Equities Analysts Set Expectations for UBER FY2026 Earnings

Key Points

• FY2026 earnings expectations edged higher: Erste Group Bank raised its Uber EPS forecast to $3.37 from $3.36, near the $3.39 consensus, and projected FY2027 EPS of $4.42.
• Analyst sentiment remains broadly positive: Uber has a “Moderate Buy” consensus rating, with 33 Buy ratings, one Strong Buy, four Holds and three Sells; the average price target is $104.25 versus a recent price of $78.98.
• Growth catalysts face regulatory and execution risks: AI efficiency, autonomous-vehicle partnerships and the proposed Delivery Hero acquisition support Uber’s long-term expansion, while an €825 million Dutch fine over automated driver deactivations presents a significant compliance overhang.

Uber Technologies, Inc. (NYSE:UBER - Free Report) - Equities researchers at Erste Group Bank lifted their FY2026 earnings per share estimates for shares of Uber Technologies in a research note issued to investors on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will post earnings per share of $3.37 for the year, up from their previous estimate 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.

Several other research firms have also commented on UBER. Mizuho set a $112.00 price target on shares of Uber Technologies in a report on Thursday, August 6th. Tigress Financial boosted their price objective on shares of Uber Technologies from $110.00 to $115.00 and gave the stock a "buy" rating in a research note on Friday, June 12th. JPMorgan Chase & Co. raised their target price on shares of Uber Technologies from $105.00 to $110.00 and gave the company an "overweight" rating in a research note on Thursday, May 7th. Wells Fargo & Company cut their target price on shares of Uber Technologies from $100.00 to $89.00 and set an "overweight" rating on the stock in a research note on Thursday, August 6th. Finally, Bank of America reduced their target price on shares of Uber Technologies from $104.00 to $103.00 and set a "buy" rating on the stock in a report on Tuesday, July 28th. One investment 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $104.25.

Uber Technologies Stock Performance

Uber Technologies stock opened at $78.98 on Monday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84. Uber Technologies has a 12 month low of $65.41 and a 12 month high of $101.99. The company has a market cap of $161.32 billion, a price-to-earnings ratio of 17.36, a price-to-earnings-growth ratio of 6.35 and a beta of 1.13. The stock's 50-day moving average is $73.72 and its 200-day moving average is $73.43.

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

Institutional Trading of Uber Technologies

A number of hedge funds have recently made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new position in Uber Technologies in the 3rd quarter worth $25,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of Uber Technologies during the fourth quarter valued at about $25,000. Osbon Capital Management LLC purchased a new stake in shares of Uber Technologies during the fourth quarter worth about $25,000. Imprint Wealth LLC acquired a new position in shares of Uber Technologies in the third quarter worth about $32,000. Finally, Lloyd Advisory Services LLC. purchased a new position in Uber Technologies in the fourth quarter valued at about $27,000. Hedge funds and other institutional investors own 80.24% of the company's stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: AI efficiency is improving. Uber said weekly use of its AI agents has increased 9.4 times while spending has stabilized, suggesting the company is expanding automation without a proportional increase in technology costs. This could support operating leverage and customer-service improvements. Exclusive: Uber cuts AI costs even as usage jumps
• Positive Sentiment: Analyst support and robotaxi permits provide a catalyst. Citizens reiterated an Outperform rating on Uber and a $100 price target after regulators permitted Uber subsidiary Aviary Services, Tesla, and Waymo to operate robotaxi services. Separately, Uber is adding Baidu’s Apollo Go driverless rides to its platform in Dubai, strengthening its potential role as a marketplace for autonomous transportation. Tesla and Uber Won Robotaxi Permits
• Positive Sentiment: Delivery and logistics expansion continues. Uber formally launched its voluntary offer to acquire Delivery Hero for €41.50 per share, with acceptance running through November 5. The deal could expand Uber Eats’ international scale and network, while demand from Uber’s food-delivery platform is also supporting Serve Robotics’ delivery-robot business. Uber Publishes Offer Document for its Takeover Offer for Delivery Hero
• Neutral Sentiment: Bullish long-term arguments remain intact, but valuation and execution matter. Supporters point to Uber’s large user base, network effects, and ability to integrate autonomous vehicles. However, the Delivery Hero transaction brings integration, financing, and competitive risks, while Delivery Hero recently reported a €392 million first-half net loss despite stronger revenue and raised guidance. Uber Stock Is 20% Off Its All-Time High
• Negative Sentiment: A major regulatory fine is the clearest overhang. Dutch regulators fined Uber €825 million, or approximately $966 million, over automated driver suspensions and deactivations that allegedly lacked adequate explanations and meaningful human oversight. Uber may appeal, but the case raises potential financial, compliance, and regulatory risks in other markets. Uber’s $966 Million Fine

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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