Uber Technologies, Inc.
- Open
- 78.00
- Day high
- 78.99
- Day low
- 77.47
- Prev close
- 78.03
- Volume
- 18.1M
- Mkt cap
- $160.4B
- P/E (TTM)
- 17.0
- EPS (TTM)
- $4.63
- P/B
- 5.9
- P/S
- 2.9
- Yield
- —
- Per share
- —
Uber Technologies, Inc. (UBER) is a Technology company listed on NYSE. The stock is down 15% over the past year. Drillr has 2 published research articles covering UBER.
Uber Technologies, Inc. (UBER) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 8 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
UBER earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $0.81 | $0.81 | +0.6% | $14.2B | -0.3% |
| May 6, 2026 | $0.69 | $0.72 | +3.9% | $13.2B | -0.6% |
| Feb 4, 2026 | $0.79 | $0.71 | -9.8% | $14.4B | +0.3% |
| Nov 4, 2025 | $0.69 | $3.11 | +350.7% | $13.5B | +1.4% |
| Aug 6, 2025 | $0.63 | $0.63 | +0.2% | $12.7B | +1.4% |
| May 7, 2025 | $0.51 | $0.83 | +63.4% | $11.5B | -0.8% |
| Feb 5, 2025 | $0.50 | $3.21 | +542.0% | $12.0B | +1.7% |
| Oct 31, 2024 | $0.41 | $1.20 | +192.7% | $11.2B | +1.8% |
| Feb 7, 2024 | $0.17 | $0.66 | +288.2% | $9.9B | +1.8% |
| May 2, 2023 | $-0.10 | $-0.08 | +20.0% | $8.8B | +1.2% |
| Feb 8, 2023 | $-0.18 | $0.29 | +261.1% | $8.6B | +1.1% |
| Nov 1, 2022 | $-0.17 | $-0.61 | -258.8% | $8.3B | +2.9% |
UBER insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 20, 2026 | Hazelbaker Jillofficer: See Remarks | Option | 1,888 | — |
| Jul 20, 2026 | Krishnamurthy Balaji (A)officer: Chief Financial Officer | Tax | 245 | $74.04 |
| Jul 20, 2026 | West Tonyofficer: See Remarks | Tax | 636 | $74.04 |
| Jul 20, 2026 | Hazelbaker Jillofficer: See Remarks | Option | 1,493 | — |
| Jul 20, 2026 | Macdonald Andrewofficer: See Remarks | Tax | 1,382 | $74.04 |
| Jul 20, 2026 | Macdonald Andrewofficer: See Remarks | Option | 4,042 | — |
| Jul 20, 2026 | Hazelbaker Jillofficer: See Remarks | Tax | 946 | $74.04 |
| Jul 20, 2026 | Ceremony Glenofficer: See Remarks | Tax | 352 | $74.04 |
| Jul 20, 2026 | Hazelbaker Jillofficer: See Remarks | Option | 2,547 | — |
| Jul 20, 2026 | Ceremony Glenofficer: See Remarks | Tax | 341 | $74.04 |
| Jul 20, 2026 | Macdonald Andrewofficer: See Remarks | Tax | 1,409 | $74.04 |
| Jul 20, 2026 | Krishnamurthy Balaji (A)officer: Chief Financial Officer | Option | 1,158 | — |
| Jul 20, 2026 | Hazelbaker Jillofficer: See Remarks | Tax | 748 | $74.04 |
| Jul 20, 2026 | Macdonald Andrewofficer: See Remarks | Tax | 633 | $74.04 |
| Jul 20, 2026 | Ceremony Glenofficer: See Remarks | Option | 700 | — |
Source: UBER SEC Form 4 filings, latest Jul 20, 2026. For informational purposes only — not investment advice.
See the full UBER insider & 13F page →UBER research & analysis
Uber's 11.5% Lucid Stake: Takeover Fade or Robotaxi Supply Win?
Uber's stake hike to 11.5% in Lucid, plus a 35,000-unit robotaxi order and $1.05B raise, settles partnership over takeover speculation. LCID gains backlog and capital for 95% upside to $5.50 in 12 months; UBER locks EV supply for margin gains. Breaks on production misses or stake trim by year-end.
LCIDTSLA Gets EU Robotaxi Green Light — Ranking 5 Fleet Winners Including UBER at 14% Upside
Tesla's April 10, 2026, Dutch FSD approval catalyzes EU robotaxi fleets, boosting OEM-ride hailing winners like TSLA, UBER, RIVN, GM, and GOOG. Analysis ranks TSLA top for scale, UBER for value, amid high-margin fleet potential. Key metrics show UBER's 18% growth at 14x P/E leading near-term.
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Uber Technologies, Inc. company profile
Overview
Uber Technologies, Inc. (NYSE:UBER) is a global technology platform company founded in 2009 by Travis Kalanick and Garrett Camp in San Francisco, California. Originally launched as "Ubercab" to provide on-demand ride-hailing services, the company has evolved into a comprehensive mobility and delivery ecosystem. After going public in May 2019, Uber has transformed from a ride-sharing startup into a diversified platform connecting millions of consumers with transportation, food delivery, and logistics services across more than 70 countries worldwide.
Business
Uber operates as a technology platform that connects consumers with independent service providers across three primary business segments. The company's core technology facilitates real-time matching, routing, and payment processing through mobile applications. The Mobility segment represents Uber's original and largest business, accounting for approximately 60-65% of total revenue. This division connects riders with drivers who provide transportation services using various vehicle types including cars, motorcycles, auto-rickshaws, and even boats in some markets. The platform offers multiple service tiers from budget-friendly shared rides (UberX Share) to premium options (Uber Black), as well as specialized services like Uber Reserve for advance bookings and integration with traditional taxi services. The Delivery segment comprises roughly 30-35% of revenue and encompasses food delivery through Uber Eats, grocery delivery, alcohol delivery, and convenience store partnerships. This segment has expanded beyond restaurant meals to include partnerships with major retailers and grocery chains, creating what Uber calls "new verticals" that represent a $7 billion annual run rate business growing at 30% year-over-year. The Freight segment represents the smallest portion at approximately 5% of revenue, connecting truck drivers and carriers with businesses needing freight transportation services. This B2B marketplace helps optimize logistics operations for small and medium-sized shippers while providing load opportunities for independent truckers. Uber's platform also generates revenue through its advertising business, which has grown to exceed a $1 billion annual run rate. This allows restaurants, retailers, and other merchants to promote their offerings within the Uber and Uber Eats applications, creating an additional revenue stream that leverages the company's massive user base of over 170 million monthly active consumers.
Revenue model
Uber generates revenue through multiple interconnected business models, primarily operating as a marketplace platform that takes a commission on transactions facilitated through its technology. The core revenue mechanism involves take rates - a percentage commission charged on each completed transaction. For Mobility services, Uber typically retains 20-30% of the fare paid by riders, with the remainder going to drivers. In Delivery, the company earns revenue through delivery fees paid by consumers, commissions from restaurant partners (typically 15-30% of order value), and small order fees. The Freight segment operates similarly, taking a percentage of the shipping costs paid by businesses. Subscription revenue comes from the Uber One membership program, which has grown to 30 million members paying monthly or annual fees for benefits like reduced delivery fees and priority service. Members generate significantly higher engagement, spending 4.1 times more monthly than non-members and representing 25% of global gross bookings despite being a smaller portion of the user base. The rapidly growing advertising business allows merchants to pay for promoted placement within the apps, sponsored listings in search results, and targeted marketing to users. This high-margin revenue stream leverages Uber's massive transaction data and user engagement without requiring additional operational infrastructure. Several factors influence Uber's profitability margins. Positive factors include network effects as larger user bases attract more drivers and merchants, creating liquidity that improves service quality and reduces wait times. Technology improvements in routing, matching algorithms, and fraud detection drive operational efficiency. The shift toward higher-margin services like advertising and subscription revenue improves overall profitability. Negative factors include intense competition requiring promotional spending and driver incentives, regulatory changes affecting driver classification or commission structures, insurance cost inflation, and fuel price volatility that impacts driver supply. Economic downturns can reduce consumer spending on discretionary services, though Uber's essential transportation role provides some resilience.
Competitive moat
Uber's competitive advantages stem from powerful network effects and scale economies, though these moats face ongoing challenges from competition and regulation. The company's primary moat lies in its two-sided marketplace dynamics - more riders attract more drivers, which reduces wait times and improves service quality, attracting even more riders. This creates a virtuous cycle that becomes difficult for competitors to replicate once established. The company's data and technology infrastructure represents another significant advantage. Uber processes billions of trips annually, generating vast amounts of data on traffic patterns, demand forecasting, optimal routing, and user preferences. This data powers increasingly sophisticated algorithms for matching riders with drivers, predicting demand surges, and optimizing pricing - capabilities that require years of operational experience to develop. Brand recognition and trust provide additional protection, particularly in new markets where consumers gravitate toward familiar, reliable platforms. Uber's global presence allows for technology sharing and operational learnings across markets, creating economies of scale that smaller regional competitors cannot match. However, Uber's moat faces several vulnerabilities. Regulatory risks remain significant, as governments worldwide continue debating driver classification, commission caps, and market access rules. Competitive threats come from well-funded regional players like Didi in China, Grab in Southeast Asia, and Ola in India, as well as traditional taxi companies adopting digital platforms. The potential for autonomous vehicle disruption could fundamentally alter the industry structure, though Uber is positioning itself as a platform partner for AV companies rather than a direct competitor. The company's moat strength varies significantly by geography and service type. In mature markets like the United States, Uber enjoys strong network effects and brand loyalty. In newer or more competitive markets, the moat remains fragile and requires continued investment to maintain market position.
Risks & safety
Uber demonstrates a relatively strong financial position with manageable risk levels, though valuation metrics suggest limited margin of safety at current prices. **Liquidity and Solvency:** - Strong cash position of $5.1 billion with additional short-term investments - Positive free cash flow of $2.3 billion in Q1 2025, demonstrating cash generation ability - Current ratio of 1.02 indicates adequate short-term liquidity, though relatively tight - Debt-to-equity ratio of 0.51 shows moderate leverage levels - No immediate solvency concerns given strong cash flow generation **Valuation Metrics:** - P/E ratio of 21.5x appears reasonable for a growing technology platform - EV/EBITDA of 23.7x suggests premium valuation relative to mature companies - Price-to-book ratio of 6.9x indicates significant premium to tangible assets - Graham number of 14.16 suggests potential overvaluation at current price of $83.65 **Other Considerations:** - Investment-grade credit rating achieved in 2024 reduces financing risks - Diversified revenue streams across mobility, delivery, and advertising provide stability - Strong competitive position in most major markets reduces business risk - Regulatory uncertainties remain a key risk factor for long-term sustainability
Recent development
Over the past few years, Uber has executed a strategic transformation from a growth-at-all-costs model to a profitable, diversified platform company. The most significant development has been achieving consistent profitability, with the company reporting its first GAAP operating profit in 2023 and maintaining strong profitability through 2024-2025. The company has aggressively expanded its Uber One membership program, growing from 12 million members in 2022 to 30 million by early 2025. This subscription service has become central to Uber's strategy, driving higher engagement and providing predictable revenue streams while reducing customer acquisition costs. Autonomous vehicle partnerships represent a major strategic pivot. Rather than developing self-driving technology internally, Uber has positioned itself as the preferred marketplace partner for AV companies. The company has announced partnerships with Waymo, launching service in Austin with approximately 100 autonomous vehicles, and has signed agreements with five other AV developers globally. Management views this as a trillion-dollar opportunity that will unfold over the next decade. The advertising business has emerged as a high-margin growth driver, expanding from under $500 million in 2022 to over $1 billion in annual run rate by 2024. This includes sponsored listings, enterprise advertising partnerships, and mobility journey ads, representing nearly 2% of gross bookings with significant room for expansion. Geographic expansion has focused on less dense markets where Uber sees 1.5x faster growth rates compared to urban centers. The company has also made strategic acquisitions, including Trendyol Go in Turkey, and expanded partnerships with companies like OpenTable and Delta Air Lines to create a more comprehensive platform ecosystem. Operational efficiency improvements have included better driver matching algorithms, upfront pricing transparency, and technology investments that have helped moderate insurance cost increases while improving service quality. The company has also achieved investment-grade credit rating status, reflecting its improved financial stability and operational maturity.
UBER company profile · for informational purposes only — not investment advice.
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