Uber Technologies Inc
UBER - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$133.28B
Close$
Earnings Call Q2 2026
August 5, 2026 - AI Summary
Q2 momentum + financial highlights (good/surprising):
- Gross bookings: +$58B, +22% YoY, above high end of guidance; 4th straight quarter above 20% growth.
- Non-GAAP EPS: +35% YoY (operating leverage).
- Trailing 12-month free cash flow: >$10B for the first time (record cash generation).
- Management characterizes results as “durable growth” with margin expansion.
Outlook on autonomous vehicles (AV) – milestones, scaling plan, and economics (opportunity + execution):
- Main “signposts” over next ~12 months: increasing number of cities launched (with and without vehicle operators), accelerating data collection, and early commercialization metrics.
- Current footprint: live in 7 cities; on track for 15 cities by year-end (named partners include Nuro, Zoox, Wayve, Baidu, Pony, Verne, etc.).
- Next phase expectations: additional partner and city expansion into 2027/2028 (Dara cited potential Rivian deployments in later years).
- Early utilization economics: utilization targeted/observed at mid-20s to low-30s trips per vehicle per day, positioning for monetization once quality and utilization scale.
- Important challenge: AVs are regulated market-by-market and commercialization (not just tech) is the critical bottleneck—deployment is slower than AI adoption curves.
Mobility & delivery strategy / growth drivers (good + what’s working):
- U.S. mobility acceleration is expected to be broader than any one-off event; World Cup helped but wasn’t the core driver.
- Drivers cited for U.S. acceleration:
- Insurance tailwind + reinvestment (notably cited California / LA & SF trip growth outpacing the rest of the country).
- Product innovation velocity (premium and affordable): e.g., U4B up 40% YoY, Uber Health growing faster; affordable offerings gaining traction.
- Sparse markets expansion: less than 10% of eligible consumers used Uber in prior 12 months vs >50% in dense markets—strategy focuses on improving supply/reliability and marketing to drive trial.
- First-time user momentum: tied to low-cost products, sparse markets, cross-platform (rides↔eats: only ~20% use both, growing ~1.5x faster than single-product users), and new products (e.g., Women Preferred, Uber Teens, U4B).
Exclusive for Stockcircle Pro members
Sign up
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
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 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...