Uber Stock Down 14% in 2026: Q2 Good, But Plans to ‘Scale its AV Ecosystem’ Better Uber Technologies (NYSE:UBER) sees stock price targets lowered by some analysts after its second-quarter financial results and weaker than expected guidance. Here’s what the experts are saying about the short and long term of the ride-share and mobility company. The Uber Analysts DA Davidson analyst Tom White maintained a Buy rating on Uber stock and lowered the price target from $107 to $100. Needham analyst Bernie McTernan reiterated a Buy rating with a price target of $109. Cantor Fitzgerald analyst Deepak Mathivanan maintained an Overweight rating and lowered the price target from $98 to $90. JPMorgan analyst Doug Anmuth has no rating or price target on Uber, but offered post-earnings commentary in a new note. Read Also: Gary Black Says Uber, Not Tesla or Waymo, Has the Best Shot at Bringing Robotaxis to the Masses DA Davidson on UBER Stock Revenue momentum and cost discipline in the second quarter were positive, but may be overshadowed by third-quarter guidance, White said in a new investor note. The analyst said autonomous driving continues to be a key focus area by the company and investors. "The opportunities and risks posed by AV remain at the forefront of investors’ minds, and we think 2Q’s solid Mobility performance should help temper any concerns about share loss from AV pure-plays like Waymo," White said. The analyst said Uber’s U.S. mobility business accelerated in the second quarter and management said it is expected to accelerated each quarter this fiscal year. Autonomous vehicles account for around 0.5% of Uber’s overall trip volume currently, with management saying that number could rise slowly in the near-term. Needham on UBER Stock Uber’s current business is "steady," but investors are focused on the future, McTernan said