Equities Analysts Offer Predictions for UBER FY2026 Earnings

Key Points

• Erste Group Bank cut its FY2026 EPS estimate for Uber to $3.25 (from $3.27) and kept a "Hold" rating; overall analyst consensus is a "Moderate Buy" with an average price target of $105.29.
• Uber missed Q4 EPS at $0.71 versus $0.79 expected while revenue beat at $14.37 billion (up 20.1% YoY), and it guided Q1 2026 EPS to $0.65–$0.72.
• Positive strategic catalysts—an exclusive Ibotta partnership, a potential Blacklane acquisition, and robotaxi efforts—could improve monetization and margins, but recent insider stock sales and political donations pose short‑term sentiment and reputational risks.

Uber Technologies, Inc. (NYSE:UBER - Free Report) - Stock analysts at Erste Group Bank lowered their FY2026 earnings per share (EPS) estimates for Uber Technologies in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will post earnings of $3.25 per share for the year, down from their prior estimate of $3.27. 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 $4.22 EPS.

A number of other equities research analysts also recently issued reports on the stock. Wall Street Zen downgraded shares of Uber Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, January 17th. Royal Bank Of Canada reissued an "outperform" rating and issued a $105.00 price objective on shares of Uber Technologies in a research note on Thursday, February 5th. Wolfe Research reduced their target price on shares of Uber Technologies from $125.00 to $110.00 and set an "outperform" rating on the stock in a report on Monday, January 5th. Needham & Company LLC restated a "buy" rating and set a $109.00 target price on shares of Uber Technologies in a research report on Tuesday, February 3rd. Finally, Benchmark reaffirmed a "hold" rating on shares of Uber Technologies in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $105.29.

Uber Technologies Trading Up 1.0%

UBER stock opened at $73.10 on Thursday. The firm has a fifty day moving average price of $76.07 and a 200 day moving average price of $85.49. Uber Technologies has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm has a market cap of $149.33 billion, a PE ratio of 15.52, a price-to-earnings-growth ratio of 6.63 and a beta of 1.22.

Uber Technologies (NYSE:UBER - Get Free Report) last released its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business's revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS.

Insider Activity

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the business's stock in a transaction on Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the transaction, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Tony West sold 3,125 shares of the company's stock in a transaction on 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 directly owned 176,584 shares in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.84% of the company's stock.

Institutional Trading of Uber Technologies

Large investors have recently made changes to their positions in the stock. Foster Group Inc. increased its stake in Uber Technologies by 3.3% in the 3rd quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company's stock worth $330,000 after buying an additional 107 shares during the period. Sage Rhino Capital LLC boosted its position in Uber Technologies by 4.2% in the 3rd quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company's stock valued at $268,000 after buying an additional 110 shares during the period. Quent Capital LLC boosted its position in Uber Technologies by 3.3% in the 3rd quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company's stock valued at $343,000 after buying an additional 111 shares during the period. Advisors Capital Management LLC grew its stake in Uber Technologies by 1.8% in the 3rd quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company's stock worth $627,000 after acquiring an additional 111 shares in the last quarter. Finally, Emergent Wealth Advisors LLC raised its stake in shares of Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company's stock valued at $1,701,000 after acquiring an additional 114 shares in the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber announced an exclusive, multi‑year partnership with Ibotta to deliver digital promotions across Uber’s U.S. grocery and retail ecosystem — expected to increase monetization of grocery/retail trips and provide CPGs a direct ad/promotions channel at point‑of‑purchase. Read More.
• Positive Sentiment: Reports say Uber is close to acquiring Blacklane, a premium global chauffeur service — a move that would expand Uber into higher‑margin, pre‑booked and corporate travel segments, which can lift overall take rates and margin profile. Read More.
• Positive Sentiment: Coverage of Uber’s push to convert Rivian’s R2 into a robotaxi highlights the company’s longer‑term strategy to lower driver costs and create an autonomous mobility revenue stream — a multi‑year catalyst for margins if execution and AV economics improve. Read More.
• Neutral Sentiment: Uber is expanding its New York office after CEO Dara Khosrowshahi relocated there and instituted stronger return‑to‑office expectations — signals of executive commitment to NYC talent and customer proximity, but with incremental office costs and culture implications. Read More.
• Neutral Sentiment: CEO remarks on AI (calling other executives dishonest about AI impacts) have drawn attention — notable for strategy signaling but unclear near‑term financial impact; could influence investor perception about management’s stance on automation and labor. Read More.
• Negative Sentiment: Some reports note the stock dipped more than the broader market amid the news flow and sector moves — short‑term volatility risk as investors parse deals, partnerships and macro. Read More.
• Negative Sentiment: Uber disclosed political contributions supporting multiple California gubernatorial candidates — creates potential reputational/regulatory scrutiny that can be a modest near‑term headwind for investor sentiment. Read More.

About Uber Technologies

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.

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