Equities Analysts Offer Predictions for UBER FY2026 Earnings

Uber Technologies, Inc. (NYSE:UBER) – Investment analysts at Erste Group Bank cut their FY2026 earnings per share estimates for Uber Technologies in a research note issued on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will earn $3.25 per share for the year, down from their previous estimate of $3.27. Erste Group Bank has a “Hold” rating on the stock. 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 $4.22 EPS.

UBER has been the topic of several other reports. DA Davidson decreased their target price on shares of Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. Weiss Ratings lowered shares of Uber Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, March 19th. Needham & Company LLC reiterated a “buy” rating and issued a $109.00 price target on shares of Uber Technologies in a report on Tuesday, February 3rd. JPMorgan Chase & Co. decreased their price target on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Finally, Truist Financial set a $108.00 price objective on shares of Uber Technologies in a research note on Monday, February 9th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Uber Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Trading Down 3.4%

NYSE UBER opened at $70.59 on Thursday. The company has a market cap of $144.21 billion, a P/E ratio of 14.99, a P/E/G ratio of 6.69 and a beta of 1.22. Uber Technologies has a 12 month low of $60.63 and a 12 month high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The company has a 50-day moving average of $75.80 and a 200-day moving average of $85.38.

Uber Technologies (NYSE:UBER) last issued its quarterly 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 business had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm’s quarterly revenue was up 20.1% on a year-over-year basis. During the same period 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.

Insider Buying and Selling

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the sale, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, 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 position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.84% of the company’s stock.

Hedge Funds Weigh In On Uber Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in UBER. Vanguard Group Inc. boosted its position in shares of Uber Technologies by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock worth $15,729,142,000 after buying an additional 1,670,761 shares during the period. Capital Research Global Investors raised its holdings 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 buying an additional 2,903,021 shares during the period. Geode Capital Management LLC lifted its position in 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 worth $3,906,083,000 after acquiring an additional 1,602,596 shares in the last quarter. Norges Bank acquired a new position in Uber Technologies during the 4th quarter worth approximately $2,515,094,000. Finally, Northern Trust Corp boosted its holdings in Uber Technologies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock worth $1,911,301,000 after acquiring an additional 297,132 shares during the period. Institutional investors and hedge funds 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: Partnership with Ibotta to deliver multi‑year digital promotions across Uber’s U.S. grocery and retail ecosystem could boost marketplace engagement and monetization of grocery/retail transactions. Uber Joins the Ibotta Performance Network in Exclusive, Multi-Year Partnership
• Positive Sentiment: Uber expanding space at 3 World Trade Center (building now ~89% leased) signals a commitment to NYC operations and executive/engineering consolidation that could help talent retention and productivity. Uber expansion at 3 World Trade Center a boon to local economy
• Positive Sentiment: Uber teamed with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a strategic step toward international autonomous mobility and potential future margin expansion if it scales. Uber, Pony.ai and Verne team up to launch Europe’s first robotaxi service in Croatia
• Neutral Sentiment: Rivian’s large EV supply deal with Uber (reported separately) supports Uber’s electrification goals but implies material vehicle commitments/capex timing that are mixed for near‑term free cash flow. Will Rivian’s Deal With Uber, New R2 Model Jumpstart the Stock?
• Neutral Sentiment: Reports that Uber is close to acquiring premium chauffeur service Blacklane could lift long‑term average fares and margins but is still speculative. Uber’s Blacklane Move And What It Could Mean For UBER’s Valuation
• Neutral Sentiment: News about UberDoc going public is unrelated to NYSE:UBER and can be disregarded for Uber Technologies’ share moves. UberDoc Honored for Reverse Merger as Healthcare Marketplace Goes Public on CSE
• Negative Sentiment: Erste Group trimmed FY2026–27 EPS forecasts for Uber, reflecting caution about near‑term profitability improvements and contributing downward pressure on the stock. Erste Group cuts FY2026/27 EPS estimates for Uber (MarketBeat)
• Negative Sentiment: Coverage noting the stock dipping despite the robo‑taxi launch highlights investor concerns that autonomous rollouts are capital‑intensive and may hurt near‑term margins; that skepticism is likely weighing on shares. Uber Is Bringing Robo-Taxis to Europe. Why the Stock Is Down.

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.