FY2026 EPS Forecast for Uber Technologies Boosted by Analyst

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for Uber to $3.35 (from $3.25), well above the current consensus of $2.54, and projects FY2027 EPS of $4.24.
• Uber reported quarterly EPS of $0.71 (missing the $0.79 consensus) while revenue of $14.37 billion slightly beat estimates, and management set Q1 2026 guidance of $0.65–$0.72 EPS.
• Analyst sentiment is a Moderate Buy with a consensus target of $105.14, though several firms have recently trimmed near‑term price targets.

Uber Technologies, Inc. (NYSE:UBER - Free Report) - Erste Group Bank increased their FY2026 earnings per share estimates for Uber Technologies in a research report issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now expects that the ride-sharing company will post earnings per share of $3.35 for the year, up from their prior estimate of $3.25. 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 $4.24 EPS.

UBER has been the topic of a number of other reports. Cantor Fitzgerald lowered their price target on Uber Technologies from $99.00 to $92.00 and set an "overweight" rating on the stock in a report on Thursday, February 5th. Wolfe Research lowered their price target on Uber Technologies from $125.00 to $110.00 and set an "outperform" rating on the stock in a report on Monday, January 5th. Morgan Stanley lowered their price target on Uber Technologies from $110.00 to $100.00 and set an "overweight" rating on the stock in a report on Thursday, February 5th. DA Davidson lowered their price target on Uber Technologies from $108.00 to $105.00 and set a "buy" rating on the stock in a report on Monday, February 23rd. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Uber Technologies in a report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $105.14.

Uber Technologies Price Performance

Shares of UBER opened at $72.40 on Thursday. The firm has a market capitalization of $147.91 billion, a price-to-earnings ratio of 15.37, a price-to-earnings-growth ratio of 6.57 and a beta of 1.21. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. Uber Technologies has a one year low of $64.95 and a one year high of $101.99. The stock's fifty day moving average is $73.74 and its 200-day moving average is $83.78.

Uber Technologies (NYSE:UBER - Get Free Report) last posted its 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 company had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business's quarterly revenue was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of UBER. Norges Bank acquired a new position in Uber Technologies during the fourth quarter worth about $2,515,094,000. Marshall Wace LLP boosted its position in shares of Uber Technologies by 1,462.2% in the 4th quarter. Marshall Wace LLP now owns 6,693,412 shares of the ride-sharing company's stock valued at $546,919,000 after purchasing an additional 6,264,946 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of Uber Technologies by 129.7% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company's stock valued at $776,883,000 after purchasing an additional 5,293,822 shares during the period. Pacer Advisors Inc. boosted its position in shares of Uber Technologies by 1,905.3% in the 3rd quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company's stock valued at $426,216,000 after purchasing an additional 4,133,532 shares during the period. Finally, Employees Provident Fund Board acquired a new position in shares of Uber Technologies in the 4th quarter valued at $265,205,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider directly owned 176,584 shares of the company's stock, valued at $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares in the company, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.84% of the stock is owned by corporate insiders.

More Uber Technologies News

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

• Positive Sentiment: Uber is expanding its AWS deal to run ride‑matching and AI training on Amazon's Graviton and Trainium3 chips, a move that should lower compute costs and speed model development — supportive for efficiency and product improvements. Uber is the latest to be won over by Amazon's AI chips
• Positive Sentiment: Uber Eats added all 3,700+ Ace Hardware locations nationwide, broadening non‑restaurant delivery reach and monetizable order volume for the Eats platform. Ace Hardware Joins Uber Eats
• Positive Sentiment: Verne/Pony.ai launched Europe's first commercial robotaxi service in Zagreb with Uber backing — early commercial autonomous deployments could be a long‑term growth and margin story if scaled. Pony.ai Advances Global Deployment
• Positive Sentiment: Uber agreed to acquire Blacklane to expand into chauffeur/luxury travel, a strategic tuck‑in that broadens Mobility offerings and high‑ARPU inventory. Uber to Acquire Blacklane
• Positive Sentiment: One bullish model published a $123.73 price target (large upside vs. current levels), reflecting optimism around execution and long‑term margins. Uber Bears Are Missing the Story
• Neutral Sentiment: Broad market strength today (macro risk reduction) is providing a tailwind for cyclical and growth names, including Uber, but this is not Uber‑specific. Stock Market Today
• Negative Sentiment: Wells Fargo trimmed its price target from $100 to $95 while keeping an Overweight rating — a modestly more cautious near‑term outlook that could temper upside and increase focus on execution. Wells Fargo Cautious on Uber Technologies
• Negative Sentiment: Driver unrest in Lagos entered a multi‑day strike, creating local service disruptions and reputational risk; management has pledged dialogue but operational impacts could persist regionally. Uber pledges driver dialogue as Lagos strike continues

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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