Uber Technologies (NYSE:UBER) Issues Quarterly Earnings Results

Uber Technologies (NYSE:UBER) issued its quarterly earnings data on Wednesday. The ride-sharing company reported $0.14 earnings per share for the quarter, missing analysts’ consensus estimates of $0.83 by ($0.69), Briefing.com reports. The company had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. Uber Technologies’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.21 earnings per share.

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 Stock Down 7.4%

UBER stock opened at $72.20 on Wednesday. The company has a 50 day moving average of $83.78 and a two-hundred day moving average of $90.05. The company has a market cap of $150.02 billion, a price-to-earnings ratio of 9.35 and a beta of 1.21. Uber Technologies has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.37.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on UBER. Benchmark reiterated a “hold” rating on shares of Uber Technologies in a report on Tuesday, October 28th. Stifel Nicolaus dropped their price target on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $108.00 price objective on shares of Uber Technologies in a research note on Wednesday, October 29th. Finally, Wall Street Zen cut Uber Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $107.19.

Insiders Place Their Bets

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The shares were 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 transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 14,875 shares of company stock valued at $1,319,130. Insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On Uber Technologies

A number of large investors have recently bought and sold shares of the business. Alliancebernstein L.P. increased its position in Uber Technologies by 12.8% during the second quarter. Alliancebernstein L.P. now owns 4,608,465 shares of the ride-sharing company’s stock worth $429,970,000 after buying an additional 521,950 shares during the last quarter. Caisse de depot et placement du Quebec boosted its stake in shares of Uber Technologies by 18.1% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 2,243,012 shares of the ride-sharing company’s stock worth $219,748,000 after acquiring an additional 344,428 shares in the last quarter. Northern Trust Corp increased its holdings in shares of Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after acquiring an additional 297,132 shares during the last quarter. AQR Capital Management LLC raised its stake in shares of Uber Technologies by 11.7% in the 3rd quarter. AQR Capital Management LLC now owns 2,537,074 shares of the ride-sharing company’s stock valued at $247,644,000 after acquiring an additional 265,852 shares in the last quarter. Finally, Boston Partners raised its stake in shares of Uber Technologies by 2.9% in the 3rd quarter. Boston Partners now owns 9,422,708 shares of the ride-sharing company’s stock valued at $923,919,000 after acquiring an additional 263,824 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors.

Key Uber Technologies News

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

• Positive Sentiment: 200M+ monthly users and record engagement — Uber reported more than 200 million monthly users and ~40 million daily trips, underscoring continued demand recovery and monetization potential. Article Title
• Positive Sentiment: Revenue and gross bookings growth — Q4 revenue rose roughly 19–20% to about $14.4B and gross bookings crossed ~$54B, driven by delivery and mobility mix. Top‑line strength cushions the outlook. Article Title
• Positive Sentiment: Robotaxi and geographic expansion — Uber is expanding its autonomous/robotaxi efforts to Hong Kong, parts of Europe and more, and relaunched in Macau, signaling long‑term TAM upside if AV economics scale. Article Title
• Positive Sentiment: Corporate leadership update — Company announced a new CFO in the wake of results, which some investors view positively for execution and capital allocation. Article Title
• Neutral Sentiment: Analyst positioning mixed — Some firms (e.g., Needham) keep buy ratings and $109 PTs highlighting operational strength, but others point to AV and regulatory uncertainties that complicate valuation. Article Title
• Negative Sentiment: Profit/earnings miss — Adjusted Q4 EPS fell short of consensus (company reported an earnings shortfall vs. expectations), prompting the market reaction despite the revenue beat. Article Title
• Negative Sentiment: Q1 profit guidance below estimates — Management guided Q1 profit below Street forecasts (citing cheaper rides to grow trips that compress margins), increasing near‑term downside risk. Article Title
• Negative Sentiment: One‑time charges and margin pressure — Reports note a large charge tied to equity investments that depressed reported profit and investor perception of “clean” operating performance. Article Title
• Negative Sentiment: Regulatory/legal risk — Ongoing driver‑status and other legal exposures (e.g., claims in Europe) remain a headline risk that can pressure multiple/valuation. Article Title

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.