FY2026 EPS Estimate for Uber Technologies Boosted by Analyst

Uber Technologies, Inc. (NYSE:UBER) – Equities researchers at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for Uber Technologies in a report released on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will earn $3.35 per share for the year, up from their previous 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.

Several other equities research analysts also recently weighed in on UBER. Truist Financial set a $108.00 price target on Uber Technologies in a report on Monday, February 9th. DA Davidson cut their price objective on Uber Technologies from $108.00 to $105.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. BNP Paribas Exane began coverage on Uber Technologies in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price objective for the company. JPMorgan Chase & Co. dropped their price target on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Finally, BTIG Research restated a “buy” rating and issued a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, March 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Uber Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $105.14.

Uber Technologies Price Performance

Shares of NYSE UBER opened at $71.79 on Thursday. 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 stock has a fifty day moving average price of $73.54 and a 200 day moving average price of $83.69. Uber Technologies has a 1-year low of $68.34 and a 1-year high of $101.99. The company has a market cap of $146.67 billion, a PE ratio of 15.24, a P/E/G ratio of 6.60 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.79 by ($0.08). The firm had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. Uber Technologies’s revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the company posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS.

Institutional Trading of Uber Technologies

A number of hedge funds have recently added to or reduced their stakes in UBER. Brighton Jones LLC boosted its stake in Uber Technologies by 3.4% in the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after buying an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Uber Technologies by 65.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares in the last quarter. Bison Wealth LLC lifted its stake in shares of Uber Technologies by 20.3% in the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 641 shares in the last quarter. Caxton Associates LLP acquired a new position in shares of Uber Technologies in the 1st quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. acquired a new position in shares of Uber Technologies in the 2nd quarter valued at about $842,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s 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 sale, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.81% of the stock is currently owned by company insiders.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Progress on autonomous mobility and commercial robotaxi rollouts could provide a long‑term revenue/cost catalyst: Uber is testing driverless Volkswagen ID. Buzz vans in Los Angeles and is part of a partnership (with Pony.ai/Verne) that launched Europe’s first commercial robotaxi service in Zagreb — milestones for scaling AV services and potential future margin improvement. Uber Is Testing Driverless Volkswagen ID. Buzz Vans in Los Angeles Pony.ai, Uber, Verne to launch Europe’s first commercial robotaxi service
• Positive Sentiment: Uber Eats is broadening beyond restaurant delivery (Ace Hardware partnership, retail fulfilment expansion), which supports revenue diversification and higher TAM for the delivery segment. Ace Hardware partners with Uber Eats for on-demand US delivery
• Positive Sentiment: Analyst and model updates show pockets of optimism — Erste Group nudged FY2026/FY2027 EPS estimates higher, and some outlets publish bullish price targets (e.g., a $123.73 target noted by 24/7 Wall St.), reinforcing the view that valuation may look attractive to long‑term investors. MarketBeat UBER overview Uber Bears Are Missing the Story…
• Neutral Sentiment: Institutional and insider flows are mixed: big reweights from major asset managers were reported alongside notable buys by some funds and a number of recent insider sales — this creates short‑term volume/volatility but not a clear directional signal. Uber Stock (UBER) Opinions on Recent Earnings Report
• Neutral Sentiment: Tech/infra partnership: Uber adopting AWS/Graviton/Trainium3 for workloads could reduce compute costs and support product development, but benefits are medium‑term. Amazon expands AI and retail reach
• Negative Sentiment: Recent quarterly results disappointed on adjusted EPS ($0.71 vs. $0.79 est.) despite a slight revenue beat, which triggered debate and likely contributed to near‑term selling pressure. Uber Stock (UBER) Opinions on Recent Earnings Report
• Negative Sentiment: Regulatory and labor risks persist — government scrutiny, past legal issues and active driver strikes (e.g., Lagos) create headline risk and could pressure margins or growth in affected markets. Uber pledges driver dialogue as Lagos strike continues
• Negative Sentiment: Technical/bearish signals noted by market commentators (breaks below moving averages) and some analyst caution (Wells Fargo trimmed its PT) suggest potential near‑term downside or consolidation. Wells Fargo Cautious on Uber Technologies

About Uber Technologies

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.