US · Technology · Software - Application
EPS came in at 1.17 against a street estimate of 0.83 — a beat of 41.0%.
Analysts rate Uber Technologies Inc a buy (44 buy, 10 hold, 0 sell out of 54) with an average price target of $101.11.
CONFIDENT Uber delivered 22% gross bookings growth, record FCF of $10B+ annually, and significant operating leverage with 35% EPS growth. Autonomous vehicle expansion and Delivery Hero acquisition signal long-term growth strategy. Q2 2026 U.S. shows sustainable momentum across insurance reinvestment, product innovation, and SPAR expansion. Brazil facing elevated 2-wheeler supply costs from food delivery competition but maintaining share. International delivery accelerating with category gains. Analysts pressed on AV strategy sustainability, Brazil competitiveness, and regulatory risks. Management emphasized durable U.S. growth drivers, acknowledged Brazil supply cost pressure but maintained share, and outlined smart regulation dialogue to avoid AI-like backlash on AV rollout. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.39% |
| Vanguard Capital Management, LLC | 6.55% |
| Capital Research Global Investors | 6.40% |
| State Street Corp | 4.44% |
| Morgan Stanley - Brokerage Accounts | 3.77% |
| PUBLIC INVESTMENT FUND | 3.57% |
| Geode Capital Management, LLC | 2.34% |
| Vanguard Portfolio Management, LLC | 1.87% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 UBER TECHNOLOGIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Completed registered public offering of €4,500,000,000 in senior unsecured notes across fiv | 2026-09-15 |
| Material agreement · Q3 2026 UBER TECHNOLOGIES, INC. – 8-K SUMMARY (August 6, 2026) HEADLINE NUMBERS • Term Loan Credit Agreement signed on August 6, 2026 to finance Delivery He | 2026-08-07 |
| Quarterly report · Q2 2026 UBER TECHNOLOGIES, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (six months): $27,394 million (H1 2025: $24,184 million) — 13% increase ye | 2026-08-05 |
| Results announced · Q3 2026 UBER TECHNOLOGIES, INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Gross Bookings: $58.0 billion, up 24% year-over-year (22% constant currency) • | 2026-08-05 |
| Material agreement · Q3 2026 UBER TECHNOLOGIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Uber announced acquisition of Delivery Hero SE for €41.50 per share in cash • Bridge financ | 2026-07-16 |
| Board / officer change · Q2 2026 UBER TECHNOLOGIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Jill Hazelbaker promotion award: $3,750,000 in restricted stock units (RSU) + $1,250,000 in | 2026-05-11 |
| Quarterly report · Q1 2026 UBER TECHNOLOGIES, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $13,203 million (up from $11,533 million in Q1 2025 = +14.5% YoY) | 2026-05-06 |
| Proxy statement · Q2 2026 UBER TECHNOLOGIES, INC. — 2026 PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION & CHANGE Dara Khosrowshahi (CEO) 2025 Total Compen | 2026-03-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Business combination agreement between Uber Technologies and Delivery Hero SE Uber Technologies is acquiring Delivery Hero SE, a leading European food delivery and quick commerce platform, through a cash takeover offer. Under this business combination agreement dated | 2026-07-16 |
| Agreement to acquire Getir's delivery business in Türkiye Uber announced it will acquire Getir's delivery business in Turkey (food, grocery, retail, and water delivery) from investor Mubadala, pending regulatory approval. The deal combines Getir wi | 2026-02-09 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Uber Technologies Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.