Uber (UBER) just canned 10% of its workforce, and its stock is down 13%. Lyft's (LYFT) market cap is a paltry $5.8 billion, and shares are off by 20%. These bearish stats reflect the reality that established ride-hailing giants face: Driverless cars from well-capitalized players are coming for their businesses, and Uber and Lyft are way behind on the rollout of autonomous vehicles. "Leading mobility companies, Uber and Lyft, have underperformed the market in 2026 as their US Autonomous Vehicle (AV) partnerships are in the development phase, while Waymo, Tesla and Zoox have started deploying vehicles," Bank of America analyst Justin Post wrote in a new note.
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