FY2026 Earnings Forecast for UBER Issued By Erste Group Bank

Uber Technologies, Inc. (NYSE:UBER) – Investment analysts at Erste Group Bank boosted their FY2026 earnings estimates for shares of Uber Technologies in a report released on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now expects that the ride-sharing company will post earnings of $3.37 per share for the year, up from their previous forecast of $3.36. The consensus estimate for Uber Technologies’ current full-year earnings is $3.39 per share. Erste Group Bank also issued estimates for Uber Technologies’ FY2027 earnings at $4.42 EPS.

Uber Technologies (NYSE:UBER) last announced its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.80 by $0.01. The firm had revenue of $14.19 billion for the quarter, compared to analyst estimates of $14.24 billion. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. The business’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS.

A number of other analysts also recently weighed in on UBER. DA Davidson cut their target price on Uber Technologies from $107.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. HSBC cut Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. Citigroup reaffirmed a “market outperform” rating on shares of Uber Technologies in a research report on Wednesday, August 19th. US Capital Advisors set a $95.00 price objective on shares of Uber Technologies in a research note on Monday, May 11th. Finally, Barclays decreased their target price on shares of Uber Technologies from $107.00 to $106.00 and set an “overweight” rating on the stock in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, Uber Technologies presently has an average rating of “Moderate Buy” and an average price target of $104.25.

Uber Technologies Trading Down 4.1%

Shares of NYSE:UBER opened at $75.61 on Monday. The business’s 50 day simple moving average is $73.80 and its 200 day simple moving average is $73.44. Uber Technologies has a 1 year low of $65.41 and a 1 year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84. The company has a market capitalization of $154.44 billion, a P/E ratio of 16.62, a P/E/G ratio of 6.35 and a beta of 1.13.

Institutional Trading of Uber Technologies

Several institutional investors and hedge funds have recently modified their holdings of the business. Wellington Grp LLC raised its stake in Uber Technologies by 71.9% during the second quarter. Wellington Grp LLC now owns 10,401 shares of the ride-sharing company’s stock worth $751,000 after acquiring an additional 4,351 shares in the last quarter. HighTower Advisors LLC boosted its stake in shares of Uber Technologies by 12.7% in the 2nd quarter. HighTower Advisors LLC now owns 874,865 shares of the ride-sharing company’s stock valued at $63,130,000 after purchasing an additional 98,794 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Uber Technologies during the 2nd quarter valued at approximately $18,809,000. California State Teachers Retirement System grew its holdings in shares of Uber Technologies by 6,342.7% during the 2nd quarter. California State Teachers Retirement System now owns 199,496,278 shares of the ride-sharing company’s stock valued at $14,395,651,000 after purchasing an additional 196,399,787 shares during the last quarter. Finally, Greenland Capital Management LP increased its position in Uber Technologies by 420.5% during the 2nd quarter. Greenland Capital Management LP now owns 7,750 shares of the ride-sharing company’s stock worth $559,000 after purchasing an additional 6,261 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber prevailed in litigation brought by law firm Simon & Simon involving allegations of “sham litigation” tied to a prior RICO dispute. The favorable ruling removes a legal overhang, although the immediate financial impact appears limited. Uber defeats Simon & Simon’s Sham Litigation Claims
• Positive Sentiment: Uber’s Dubai robotaxi launch and partnerships with autonomous-vehicle developers could strengthen its position as an aggregator and distribution platform for driverless transportation, rather than requiring it to own the vehicle technology. Dubai Robotaxi Launch Shows How Uber Could Win the Robotaxi Race
• Positive Sentiment: Uber has reportedly increased AI usage more than ninefold while keeping spending roughly flat. Lower AI costs could improve operating efficiency and make artificial intelligence a future margin driver. Uber’s AI spending and efficiency
• Positive Sentiment: Uber partnered with Turkey’s Bin Ulasim to modernize the taxi ecosystem with an electric-vehicle focus, supporting its international expansion and potential electrification strategy. Uber and Bin Ulasim Turkey partnership
• Neutral Sentiment: Investor discussions remain cautiously optimistic about Uber’s valuation, free-cash-flow growth and booking expansion. However, concerns persist that autonomous-vehicle competitors could disrupt ride-hailing unless Uber successfully becomes the leading platform for robotaxi services. Uber robotaxi developments and valuation metrics
• Negative Sentiment: The primary pressure appears to be a risk-off market environment, intensified by geopolitical tensions and higher oil prices, combined with investor disappointment over Uber’s third-quarter guidance. Uber projected gross bookings of $58.25 billion to $60.25 billion and adjusted EPS of $0.84 to $0.88, which investors viewed as less compelling than expected. Uber market weakness and guidance concerns
• Negative Sentiment: Recent insider activity shows one open-market sale and no purchases: Chief People Officer Nikki Krishnamurthy sold 30,000 shares. The transaction is not necessarily a forecast of business performance but may add modestly to sentiment concerns.

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.