Uber Technologies (NYSE:UBER) Issues Q1 2026 Earnings Guidance

Uber Technologies (NYSE:UBER) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.650-0.720 for the period, compared to the consensus estimate of 0.750. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on UBER shares. Susquehanna reissued a “positive” rating and set a $110.00 price objective on shares of Uber Technologies in a research report on Wednesday, November 5th. Needham & Company LLC restated a “buy” rating and set a $109.00 price objective on shares of Uber Technologies in a research report on Tuesday. Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. KeyCorp lowered their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. Finally, Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Friday, December 5th. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $107.19.

Uber Technologies Stock Down 3.6%

Uber Technologies stock traded down $2.80 on Wednesday, hitting $75.14. 31,978,003 shares of the stock traded hands, compared to its average volume of 20,048,770. The business’s fifty day simple moving average is $83.78 and its 200 day simple moving average is $90.05. The firm has a market cap of $156.12 billion, a P/E ratio of 9.66 and a beta of 1.21. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.37. Uber Technologies has a 1 year low of $60.63 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last posted its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. The company had revenue of $13.47 billion for the quarter, compared to the consensus estimate of $13.25 billion. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.Uber Technologies’s revenue was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.20 earnings per share. As a group, sell-side analysts forecast that Uber Technologies will post 2.54 earnings per share for the current year.

Insider Transactions at Uber Technologies

In related news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total transaction of $519,255.00. Following the sale, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 14,875 shares of company stock valued at $1,319,130. Corporate insiders own 3.70% of the company’s stock.

More Uber Technologies News

Here are the key news stories impacting Uber Technologies this week:

• Positive Sentiment: 200M+ monthly users and record engagement — Uber reported more than 200 million monthly users and ~40 million daily trips, underscoring continued demand recovery and monetization potential. Article Title
• Positive Sentiment: Revenue and gross bookings growth — Q4 revenue rose roughly 19–20% to about $14.4B and gross bookings crossed ~$54B, driven by delivery and mobility mix. Top‑line strength cushions the outlook. Article Title
• Positive Sentiment: Robotaxi and geographic expansion — Uber is expanding its autonomous/robotaxi efforts to Hong Kong, parts of Europe and more, and relaunched in Macau, signaling long‑term TAM upside if AV economics scale. Article Title
• Positive Sentiment: Corporate leadership update — Company announced a new CFO in the wake of results, which some investors view positively for execution and capital allocation. Article Title
• Neutral Sentiment: Analyst positioning mixed — Some firms (e.g., Needham) keep buy ratings and $109 PTs highlighting operational strength, but others point to AV and regulatory uncertainties that complicate valuation. Article Title
• Negative Sentiment: Profit/earnings miss — Adjusted Q4 EPS fell short of consensus (company reported an earnings shortfall vs. expectations), prompting the market reaction despite the revenue beat. Article Title
• Negative Sentiment: Q1 profit guidance below estimates — Management guided Q1 profit below Street forecasts (citing cheaper rides to grow trips that compress margins), increasing near‑term downside risk. Article Title
• Negative Sentiment: One‑time charges and margin pressure — Reports note a large charge tied to equity investments that depressed reported profit and investor perception of “clean” operating performance. Article Title
• Negative Sentiment: Regulatory/legal risk — Ongoing driver‑status and other legal exposures (e.g., claims in Europe) remain a headline risk that can pressure multiple/valuation. Article Title

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Measured Wealth Private Client Group LLC purchased a new stake in shares of Uber Technologies during the third quarter valued at about $25,000. Imprint Wealth LLC purchased a new stake in shares of Uber Technologies during the 3rd quarter valued at $32,000. Wealth Watch Advisors INC acquired a new position in Uber Technologies during the 3rd quarter valued at about $57,000. Pin Oak Investment Advisors Inc. grew its stake in shares of Uber Technologies by 1,166.1% during the third quarter. Pin Oak Investment Advisors Inc. now owns 747 shares of the ride-sharing company’s stock worth $73,000 after acquiring an additional 688 shares during the last quarter. Finally, Osterweis Capital Management Inc. raised its position in shares of Uber Technologies by 66.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 778 shares of the ride-sharing company’s stock valued at $73,000 after purchasing an additional 310 shares during the last quarter. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies Company Profile

Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.

Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.