Uber Technologies (NYSE:UBER) Releases Q1 2026 Earnings Guidance

Uber Technologies (NYSE:UBER) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.650-0.720 for the period, compared to the consensus estimate of 0.750. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. BNP Paribas Exane assumed coverage on Uber Technologies in a report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price target for the company. Citigroup upgraded shares of Uber Technologies from a “market perform” rating to an “outperform” rating in a report on Wednesday. Wall Street Zen cut Uber Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Melius Research set a $73.00 price objective on Uber Technologies in a report on Monday, January 5th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday, November 5th. Two analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Uber Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $104.72.

Uber Technologies Stock Down 1.8%

NYSE UBER traded down $1.34 on Friday, reaching $73.87. The company had a trading volume of 14,117,539 shares, compared to its average volume of 21,724,467. The firm has a market capitalization of $153.49 billion, a PE ratio of 15.68 and a beta of 1.21. The firm has a 50-day moving average of $83.33 and a 200-day moving average of $89.83. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.15. Uber Technologies has a 1 year low of $60.63 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same quarter in the prior year, the firm earned $3.21 earnings per share. Uber Technologies’s revenue for the quarter was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts anticipate that Uber Technologies will post 2.54 EPS for the current fiscal year.

Insider Activity

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of Uber Technologies stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the transaction, the chief financial officer owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the firm’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 sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. 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 worth $1,319,130. 3.84% of the stock is owned by corporate insiders.

Uber Technologies News Roundup

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

• Positive Sentiment: Major robotaxi expansion: Uber and WeRide plan to deploy ~1,200 robotaxis across Abu Dhabi, Dubai and Riyadh by 2027 — a material long‑term revenue/scale catalyst for autonomous mobility exposure. WeRide, Uber To Deploy 1,200 Robotaxis In The Middle East
• Positive Sentiment: Underlying operational strength: Q4 showed ~20% revenue growth, expanding bookings, rising users in Mobility and Delivery and record free cash flow — fundamentals that support medium/long‑term upside. Uber in the Buy Zone: Can It Take Investors for a Ride They Like?
• Positive Sentiment: Analyst support persists: several firms continue Buy/Outperform ratings and some upgrades followed the quarter, leaving institutional interest and analyst conviction on the tape despite target trims. Uber Technologies Stock Forecast: Trending Strong Buy by Analysts
• Neutral Sentiment: Leadership change: Uber named Balaji Krishnamurthy as CFO — he’s a known robotaxi proponent, which signals continued capital allocation toward autonomous initiatives (positive long-term but could pressure near-term margins). Uber has appointed a new CFO—its third in three years
• Negative Sentiment: Q4 EPS miss and cautious guidance: Uber’s adjusted EPS fell short of estimates and management issued tepid near‑term profit guidance, which was the primary driver of the post‑earnings selloff. That guidance reduction drove several analysts to lower price targets. How Should Investors Approach UBER Stock Post Q4 Earnings Miss?
• Negative Sentiment: Legal risk: A jury in Arizona found Uber liable in a driver sexual‑assault case and awarded $8.5M — the company faces thousands of similar suits, which adds reputational and potential financial downside. Uber held liable, ordered to pay $8.5 million in driver rape suit
• Negative Sentiment: Analyst target trims and mixed notes: Multiple banks trimmed price targets (JPMorgan, Wells Fargo, Cantor, Wedbush, Mizuho) or reiterated neutral views — increasing near‑term selling pressure despite some buy ratings remaining. Uber Technologies (NYSE:UBER) Price Target Lowered to $105.00 at JPMorgan Chase & Co.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of UBER. Northern Trust Corp increased its stake in shares of Uber Technologies by 1.5% in the third quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after buying an additional 297,132 shares during the period. Boston Partners increased its holdings in Uber Technologies by 2.9% in the third quarter. Boston Partners now owns 9,422,708 shares of the ride-sharing company’s stock valued at $923,919,000 after purchasing an additional 263,824 shares during the period. Alliancebernstein L.P. raised its position in Uber Technologies by 12.8% during the 2nd quarter. Alliancebernstein L.P. now owns 4,608,465 shares of the ride-sharing company’s stock worth $429,970,000 after purchasing an additional 521,950 shares during the last quarter. California State Teachers Retirement System lifted its holdings in Uber Technologies by 5.7% during the 3rd quarter. California State Teachers Retirement System now owns 3,222,927 shares of the ride-sharing company’s stock worth $315,750,000 after buying an additional 174,039 shares during the period. Finally, AQR Capital Management LLC lifted its holdings in Uber Technologies by 11.7% during the 3rd quarter. AQR Capital Management LLC now owns 2,537,074 shares of the ride-sharing company’s stock worth $247,644,000 after buying an additional 265,852 shares during the period. Institutional investors own 80.24% of the company’s stock.

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.