Uber's stock is projected to undergo a 20% drawdown in 2026, leading to an estimated four percentage point decline in ACKY's net asset value (NAV). As the stock has already dropped 8% year-to-date, expectations of first quarter earnings show modest revenue growth of $13.33 billion and adjusted EPS of $0.71. Despite these financial hurdles, Uber continues to expand its fleet partnerships, particularly with Lucid for 35,000 vehicles, to enhance its competitive edge in the burgeoning autonomous driving market.
“Uber · represents · assets · 38%”
“Uber · is · 20% of the fund”
“a 20% drawdown in Uber · drags · ACKY's NAV · down by roughly four percentage points”
“Uber stock · has had · a rough 2026 · true”
“Uber · represents · assets · 38%”
“Uber · could drag · fund’s NAV · down by four percentage points”
“Uber · is · 20% of the fund”
“a 20% drawdown in Uber · drags · ACKY's NAV · down by roughly four percentage points”
“Uber · is down · year to date · 8%”
“Tesla · competes with · Waymo · and Uber”
“Robo taxis · are defined as · an Uber without a driver”
“cost per mile for Uber · is around · 2.50 to 3 dollars”
