FY2026 EPS Estimate for Uber Technologies Cut by Analyst

Uber Technologies, Inc. (NYSE:UBER) – Research analysts at Erste Group Bank cut their FY2026 earnings per share estimates for Uber Technologies in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will post earnings per share of $3.25 for the year, down from their previous forecast of $3.27. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Uber Technologies’ current full-year earnings is $2.54 per share. Erste Group Bank also issued estimates for Uber Technologies’ FY2027 earnings at $4.22 EPS.

UBER has been the subject of several other research reports. Wolfe Research cut their target price on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Needham & Company LLC reissued a “buy” rating and issued a $109.00 price target on shares of Uber Technologies in a report on Tuesday, February 3rd. Truist Financial set a $108.00 price target on Uber Technologies in a research note on Monday, February 9th. Wells Fargo & Company cut their price objective on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Finally, Melius Research set a $73.00 price objective on shares of Uber Technologies in a research report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Uber Technologies has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Uber Technologies Price Performance

NYSE:UBER opened at $69.22 on Thursday. The business’s 50-day simple moving average is $75.48 and its two-hundred day simple moving average is $85.21. Uber Technologies has a 52 week low of $60.63 and a 52 week high of $101.99. The stock has a market cap of $141.41 billion, a PE ratio of 14.70, a P/E/G ratio of 6.45 and a beta of 1.22. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38.

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

Insider Activity at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the transaction, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the sale, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.84% of the stock is owned by insiders.

Institutional Investors Weigh In On Uber Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in UBER. J. Derek Lewis & Associates Inc. purchased a new stake in Uber Technologies in the fourth quarter worth $326,000. HughesLittle Investment Management Ltd. boosted its stake in shares of Uber Technologies by 1.8% during the fourth quarter. HughesLittle Investment Management Ltd. now owns 425,413 shares of the ride-sharing company’s stock valued at $34,760,000 after purchasing an additional 7,463 shares during the period. Rockefeller Capital Management L.P. grew its holdings in shares of Uber Technologies by 16.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 3,071,306 shares of the ride-sharing company’s stock worth $250,956,000 after purchasing an additional 434,283 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of Uber Technologies in the fourth quarter worth about $25,000. Finally, World Investment Advisors increased its stake in Uber Technologies by 17.2% in the 4th quarter. World Investment Advisors now owns 92,490 shares of the ride-sharing company’s stock worth $7,557,000 after buying an additional 13,556 shares during the period. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

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.