI) revolution.
Uber is not developing autonomous vehicles itself but is strategically partnering to benefit from the technology. UBER avoids heavy R&D costs by leveraging alliances with autonomous vehicle innovators instead of direct competition. The prevailing bear thesis underestimates UBER's adaptability and its platform's ability to profit regardless of who supplies the vehicles.
The latest trading day saw Uber Technologies (UBER) settling at $72.42, representing a -2.7% change from its previous close.
Seeking Alpha reported Monday (July 6) that Uber Technologies CEO Dara Khosrowshahi has stepped down from the board of directors at Grab Holdings Limited, effective immediately. The executive's departure from the board of the prominent ride-hailing and delivery network prompted a swift market reaction, with Grab's shares declining by about 3% during Monday's trading session.
On July 6, 2026, the ride-hailing super-app's stock dropped 1.28% after Dara Khosrowshahi stepped down from its board.
Back in February, Uber announced ambitious plans to launch in seven new European markets in 2026 — but now the Financial Times reports that five of those launches are on hold. Country launches that have been paused include Austria, Norway, and Greece.
Tesla is already considered a bona fide AI stock. One Tesla competitor still trades at a discount.
Uber's insurance and operational fees are among the biggest costs baked into a fare on the app. A recent study found they can vary a lot between very similar ride-hailing trips.
For much of the past year, corporate America urged employees to embrace generative AI. Now, some of its biggest names are discovering there's a catch: the bill.
Uber is hiring in the US, though it's pulled back on visa applications for foreign workers. Software engineers can make base salaries of up to $410,000, according to federal data.
Uber's AV partnerships, gross bookings strength and diversification support its long-term outlook, but debt, labor unrest and geopolitical woes remain risks.
When headlines hit the wire that Alphabet NASDAQ: GOOGL subsidiary Waymo was removing its autonomous vehicles from the Uber app in Phoenix, the market reacted with predictable, reactionary selling. Shares of Uber Technologies NYSE: UBER slid more than 4% on June 29 after the news was released, pushing the stock down nearly 12% year to date and leaving it near $72.
The IPO window is showing more signs of life, with Uber-backed Lime raising $174 million in its public debut, pricing its shares right at the midpoint of the expected range. Lime CEO Wayne Ting says the company is going public to attract new investors, and is thinking about M&A, though "the bar is high.
Uber Technologies (UBER) is "stuck on struggle street," says Thomas Martin. He says the company is performing at its best, though the rise of robotaxis like Alphabet's (GOOGL) Waymo and Tesla's (TSLA) self-driving vehicle add outlook pressures.
Uber-backed Lime's shares jumped 8% in its Nasdaq debut on Wednesday after the company raised $167 million in its U.S. IPO, valuing the electric scooter and bike operator at about $1.73 billion.
Uber (NYSE:UBER | UBER Price Prediction) has become a growth story firing on every cylinder while its stock quietly bleeds.
Uber Technologies (UBER) closed at $72.16 in the latest trading session, marking a -4.42% move from the prior day.
On June 30, 2026, Uber Technologies Inc (UBER) shares fell 4.4% to a current price of $72.16. The stock has seen a 52-week trading range between $67.19 and $101
CNBC's MacKenzie Sigalos reports on Waymo and Uber ending their pilot partnership in Phoenix, Arizona
Uber stock could face more robotaxi fears after news that it is no longer partnering with Waymo in Phoenix, an analyst said.
Uber and Alphabet's Waymo have ended their self-driving partnership in Phoenix, Arizona, as the ride-hailing giant prepares to launch a new autonomous vehicle collaboration in the city.
The Uber-Waymo robotaxi pilot program in Phoenix, Arizona has ended. The Waymo vehicles deployed in Phoenix for the pilot will remain in use and make autonomous deliveries with DoorDash.
Uber's autonomous strategy leans on partners' vehicles rather than a fleet it owns. Alphabet's Waymo, the biggest U.S. robotaxi operator, mostly routes riders through its own app rather than Uber's.