UBER

The S&P 500 and Nasdaq Composite were down in late-morning trading Thursday, while the Dow Jones Ind

SAN FRANCISCO, July 13, 2026--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) will hold its quarterly conference call to discuss its second quarter 2026 financial results on Wednesday, August 5th at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time). A live webcast of the conference call and earnings release materials can be found on Uber’s Investor Relations website at investor.uber.com. A replay of the conference call will be accessible for at least 90 days. Disclosure Information Uber uses and intends to continue to use its Investor Relations website as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor the company’s Investor Relations website, in addition to following the company’s press releases, SEC filings, public conference calls, presentations, and webcasts. About Uber Uber’s mission is to create opportunity through movement. We started in 2010 to solve a simple problem: how do you get access to a ride at the touch of a button? More than 75 billion trips later, we’re building products to get people closer to where they want to be. By changing how people, food, and things move through cities, Uber is a platform that opens up the world to new possibilities. View source version on businesswire.com: https://www.businesswire.com/news/home/20260713747462/en/ Contacts Investors and Analysts:[email protected] Press:[email protected]

Gross bookings at Uber Technologies UBER, the San Francisco-based ride-hailing giant, continue to grow despite geopolitical tensions because demand for its services remains strong. Notwithstanding the current turbulent scenario, people need rides to go to work, airports, restaurants and events, while food and grocery delivery continues to be part of everyday life. Uber also benefits from operating in many countries, so weaknesses in one market are often offset by strengths in others. In addition, the company's Uber One membership program, expanding delivery business and ongoing improvements in its app are encouraging customers to use the platform more often and spend more, helping drive higher gross bookings. Higher gross bookings are benefiting Uber by increasing both revenues and profitability. As more customers use the platform, Uber earns more fees while keeping costs under control, allowing profits and free cash flow to grow faster. Strong booking growth also attracts more drivers and merchants to the platform, making the service more reliable and improving the customer experience. Despite the crisis in the Middle East, UBER’s Mobility business saw impressive demand in first-quarter 2026, with segmental revenues increasing 5% year over year on a reported basis and 1% on a constant currency basis to $8.2 billion. Gross bookings from the unit were highly impressive, aiding the first-quarter results. Gross bookings from the Mobility segment in the March quarter increased 20% year over year on a constant-currency basis to $26.4 billion. Uber’s Delivery business also performed well in the quarter, with segmental revenues growing 23% year over year on a constant-currency basis. Gross bookings from the Delivery segment in the first quarter rose 23% year over year on a constant-currency basis to $26 billion. Total gross bookings jumped 25% to $53.7 billion, ahead of the Zacks Consensus Estimate of $52.9 billion. The gross bookings forecast for the second quarter of 2026 is also very impressive, highlighting the bullishness surrounding the key metric. Despite the ongoing tensions in the Middle East and the resultant fuel price spike, gross bookings are projected in the range of $56.25-$57.75 billion, highlighting growth of 18% to 22% year over year on a constant-currency basis. The outlook assumes a roughly 2 percentage-point currency tailwind to total reported...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Uber (NYSE:UBER) and the best and worst performers in the gig economy industry. The iPhone changed the world, ushering in the era of the “always-on” internet and “on-demand” services - anything someone could want is just a few taps away. Likewise, the gig economy sprang up in a similar fashion, with a proliferation of tech-enabled freelance labor marketplaces, which work hand and hand with many on demand services. Individuals can now work on demand too. What began with tech-enabled platforms that aggregated riders and drivers has expanded over the past decade to include food delivery, groceries, and now even a plumber or graphic designer are all just a few taps away. The 6 gig economy stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 4.7% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 10.5% since the latest earnings results. Notoriously funded with $7.7 billion from the Softbank Vision Fund, Uber (NYSE:UBER) operates a platform of on-demand services such as ride-hailing, food delivery, and freight. Uber reported revenues of $13.2 billion, up 14.5% year on year. This print fell short of analysts’ expectations by 0.8%. Overall, it was a slower quarter for the company with some shareholders anticipating a better outcome. The market seems disappointed with the results as the stock is down 2.1% since reporting and currently trades at $71.43. Is now the time to buy Uber? Access our full analysis of the earnings results here, it’s free. Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada. Lyft reported revenues of $1.65 billion, up 13.8% year on year, outperforming analysts’ expectations by 1%. The business had a strong quarter with strong growth in its users and EBITDA guidance for next quarter topping analysts’ expectations. Lyft scored the biggest analyst estimate beat among its peers. The company reported 28.3 million users, up 16.9% year on year. However, the results were likely priced into the stock as it’s traded sideways since reporti...

UBER trades 30% below its all-time high despite WeRide and Wayve robotaxi deals and 44% non-GAAP EPS growth last quarter. A $1.5 billion equity revaluation headwind crushed GAAP net income 85%, as Kevin Warsh's hawkish Fed broadly reprices long-duration tech multiples. Wall Street's $104 consensus target implies 47% upside, but analysts advise waiting for price stabilization near $58 before committing fresh capital. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Uber didn't make the cut. Grab the names FREE today. Uber Technologies (NYSE:UBER) at $70.91 sits in a holding pattern. The stock absorbed a sharp leg lower on the same day it unveiled a Zurich robotaxi launch with WeRide and a global Level 4 partnership with Stellantis and Wayve, capturing why this name is interesting and uninvestable simultaneously. Uber runs the world's largest ride-hailing and food delivery network, with 199 million monthly active platform consumers and 3.6 billion trips last quarter. The platform shifted from cash-burning growth to a free-cash-flow machine, with management leaning into autonomy as the next decade's flywheel. Shares are down from $92.65 at the Q3 2025 earnings report to current levels, with the 52-week high of $101.99 now distant. Q1 2026 delivered Gross Bookings of $53.72 billion, up 25% year over year, operating income of $1.923 billion, up 56.6%, and free cash flow of $2.286 billion. Non-GAAP EPS grew 44% year over year, and Uber returned $3.011 billion through buybacks in a single quarter. Valuation sits at trailing PE of 18 and free cash flow yield of 6.76%. Bulls argue the WeRide, Wayve, Lucid, and Nuro partnerships position Uber as the asset-light demand aggregator of autonomy. Jim Cramer recently flagged the name as "down 29% from its all time high" while earnings compound near 40%. Kevin Warsh's debut Fed meeting frames a hawkish regime punishing long-duration tech multiples. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Uber didn't make the cut. Grab the names FREE today. Uber's 200-day moving average sits at $82.41, well above current levels. Margin pressure from foreign equity revaluations has been relentless: a $1.50 billion pre-tax headwind in Q1 after a $1.6 billion hit in Q4, dragging GAAP net income down 85.19%. A Consumer Reports investigation alleging AI-driven price d...

Uber Technologies, Inc. (NYSE:UBER) is among the stocks with the best earnings growth for the next 3 years. Ivan Feinseth, an analyst at Tigress Financial, elevated the price target on Uber Technologies, Inc. (NYSE:UBER) to $115 from $110 on June 12. In a research note, the analyst said that the company’s long-term potential is supported by scaled network effects in mobility and delivery, in addition to opportunities in high-margin segments. The firm maintains a Buy rating on the shares. What makes the case stronger for Uber Technologies, Inc. (NYSE:UBER) is its GO-GET strategy, which is based on capital-light partnerships and an AI-driven platform, the firm highlighted, adding that this approach will support Uber One engagement. The company is also engaged in boosting unit economics, scaling Uber AI Solutions, and driving AI-powered product innovation, Tigress Financial outlined. Photo by Zhuo Cheng you on Unsplash Overall, 88% of analysts are bullish on the company, with 11% neutral, and the remaining 2% bearish. With a Return on Equity (ttm) of 35.31%, Uber Technologies, Inc. (NYSE:UBER) has secured a spot in our list of stocks with the best earnings growth for the next 3 years. Uber Technologies, Inc. (NYSE:UBER) is a California-based technology company that operates a global platform for ride-hailing, food delivery, and freight logistics services. Founded in 2009, the company has three main segments: Mobility, Delivery, and Freight. While we acknowledge the potential of UBER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Uber Technologies Inc. CEO Dara Khosrowshahi has said that artificial intelligence (AI) applications have boosted productivity and forced the company to slow down hiring. In an interview with investor Patrick O’Shaughnessy on Wednesday, Khosrowshahi was asked how Uber was managing AI spending. “We blew through our AI budget in a quarter, for the whole year essentially,” the Uber CEO said, adding that the spending had forced the ride-hailing company to adjust its hiring goals. “We are going to meter headcount increases,” he said, adding that the slowdown was because Uber engineers were “getting much more efficient” and that their productivity had increased. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast The CEO then shared how the productivity increase came with a “significant cost,” reiterating that Uber was “metering” the increase in headcount. “My view right now is, drive adoption, encourage usage across the company,” Khosrowshahi said. Khosrowshahi’s comments echoed Uber’s Chief Technology Officer Praveen Neppalli Naga, who reportedly said that Uber’s spending on Anthropic‘s AI model Claude code had blown past internal expectations. See Also: Avoid the #1 Investing Mistake: How Your ‘Safe' Holdings Could Be Costing You Big Time Uber’s R&D spending rose 9% to $3.4 billion in 2025 and the company expects that to keep rising. Uber’s AI exploits have shown results, with 11% of the company’s live backend code now written by AI agents. Uber recently outlined that it was shifting from a ride-sharing marketplace dependent on human drivers into an open platform that would blend gig workers with third-party autonomous vehicle fleets. Uber also committed to investing $10 billion into the Robotaxi bet, with a $2.5 billion investment commitment to acquire equity stakes in Robotaxi companies, as well as over $7.5 billion to increase its fleet size in the next few years. Photo courtesy: Shutterstock Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building a resilient portfolio means thinking beyo...

It has been about a month since the last earnings report for Uber Technologies (UBER). Shares have lost about 5.9% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Uber due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Uber Technologies reported mixed first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the mark. Quarterly earnings per share of 72 cents beat the Zacks Consensus Estimate of 70 cents. The reported figure matched the higher end of the company guided range of 65-72 cents per share. Total revenues of $13.2 billion missed the Zacks Consensus Estimate of $13.3 billion. The top line jumped 14.4% year over year on a reported basis and 10% on a constant currency basis. In the reported quarter, the majority (51.5%) of the company’s revenues came from Mobility. Revenues from this segment jumped 5% year over year on a reported basis and 1% on a constant currency basis to $6.79 billion. Revenues from the Delivery segment increased 34% year over year on a reported basis and 28% on a constant currency basis to $5.06 billion. Freight revenues were $1.33 billion, up 6% year over year on a reported basis as well as on a constant currency basis. Adjusted EBITDA in the first quarter surged 33% year over year to $2.48 billion. The reported figure lies above the guided range of $2.37 billion to $2.47 billion. Gross bookings from Mobility improved 25% year over year on a reported basis and 20% on a constant currency basis to $26.39 billion. Gross bookings from Delivery augmented 28% year over year on a reported basis and 23% on a constant currency basis to $25.99 billion. Gross bookings from Freight came in at $1.33 million in the first quarter, up 6% year over year on a reported basis as well as on a constant currency basis. Total gross bookings ascended 25% year over year on a reported basis and 21% on a constant currency basis to $53.72 billion. The reported figure lies above the guided range of $52.00 billion to $53.50billion. Uber exited the first quarter with cash and cash equivalents of $5.55 billion compared with $7.10 billion at the end of the prior quarter. Long...

Earlier Thursday, delivery platform DoorDash announced a partnership with Dollar Tree to offer on-demand delivery from the retailer’s U.S. stores. Dollar Tree stock spiked 16%, putting it on pace for its largest single-day percent increase since 2022, according to Dow Jones Market Data. Shares had tumbled 22% in 2026, the company’s first calendar year since selling Family Dollar at an enormous loss last summer.

These ride-sharing leaders are making moves amid massive changes in transportation driven by artificial intelligence (AI) and self-driving technology. Uber Technologies (NYSE:UBER) and Lyft (NASDAQ:LYFT) are posting strong growth for their services, but the head-to-head comparison of recent growth and revenue size may give investors a big clue as to which company is best positioned to win. Uber Technologies operates a global technology network that connects consumers with independent providers for ridesharing, restaurant meal delivery, and freight transportation services. The company announced a 21% year-over-year increase in revenue for the first quarter, along with new initiatives in robotaxis and expansion into hotel bookings. Uber has scaled its ridesharing platform into a profitable business, with operating profit reaching $1.9 billion in the quarter. Lyft operates a multimodal transportation network that offers riders personalized, on-demand access to ridesharing, flexible car rentals, and shared bikes across the United States and Canada. The company posted a 14% year-over-year increase in revenue in the first quarter. It recently announced an acquisition of Gett U.K., helping Lyft expand its operations into higher-value segments of the London market. It’s not as profitable as Uber, reporting an operating loss of $5.3 million last quarter. Revenue is the most fundamental measure of a company’s performance. Changes over time, particularly when comparing two companies in the same industry, can provide valuable insights about a company’s competitive position and ability to reach new customers. Image source: The Motley Fool. Data source: Company filings. Data as of May 19, 2026. There is a clear contrast between Uber and Lyft. While Uber experiences greater quarterly revenue volatility, it is growing faster off a larger revenue base. Uber benefits from greater scale and global reach, allowing it to generate over $53 billion in annual revenue, compared to Lyft’s $6.5 billion. Both companies are pursuing every opportunity to position themselves for more growth through partnerships. The stakes are massive as the future of transportation is in AI-powered self-driving vehicles. For Lyft, Google’s Waymo is set to integrate with the Lyft app later this year. However, Uber boasts of a large network of 30 partners that will help it expand robotaxi services to 15 ci...

In early May 2026, Uber Technologies, Inc. reported first-quarter revenue of US$13.20 billion, up from US$11.53 billion a year earlier, while net income fell to US$263 million from US$1.78 billion, and Uber Eats added more than 1,500 Ulta Beauty stores for on-demand retail delivery across the U.S. Taken together with rising Uber One membership and expanding retail and beauty partnerships, these results highlight how Uber is broadening beyond core ride-hailing into a wider everyday services platform. We’ll now examine how Uber’s expanding retail footprint with Ulta Beauty could influence its investment narrative around growth, margins, and engagement. Capitalize on the AI infrastructure supercycle with our selection of the 42 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. To own Uber today, you need to believe its platform can keep deepening everyday usage across rides, food, and now retail, while managing rising investment in autonomous vehicles and membership perks. The Ulta Beauty deal and Q1 results reinforce the engagement story, but do not meaningfully change the near term swing factor, which is whether heavy AV and retail spend can be balanced against profitability and cash generation without eroding margins. Among recent announcements, the Ulta Beauty rollout to more than 1,500 stores on Uber Eats stands out because it directly links to Uber’s push beyond food into everyday retail. It supports the same catalyst as Uber One Member Days and broader retail partnerships: getting more users to treat Uber as a single app for rides, meals, groceries, and now beauty products, which could increase order frequency and keep members inside the ecosystem longer. Yet while the story sounds attractive, investors should also be aware that Uber’s growing AV and retail commitments could pressure margins if... Read the full narrative on Uber Technologies (it's free!) Uber Technologies' narrative projects $77.6 billion revenue and $11.0 billion earnings by 2029. This requires 13.1% yearly revenue growth and a $2.5 billion earnings increase from $8.5 billion today. Uncover how Uber Technologies' forecasts yield a $105.01 fair value, a 40% upside to its current price. Some of the lowest ranked analysts were already assuming Uber’s profit margins might fall from about 33 percent to 12 percent by 2029, even as revenue h...

Uber’s AV Pivot: Growth Opportunity or Margin Risk? Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue. Co-founder and Chief Executive Robin Li said Baidu General Business revenue reached CNY 26.0 billion in the quarter, up 2% year over year. Revenue from the company’s core AI-powered business rose 49% year over year to CNY 13.6 billion, accounting for 52% of Baidu General Business revenue for the first time. → 3 Crucial Aerospace Component Makers That Analysts Love Why Alibaba's New 5nm Chip Could Be a Game Changer “This is an important milestone as AI-powered business has now become the majority of our revenue mix,” Li said. “Together, these results confirm that AI has clearly become the primary growth driver of Baidu, reinforcing our position as an AI-first company.” Li said AI Cloud Infrastructure revenue grew 79% year over year in the quarter, with GPU Cloud revenue accelerating to 184% year-over-year growth, following 143% growth in the prior quarter. He said demand is rising across both training and inference workloads, with inference growing particularly quickly. → 3 Stocks to Own If Gas Prices Keep Rising MarketBeat Week in Review – 01/05 - 01/09 Baidu attributed the momentum to its full-stack AI capabilities, including proprietary infrastructure, foundation models and applications. Li highlighted Kunlunxin, Baidu’s self-developed AI chips, saying the chips are seeing expanding demand from customers across industries and have been deployed in a single AI computing cluster of more than 30,000 accelerators. Dou Shen, executive vice president and president of Baidu AI Cloud Group, said in response to an analyst question that enterprise demand for AI infrastructure remains strong across sectors including aeronautics, autonomous driving, onboard AI, gaming and advanced manufacturing. He said Baidu is also winning customers in industries that historically had not been heavy users of AI or cloud computing, such as retail and IP-based consumer brands. → Peloton Stock Gives Back Gains After Upbeat Earnings Report Shen said GPU Cloud generally carries a better margin profile than traditional CPU cloud because of higher technical complexity, tight supply, stron...