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

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

Uber Technologies Stock Performance

NYSE UBER traded up $6.29 during trading on Wednesday, reaching $79.24. The company’s stock had a trading volume of 35,751,340 shares, compared to its average volume of 14,922,896. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $161.89 billion, a price-to-earnings ratio of 16.82, a price-to-earnings-growth ratio of 6.72 and a beta of 1.16. Uber Technologies has a 12 month low of $68.46 and a 12 month high of $101.99. The firm has a 50 day moving average price of $74.06 and a 200 day moving average price of $80.91.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.71 by $0.01. 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 19.33% and a return on equity of 43.63%. The business’s revenue for the quarter was up 14.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. As a group, equities analysts anticipate that Uber Technologies will post 3.32 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on UBER shares. Wells Fargo & Company cut their price objective on shares of Uber Technologies from $100.00 to $95.00 and set an “overweight” rating for the company in a report on Monday, March 30th. The Goldman Sachs Group set a $125.00 price objective on shares of Uber Technologies in a report on Wednesday, February 4th. Citizens Jmp reissued a “market outperform” rating and issued a $100.00 price objective on shares of Uber Technologies in a report on Tuesday, April 28th. Canaccord Genuity Group set a $72.00 price objective on shares of Uber Technologies in a report on Thursday, February 5th. Finally, Mizuho cut their price objective on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $105.17.

Insider Buying and Selling

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the sale, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.81% of the company’s stock.

Key Uber Technologies News

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

• Positive Sentiment: Q1 beat and bullish guidance — Uber reported $0.72 adjusted EPS (slightly above estimates), strong gross bookings (~$53.7B) and issued Q2 gross-bookings guidance above Street expectations, which is the main catalyst for the stock rally today. Uber forecasts strong second-quarter bookings despite Middle East woes — Reuters
• Positive Sentiment: Analyst upgrade/price-target lift — DA Davidson raised its price target to $107 and kept a Buy rating, signaling further upside from current levels and supporting buying interest. DA Davidson raises Uber price target — Benzinga
• Positive Sentiment: Partnerships and network expansion — Uber Eats expanded grocery delivery with Ahold Delhaize (nearly 2,000 stores) and other commercial partnerships that support higher-margin delivery growth and member engagement (Uber One reached ~50M members). Ahold Delhaize & Uber Eats expand partnership — Zacks
• Neutral Sentiment: Robotaxi & vehicle deals — Longer-term upside from autonomous initiatives and large vehicle orders (e.g., Rivian-related news) is being priced in, but execution and capital intensity make this a multi-year story rather than an immediate earnings driver. Uber orders Rivian robotaxis — The Motley Fool
• Neutral Sentiment: Cost/AI positioning — Management says the company is slowing hiring while investing in AI efficiencies (AI-generated code, productivity gains). This supports margins long-term but creates near-term investment/cost trade-offs. Uber slowing hiring to fund AI — Business Insider
• Negative Sentiment: Revenue slightly missed estimates and regional drag — Q1 revenue grew ~14% but was a touch below consensus; management flagged ~60 bps headwind from the Middle East conflict. These factors temper the beat and keep some execution risk. Uber misses Q1 revenue estimate — Yahoo Finance
• Negative Sentiment: Legal and regulatory risks — Ongoing legal issues (recent jury verdict coverage) add uncertainty around potential liabilities and valuation downside for some investors. Uber jury verdict/legal risks — Yahoo Finance

Hedge Funds Weigh In On Uber Technologies

A number of institutional investors have recently added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC bought a new stake in shares of Uber Technologies in the third quarter worth $25,000. SWAN Capital LLC increased its position in shares of Uber Technologies by 265.0% during the fourth quarter. SWAN Capital LLC now owns 365 shares of the ride-sharing company’s stock worth $30,000 after buying an additional 265 shares during the period. Imprint Wealth LLC bought a new position in Uber Technologies during the third quarter worth $32,000. Swiss RE Ltd. bought a new position in Uber Technologies during the fourth quarter worth $37,000. Finally, Litman Gregory Wealth Management LLC bought a new position in Uber Technologies during the fourth quarter worth $40,000. 80.24% of the stock is currently owned by institutional investors and hedge funds.

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.