Uber Technologies (NYSE:UBER) Issues Quarterly Earnings Results

Uber Technologies (NYSE:UBER) announced its earnings results on Wednesday. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08), FiscalAI reports. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The company had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. During the same period in the previous year, the firm posted $3.21 EPS. The company’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies updated its Q1 2026 guidance to 0.650-0.720 EPS.

Here are the key takeaways from Uber Technologies’ conference call:

• Strong financial results: Q4/gross bookings grew 22% YoY, 2025 adjusted EBITDA was $8.7B (35%) and free cash flow was $9.8B, up 42%, giving management latitude to invest and return capital.
• Aggressive AV strategy and partnerships: Uber said AVs are a multi?trillion opportunity, has partnerships (Waymo, NVIDIA, Waabi, etc.), reports higher utilization for AVs on its platform, and expects deployments in ~15 cities by year?end.
• Capital allocation stance: Management plans to reinvest in growth (including AVs) while remaining an aggressive buyer of stock — reiterating sizable share?repurchases and a framework to return a large portion of free cash flow.
• CFO transition: Current CFO Prashanth Mahendra?Rajah will step down Feb 16 and Balaji Krishnamurthy is the incoming CFO; company emphasizes a planned, seamless handoff but execution risk remains during transition.
• Product and user?growth momentum: Monthly active users topped 200M, multi?product adoption is rising (40% use >1 product), and delivery/advertising are accelerating — management points to Moto, Reserve, grocery, membership, and ad monetization as growth drivers.

Uber Technologies Trading Down 5.5%

Shares of UBER opened at $73.67 on Thursday. The stock has a fifty day moving average price of $83.54 and a two-hundred day moving average price of $89.94. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.15 and a current ratio of 1.15. The company has a market cap of $153.07 billion, a price-to-earnings ratio of 9.47 and a beta of 1.21. Uber Technologies has a 52-week low of $60.63 and a 52-week high of $101.99.

Insider Buying and Selling

In other Uber Technologies news, insider Tony West sold 3,125 shares of the business’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 transaction, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of Uber Technologies stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total transaction of $519,255.00. Following the completion of the transaction, the chief financial officer directly owned 20,330 shares in the company, valued at approximately $1,919,355.30. The trade was a 21.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 14,875 shares of company stock valued at $1,319,130. 3.84% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in UBER. Measured Wealth Private Client Group LLC acquired a new stake in Uber Technologies in the third quarter worth $25,000. Imprint Wealth LLC bought a new position in shares of Uber Technologies during the 3rd quarter worth about $32,000. Wealth Watch Advisors INC bought a new position in shares of Uber Technologies during the 3rd quarter worth about $57,000. Pin Oak Investment Advisors Inc. grew its stake in shares of 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 buying an additional 688 shares during the period. Finally, Osterweis Capital Management Inc. increased its position in Uber Technologies by 66.2% in the 2nd quarter. Osterweis Capital Management Inc. now owns 778 shares of the ride-sharing company’s stock valued at $73,000 after buying an additional 310 shares in the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. BMO Capital Markets dropped their target price on shares of Uber Technologies from $113.00 to $106.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 5th. Wells Fargo & Company upped their price objective on shares of Uber Technologies from $120.00 to $122.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Arete Research set a $125.00 target price on shares of Uber Technologies and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Cantor Fitzgerald reduced their price target on shares of Uber Technologies from $108.00 to $99.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Finally, TD Cowen reiterated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, November 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $106.86.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Record demand, revenue and cash flow: Q4 revenue (~$14.3B) and gross bookings topped estimates, trips and users hit all?time highs, adjusted EBITDA and free cash flow rose materially — evidence of durable growth and improving cash generation. Business Wire: Uber Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Strategic CFO hire underscores AV push: Uber promoted Balaji Krishnamurthy to CFO — a known robotaxi backer — signaling management’s commitment to accelerating autonomous initiatives which could unlock multitrillion?dollar TAM over time. TechCrunch: Uber appoints new CFO as its AV plans accelerate
• Positive Sentiment: Analyst support remains: Several firms reaffirmed or raised bullish ratings/targets (Needham, BTIG, Citizens JMP upgrades and high price targets), providing analyst?backed upside narratives for longer?term holders. American Banking News: Needham Reaffirms Buy
• Neutral Sentiment: Geographic & product expansion: company is relaunching services in Macau and expanding robotaxi pilots (Hong Kong, Europe, U.S. cities) — positive for scale but timing and monetization remain multi?year variables. PYMNTS: With 200 Million Monthly Users, Uber Readies for Autonomous Rides
• Neutral Sentiment: Investor narrative split between growth and profitability: some investors emphasize share repurchases and FCF, others worry about margin mix as Uber pushes cheaper rides to grow trips. MarketBeat: Uber in the Buy Zone
• Negative Sentiment: EPS miss and weak near?term guidance: adjusted EPS missed estimates and Q1 EPS guidance (0.65–0.72) came in below consensus, which pressured the stock as investors reprice near?term profitability. Reuters: Uber forecasts profit below estimates
• Negative Sentiment: Margins squeezed by cheaper rides & higher taxes: management highlighted that lower-priced ride options to drive volume, plus tax/headwind items, are denting near?term margins — a key driver of investor concern. Channel News Asia: Cheaper rides, higher taxes dent profit
• Negative Sentiment: Market reaction and analyst caution: shares fell after the print as traders focused on profit outlook and EPS miss; some firms (e.g., Wedbush) remain neutral citing long?term AV uncertainty. MarketWatch: Stock drops after profit miss

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.