Research Analysts Set Expectations for UBER FY2027 Earnings

Uber Technologies, Inc. (NYSE:UBER) – Erste Group Bank reduced their FY2027 EPS estimates for Uber Technologies in a research note issued on Tuesday, September 8th. Erste Group Bank analyst S. Lingnau now forecasts that the ride-sharing company will post earnings per share of $4.41 for the year, down from their prior estimate of $4.42. The consensus estimate for Uber Technologies’ current full-year earnings is $3.45 per share.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.80 by $0.01. The company 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%. Uber Technologies’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.60 earnings per share. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS.

UBER has been the topic of several other reports. DA Davidson decreased their target price on shares of Uber Technologies from $107.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Sanford C. Bernstein dropped their price target on Uber Technologies from $110.00 to $95.00 and set an “outperform” rating for the company in a research report on Thursday, August 6th. Arete Research set a $74.00 price objective on Uber Technologies and gave the company a “neutral” rating in a research report on Thursday, September 10th. The Goldman Sachs Group set a $100.00 price objective on Uber Technologies in a research report on Monday, June 29th. Finally, KeyCorp lowered their price objective on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research note on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $103.03.

Uber Technologies Stock Performance

Shares of NYSE:UBER opened at $71.44 on Monday. Uber Technologies has a 52 week low of $65.41 and a 52 week high of $101.99. The stock has a market capitalization of $145.93 billion, a P/E ratio of 15.70, a PEG ratio of 5.75 and a beta of 1.16. The firm has a fifty day simple moving average of $73.90 and a two-hundred day simple moving average of $73.62. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.38.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Capital Research Global Investors grew its position in shares of Uber Technologies by 2.6% during the 4th quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock worth $9,270,561,000 after buying an additional 2,903,021 shares in the last quarter. Public Investment Fund bought a new stake in shares of Uber Technologies in the second quarter valued at about $5,256,173,439. Geode Capital Management LLC raised its holdings in shares of Uber Technologies by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock valued at $3,906,083,000 after acquiring an additional 1,602,596 shares in the last quarter. Norges Bank purchased a new stake in Uber Technologies in the fourth quarter worth about $2,515,094,000. Finally, Capital World Investors lifted its stake in Uber Technologies by 1.5% in the fourth quarter. Capital World Investors now owns 17,278,031 shares of the ride-sharing company’s stock worth $1,411,793,000 after acquiring an additional 261,564 shares during the period. Institutional investors own 80.24% of the company’s stock.

Insider Activity at Uber Technologies

In related news, insider Andrew Macdonald bought 70,000 shares of the company’s stock in a transaction on Friday, September 4th. The shares were acquired at an average cost of $75.83 per share, for a total transaction of $5,308,100.00. Following the purchase, the insider directly owned 426,320 shares of the company’s stock, valued at approximately $32,327,845.60. The trade was a 19.65% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jill Hazelbaker sold 28,170 shares of the firm’s stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $71.31, for a total transaction of $2,008,802.70. Following the transaction, the insider directly owned 149,525 shares in the company, valued at approximately $10,662,627.75. This trade represents a 15.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.81% of the stock is currently owned by company insiders.

Key Uber Technologies News

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

• Positive Sentiment: CEO Dara Khosrowshahi purchased approximately 141,000 shares for more than $10 million, signaling confidence in Uber’s long-term prospects. Insider Watch: 3 CEOs Buying Shares
• Positive Sentiment: Uber completed a €4.5 billion, multi-tranche euro debt offering, strengthening its liquidity and funding flexibility, although it also adds to the company’s debt obligations. Uber Completes Euro Debt Offering
• Positive Sentiment: Uber launched autonomous taxi service in London with Wayve, supporting its strategy of building an autonomous-vehicle network rather than relying solely on its traditional ride-hailing model. Uber and Wayve Launch Autonomous Taxis
• Positive Sentiment: OXEA selected Uber Freight to manage logistics across North America and Europe, providing another commercial opportunity for Uber’s freight operation. OXEA Selects Uber Freight
• Neutral Sentiment: Uber expanded into Kuwait, a move that could broaden its international footprint but will require investment and successful local execution. Uber Launches in Kuwait
• Negative Sentiment: Taxi companies are seeking to exit a proposed price-fixing class action involving Uber. The litigation creates potential legal costs, reputational risk and uncertainty around pricing practices. Taxi Companies Seek Exit From Price-Fixing Lawsuit
• Negative Sentiment: Uber announced roughly 3,300 corporate layoffs, with management suggesting productivity gains could help fund cheaper rides. Lower prices may stimulate demand, but investors may worry about weaker margins and the execution risk of restructuring. Uber Layoffs and Cheaper Rides
• Negative Sentiment: Waymo’s expansion in Las Vegas and planned autonomous operations in Tokyo highlight intensifying robotaxi competition, potentially challenging Uber’s future pricing power and market share. Waymo Expands Robotaxi Operations
• Negative Sentiment: President and COO Jill Hazelbaker sold 28,170 shares, reducing her position by 15.85%. While insider sales can be routine, the transaction may weigh on sentiment alongside broader concerns about valuation and competition. SEC Insider Sale Filing

Uber Technologies Company Profile

Uber Technologies, Inc is a technology company that operates a global platform connecting consumers with drivers, couriers, merchants and transportation providers. The company’s core mobility business enables users to request rides through the Uber app, including options such as private rides, taxis and other forms of local transportation.

Uber also operates Uber Eats, a delivery marketplace that connects consumers with restaurants, grocery stores and other retailers. In addition, the company provides logistics services through Uber Freight, which connects carriers and shippers, and offers advertising solutions to businesses seeking to reach users on its platform.