FY2026 Earnings Estimate for UBER Issued By Erste Group Bank

Key Points

• Erste Group Bank raised its FY2026 earnings estimate for Uber slightly to $3.36 per share from $3.35, above the current consensus estimate of $2.95. The firm also projected FY2027 EPS of $4.40.
• Uber’s latest quarterly results beat earnings expectations, reporting $0.72 EPS versus the expected $0.69. Revenue came in at $13.20 billion, slightly below estimates, while management guided Q2 2026 EPS to $0.78–$0.82.
• Investor sentiment remains broadly positive, with several analysts reiterating or initiating buy/outperform ratings and a consensus target price of $104.65. The article also highlights Uber’s planned Delivery Hero acquisition as a major growth catalyst that could expand its global food-delivery footprint.

Uber Technologies, Inc. (NYSE:UBER - Free Report) - Equities researchers at Erste Group Bank upped their FY2026 earnings estimates for shares of Uber Technologies in a report issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will post earnings per share of $3.36 for the year, up from their previous estimate of $3.35. The consensus estimate for Uber Technologies' current full-year earnings is $2.95 per share. Erste Group Bank also issued estimates for Uber Technologies' FY2027 earnings at $4.40 EPS.

Uber Technologies (NYSE:UBER - Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The firm had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same quarter in the prior year, the company posted $0.83 earnings per share. The business's revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS.

Several other equities analysts have also recently weighed in on the stock. Citizens Jmp reaffirmed a "market outperform" rating and issued a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, April 28th. Wedbush began coverage on Uber Technologies in a research report on Thursday. They set an "outperform" rating and a $91.00 target price on the stock. Wolfe Research set a $100.00 price target on Uber Technologies in a research report on Friday, May 29th. BTIG Research reaffirmed a "buy" rating and set a $100.00 price objective on shares of Uber Technologies in a report on Tuesday. Finally, The Goldman Sachs Group set a $100.00 target price on shares of Uber Technologies in a report on Monday, June 29th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $104.65.

Uber Technologies Stock Up 1.8%

Shares of NYSE UBER opened at $73.96 on Friday. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The company has a 50-day moving average price of $72.78 and a 200-day moving average price of $75.16. The stock has a market capitalization of $150.55 billion, a P/E ratio of 18.44, a P/E/G ratio of 6.18 and a beta of 1.12. Uber Technologies has a 1 year low of $67.19 and a 1 year high of $101.99.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of UBER. Vanguard Group Inc. raised its holdings in shares of Uber Technologies by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company's stock valued at $15,729,142,000 after acquiring an additional 1,670,761 shares in the last quarter. Mach 1 Financial Group LLC purchased a new position in shares of Uber Technologies during the fourth quarter worth about $1,220,000. Teacher Retirement System of Texas increased its position in shares of Uber Technologies by 17.6% in the fourth quarter. Teacher Retirement System of Texas now owns 554,154 shares of the ride-sharing company's stock worth $45,280,000 after purchasing an additional 82,851 shares during the last quarter. Robinhood Asset Management LLC purchased a new stake in Uber Technologies in the fourth quarter valued at approximately $10,884,000. Finally, Dixon Mitchell Investment Counsel Inc. bought a new position in shares of Uber Technologies in the 4th quarter worth $17,336,000. 80.24% of the stock is owned by institutional investors.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber agreed to acquire Delivery Hero, giving it access to about 99 markets and making it the largest food-delivery platform outside China, which could boost scale, pricing power, and profitability over time. Uber Launches Delivery Hero Takeover Offer
• Positive Sentiment: The acquisition is being framed by management and analysts as a growth-phase catalyst, with potential synergies between Uber’s mobility network and delivery business that could support margin expansion and cross-selling. Uber CEO Dara Khosrowshahi Spills Delivery Hero Deal’s ‘Secret Sauce’
• Positive Sentiment: Wedbush initiated coverage on Uber with an Outperform rating and a $91 price target, signaling Wall Street optimism even after the takeover announcement. Benzinga / Wedbush coverage
• Neutral Sentiment: Uber Eats also announced new retail-delivery partnerships with GameStop and Foot Locker, extending its platform beyond food delivery, though these deals appear incremental compared with the Delivery Hero acquisition. Uber Eats Expands Retail Delivery Push With GameStop and Foot Locker Partnerships
• Neutral Sentiment: Shares were described as slightly higher after the announcement, but some coverage noted the stock was not moving dramatically, suggesting investors are waiting to see deal terms, financing, and regulatory approval risks. Uber Stock Rises After Agreement To Buy Delivery Hero $14.8 Billion

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.

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