FY2026 EPS Estimates for UBER Increased by Erste Group Bank

Uber Technologies, Inc. (NYSE:UBER) – Equities research analysts at Erste Group Bank raised their FY2026 earnings per share estimates for Uber Technologies in a report released on Friday, June 5th. Erste Group Bank analyst S. Lingnau now anticipates that the ride-sharing company will earn $3.35 per share for the year, up from their prior estimate of $3.34. The consensus estimate for Uber Technologies’ current full-year earnings is $2.95 per share.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The firm had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same quarter in the prior year, the company posted $0.83 earnings per share. The firm’s revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS.

A number of other research firms also recently commented on UBER. BNP Paribas Exane downgraded Uber Technologies to an “underweight” rating in a report on Monday, May 11th. Weiss Ratings upgraded Uber Technologies from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, May 28th. BTIG Research restated a “buy” rating and issued a $100.00 price objective on shares of Uber Technologies in a report on Tuesday, May 26th. Royal Bank Of Canada started coverage on Uber Technologies in a report on Monday, May 11th. They set an “outperform” rating on the stock. Finally, Needham & Company LLC reiterated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $104.68.

Uber Technologies Trading Up 1.3%

NYSE:UBER opened at $69.51 on Friday. The stock’s 50 day moving average price is $73.48 and its 200 day moving average price is $77.22. Uber Technologies has a 52 week low of $67.19 and a 52 week high of $101.99. The company has a market capitalization of $141.49 billion, a P/E ratio of 17.33, a P/E/G ratio of 5.83 and a beta of 1.12. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.07 and a current ratio of 1.07.

Institutional Investors Weigh In On Uber Technologies

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Advisors Capital Management LLC grew its stake in shares of Uber Technologies by 1.8% in the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock worth $627,000 after acquiring an additional 111 shares during the last quarter. Stelac Advisory Services LLC grew its stake in shares of Uber Technologies by 10.4% in the third quarter. Stelac Advisory Services LLC now owns 1,238 shares of the ride-sharing company’s stock worth $121,000 after acquiring an additional 117 shares during the last quarter. Smithfield Trust Co grew its stake in shares of Uber Technologies by 8.3% in the third quarter. Smithfield Trust Co now owns 1,532 shares of the ride-sharing company’s stock worth $151,000 after acquiring an additional 118 shares during the last quarter. Oxinas Partners Wealth Management LLC grew its stake in shares of Uber Technologies by 1.3% in the third quarter. Oxinas Partners Wealth Management LLC now owns 9,423 shares of the ride-sharing company’s stock worth $923,000 after acquiring an additional 122 shares during the last quarter. Finally, Cadence Bank grew its stake in shares of Uber Technologies by 1.7% in the third quarter. Cadence Bank now owns 7,366 shares of the ride-sharing company’s stock worth $722,000 after acquiring an additional 122 shares during the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Insider Buying and Selling

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the transaction, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 3.81% of the stock is currently owned by company insiders.

Uber Technologies News Summary

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

• Positive Sentiment: Erste Group Bank nudged its FY2026 EPS estimate higher for Uber to $3.35, above the current Street consensus of $2.95, reinforcing expectations that profitability can continue to improve.
• Positive Sentiment: Investors remain encouraged by Uber’s robotaxi strategy, including European autonomous ride pilots and continued investment in self-driving technology, which could expand the platform’s long-term growth opportunities.
• Positive Sentiment: Uber and Banco Santander launched a financing platform of up to €1 billion for European fleet operators, which may help support driver supply and strengthen Uber’s ecosystem in a key international market.
• Neutral Sentiment: Recent commentary noted Uber shares are still about 30% below their record high, suggesting the stock may appeal to investors looking for a pullback opportunity rather than signaling a fresh catalyst by itself. Article Title
• Neutral Sentiment: Uber sued New York City to block a new driver deactivation law, arguing it could hurt rider safety and its ability to manage the marketplace; while this could protect operations, the dispute adds regulatory uncertainty. Article Title
• Negative Sentiment: Competition is intensifying as Waymo and Bolt continue expanding, which could pressure Uber’s ride-hailing market share and pricing power over time.
• Negative Sentiment: A driver study suggesting Uber keeps a larger share of fares in some cities could attract more scrutiny over take rates and driver economics, potentially creating reputational and regulatory headwinds.

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.