FY2027 Earnings Estimate for UBER Issued By Erste Group Bank

Key Points

• Erste Group Bank slightly lowered Uber’s FY2027 EPS estimate to $4.41 from $4.42, still above the broader consensus forecast of $3.54 per share.
• Uber’s latest quarter showed EPS of $0.81, narrowly beating estimates, while revenue rose 12.2% year over year to $14.19 billion but came in just below expectations.
• Analyst sentiment remains favorable, with a “Moderate Buy” consensus rating and an average price target of $103.03; CEO Dara Khosrowshahi and insider Andrew Macdonald also made significant stock purchases.

Uber Technologies, Inc. (NYSE:UBER - Free Report) - Erste Group Bank cut their FY2027 EPS estimates for shares of Uber Technologies in a report released on Tuesday, September 8th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will post earnings per share of $4.41 for the year, down from their previous forecast of $4.42. The consensus estimate for Uber Technologies' current full-year earnings is $3.54 per share.

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

A number of other equities analysts have also commented on the company. Jefferies Financial Group boosted their price objective on Uber Technologies from $100.00 to $110.00 and gave the stock a "buy" rating in a research note on Monday, August 10th. Barclays lowered their target price on Uber Technologies from $107.00 to $106.00 and set an "overweight" rating for the company in a research note on Thursday, August 6th. Bank of America cut their price target on Uber Technologies from $104.00 to $103.00 and set a "buy" rating for the company in a report on Tuesday, July 28th. Needham & Company LLC reissued a "buy" rating and set a $109.00 price objective on shares of Uber Technologies in a report on Thursday, August 6th. Finally, Wolfe Research set a $100.00 price objective on shares of Uber Technologies in a report on Friday, May 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, four have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $103.03.

Uber Technologies Stock Down 0.0%

Shares of UBER opened at $71.64 on Monday. The company has a market capitalization of $146.32 billion, a P/E ratio of 15.74, a PEG ratio of 5.54 and a beta of 1.16. Uber Technologies has a one year low of $65.41 and a one year high of $101.99. The business's 50 day simple moving average is $73.95 and its 200-day simple moving average is $73.62. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84.

Insiders Place Their Bets

In other news, CEO Dara Khosrowshahi purchased 141,000 shares of the business's stock in a transaction dated Thursday, September 10th. The shares were acquired at an average price of $70.96 per share, with a total value of $10,005,360.00. Following the completion of the purchase, the chief executive officer directly owned 1,367,100 shares of the company's stock, valued at $97,009,416. The trade was a 11.50% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Andrew Macdonald purchased 70,000 shares of the business's stock in a transaction dated Friday, September 4th. The shares were purchased at an average cost of $75.83 per share, for a total transaction of $5,308,100.00. Following the purchase, the insider directly owned 426,320 shares of the company's stock, valued at $32,327,845.60. This trade represents a 19.65% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 3.81% of the company's stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. California State Teachers Retirement System boosted its stake in Uber Technologies by 6,342.7% in the second 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 acquiring an additional 196,399,787 shares during the last quarter. Capital Research Global Investors raised its position in shares of Uber Technologies by 2.6% during the 4th quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company's stock valued at $9,270,561,000 after acquiring an additional 2,903,021 shares during the last quarter. Public Investment Fund acquired a new position in shares of Uber Technologies in the 2nd quarter valued at $5,256,173,439. Geode Capital Management LLC lifted its stake in shares of Uber Technologies by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company's stock valued at $3,906,083,000 after purchasing an additional 1,602,596 shares during the period. Finally, Norges Bank bought a new position in shares of Uber Technologies in the 4th quarter worth $2,515,094,000. Institutional investors own 80.24% of the company's stock.

Uber Technologies News Summary

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

• Positive Sentiment: CEO Dara Khosrowshahi purchased 141,000 shares for approximately $10 million at an average price of $70.96, increasing his direct ownership by 11.5%. COO Andrew MacDonald also reportedly made substantial purchases, signaling management confidence in Uber’s valuation and long-term outlook. Uber insider buying article
• Positive Sentiment: Uber, WeRide and AVOMO received Spain’s first national permit for Level 4 autonomous passenger vehicles on public roads. Mapping and supervised testing of an initial 20-vehicle fleet in Madrid are expected to support a commercial launch by the end of 2026, strengthening Uber’s partner-based robotaxi strategy and potential European expansion. Reuters Spain autonomous vehicle permit article
• Positive Sentiment: A partnership with Wakefern adds more than 375 supermarkets to Uber Eats, expanding grocery delivery coverage and increasing exposure to recurring everyday purchases. Uber Wakefern grocery deal article
• Neutral Sentiment: Recent commentary comparing Uber with Grab highlights differing growth profiles and valuation trade-offs. Elevated call-option activity and favorable long-term analyst price targets show investor interest, but neither necessarily changes Uber’s near-term earnings outlook.
• Negative Sentiment: Arete Research downgraded Uber from “buy” to “neutral” and assigned a $74 price target. Although the target remains above recent levels, the downgrade may reinforce concerns that near-term upside is limited after the stock’s decline.
• Negative Sentiment: Uber drivers in Amsterdam sued, alleging that the company’s pay algorithm reduced earnings and violated privacy laws. The claims could increase regulatory scrutiny, legal costs and pressure to modify driver compensation. Amsterdam Uber driver lawsuit article
• Negative Sentiment: Local ride-hailing companies in Nigeria are positioning themselves as alternatives to Uber, underscoring competitive and market-share risks in one of Uber’s international markets. Nigeria ride-hailing competition article

Uber Technologies Company Profile

Uber Technologies, Inc is a technology company that operates a global platform connecting consumers with drivers, couriers, merchants and transportation providers. The company's core mobility business enables users to request rides through the Uber app, including options such as private rides, taxis and other forms of local transportation.

Uber also operates Uber Eats, a delivery marketplace that connects consumers with restaurants, grocery stores and other retailers. In addition, the company provides logistics services through Uber Freight, which connects carriers and shippers, and offers advertising solutions to businesses seeking to reach users on its platform.

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