‘Deal After Deal’: Uber Now Adds Nissan to Its Growing Robotaxi Network

Uber UBER +3.61% ▲ , the global ride-hailing company, is rapidly expanding its push into robotaxis. The company said it will work with Nissan Motor NSANY -1.68% ▼ and British self-driving startup Wayve to develop autonomous taxis that riders could eventually book through the Uber app.

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The companies plan to prepare a pilot program in Tokyo by late 2026. The program would use Nissan Leaf electric vehicles equipped with Wayve’s autonomous driving technology, which would be offered to customers through Uber’s platform.

The agreement adds another partner to Uber’s growing list of companies building driverless vehicles for its network.

Tokyo Pilot Marks the Next Step

Under the partnership, Nissan will provide the vehicles while Wayve supplies the autonomous driving system. Uber will integrate the service into its ride-hailing app, allowing users to request the robotaxis like a normal ride.

The pilot program is expected to begin preparations over the next two years, with Tokyo selected as the first testing ground.

Uber has increasingly focused on working with outside technology partners instead of building its own autonomous vehicles. This strategy allows the company to expand robotaxi services without taking on the heavy research and development costs.

Another Robotaxi Deal Announced the Same Day

The Nissan partnership was announced the same day Uber revealed another major autonomous vehicle deal. The company said it will partner with Amazon AMZN -0.78% ▼ -owned Zoox to bring fully driverless robotaxis to the Uber app. The service is expected to launch in Las Vegas this summer, with expansion to Los Angeles planned by mid-2027.

Analysts believe the deal strengthens Uber’s broader autonomous strategy. TD Cowen analyst John Blackledge recently reiterated a Buy rating and a $114 price target on Uber, noting that partnerships like Zoox could help the company facilitate autonomous rides in up to 15 cities globally by the end of 2026.

With agreements now spanning companies such as Zoox, Waymo, May Mobility, Baidu BIDU -0.28% ▼ , and Wayve, Uber appears to be building a wide network of partners as it prepares for a future where more rides are handled by autonomous vehicles.

Is Uber a Good Stock to Buy Now?

On TipRanks, Uber has a Strong Buy consensus based on 29 Buy, two Hold, and one Sell ratings. It has the highest price target of $150. UBER stock’s consensus price target is $105.59, implying a 40.84% upside.

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