FY2027 Earnings Forecast for UBER Issued By Erste Group Bank

Uber Technologies, Inc. (NYSE:UBER) – Erste Group Bank upped their FY2027 EPS estimates for Uber Technologies in a note issued to investors on Friday, September 18th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will post earnings of $4.42 per share for the year, up from their previous estimate of $4.41. The consensus estimate for Uber Technologies’ current full-year earnings is $3.35 per share.

Several other equities research analysts also recently weighed in on the company. Susquehanna lowered their price target on Uber Technologies from $110.00 to $90.00 and set a “positive” rating for the company in a report on Thursday, August 6th. Jefferies Financial Group upped their price objective on shares of Uber Technologies from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, August 10th. TD Cowen reaffirmed a “buy” rating and issued a $118.00 price objective on shares of Uber Technologies in a research report on Thursday, July 16th. Arete Research set a $74.00 target price on shares of Uber Technologies and gave the stock a “neutral” rating in a research note on Thursday, September 10th. Finally, Tigress Financial lifted their target price 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. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $103.03.

Uber Technologies Trading Down 0.7%

Shares of NYSE:UBER opened at $69.42 on Tuesday. The business’s 50-day moving average is $73.51 and its 200 day moving average is $73.39. Uber Technologies has a 1 year low of $65.41 and a 1 year high of $101.29. The firm has a market capitalization of $141.80 billion, a P/E ratio of 15.26, a P/E/G ratio of 5.69 and a beta of 1.16. 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 (NYSE:UBER) last issued its quarterly earnings data on Wednesday, August 5th. The ride-sharing company reported $0.81 EPS for the quarter, beating the consensus estimate of $0.80 by $0.01. The firm had revenue of $14.19 billion during the quarter, compared to analyst estimates of $14.24 billion. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS.

Insider Activity

In other news, insider Andrew Macdonald bought 70,000 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The stock was purchased at an average price of $75.83 per share, with a total value of $5,308,100.00. Following the completion of the acquisition, 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 position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jill Hazelbaker sold 28,170 shares of the company’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $71.31, for a total value of $2,008,802.70. Following the completion of the sale, the insider owned 149,525 shares in the company, valued at approximately $10,662,627.75. This represents a 15.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.81% of the company’s stock.

Hedge Funds Weigh In On Uber Technologies

Institutional investors have recently bought and sold shares of the business. Capital Research Global Investors raised its holdings in shares of Uber Technologies by 2.6% during the fourth quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock worth $9,270,561,000 after purchasing an additional 2,903,021 shares during the last quarter. Public Investment Fund purchased a new position in shares of Uber Technologies during the 2nd quarter valued at about $5,256,173,439. Geode Capital Management LLC raised its stake in shares of Uber Technologies by 3.5% during 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 buying an additional 1,602,596 shares during the last quarter. Norges Bank acquired a new position in shares of Uber Technologies in the 4th quarter valued at about $2,515,094,000. Finally, Capital World Investors lifted its holdings in shares of Uber Technologies by 1.5% in the 4th quarter. Capital World Investors now owns 17,278,031 shares of the ride-sharing company’s stock valued at $1,411,793,000 after buying an additional 261,564 shares during the period. 80.24% of the stock is owned by hedge funds and other institutional investors.

Key Uber Technologies News

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

• Positive Sentiment: Uber’s investment case remains supported by fundamentals: second-quarter gross bookings increased 22% in constant currency for a fourth consecutive quarter above 20%, while free cash flow surpassed $10 billion. The stock’s roughly one-third decline over the past year has therefore created a valuation argument for investors who believe the business remains healthy. Why Uber Is a Good Investment at Today’s Price
• Positive Sentiment: Uber Freight plans a significant, multiyear expansion in Europe through a new Krakow hub, supporting its fourth-party logistics strategy and potential long-term growth beyond ridesharing. Uber Freight Makes Significant Multiyear Bet on Europe
• Positive Sentiment: Erste Group raised its 2027 Uber earnings forecast slightly to $4.42 per share from $4.41, reinforcing the view that future profitability may continue improving.
• Neutral Sentiment: Uber is reshaping its strategy for the robotaxi era, including reported investment of about $10 billion in autonomous-vehicle initiatives and partnerships. This could protect its marketplace position, but it also requires substantial spending as Waymo, Tesla and Zoox expand.
• Neutral Sentiment: Uber’s reported plans involving Delivery Hero’s food-delivery assets are facing antitrust scrutiny in South Korea, while the company has filed for regulatory review. Approval could expand Uber’s delivery presence, but the process introduces uncertainty around timing and deal completion.
• Neutral Sentiment: Uber reportedly retains a 13.5% stake in Grab but has given up a board seat, suggesting it may not pursue a full takeover and could redirect capital toward other opportunities. Why Uber May Not Complete Its Grab Takeover
• Negative Sentiment: Investors remain concerned that Tesla’s Cybercab rollout and competing robotaxi services could reduce Uber’s ride volume, pricing power and long-term margins. This competitive threat is a major reason Uber and other rideshare stocks have underperformed.
• Negative Sentiment: Uber is responding to an investigation into alleged account sharing and rideshare fraud at Dallas-Fort Worth International Airport, creating potential reputational, compliance and operational risks.

About Uber Technologies

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.