Uber Technologies, Inc. (UBER) Stock Price, News, Analysis

Technical Score (1D)

BEARISH

News Sentiment

BULLISH

On Oct 6, Uber announced it would acquire ezCater for $2.3 billion in cash, a move intended to add higher‑ticket catering orders and broaden its food‑delivery portfolio. The purchase was expected to lift Uber’s profit margins by integrating ezCater’s B2B catering network, which serves more than 140,000 restaurants and generated over $2.5 billion in gross bookings last year. Uber also planned to merge ezCater’s marketplace with its Uber Eats and Uber for Business channels, giving the company access to workplace food budgets and a larger customer base. The transaction was reported to be margin accretive and positioned Uber to compete more aggressively in the business‑to‑consumer and business‑to‑business delivery space. On Oct 6, analysts noted that Uber’s market valuation appeared undervalued, highlighting multiple expansion opportunities and recommending the stock as a strong buy. On Oct 5, Uber’s shares closed 2.01 % higher, outperforming the S&P 500, while analysts projected Q3 earnings of $1.03 per share and revenue of $14.74 billion, up 9.43 % year over year. Uber also scheduled its third‑quarter 2026 earnings conference call for Nov 4 at 5:00 a.m. Pacific Time, with materials available on its Investor Relations website.

UBER|Analyst Targets

LOW TARGET

$70 +1.3%

2 analysts

MEAN TARGET

$101 +45.9%

18 analysts

HIGH TARGET

$150 +117.1%

39 analysts

PRICE RANGE

$70.00 - $150.00

SB / B / H / S / SS

15/35/7/1/1

DAILYIQ EST.

$109.22 (+58.1%)

UBER|Company Info

Sector

Technology

Industry

Software - Application

Exchange

NYQ

Country

United States

Website

uber.com

Symbol

UBER

Description

Uber Technologies, Inc. is a technology platform company facilitating on-demand services across several key sectors globally. Its core business revolves around connecting consumers with transportation options through its Mobility segment, which encompasses ridesharing, car rentals, and other transit solutions. Uber also operates a Delivery segment, enabling users to order food, groceries, and other items from various retailers for either pickup or delivery. Furthermore, the company's Freight segment provides a digital marketplace that connects shippers and carriers, streamlining logistics for businesses of varying sizes. Founded in 2009 and headquartered in San Francisco, Uber's platform aims to provide convenient and efficient solutions for both consumers and businesses.

UBER|Insider Trading

Bought (1Y)

211,000 shares

$15.3M

Sold (1Y)

112,654 shares

$8.2M

Ceremony GlenSee Remarks

Option Exercise1,516 shares2026-09-16

Ceremony GlenSee Remarks

Option Exercise700 shares2026-09-16

Ceremony GlenSee Remarks

Option Exercise686 shares2026-09-16

Ceremony GlenSee Remarks

Option Exercise708 shares2026-09-16

Ceremony GlenSee Remarks

Tax Withholding752 shares2026-09-16

UBER|Fundamentals

Strong bullish

Overall: Bullish

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Net Margin

19.3%

Revenue CAGR

26.5%

Current Ratio

1.14x

Debt / Equity

0.39x

Return on Equity

37.2%

UBER|Earnings Snapshot

Earnings Summary

Uber Technologies, Inc. operates a global technology platform that connects consumers with transportation, delivery, and freight services, positioning it within the software‑application sector of technology. The company’s core Mobility segment offers ridesharing and car rentals, while its Delivery segment powers food, grocery, and retail logistics, and its Freight segment provides a digital marketplace for shippers and carriers. In recent quarters, Uber’s earnings have shown a mixed trajectory: Q4 2024 delivered a strong EPS of $3.21 versus an estimate of $0.48, and revenue of $11.96 billion, while Q1 2025 posted a modest EPS of $0.83 against an estimate of $0.50 and revenue of $11.53 billion. The company’s Q2 2025 EPS of $0.63 beat the $0.62 estimate, with revenue rising to $12.65 billion, and Q3 2025 saw a dramatic EPS of $3.11 versus an estimate of $0.69, alongside revenue of $13.47 billion. In Q4 2025, EPS dipped to $0.71 against an estimate of $0.81, and revenue of $14.37 billion fell slightly below the $14.61 billion estimate. Q1 2026 EPS of $0.72 versus an estimate of $0.80 and revenue of $13.20 billion were below expectations, while Q2 2026 EPS of $1.17 beat the $0.83 estimate and revenue of $14.19 billion trailed the $14.52 billion estimate. Historically, Uber has experienced volatile EPS growth, with significant outperformance in Q4 2024 and Q3 2025, but has struggled to consistently meet revenue forecasts, often reporting revenue below analyst expectations. Recent news highlights Uber’s acquisition of ezCater for $2.3 billion on October 6, a move aimed at expanding its higher‑ticket catering orders and improving margin accretion through integration with Uber Eats and Uber for Business. This development may influence future earnings by broadening the delivery portfolio and accessing workplace food budgets.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$0.87	-	-
Q2'26	$0.83	$1.17	+40.8%
Q1'26	$0.80	$0.72	-10.0%
Q4'25	$0.81	$0.71	-12.5%
Q3'25	$0.69	$3.11	+353.2%
Q2'25	$0.62	$0.63	+1.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$15.0B	-	-
Q2'26	$14.5B	$14.2B	-2.3%
Q1'26	$13.9B	$13.2B	-4.9%
Q4'25	$14.6B	$14.4B	-1.6%
Q3'25	-	$13.5B	-
Q2'25	-	$12.7B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

UBER|Monthly Returns

Market Data

UBER Stock Snapshot

BEARISH18/100

$69.07−$0.01 (0.0%)

Market cap: 140.70B
P/E ratio: 14.7
Day range: $68.76 – $70.21
News sentiment: 78/100 · Bullish
Analyst target: $100.79 (+45.9%)
Consensus: Buy · 59 analysts

52-week range+5.6% off low · -31.4% from high

$65.41$100.70

Price $69.07 DailyIQ Est. $109.22

Momentum has rolled over on Uber Technologies, Inc., which is what drives the bearish read. The stock is liquid enough that positioning changes get absorbed without distorting the trend.

Reverse DCF

What growth is priced into UBER?

CHEAP

At today's price, Uber Technologies, Inc. needs to grow free cash flow about 5.7% a year for the next 10 years to justify its valuation at a 10.23% cost of capital. Over its actual history it has compounded free cash flow at 182.3% a year, so the market is asking for 176.7 percentage points below its own delivered rate. On that basis UBER looks priced below what its own growth record supports.

Implied FCF growth: 5.7%
Historical FCF CAGR: 182.3%
Growth gap: -176.7 pts
Verdict: CHEAP
Discount rate (WACC): 10.23%
Beta: 1.09

Behaviour On Record

What UBER's own history says about today's numbers

Realized volatility (21d): 24.2% 2nd pct
Below its peak: -30.8%
vs 200-day average: -7.1%
Up days (1y): 48%

Uber Technologies, Inc. is currently running 24.2% annualised volatility over the last 21 sessions. Measured against UBER's own 7 years of daily returns rather than a market-wide average, that is the 2nd percentile — unusually subdued by its own history, against a typical reading of 41.0%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

UBER is trading -30.8% below its running peak. Across 6 full years on file, its median worst-drawdown-in-a-year was -36.8%, and the deepest was -62.1% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits -7.1% from its 200-day moving average. Against every other day in its history, that gap ranks at the 31st percentile — close to the gap it normally carries. Over the past year UBER closed higher on 48% of sessions, and it is currently 2 sessions into a rising streak.

On October specifically: over 7 years of records, UBER finished the month higher 2 of 7 times, with a median return of -2.2% and an average of -2.5%. Its strongest month historically has been January at +5.1% on average, its weakest March at -4.1%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: UBER has opened more than 2% away from the prior close in 60 of 1,860 sessions (3.2% of the time), with the largest gaps running +9.4% and -7.9%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, UBER moved an average of 2.3% in the session after earnings, closing higher 2 of those 3 times, with a median move of +0.6% and a largest of +3.3%.

All figures computed from 1,861 daily closes between 2019-05-10 and 2026-10-05, split-adjusted, recomputed daily. Percentiles are against UBER's own 7-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of UBER's sector?

Uber Technologies, Inc. sits in the Software sector, currently ranked 2nd of 12 GICS sectors by relative-strength rotation score (leading). Within its narrower Software industry group, UBER ranks 2nd of 15 tracked industries, leading.

Sector rank: #2 of 12
Sector state: Leading
Sector rotation score: 100
Industry rank: #2 of 15

Options Market

What is the options market pricing for UBER?

CallsPuts

For Uber Technologies, Inc.'s nearest expiry (2026-10-09, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.56), with at-the-money implied volatility around 34.8%. The options market is pricing roughly a ±2.5% move by that expiry — a range of about $67.69–$71.21.

Put/call ratio (2026-10-09): 0.56
ATM implied volatility: 34.8%
Total open interest: 50,724
Expected move by 2026-10-09: ±2.5% ($67.69–$71.21)

Analyst Rating Changes

Are analysts turning bullish or bearish on UBER?

Scotiabank most recently initiated coverage on Uber Technologies, Inc. to Sector Outperform on Sep 9, 2026 with a price target of $100. Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action: Scotiabank — Sector Outperform
90-day upgrades: 0
90-day downgrades: 0
Net rating momentum: 0

Date	Firm	Action	Rating	Price target
Sep 9, 2026	Scotiabank	Initiated	Sector Outperform	$100
Sep 8, 2026	Wedbush	Reiterated	Outperform	$91
Sep 8, 2026	StoneX	Reiterated	Hold	-
Sep 3, 2026	Rosenblatt	Maintained	Buy	$100
Sep 3, 2026	BTIG	Reiterated	Buy	$100
Sep 1, 2026	Rosenblatt	Initiated	Buy	$100
Aug 25, 2026	Citizens	Reiterated	Market Outperform	$100
Aug 10, 2026	Roth Capital	Maintained	Buy	$105 → $100
Aug 10, 2026	Jefferies	Maintained	Buy	$100 → $110
Aug 6, 2026	DA Davidson	Maintained	Buy	$107 → $100
Aug 6, 2026	Wells Fargo	Maintained	Overweight	$100 → $89
Aug 6, 2026	Bernstein	Maintained	Outperform	$110 → $95

UBER Competitive Positioning

Uber Technologies, Inc. (UBER) is tracked alongside these names in Software - Application on DailyIQ — ranked by market cap, with today's move alongside.

UBERyou're hereUber Technologies, Inc.$140.7B-0.01%
PAYXPaychex, Inc.$35.5B-0.02%
PTCPTC Inc.$20.9B+0.01%
FICOFair Isaac Corporation$14.7B+0.73%
TYLTyler Technologies, Inc.$13.6B-0.10%
PAYCPaycom Software, Inc.$10.0B+0.01%

Held by These ETFs

UBER is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

78/100

Strong NegativeNeutralStrong Positive

BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Uber announced the acquisition of US catering platform ezCater for $2.3 billion in cash, aiming to broaden its food‑delivery reach. The deal is expected to integrate ezCater’s corporate‑client network with Uber’s existing delivery infrastructure. The announcement was met with a modest decline in Uber shares, reflecting short‑term pricing pressure despite the strategic upside. The transaction positions Uber to compete more aggressively in the B2B delivery segment.

What did this article say?

Uber Technologies announced a $2.3 billion all‑cash acquisition of ezCater, a Boston‑based office‑meal platform. The deal adds a new revenue stream focused on corporate catering, potentially boosting order volume and recurring demand. Uber will integrate ezCater’s technology with its existing delivery network, aiming to capture larger, multi‑unit orders. The transaction represents a strategic shift toward higher‑margin B2B services, though the financial impact will depend on synergies and cost integration. Investors will watch how quickly Uber can monetize the new platform and achieve profitability.

What did this article say?

Uber Technologies announced a $2.3 billion cash acquisition of ezCater, a U.S.-based catering platform, to strengthen its corporate food delivery offering. The deal will merge ezCater’s catering expertise with Uber Eats’ consumer reach and Uber for Business’ corporate relationships, creating new high‑value catering orders for restaurants. Regulatory approval is pending, and the transaction is expected to close in the coming months, positioning Uber to capture a larger share of the corporate dining market.

What did this article say?

Uber Technologies announced a $2.3 billion all‑cash acquisition of Boston‑based ezCater, a workplace catering platform. The deal adds a high‑value, scheduled delivery channel to Uber Eats and Uber for Business, with ezCater’s orders averaging over $400 and generating more than $2.5 billion in gross bookings last year. ezCater is profitable on a non‑GAAP basis and is expected to be margin accretive to Uber, expanding its reach to 140,000 restaurants nationwide. The transaction positions Uber to capture corporate meal programs and events, strengthening its B2B delivery portfolio.

What did this article say?

UBER announced a $2.3 billion purchase of ezCater, a catering platform averaging orders above $400, to strengthen its food‑delivery portfolio. The deal is expected to lift UBER’s profit margins by adding higher‑ticket catering orders to its existing on‑demand services. The acquisition positions UBER to compete more aggressively in the business‑to‑consumer and business‑to‑business delivery space, potentially increasing market share and revenue diversification.

What did this article say?

Uber completed a $2.3 billion all‑cash acquisition of ezCater, a workplace catering platform with over 140,000 restaurant partners and $2.5 billion in annual gross bookings. The deal enhances Uber Eats’ access to a high‑value, scheduled delivery market and strengthens Uber’s position in corporate meal services. ezCater’s profitability and margin profile are expected to be accretive to Uber’s overall financial performance.

What did this article say?

Uber Technologies Inc announced on October 6 that it would acquire ezCater, a U.S. catering and workplace meals platform, in an all‑cash transaction valued at $2.3 billion. The deal gives Uber Eats access to ezCater’s network of more than 140,000 restaurants and over $2.5 billion in annual gross bookings. The acquisition is expected to be margin accretive and to broaden Uber’s food‑delivery and business‑to‑business offerings.

What did this article say?

Uber Technologies Inc announced on October 6 that it would acquire ezCater for $2.3 billion in cash. The deal provides Uber Eats with access to ezCater’s network of over 140,000 U.S. restaurants and $2.5 billion in annual gross bookings, strengthening Uber’s position in the catering and food‑delivery market.

What did this article say?

Uber Technologies announced the purchase of corporate catering platform ezCater for $2.3 billion in cash, marking its second major delivery acquisition in less than three months. The deal is expected to integrate ezCater’s marketplace into Uber’s existing Uber Eats and Uber for Business channels, providing access to workplace food budgets. Uber’s delivery revenue grew from $13.75 billion in 2024 to $17.25 billion in 2025, and the addition of ezCater is projected to broaden its customer base and increase order volume. Regulatory approval is pending, with the transaction anticipated to close in the coming months. The acquisition signals Uber’s continued focus on expanding its delivery ecosystem and monetizing new revenue streams.

What did this article say?

Uber announced on October 6 that it would acquire ezCater for $2.3 billion in an all‑cash deal. The transaction is expected to close in the coming months after regulatory approval. The acquisition will merge ezCater’s catering platform with Uber Eats and Uber for Business, giving Uber a larger presence in high‑value B2B food orders.

Technical Analysis

Real-time indicators across multiple timeframes

BEARISH

Technical indicators reflect the latest computed signal mix for this timeframe.

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Institutional & Hedge Fund Ownership

25 tracked managers · $64.31B combined position · 17 adding, 7 trimming, 1 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Vanguard Group Inc	▲ Buy	192,499,602	9.45%	$15.73B	2026-01-29
BlackRock, Inc.	▲ Buy	214,012,768	10.51%	$10.61B	2026-08-07
Capital Research Global Investors	▲ Buy	200,662,156	9.85%	$9.51B	2026-08-12
Morgan Stanley	▲ Buy	96,810,766	4.75%	$5.28B	2026-08-13
Geode Capital Management, LLC	▼ Sell	45,812,652	2.25%	$3.29B	2026-08-12
Pershing Square Capital Management, L.P.	▼ Sell	29,958,771	1.47%	$2.15B	2026-05-15
Susquehanna International Group, LLP	▲ Buy	28,778,513	1.41%	$2.08B	2026-08-14
Norges Bank	▼ Sell	26,706,242	1.31%	$1.93B	2026-08-12
FMR LLC (Fidelity)	▲ Buy	58,017,976	2.85%	$1.78B	2026-08-13
Goldman Sachs Group Inc	▲ Buy	27,110,275	1.33%	$1.44B	2026-08-14
Northern Trust Corp	▼ Sell	16,924,985	0.83%	$1.22B	2026-08-13
Capital World Investors	▲ Buy	18,633,529	0.91%	$1.21B	2026-08-12
Bank of America Corp	▼ Sell	22,553,874	1.11%	$1.04B	2026-08-14
JPMorgan Chase & Co	▲ Buy	36,988,239	1.82%	$855.24M	2026-08-12
Citadel Advisors LLC	• Hold	11,607,524	0.57%	$837.60M	2026-09-02
Wellington Management Group LLP	▲ Buy	23,590,623	1.16%	$812.53M	2026-08-14
Wells Fargo & Company	▲ Buy	13,867,426	0.68%	$724.91M	2026-08-14
Invesco Ltd.	▼ Sell	17,951,448	0.88%	$587.36M	2026-08-14
Janus Henderson Group plc	▲ Buy	8,129,721	0.40%	$584.76M	2026-05-18
Neuberger Berman Group LLC	▲ Buy	7,722,584	0.38%	$557.26M	2026-08-13
Appaloosa LP	▲ Buy	7,694,071	0.38%	$555.20M	2026-08-14
Citigroup Inc	▲ Buy	8,182,051	0.40%	$421.68M	2026-08-03
Marshall Wace, LLP	▲ Buy	5,568,577	0.27%	$401.83M	2026-08-13
Millennium Management LLC	▲ Buy	41,927,372	2.06%	$398.46M	2026-08-14
D. E. Shaw & Co., Inc.	▼ Sell	4,118,236	0.20%	$297.17M	2026-08-14

Q2 2026 flow:197.19M sh bought ($7.98B)17.36M sh sold ($1.01B)net +179.83M sh (+$6.97B)

Congressional Trading Activity

25 disclosed trades · ~$1.20M est. traded value · 14 buys, 11 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2026-07-17	2026-09-04
Dan Newhouse	House	WA04	▲ Buy	$1K - $15K	2026-07-10	2026-07-17
Nancy Pelosi	House	CA11	▲ Buy	$500K - $1.0M	2026-05-29	2026-06-23
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2026-05-15	2026-06-08
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-04-14	2026-05-08
Alan Armstrong	Senate	OK	▲ Buy	$1K - $15K	2026-03-30	2026-07-21
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2026-03-13	2026-04-07
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2026-02-24	2026-03-09
Angus King	Senate	-	▼ Sell	$1K - $15K	2026-02-13	2026-03-24
John Boozman	Senate	AR	▲ Buy	$1K - $15K	2026-02-06	2026-03-06
Josh Gottheimer	House	NJ05	▼ Sell	$1K - $15K	2026-01-30	2026-02-26
John Hickenlooper	Senate	CO	▲ Buy	$100K - $250K	2026-01-14	2026-02-06
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2025-12-19	2026-01-12
Cleo Fields	House	LA06	▼ Sell	$50K - $100K	2025-12-11	2025-12-17
Josh Gottheimer	House	NJ05	▼ Sell	$1K - $15K	2025-12-11	2026-01-14
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2025-11-18	2025-12-15
Lisa McClain	House	MI09	▼ Sell	$1K - $15K	2025-10-31	2025-11-21
Lisa McClain	House	MI09	▼ Sell	$1K - $15K	2025-10-30	2025-11-21
Lisa McClain	House	MI09	▲ Buy	$1K - $15K	2025-10-30	2025-11-21
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2025-10-17	2025-11-18
Valerie Hoyle	House	OR04	▼ Sell	$1K - $15K	2025-09-23	2025-10-10
Cleo Fields	House	LA06	▲ Buy	$1K - $15K	2025-09-10	2025-09-30
Valerie Hoyle	House	OR04	▲ Buy	$1K - $15K	2025-08-19	2025-09-12
Angus King	Senate	-	▲ Buy	$1K - $15K	2025-07-21	2025-08-18
Cleo Fields	House	LA06	▲ Buy	$15K - $50K	2025-07-10	2025-08-06

UBER·Uber Technologies, Inc.

EPS

Revenue

UBER Stock Snapshot

What growth is priced into UBER?

What UBER's own history says about today's numbers

Is money rotating into or out of UBER's sector?

What is the options market pricing for UBER?

Are analysts turning bullish or bearish on UBER?

UBER Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Market Status

Recently Viewed

Portfolio

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Portfolio News

Economic Events

Earnings Events

Economic News

UBER·Uber Technologies, Inc.

EPS

Revenue

UBER Stock Snapshot

What growth is priced into UBER?

What UBER's own history says about today's numbers

Is money rotating into or out of UBER's sector?

What is the options market pricing for UBER?

Are analysts turning bullish or bearish on UBER?

UBER Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

Market Status

Recently Viewed

Portfolio

Email Alerts

Portfolio News

Economic Events

Earnings Events

Economic News