Uber Technologies (NYSE:UBER) Issues Q3 2026 Earnings Guidance

Uber Technologies (NYSE:UBER) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.840-0.880 for the period, compared to the consensus estimate of 0.910. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Macquarie Infrastructure raised Uber Technologies to an “outperform” rating in a research report on Monday, May 11th. BNP Paribas Exane downgraded shares of Uber Technologies to an “underweight” rating in a report on Monday, May 11th. HSBC lowered shares of Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. BTIG Research reiterated a “buy” rating and issued a $100.00 price objective on shares of Uber Technologies in a research report on Tuesday, July 14th. Finally, UBS Group lowered shares of Uber Technologies from a “buy” rating to a “neutral” rating in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $104.25.

Uber Technologies Price Performance

Shares of Uber Technologies stock traded up $2.37 on Thursday, hitting $70.55. The company had a trading volume of 23,851,230 shares, compared to its average volume of 19,510,182. The business has a 50-day simple moving average of $71.78 and a 200-day simple moving average of $73.82. 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 market cap of $143.60 billion, a PE ratio of 17.60, a PEG ratio of 6.58 and a beta of 1.13. Uber Technologies has a 52 week low of $65.41 and a 52 week high of $101.99.

Uber Technologies (NYSE:UBER) last announced its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 EPS for the quarter, topping the consensus estimate 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 41.40% and a net margin of 15.91%.The firm’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.60 earnings per share. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Research analysts expect that Uber Technologies will post 2.99 EPS for the current fiscal year.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Strong Q2 operating performance: Gross bookings rose 24% to approximately $58.0 billion, trips increased 18% to 3.9 billion, and monthly active platform consumers grew 16% to 208 million. Adjusted EBITDA increased 33% year over year to $2.8 billion, while trailing 12-month free cash flow exceeded $10 billion. Uber Q2 Revenue Rises 12% as GAAP Diluted EPS Hits $1.17
• Positive Sentiment: Autonomous-vehicle progress: Transport for London granted licenses for Wayve vehicles to conduct supervised private-hire rides, moving Uber closer to launching autonomous services in London. Uber is also pursuing a major robotaxi deployment with Rivian and expects autonomy to broaden its platform over time. Wayve and Uber Move a Step Closer to Autonomous Rides in London
• Positive Sentiment: Analyst support remains favorable: Guggenheim, Needham and Bernstein maintained positive ratings, while Guggenheim set a $125 target and Needham set a $109 target. Bank of America kept a Buy rating and raised earnings estimates despite reducing its target to $101. Uber price target lowered by Bank of America despite higher earnings outlook
• Neutral Sentiment: Delivery and platform expansion: Delivery growth, hotel booking and potential drone-delivery initiatives could increase cross-platform engagement, but these businesses remain longer-term opportunities rather than immediate earnings drivers.
• Negative Sentiment: Soft Q3 outlook: Uber forecast adjusted EPS of $0.84–$0.88, below the roughly $0.89–$0.91 analyst consensus, while bookings guidance was around expectations and foreign-exchange pressure is expected to restrain growth. Uber issues weaker-than-expected bookings and earnings forecasts
• Negative Sentiment: Capital-allocation concerns: Management plans to invest more than $10 billion in autonomous vehicles while pursuing acquisitions, including the proposed Delivery Hero transaction. Investors are concerned that capital-intensive robotaxi expansion could pressure Uber’s historically asset-light model and near-term profitability.
• Negative Sentiment: Competitive pressure: Uber cited slower trips in Brazil amid stronger local competition, while Waymo’s potential move toward its own ride-hailing app and DoorDash’s drone-delivery efforts add uncertainty to Uber’s long-term competitive position.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Northern Trust Corp boosted its position in shares of Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after purchasing an additional 297,132 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in Uber Technologies by 1.8% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 14,592,712 shares of the ride-sharing company’s stock valued at $1,192,370,000 after purchasing an additional 259,370 shares during the last quarter. Boston Partners lifted its stake in Uber Technologies by 2.9% during the third quarter. Boston Partners now owns 9,422,708 shares of the ride-sharing company’s stock valued at $923,919,000 after purchasing an additional 263,824 shares during the last quarter. Schroder Investment Management Group boosted its holdings in Uber Technologies by 3.8% during the fourth quarter. Schroder Investment Management Group now owns 6,982,451 shares of the ride-sharing company’s stock worth $570,536,000 after buying an additional 254,289 shares in the last quarter. Finally, Marshall Wace LLP grew its position in Uber Technologies by 1,462.2% in the fourth quarter. Marshall Wace LLP now owns 6,693,412 shares of the ride-sharing company’s stock worth $546,919,000 after buying an additional 6,264,946 shares during the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

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.