Uber investors have spent 2026 weighing the threat from Tesla's Cybercab and Waymo. Sam Badawi says the selloff has confused a real long-term risk with an imminent hit to Uber's business. The WOLF Financial market analyst told TheStreet Roundtable that the reaction was "completely ridiculous." He recommended moving Uber to No. 47 on the Roundtable 100. His argument is not that autonomous vehicles will never threaten Uber. It is that the market is pricing in a transition that could take years while overlooking growth in delivery, freight and Uber's own autonomous-vehicle network. What the market is missing Badawi said Uber has become shorthand for ride-sharing after more than a decade of changing how people hail a car.
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