Uber Technologies (NYSE:UBER) Releases Q1 2026 Earnings Guidance

Uber Technologies (NYSE:UBER) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.650-0.720 for the period, compared to the consensus estimate of 0.750. The company issued revenue guidance of -.

Uber Technologies Trading Down 3.9%

UBER stock traded down $3.08 during midday trading on Wednesday, reaching $74.85. 42,137,488 shares of the company’s stock traded hands, compared to its average volume of 20,660,719. The company has a market capitalization of $155.53 billion, a P/E ratio of 9.59 and a beta of 1.21. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15. Uber Technologies has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The business has a 50-day moving average price of $83.78 and a two-hundred day moving average price of $90.05.

Uber Technologies (NYSE:UBER) last issued its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The business had revenue of $13.47 billion for the quarter, compared to the consensus estimate of $13.25 billion. During the same quarter last year, the firm posted $1.20 EPS. The business’s revenue for the quarter was up 20.4% compared to the same quarter last year. Equities research analysts forecast that Uber Technologies will post 2.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

UBER has been the subject of several analyst reports. Arete Research set a $125.00 target price on Uber Technologies and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. UBS Group set a $111.00 price target on Uber Technologies in a report on Monday. Susquehanna reissued a “positive” rating and set a $110.00 target price on shares of Uber Technologies in a research report on Wednesday, November 5th. Piper Sandler set a $107.00 price target on shares of Uber Technologies in a report on Wednesday, November 5th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $107.19.

Insider Transactions at Uber Technologies

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the sale, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at $1,919,355.30. The trade was a 21.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on 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 transaction, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 14,875 shares of company stock valued at $1,319,130 over the last quarter. Insiders own 3.70% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Company reported strong demand and scale — Uber said it now has ~200 million monthly users and record trip volumes, with revenue up ~20% year-over-year, highlighting growth in mobility and delivery that supports long-term GMV expansion. Uber Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Autonomous vehicle (AV) strategy gaining traction — Management emphasized robotaxi expansion and AV partnerships (new markets like Hong Kong, Madrid, Houston, Zurich mentioned by some outlets), positioning Uber for a multitrillion-dollar long-term opportunity if AV adoption scales. With 200 Million Monthly Users, Uber Readies for Autonomous Rides
• Positive Sentiment: Analyst support remains — Some analysts (Needham/others) reaffirmed buy ratings, citing operational leadership, pricing power and execution on EPS targets as reasons to look through near-term noise. Analyst Notes on Uber Buy Rating
• Neutral Sentiment: Geographic expansion — Uber relaunched in Macau and is pushing into new Asian markets again, which could add growth but will require investment and localized execution. Uber Tiptoes Back Into China Via Macau
• Neutral Sentiment: Management change — Uber promoted Balaji Krishnamurthy to CFO (internal promotion), a move investors will watch for continuity in financial strategy as AV investments accelerate. Uber Appoints New CFO
• Negative Sentiment: Earnings and guidance miss — While revenue beat or roughly matched estimates (~$14.3–14.4B), Uber’s profit metrics missed expectations and the Q1 EPS guide came in below consensus; management said cheaper rides increased trip volumes but compressed margins. That guidance miss is the main near-term driver of share weakness. Reuters: Uber forecasts profit below estimates
• Negative Sentiment: Market reaction and headline misses — Several outlets note shares fell after the quarter as adjusted EPS came in below Street estimates and the company flagged margin pressure; this has pushed the stock toward multi-month lows. Uber shares tumble as Q4 earnings miss
• Negative Sentiment: Legal/regulatory risk — Ongoing driver-status and regulatory claims (including a sizable claim in France) remain a potential multi-billion-dollar overhang that investors should watch. Uber faces €1.7B claim in France

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new stake in shares of Uber Technologies in the third quarter valued at approximately $25,000. Imprint Wealth LLC bought a new position in Uber Technologies in the 3rd quarter worth approximately $32,000. Wealth Watch Advisors INC bought a new position in Uber Technologies in the 3rd quarter worth approximately $57,000. Pin Oak Investment Advisors Inc. increased its position in Uber Technologies by 1,166.1% in the 3rd quarter. Pin Oak Investment Advisors Inc. now owns 747 shares of the ride-sharing company’s stock valued at $73,000 after acquiring an additional 688 shares during the period. Finally, Osterweis Capital Management Inc. raised its stake in Uber Technologies by 66.2% during the 2nd quarter. Osterweis Capital Management Inc. now owns 778 shares of the ride-sharing company’s stock valued at $73,000 after acquiring an additional 310 shares in 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.