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FollowingUber investors confuse long-term risks with short-term shocks
In 2026, Uber investors have been weighing the threats posed by Tesla Cybercab and Waymo. Sam Badawi, a market analyst at WOLF Financial, said the market's sell-off confuses real long-term risks with the immediate impact on Uber's business. In an interview with TheStreet Roundtable, he pointed out that the reaction was "completely ridiculous" and suggested downgrading Uber to 47th on the Roundtable 100 list.
Key points ignored by the market
Badawi's view is not that autonomous vehicles will never threaten Uber, but rather that the market is pricing a transition that may take years to complete, while ignoring Uber's growth potential in delivery, freight and its own autonomous driving network.
After more than ten years of development, Uber has become synonymous with online ride-hailing, completely changing the way people hail a ride. However, this original business is only part of investors 'valuations today. Currently, Uber's business landscape covers travel, distribution and freight. According to Uber's July announcement, its proposed acquisition of Delivery Hero would allow the combined company to cover 99 markets.
Uber offered to acquire Delivery Hero at a price of 41.50 euros per share, valuing the company at $14.8 billion. The transaction is expected to be completed in the second half of 2027, subject to shareholder acceptance and regulatory approval.
"With the acquisition of Delivery Hero, what you see is a company that promises to achieve greater autonomy globally," Badawi said. He expects this effect of scale to reduce costs and increase profit margins.
Why Robotaxi is not an imminent threat
Badawi acknowledges that self-driving cars may challenge Uber, but doubts whether Tesla and Waymo can achieve this goal quickly and on a large scale.
He said: "It's completely ridiculous to worry that Tesla Cybercab or Waymo will take away Uber's business."
In addition, Uber is actively deploying to profit from this shift. The company said it has partnered with more than 30 autonomous driving partners in travel, distribution and freight, who have completed millions of autonomous driving trips on its platform every year. According to Uber's September update, Uber is expected to facilitate autonomous driving trips in as many as 15 cities by the end of 2026 and plans to become the world's largest promoter of autonomous driving trips by 2029.
CEO Dara Khosrowshahi further supported this view on September 10. SEC filings show that he purchased 141,000 shares of Uber stock at a weighted average price of $70.96, with a transaction value of approximately $10 million.
The growth logic behind Badawi's optimism
Badawi's investment argument is based on valuation gaps. He believes investors underestimate Uber because of a threat that is years away, but pay insufficient attention to the company's current growth.
According to the company's financial report, Uber's second-quarter revenue increased 12% year-on-year to US$14.2 billion. Among them, distribution revenue increased by 28%, freight revenue increased by 26%, and travel revenue increased by 1%.
Badawi said: "I see an overall growth rate of about 20%, especially in its distribution sector."
He expects Uber's mobility business growth to resume after the correction he describes in the UK market. This week, Uber ranked 50th on the Roundtable 100 list, up from 83rd last week.
