Uber Technologies (NYSE:UBER) Updates Q2 2026 Earnings Guidance

Uber Technologies (NYSE:UBER) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.780-0.820 for the period, compared to the consensus estimate of 0.790. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on UBER shares. Citizens Jmp reaffirmed a “market outperform” rating and set a $100.00 target price on shares of Uber Technologies in a research report on Tuesday, April 28th. KeyCorp decreased their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research note on Tuesday, January 20th. Roth Mkm set a $105.00 target price on shares of Uber Technologies in a research note on Thursday, February 5th. TD Cowen raised their price objective on shares of Uber Technologies from $114.00 to $118.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Citigroup reiterated a “buy” rating on shares of Uber Technologies in a 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $105.40.

Uber Technologies Trading Down 1.4%

Shares of NYSE UBER traded down $1.07 during mid-day trading on Friday, hitting $75.66. The stock had a trading volume of 6,662,502 shares, compared to its average volume of 18,921,334. The firm has a market cap of $154.57 billion, a P/E ratio of 18.87, a price-to-earnings-growth ratio of 7.29 and a beta of 1.16. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.14 and a current ratio of 1.07. The business has a 50 day moving average price of $74.17 and a two-hundred day moving average price of $80.81. Uber Technologies has a 1 year low of $68.46 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $13.20 billion during the quarter, compared to the consensus estimate of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The company’s quarterly revenue was up 14.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, equities analysts anticipate that Uber Technologies will post 3.32 EPS for the current fiscal year.

Insider Buying and Selling

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction dated Monday, March 16th. The shares were 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 $34,303,284.20. This represents a 6.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.81% of the stock is owned by corporate insiders.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Q1 results and outlook — Uber posted stronger?than?expected bookings and profitability metrics (delivery growth, higher adjusted EBITDA and margins) and guided Q2 above consensus, underpinning the company’s growth story. Uber Technologies Q1 Earnings Review: Long-Term Winner Even If AVs Fail
• Positive Sentiment: Uber One milestone — Uber One surpassed 50 million members and now drives ~50% of gross bookings across Mobility and Delivery, signaling stronger customer loyalty, higher take rates and more predictable revenue mix. Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation
• Positive Sentiment: Platform & partnerships expanding — New retail tie?ups (Ulta, Ahold Delhaize grocery expansion) and integrations (e.g., Solera) broaden delivery and grocery exposure and support higher frequency usage. These expand monetization channels beyond rides. Uber Eats and Ulta Beauty Team Up to Deliver Beauty Essentials Nationwide
• Positive Sentiment: Uber exposure to micromobility liquidity event — Lime (Uber?backed) filed for a U.S. IPO, which could create value or catalyze investor interest in Uber’s ecosystem stakes. Lime, the Uber-backed micromobility company, files for IPO
• Neutral Sentiment: Autonomous vehicle progress — CEO reiterates a partnership?led AV strategy and several regulatory/partner milestones (e.g., Nuro CPUC permit) advance the robotaxi roadmap, but commercialization timing and capital needs remain uncertain. Nuro Secures CPUC Permit for Testing Robotaxi Passenger Service in California
• Neutral Sentiment: Mixed analyst views — Several firms raised price targets (JPMorgan, DA Davidson, Needham) and reiterated buys, while others trimmed targets or remain cautious; the split keeps the stock volatile after the earnings pop. Wall Street Splits on Uber: Goldman Sachs Cuts Price Target While Piper Sandler Hikes
• Negative Sentiment: Revenue nuance and post?rally pullback — Q1 revenue slightly missed some estimates even as profitability improved; after the earnings?driven surge, investors are taking profits, causing a pullback from recent highs. UBER Q1 Earnings Surpass Estimates, Revenues Increase Year Over Year
• Negative Sentiment: Macro / travel cost headwinds — Themes like higher jet fuel and geopolitical uncertainty can alter travel patterns; some coverage flags mixed demand impacts that could temper upside if sustained. As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

Institutional Investors Weigh In On Uber Technologies

A number of institutional investors have recently modified their holdings of UBER. Brighton Jones LLC grew its holdings in Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after purchasing an additional 2,474 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after acquiring an additional 6,129 shares during the period. Bison Wealth LLC increased its holdings in 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 acquiring an additional 641 shares during the last quarter. Caxton Associates LLP purchased a new stake in Uber Technologies during the first quarter valued at $304,000. Finally, Schnieders Capital Management LLC. purchased a new stake in Uber Technologies during the 2nd quarter valued at $842,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

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.