Uber Technologies Inc

Uber Technologies Inc

UBER

Get informed when a big investor buys or sells

+ Follow
Market Cap$143.31B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Uber Technologies IncUber Technologies Inc16.9-35%2.80.6

Earnings Call Q1 2026

May 6, 2026 - AI Summary

Strong 1Q26 performance; growth + profitability + cash all “at/above guidance high end” - Gross bookings: +21% YoY (durable platform; growth described as “trip and audience-led”). - Audience: +17% YoY alongside strong engagement. - Profitability: Non-GAAP EPS +44% YoY, stated to grow more than twice as fast as bookings (driven by disciplined cost management + operating leverage). - Free cash flow + shareholder returns: generated strong FCF and returned a record $3B via buybacks in the quarter (dividends not mentioned).
Segment momentum: Mobility re-accelerating (20% growth) + Delivery strong (23%); Delivery mix includes higher-growth categories - Mobility gross bookings: +20% YoY with record margins (notably, CEO emphasized U.S. Mobility acceleration expected to continue for the rest of 2026). - Delivery: +23% YoY, led by grocery & retail, supported by strong retention. - Freight: stated to have returned to growth for the first time in nearly 2 years. - Notable implication for investors: growth is coming alongside leverage, but some categories mentioned as lower-margin (Grocery/Retail) are still contributing—management highlighted that leverage remains intact.
Insurance tailwind in the U.S. (esp. LA/SF) is turning into growth—supporting continued U.S. Mobility acceleration - Management expects hundreds of millions of dollars of insurance savings in 2026 (from policy work + tech improvements + improved auto insurance renewals in March). - Also noted ability to offload more risk to third-party carriers due to better market conditions. - Key “good” datapoint: LA trip growth improved materially versus prior insurance headwinds; management links this to better pricing elasticity and accelerating market growth. - Confidence upgrade: CFO said this is the first year since COVID with expected insurance line leverage in U.S. Mobility and that they feel more confident than in Dec/Jan.

Exclusive for Stockcircle Pro members

Sign upSign Up
$103.83

Target Price by Analysts

44.8% upsideUber Technologies Target Price DetailsTarget Price
$129.60

Current Fair Value

80.8% upside

Undervalued by 80.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$143.31 Billion
Enterprise Value$153.63 Billion
Dividend Yield$- (-)
Earnings per Share$4.82
Beta1.16
Outstanding Shares2,052,187,000

Return

Return on Equity34.50%ROE
Return on Assets14.26%
Return on Invested Capital13.50%

Valuation & Multiples

P/E Ratio16.92P/E Ratio
PEG-19.86PEG
Price to Sales2.76Price to Sales
Price to Book Ratio5.97Price to Book Ratio
Enterprise Value to Revenue2.86
Enterprise Value to EBIT23.76
Enterprise Value to Net Income17
Total Debt to Enterprise0.1
Debt to Equity0.64Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$0.69
Average shareholder expectation
Revenue Estimate
$13.28 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$0.84
Average shareholder expectation
Revenue Estimate
$14.19 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.4709▲ 11.66%
Total Calls35,683,698▼ 4.95%
Total Puts52,488,193▲ 3.24%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %79.82%▼ 2.81%
Total Invested$119.71B▼ 14.48%
Investors Holding2,559▼ 135.00%

ESG Score

No data

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...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical expertise for tax legislation, directly influencing corporate tax structures, capital investment credits, and the overall tax burden on Uber.

Finance

This powerful committee controls taxation and trade. Its decisions on corporate tax policy directly impact Uber's profitability and capital allocation, while trade policy could affect global operations or supply chains.

Health, Education, Labor, and Pensions

This committee regulates labor laws, which is critically important for Uber due to the ongoing debate and potential legislation regarding gig worker classification (employee vs. independent contractor), directly impacting its cost structure and operational model.

Judiciary

This committee oversees antitrust laws, which are highly relevant given Uber's significant market share in ride-sharing and food delivery, potentially leading to scrutiny of monopolistic practices. It also impacts intellectual property, crucial for Uber's technology.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce (all Uber services), privacy and net neutrality laws (affecting data operations), and safety regulations relevant for self-driving cars and potential drone delivery.

Homeland Security and Governmental Affairs

This committee regulates emerging risks like Artificial Intelligence, which is central to Uber's self-driving initiatives and logistics. Its oversight of government efficiency could also impact future transportation solutions.