FY2026 EPS Estimates for UBER Decreased by Erste Group Bank

Uber Technologies, Inc. (NYSE:UBER) – Investment analysts at Erste Group Bank lowered their FY2026 earnings estimates for shares of Uber Technologies in a note issued to investors on Wednesday, February 18th. Erste Group Bank analyst S. Lingnau now forecasts that the ride-sharing company will post earnings per share of $3.28 for the year, down from their previous estimate of $3.38. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Uber Technologies’ current full-year earnings is $2.54 per share. Erste Group Bank also issued estimates for Uber Technologies’ FY2027 earnings at $4.31 EPS.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The firm had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The company’s revenue was up 20.1% compared to the same quarter last year. During the same quarter last year, the firm earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS.

Several other analysts have also recently commented on UBER. KeyCorp reduced their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research note on Tuesday, January 20th. Mizuho dropped their price objective on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Roth Mkm set a $105.00 price objective on Uber Technologies in a report on Thursday, February 5th. Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a research report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Uber Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $104.53.

Uber Technologies Price Performance

Shares of UBER opened at $70.64 on Monday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock’s 50 day moving average is $79.56 and its two-hundred day moving average is $88.35. Uber Technologies has a twelve month low of $60.63 and a twelve month high of $101.99. The firm has a market capitalization of $145.38 billion, a PE ratio of 15.00, a P/E/G ratio of 6.77 and a beta of 1.21.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On Uber Technologies

Hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC lifted its stake in shares of Uber Technologies by 3.4% during the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after purchasing an additional 2,474 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares during the period. Bison Wealth LLC increased its stake in Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 641 shares during the last quarter. Caxton Associates LLP purchased a new position in Uber Technologies during the first quarter worth about $304,000. Finally, Schnieders Capital Management LLC. acquired a new stake in Uber Technologies in the 2nd quarter worth about $842,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

More Uber Technologies News

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

• Positive Sentiment: Uber agreed to acquire parking-reservations app SpotHero, integrating parking booking into the Uber app to boost bookings, cross-sell, and commuter/airport/event use cases — a clear push toward the “super‑app” strategy that can increase take rates and user engagement. Uber acquiring parking app SpotHero
• Positive Sentiment: Uber launched “Uber Autonomous Solutions,” a services and software platform to help robotaxi and autonomous delivery players operate at scale — this creates potential new, higher-margin revenue streams (operational support, software, platform fees) and speeds AV commercialization. Uber’s new autonomous vehicle division is about survival and opportunity
• Positive Sentiment: Several bullish analyst/commentary pieces (Forbes, Seeking Alpha, Erste Group forecasts) are signaling upside based on rapid EPS growth potential and long-term margin improvement from platform expansion and AV opportunities. How UBER Stock Rises To $96
• Neutral Sentiment: CEO comments predicting most rides could be robot‑operated within 20 years highlight a bold long-term vision, but the timeline and regulatory/technology risks make near-term financial impact uncertain. Uber CEO predicts most rides could be robot-operated within 20 years
• Negative Sentiment: Uber’s most recent quarter missed consensus EPS (reported $0.71 vs. $0.79 expected) and management set Q1 guidance that may not appease near-term earnings-focused investors — this increases sensitivity to any execution misses.
• Negative Sentiment: Macro/labor concerns: research notes modeling AI-driven job cuts suggest potential downstream effects (wage compression, weaker consumer spending) that could reduce demand for mobility and delivery services. Could Salesforce Layoffs Push Workers Into Uber Driving?

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.