Uber Technologies Inc
UBER - Insider Information
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+ FollowMarket Cap$133.28B
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Earnings Call Q3 2026
November 4, 2026 - AI Summary
Strong Q3 results & cash flow momentum (good)
- Uber delivered 215M monthly active platform consumers and 5th straight quarter of 20%+ YoY gross bookings growth.
- Non-GAAP EPS grew 35% YoY.
- Record trailing 12-month free cash flow: $10.4B.
- Management emphasized continued focus on profitable growth rather than growth-at-any-cost.
Mobility supply remains the key challenge internationally (mixed/negative)
- Mobility grew but came in below expectations because driver supply didn’t keep pace with consumer demand in multiple international markets.
- Drivers of supply tightness: elevated fuel costs (emerging markets like Brazil/India) and persistent immigration-related dynamics; plus seasonality (Sep–Dec) amplifying shortages.
- Response: targeted investments to improve marketplace balance via driver acquisition, retention, engagement.
- Early encouraging signal: improvement seen in October with accelerating supply hours globally, including Brazil and India.
- Outlook maintained: 18%–22% mobility growth range (steady vs prior quarters), implying confidence in the fix.
Delivery momentum accelerating (good)
- Delivery gross bookings up 23% YoY; organic growth accelerated.
- Uber Eats investments in selection, affordability, and reliability are improving everyday utility (restaurants + weekly groceries + essentials).
- Uber One (~55M members) deepens engagement across both mobility and delivery and supports demand.
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Share Statistics
| Market cap | $133.28 Billion |
|---|---|
| Enterprise Value | $143.14 Billion |
| Earnings per Share | $4.82 |
| Beta | 1.27 |
| Outstanding Shares | 2,036,458,000 |
Return
| Return on Equity | 35.07% |
|---|---|
| Return on Assets | 14.56% |
| Return on Invested Capital | 16.41% |
Valuation & Multiples
| P/E Ratio | 14.09 |
|---|---|
| PEG | 18.38 |
| Price to Sales | 2.59 |
| Price to Book Ratio | 5.38 |
| Enterprise Value to Revenue | 2.59 |
| Enterprise Value to EBIT | 17.12 |
| Enterprise Value to Net Income | 14 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | 0.54 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$0.86
Consensus analyst estimateRevenue Estimate
$14.66 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 3, 2027
EPS Estimate
$0.97
Consensus analyst estimateRevenue Estimate
$15.63 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.19, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.1925▼ 97.09% |
|---|---|
| Total Calls | 279,529▼ 99.36% |
| Total Puts | 53,800▼ 99.89% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.03%▼ 79.04% |
|---|---|
| Total Invested | $5.63B▼ 95.43% |
| Investors Holding | 904▼ 1701.00% |
About Uber Technologies Inc
26,900 employees
CEO: Dara Khosrowshahi
Uber Technologies, Inc., commonly known as Uber, is an American company that offers vehicles for hire, food delivery , package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motoriz...