UBER

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...

Ibotta’s first quarter performance reflected a mix of improving commercial execution and ongoing product transformation, with management attributing the gradual revenue recovery to efforts in expanding the supply of promotional offers and adding new publisher partners. CEO Bryan Leach emphasized that the sales team’s ability to secure deeper and broader partnerships was central to near-term progress. Additionally, the introduction of exclusive deals with Uber and Giant Eagle highlighted Ibotta’s growing traction in both e-commerce and traditional grocery channels. Management acknowledged ongoing investments in technology and sales capabilities as essential to supporting these advancements. Is now the time to buy IBTA? Find out in our full research report (it’s free). Revenue: $82.48 million vs analyst estimates of $80.95 million (2.5% year-on-year decline, 1.9% beat) Adjusted EPS: $0.24 vs analyst expectations of $0.26 (6.6% miss) Adjusted EBITDA: $8.72 million vs analyst estimates of $7.18 million (10.6% margin, 21.5% beat) Revenue Guidance for Q2 CY2026 is $84 million at the midpoint, roughly in line with what analysts were expecting EBITDA guidance for Q2 CY2026 is $10.5 million at the midpoint, above analyst estimates of $9.88 million Operating Margin: -13.1%, down from -3.3% in the same quarter last year Total Redemptions: down 12.11 million year on year Market Capitalization: $761.6 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Kenneth James Gawrelski (Wells Fargo) asked about the long-term margin structure with LiveLift growth and the necessity of further investment. CEO Bryan Leach and CFO Matt Puckett explained that margin expansion is expected as current investments are absorbed and that LiveLift does not materially change the margin profile versus core offerings. Kenneth James Gawrelski (Wells Fargo) also questioned the relative importance of annual client budget resets versus improved go-to-market execution for revenue growth. Leach responded that while annual planning cycles matter, ongoing engagement and demonstration of value are more critical to winning larger budgets. Tim (Raymond James) i...

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Uber Technologies (UBER) is back in focus after a busy start to 2026, with strong first quarter results, rapid Uber One membership growth, larger investments in AI and autonomous vehicles, and new retail partnerships. See our latest analysis for Uber Technologies. Recent news around Q1 2026 results, Uber One milestones, and new partnerships has coincided with a 90 day share price return of 7.29%, yet the year to date share price return is down 9.38%. Over a longer horizon, the 3 year total shareholder return of 91.65% and 5 year total shareholder return of 53.81% indicate that, despite a 1 year total shareholder return decline of 18.19%, longer term momentum has been stronger than the more recent pullback. If you are interested in how other AI focused platforms are trading, it could be a good time to scan the market using the 62 profitable AI stocks that aren't just burning cash With first quarter momentum, growing Uber One membership and a share price that has pulled back this year despite multi year gains, the key question now is whether Uber is still undervalued or if the market is already pricing in future growth. According to the most widely followed valuation narrative from user WallStreetWontons, Uber's fair value is set at $72.92, slightly below the last close of $75.09, which frames the current price as a small premium to that estimate. Read the complete narrative. Read the complete narrative. Want to see why this narrative supports a premium price tag at all? It leans on steady revenue expansion, rising margins and a rich future earnings multiple. Curious which assumptions do the heavy lifting? The full story is in the detailed projections behind that fair value. Result: Fair Value of $72.92 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this premium view could be challenged if regulatory pressure on ride hailing intensifies, or if competition in delivery and freight forces sharper pricing and margin pressure. Find out about the key risks to this Uber Technologies narrative. That 3% premium to the $72.92 fair value from the popular narrative leans on long term growth assumptions. Our P/E work tells a different story. Uber trades on 17.9x earnings, while th...

Uber Technologies (NYSE:UBER) develops applications that connect consumers with independent providers for mobility services, meal preparation, and freight logistics. It announced a multi-year autonomous vehicle partnership with Nvidia, and it reported an approximately 15% EBIT margin for the quarter ended March 31, 2026. Lyft (NASDAQ:LYFT) operates a peer-to-peer marketplace providing on-demand transportation networks across the United States and Canada. It completed an international acquisition of a black cab business in London, while reporting an approximately 1% net income margin for the quarter ended March 31, 2026. Revenue shows the total money brought in before expenses are subtracted to help investors gauge raw business scale and growth. Image source: The Motley Fool. Data source: Company filings. Data as of May 10, 2026. Both Uber and Lyft began as ride-hailing services, but the comparison in their revenues reveals the former dominates its rival in capturing sales. Uber’s business has experienced substantial expansion compared to Lyft, as illustrated by its higher revenue, and its future sales may expand the gap further. Uber has aggressively expanded internationally since 2011, while Lyft remained more focused on the North American market in its early years. Lyft’s 2026 purchase of Gett, a leading black cab business in London, demonstrates its desire to capture more international sales. However, the disparity in their top lines suggests Lyft has a long way to go to catch up to Uber. In addition, while the two companies are aggressively pursuing self-driving cars, Uber appears to be in the driver’s seat here. It captured partnerships with a number of autonomous vehicle companies around the world, cementing its global presence in this emerging field. Moreover, Uber’s deal with AI semiconductor leader Nvidia allows any car manufacturer using Nvidia’s self-driving tech to easily join Uber’s ride-hailing service. Uber expects to have 100,000 autonomous vehicles on the road by 2027. These moves mean Lyft may fall further behind its larger competitor, suggesting Uber is the better long-term stock investment. Before you buy stock in Uber Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made th...

On May 6, Uber Technologies UBER announced its first-quarter 2026 results, reporting better-than-expected earnings per share. Moreover, management gave a bullish outlook for bookings, noting that demand remains strong despite geopolitical tensions in the Middle East. Before analyzing the factors driving this positive outlook, let’s first review the first-quarter results. Uber’s earnings per share of 72 cents beat the Zacks Consensus Estimate of 70 cents. The reported figure matched the higher end of the company's guided range of 65-72 cents per share. Image Source: Zacks Investment Research 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. Despite the crisis in the Middle East, UBER’s Mobility business saw impressive demand, 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. Uber saw a 17% increase in its monthly active platform consumers to 199 million in the March quarter. The platform recorded 3.64 billion trips, marking a 20% year-over-year rise, driven by both ride-hailing and delivery services. Uber shares have been on the rise since the release of the March quarter results, gaining 5.2%. Even though revenues missed expectations, the top line increased 14.4% year over year on a reported basis and 10% on a constant currency basis. More than the first-quarter numbers, it was the second-quarter gross bookings forecast that pleased investors. Despite the ongoing tensions in the Middle East and the resultant fuel price spike, gross bookings are projected in the range of $56.25 billion-$57.75 billion, highlighting growth of 18% to 22% year over year on a const...

Interested in Expedia Group, Inc.? Here are five stocks we like better. Expedia beat Q1 guidance, reporting gross bookings up 13% to $35.5B and revenue up 15% to $3.4B, with adjusted EBITDA of $542M (15.8% margin — its highest Q1 in 15 years) and adjusted EPS of $1.96, aided by FX tailwinds and operating leverage. Demand was volatile in March due to the Middle East conflict and Mexico travel advisories but stabilized in April; consumer bookings accelerated (consumer gross bookings +10%) while B2B grew 22%, and vacation rentals on Expedia hit a $1B annualized run rate. Capital return and outlook: Expedia repurchased $700M of stock in Q1, announced a new $5B buyback authorization, ended the quarter with $5.8B cash, trimmed short-term debt, and reiterated Q2 and full‑year growth and margin targets while flagging continued near‑term volatility. Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and Booking Expedia Group (NASDAQ:EXPE) reported first-quarter 2026 results that exceeded management’s expectations, with CEO Ariane Gorin citing “solid execution” and progress on strategic priorities despite what she described as a “mixed macro environment.” CFO Scott Schenkel said results came in “above the high end of our guidance range,” driven by double-digit bookings and revenue growth as the company continued to realize operating leverage. Gorin said Expedia grew bookings 13% and revenue 15% in the quarter, while expanding EBITDA margin by nearly six points. Schenkel provided additional detail, reporting gross bookings of $35.5 billion, up 13%, and revenue of $3.4 billion, up 15%. He said foreign exchange was a meaningful tailwind, contributing about three points to bookings growth and nearly five points to revenue growth, roughly one point higher than the company had anticipated. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Affirm: A Solid Footing or More Volatility Ahead? On profitability, Schenkel said adjusted EBITDA was $542 million, representing a 15.8% margin—“our highest Q1 in 15 years”—with nearly six points of adjusted EBITDA margin expansion year over year. He attributed roughly one point of that expansion to favorable foreign exchange, with the remainder reflecting “stronger than expected marketing leverage, revenue flow-through, and cost efficiencies.” Adjusted EPS was $1.96, which he said grew “approximately 4x,” refl...

Anthropic CEO Dario Amodei said the AI company had planned for 10x growth, but instead, its revenue and usage grew 80-fold in the first quarter on an annualized basis, a surge he called “just crazy” and “too hard to handle.” The company is growing so fast that its infrastructure has struggled to keep up, forcing it into an unlikely partnership with an industry rival: Elon Musk. “That is the reason we have had difficulties with compute,” Amodei said during Anthropic’s developer conference in San Francisco Wednesday, CNBC reported. Anthropic’s annualized revenue has climbed to $30 billion, a three-fold increase compared to last year. Much of this increase has been fueled by a wave of corporate customers including Uber and Netflix which are increasingly using Claude Code. Customers prefer Claude Code in some cases over competitors like Cursor because of its agentic abilities. Companies have also leveraged Claude’s API to embed the large language model into everything from customer service platforms to task automation. “Software engineers are the ones who are fastest to adopt new technology,” Amodei said at the developer’s conference. “It’s a foreshadowing of how things are going to work across the economy, and how the economy is going to be transformed by AI.” Yet, in recent months, some Claude Code users have complained about increasingly strict usage limits that have hurt their experience and the model’s performance. Anthropic admitted in a postmortem from late April that three bugs had affected Claude Code since March 4. The company’s internal tests hadn’t caught them, which is what led to several weeks of degraded performance. Yet, when users first flagged the issues in early March, the company said it could not reproduce them and didn’t make an effort to fix the problem. On social media, some users over the past several weeks have said they were cancelling their Claude subscriptions because of performance issues. “Whatever happened in the last 1-2 months is a significant regression,” wrote one user in a post on X. Separately, Anthropic’s skyrocketing growth has turned into an infrastructure emergency, and as a result the company struck an agreement with an unlikely ally. Anthropic announced earlier this week it would rent the entire compute capacity of Colossus 1, the Memphis data center built by Musk’s xAI, would allow for higher usage limits for Claude C...

(Bloomberg) -- Lyft Inc. reported profit in the first quarter that fell short of Wall Street’s estimates after it spent heavily on an international expansion and on adding higher-end offerings like chauffeur services. Most Read from Bloomberg Billionaire Duke of Westminster to Sell £700 Million of US Real Estate Assets Sony to Pay Almost $4 Billion for Bieber, Neil Young Catalog US Fires on Iranian Targets as Trump Demands Deal From Tehran Iran’s President Says He Had Meeting With Injured Supreme Leader Apple’s Camera-Equipped AirPods Reach Late Testing in AI Device Push Earnings were 4 cents a share, shy of the average analyst forecast for 5.7 cents, due in part to integration costs related to recent acquisitions. Gross bookings, which include taxes, tolls and fees, were $4.95 billion, slightly ahead of expectations of $4.91 billion. San Francisco-based Lyft has been on a buying spree to catch up with much-larger rival Uber Technologies Inc. and expand beyond North America. The company has been working to integrate the European taxi app Freenow since buying it last year and this week closed its acquisition of UK taxi app Gett. Those efforts may start to pay off in the current quarter. Gross bookings for the three months ending June 30 will be $5.3 billion to $5.43 billion, topping estimates of $5.31 billion, Lyft said in a statement on Thursday. Adjusted earnings before interest, taxes, depreciation and amortization will be in a range of $160 million to $180 million, the midpoint of which was in line with the average estimate. San Francisco-based Lyft anticipates its expansion into higher-value services will lead to gross bookings growth outpacing that of rides. In October, Lyft acquired Glasgow-based TBR Global Chauffeuring, a luxury service provider. “We’ve been deliberately working on our premium offerings – adding more professional drivers,” the company said in a statement. High-value rides have grown 35%, Erin Brewer, Lyft’s chief financial officer, said in an interview. The shares were down 1.8% Friday morning in New York. The stock had been down 27% so far this year through Thursday’s close. The report comes after after a disappointing first quarter where the number of rides fell short of estimates. The company blamed the shortfall on the storms in the Northeastern US, which impacted more than three million rides. It said 236.9 million rides took pla...