Does Uber (UBER) Owning AV Charging Hubs Clarify Its Long‑Term Platform Strategy Or Add Complexity?

Simply Wall St

Mon, February 23, 2026 at 8:12 AM GMT+9 3 min read

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Earlier this week, Uber Technologies said it will invest more than US$100 million to build autonomous vehicle fast‑charging hubs in key US cities and expand charging access through partnerships with operators such as EVgo, Electra, Hubber and Ionity worldwide.

This push to own critical charging infrastructure, alongside new robotaxi collaborations in the Middle East and Dubai, signals Uber’s intent to become a central platform for autonomous ride‑hailing even as the economics of self‑driving fleets remain uncertain.

We’ll now examine how Uber’s US$100 million autonomous charging build‑out may reshape the existing investment narrative around its long‑term AV ambitions.

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Uber Technologies Investment Narrative Recap

To own Uber today, you have to believe its global platform can keep compounding trips, cross‑selling Mobility and Delivery, and gradually improving margins, even as it spends heavily on autonomous vehicles. The US$100 million AV charging build‑out reinforces the capital intensity and execution risk around self‑driving, but it does not fundamentally change the near term story: the key catalyst remains user and gross bookings growth, while the biggest risk is AV investments weighing on profitability longer than expected.

Among recent announcements, the expanded robotaxi collaboration with WeRide in Abu Dhabi, Dubai and Riyadh is especially relevant. It shows Uber is already layering AVs onto its core marketplace in real cities, not just pilots, which ties directly into the charging push in the US. Together, they frame AVs as an extension of the existing Mobility platform rather than a standalone bet, but the timing and economics of meaningful profit contribution are still unclear.

Yet behind Uber’s AV ambition, investors should also be aware that growing capital needs and regulatory pressures could suddenly reshape the company’s…

Read the full narrative on Uber Technologies (it’s free!)

Uber Technologies’ narrative projects $71.2 billion revenue and $9.7 billion earnings by 2028. This requires 14.6% yearly revenue growth and a $2.9 billion earnings decrease from $12.6 billion today.

Uncover how Uber Technologies’ forecasts yield a $105.36 fair value, a 43% upside to its current price.

Exploring Other Perspectives

UBER 1-Year Stock Price Chart

Some of the most pessimistic analysts were already assuming earnings could fall to about US$8.2 billion by 2029, so if you are weighing Uber’s AV charging push against that backdrop, it is worth remembering that reasonable people can read the same numbers very differently and you should compare several viewpoints before deciding what this new information might mean for you.

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Explore 60 other fair value estimates on Uber Technologies - why the stock might be worth just $76.99!

Reach Your Own Conclusion

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your Uber Technologies research is our analysis highlighting 5 key rewards that could impact your investment decision.

Our free Uber Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Uber Technologies' overall financial health at a glance.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include UBER.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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