Uber Technologies (NYSE:UBER) Updates Q3 2026 Earnings Guidance

Uber Technologies (NYSE:UBER) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.840-0.880 for the period, compared to the consensus earnings per share estimate of 0.910. The company issued revenue guidance of -.

Uber Technologies Price Performance

Shares of UBER stock traded up $3.97 during trading hours on Friday, hitting $74.44. 23,810,000 shares of the company’s stock were exchanged, compared to its average volume of 19,596,016. The company has a quick ratio of 1.07, a current ratio of 0.84 and a debt-to-equity ratio of 0.38. The firm has a market cap of $151.53 billion, a P/E ratio of 16.36, a P/E/G ratio of 6.23 and a beta of 1.13. The firm has a 50 day moving average of $71.77 and a two-hundred day moving average of $73.72. Uber Technologies has a fifty-two week low of $65.41 and a fifty-two week high of $101.99.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.80 by $0.01. The firm had revenue of $14.19 billion for the quarter, compared to analysts’ expectations of $14.24 billion. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Sell-side analysts forecast that Uber Technologies will post 2.99 EPS for the current year.

Analyst Ratings Changes

Several brokerages have recently issued reports on UBER. Truist Financial lifted their target price on shares of Uber Technologies from $108.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Bank of America decreased their price target on shares of Uber Technologies from $104.00 to $103.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Wedbush began coverage on Uber Technologies in a report on Thursday, July 16th. They set an “outperform” rating and a $91.00 target price for the company. Citizens Jmp reiterated a “market outperform” rating and set a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, April 28th. Finally, Tigress Financial raised their price objective on Uber Technologies from $110.00 to $115.00 and gave the company a “buy” rating in a report on Friday, June 12th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $104.23.

Key Uber Technologies News

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

• Positive Sentiment: Fresh analyst commentary is supporting the rebound, with Guggenheim, Needham and other firms maintaining bullish ratings. Analysts highlighted Uber’s earnings growth, platform expansion and long-term upside despite some price-target reductions. Uber Shares Jump as Analyst Commentary and Autonomous Delivery Push Drive Rally
• Positive Sentiment: Uber’s second-quarter results showed robust demand: gross bookings increased 24%, revenue rose 12.2% year over year, and earnings per share of $0.81 slightly exceeded the $0.80 consensus estimate. Management also emphasized widening profitability and stronger cross-platform engagement. Uber Q2 Earnings Call Centers on AV Scale and Platform Growth
• Positive Sentiment: Investors are responding to Uber’s efforts to build an autonomous-vehicle ecosystem through partnerships, including plans involving Rivian, Lucid and Nuro. The asset-light platform could benefit from robotaxi adoption without owning every vehicle, while drone delivery could broaden Uber’s logistics opportunity. Rivian’s R2 Is Shipping and Uber Wants 50,000 of Them
• Positive Sentiment: Unusually heavy call-option activity and favorable investor commentary, including a continued bullish stance from Bill Ackman, suggest some traders view the recent valuation reset as an attractive entry point. The Discount On UBER Stock Looks Overdone
• Neutral Sentiment: Bank of America and Bernstein lowered their price targets while retaining positive ratings, citing a lower valuation multiple rather than weaker earnings expectations. Uber price target lowered by Bank of America despite higher earnings outlook
• Negative Sentiment: The main overhang remains Uber’s softer profit outlook and narrow revenue miss. Investors are also questioning the potential capital requirements of scaling robotaxis, which could pressure the company’s historically asset-light model. Uber shares slide on mixed second quarter results, weak guidance
• Negative Sentiment: Uber Freight continues to generate significant revenue but remains unprofitable, limiting the benefit of growth in that segment. Uber Freight still unprofitable after big revenue jump

Hedge Funds Weigh In On Uber Technologies

A number of institutional investors have recently bought and sold shares of UBER. Measured Wealth Private Client Group LLC acquired a new stake in shares of Uber Technologies during the 3rd quarter worth approximately $25,000. Imprint Wealth LLC acquired a new stake in Uber Technologies during the third quarter worth $32,000. SWAN Capital LLC raised its position in Uber Technologies by 265.0% in the fourth quarter. SWAN Capital LLC now owns 365 shares of the ride-sharing company’s stock valued at $30,000 after purchasing an additional 265 shares during the period. Swiss RE Ltd. purchased a new stake in Uber Technologies in the fourth quarter valued at $37,000. Finally, Litman Gregory Wealth Management LLC acquired a new position in shares of Uber Technologies in the 4th quarter valued at $40,000. 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.