Uber Technologies, Lucid Group, and Nuro are gearing up to launch a global robotaxi service, showcasing production-ready AVs and in-cabin rider experience at CES 2026. Autonomous on-road testing has begun in the San Francisco Bay Area, overseen by Nuro to validate the robotaxi program ahead of its anticipated launch.
Nuro’s safety and validation framework includes autonomous on-road testing, closed-course evaluations, and extensive simulations to ensure smooth and dependable performance. The testing program assesses essential capabilities across the autonomy stack, with production of the robotaxi vehicle expected to begin later this year at Lucid’s manufacturing facility in Arizona.
Lucid’s deal with Uber to supply 20,000 AVs equipped with Nuro’s self-driving tech signals its expansion beyond the consumer electric vehicle business. Uber’s partnership-driven approach in the AV space, leveraging its market share and app network, positions it well to scale autonomous services and integrate cutting-edge technologies into its platform.
Waymo, Alphabet’s autonomous driving arm, has commercial operations in several US cities and recently crossed 450,000 weekly paid rides. Self-driving cars offer improved road safety by reducing collisions caused by human error through faster reactions, constant attention, and consistent adherence to traffic rules.
UBER’s stock has gained 31.8% in a year, trading at a 12-month forward price-to-sales of 2.94X with a Value Score of D. Analysts project upward earnings estimates for UBER in Q4 2025, full-year 2025, and 2026, positioning the stock as a Hold with potential for growth in the evolving AV market.
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Read more at Nasdaq: Uber & Partners Reveal Robotaxi Design at CES: Sign of More Upside?