TLDR
- Uber stock closed at $94.68 on September 11, 2025, amid DOJ lawsuit concerns.
- DOJ accuses Uber of discriminating against riders with disabilities.
- Uber denies claims, citing strict compliance policies and zero-tolerance enforcement.
- Sephora partnership boosts Uber Eats retail delivery expansion.
- Uber’s stock return outpaces S&P 500 over 1-, 3-, and 5-year periods.
On September 11, Uber Technologies, Inc. (NYSE: UBER) stock closed at $94.68, reflecting investor caution following new legal challenges.
Uber Technologies, Inc. (UBER)
The U.S. Department of Justice filed a lawsuit alleging Uber violated the Americans with Disabilities Act by refusing service to riders with disabilities and unfairly charging fees. The complaint, filed in California’s Northern District, claims Uber failed to reasonably adjust its policies, leading to economic and emotional harm for passengers.
The DOJ stated that riders with service animals and those using stowable wheelchairs were disproportionately denied equal access. This lawsuit echoes past cases, including a 2021 suit where Uber settled by compensating over 65,000 affected riders in 2022.
Uber responded by strongly rejecting the allegations, emphasizing its zero-tolerance policy toward service denials and permanent deactivation of non-compliant drivers. The company highlighted ongoing policy reminders and app-based requirements for drivers to acknowledge accessibility obligations.
Retail Partnerships Strengthen Delivery Ecosystem
Despite regulatory hurdles, Uber continues to expand its retail delivery services. Its latest partnership with Sephora allows beauty products to be delivered through Uber Eats across North America. This follows recent collaborations with Best Buy and Dollar Tree, signaling the company’s intent to diversify revenue beyond core ride-hailing operations.
These partnerships, supported by a strong Q2 earnings report and active share repurchases, contributed to a 10% quarterly stock rise. Retail expansion could strengthen high-margin delivery services, positioning Uber to offset slower growth in traditional mobility segments.
Performance Overview Versus the Broader Market
Uber’s stock performance has significantly outpaced the S&P 500 across multiple timeframes. As of September 11, 2025:
- Year-to-date return: 56.96% (vs. S&P 500’s 12.00%)
- One-year return: 35.04% (vs. 18.60%)
- Three-year return: 197.92% (vs. 61.96%)
- Five-year return: 156.03% (vs. 97.17%)
Over a three-year period, Uber’s total shareholder return was 204.76%, outperforming analyst expectations and consensus price targets. Current analyst forecasts project 12.3% annual revenue growth, despite near-term earnings declines.
Outlook and Long-term Growth Potential
While legal risks may pressure Uber in the short term, its ongoing strategy to diversify into retail partnerships and advanced mobility technologies offers growth potential. Analysts expect Uber’s earnings to reach $9.7 billion by 2028, with further upside possible through autonomous driving and electrification initiatives.
The consensus price target of $106.43 indicates room for stock appreciation from current levels. However, investor sentiment will depend on the resolution of the DOJ lawsuit and Uber’s ability to balance compliance obligations with expansion into new consumer markets.
