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Uber Technologies
NYSE: UBER Technology IT 🔎 Screen
S&P 500
🏹 Trader: 📊 High Volume View all →
$151.3B
Market Cap
16.9
P/E
0.66
PEG
18.6%
ROCE
39.9%
ROE
0.44
D/E
10.7%
OPM
-27.4%
% from 52W High
25
α RS
🔍 UBER is showing a high-conviction setup because it matches 16 of 39 tracked screener presets, Sector RRG has Technology in the Leading quadrant with the trail still rolling over, and an ECS of 77.6 last quarter. Net: Broad signal stack, not a recommendation. ? Conviction RRG ECS
Sources
Conviction 16/39 · Technology in Leading quadrant · ECS 77.6
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🌏 Global Investor Returns
Currency-adjusted total returns for UBER including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
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By Category
📊 Sector Averages
About

Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Mobility, Delivery, and Freight. The Mobility segment connects consumers with a range of transportation modalities, such as ridesharing, carsharing, micromobility, rentals, public transit, taxis, and other modalities; and offers riders in a variety of vehicle types, as well as financial partnerships products and advertising services. The Delivery segment allows consumers to search for and discover restaurants to grocery, alcohol, convenience, and other retailers, as well as order a meal or other items, and either pick-up at the restaurant or have it delivered; and provides Uber direct, a white-label delivery-as-a-service for retailers and restaurants, as well as advertising services. The Freight segment manages transportation and logistics networks, which connects shippers and carriers in digital marketplace, including carriers upfronts, pricing, and shipment booking; and offers on-demand platform to automate logistics end-to-end transactions for small-and medium-sized businesses to global enterprises. Uber Technologies, Inc. has staetegic partnership with Mews to embed ride booking, real-time tracking and integrated billing directly into the Mews platform. The company was formerly known as Ubercab, Inc. and changed its name to Uber Technologies, Inc. in February 2011. Uber Technologies, Inc. was founded in 2009 and is headquartered in San Francisco, California.

Key Ratios Snapshot
📈 Growth Pattern
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⭐ Superinvestors Holding UBER
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Manager Shares Value % of Fund Period
Bill Ackman Pershing Square Capital Management 29.96M $2.2B 15.71% Mar 2026
David Tepper Appaloosa LP 6.33M $455.5M 7.68% Mar 2026
Jim Simons Renaissance Technologies LLC 1.80M $129.2M 0.20% Mar 2026
Tiger Global Management Tiger Global Management LLC 151.2K $10.9M 0.05% Mar 2026
Steve Cohen Point72 Asset Management 103.9K $7.5M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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Good quarter Investor Presentation One-Pager? Q2 2026
Revenue
$14.2B
+12% YoY
Operating Income
$1.9B
+30% YoY
Operating Margin
13.3%
+1.8pp YoY
Net Income
$2.4B
+77% YoY
What Went Right
  • Gross bookings grew 22% on a constant-currency basis to $58.0B, above the high end of guidance and a fourth straight quarter above 20% growth.
  • Non-GAAP EPS grew 35% to $0.81 and trailing twelve-month free cash flow exceeded $10B for the first time.
  • AV momentum continues: Uber is live in 7 cities and on track for 15 by year-end, with multiple partner launches planned.
What to Watch
  • Brazil mobility trips were soft as delivery competitors aggressively bid up two-wheeler supply, though Uber says share has held.
  • Waymo relationship uncertainty remains despite continued operations in Austin and Atlanta; management stresses the need for multiple AV partners.
  • Delivery Hero integration is complex — deal closes H2 2027, primary migrations expected in 2029 — and the $10B multi-year AV investment will create future P&L impact.
Management Guidance
  • Q3 2026 gross bookings of $58.25B to $60.25B, implying 18% to 22% constant-currency growth.
  • Q3 2026 non-GAAP EPS of $0.84 to $0.88, implying 28% to 35% growth.
  • Q3 2026 Adjusted EBITDA of $2.86B to $2.96B; currency assumed to be a ~1pp headwind to reported growth.
Investor Lens
The thesis looks stronger after this call: record audience and engagement, 22% constant-currency gross bookings growth, and >$10B trailing twelve-month free cash flow give Uber the flexibility to invest in AVs, buybacks, and M&A. Management expects U.S. mobility to keep accelerating and the AV ecosystem to broaden beyond Waymo, while Delivery Hero adds long-term scale. Key risks are Brazil's supply competition, Timing/execution of Delivery Hero integration, and the eventual P&L cost of AV scaling.
From investor presentation · AI-generated analysis · Not investment advice
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📈 STRONG Record $58B gross bookings, 22% growth; EPS up 35%
Revenue
Gross bookings grew 22% on a constant-currency basis to $58.0B, above the high end of guidance; revenue grew 12% to $14.2B (11% constant currency), with business-model changes an 8pp headwind. Mobility bookings were $29.0B (+20% cc), Delivery bookings $27.5B (+25% cc), and Freight $1.6B (+25% cc).
Profitability
GAAP net income was $2.4B, up 77% YoY, including a $1.6B pre-tax benefit from equity investment revaluations; GAAP diluted EPS was $1.17. Non-GAAP EPS was $0.81, up 35% YoY, while Adjusted EBITDA grew 33% to $2.8B.
Margins
GAAP operating income grew 30% to $1.9B, taking the GAAP operating margin to roughly 13.3% of revenue from 11.5% a year earlier. Non-GAAP operating income grew 40% to $2.1B, with margin of 3.7% of gross bookings, up from 3.3% in Q2 2025; Adjusted EBITDA margin was 4.9% of gross bookings.
Balance Sheet
Unrestricted cash, cash equivalents, and short-term investments ended Q2 at $5.4B. Quarterly free cash flow was $2.8B, up 13% YoY, and trailing twelve-month free cash flow crossed $10B for the first time.
Key Risks
Management flagged Brazil mobility softness from delivery competitors bidding up two-wheeler supply, potential dependence on Waymo if AV partners do not scale, and the execution timeline and future P&L impact of the $10B AV investment and the Delivery Hero integration.
Outlook
For Q3 2026, Uber guides gross bookings of $58.25B to $60.25B, non-GAAP EPS of $0.84 to $0.88, and Adjusted EBITDA of $2.86B to $2.96B, with a roughly 1pp currency headwind.
Generated by AI · Q2 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-05
Q2 2026 saw record gross bookings up 22% year-over-year, strong EPS and free cash flow growth, and continued expansion in AVs and delivery. U.S. mobility accelerated, while competitive and regulatory challenges persist in Brazil and AV adoption.
Q1 2026 Q1 2026 2026-05-06
Q1 2026 saw 21% gross bookings growth, 44% higher non-GAAP EPS, and record $3B in buybacks. Uber One membership surged to 50M, cross-platform usage accelerated, and AV/AI investments deepened, supporting strong guidance for continued profitable growth.
Q4 2025 Q4 2025 2026-02-04
Q4 and FY2025 delivered strong growth with gross bookings up 22% and free cash flow up 42% year-over-year. Strategic investments in AVs, international expansion, and advertising are fueling momentum, while a robust capital return program continues.
Q3 2025 Q3 2025 2025-11-04
Q3 delivered record trip growth, gross bookings, and profitability, driven by strong mobility and delivery performance, cross-platform engagement, and innovation. AV and AI investments, insurance savings, and new partnerships position the business for continued high growth and margin expansion.
Q2 2025 Q2 2025 2025-08-06
Q2 2025 saw record highs in audience, gross bookings, and profitability, with strong growth in both premium and low-cost segments. AV partnerships expanded, and a $20B share repurchase was announced, reflecting robust cash flow and confidence in future growth.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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