UBER · NYSE · Software - Application

Uber (UBER)

Connects rides, local delivery, and freight through a global on-demand marketplace.

$70.01
After hours+0.12 (+0.16%)
At close$69.90(−1.33%)
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Uber Technologies, Inc.UBER
Information Technology

Connects riders, drivers, couriers, merchants, shippers, and carriers across Mobility, Delivery, and Freight, earning mainly service fees on trips and orders plus freight brokerage and logistics revenue. Shared marketplace technology and an independent-provider network support operations across more than 70 countries, with worker classification governed market by market.

Connects riders with drivers through Mobility, consumers with restaurants and retailers through Delivery and Uber Eats, and shippers with carriers through Freight. Mobility spans ridesharing, taxis, rentals, and public transit; Delivery covers meals, grocery, and retail orders; Freight provides brokerage and managed logistics, principally in North America and Europe.

Uses shared matching, dispatch, routing, pricing, payments, and membership infrastructure across Mobility and Delivery in more than 70 countries. Service fees from drivers, couriers, and merchants generate most revenue; Freight charges shippers for brokerage and transportation management. Uber Autonomous Solutions provides deployment and fleet support for partner-operated autonomous vehicles.

Relies on driver and courier supply and local rules governing transportation, delivery, payments, data, and worker classification. Drivers remain central as autonomous vehicles enter through external partners.

Company facts

CEODara Khosrowshahi
ListedMay 10, 2019
ExchangeNYSE
HeadquartersSan Francisco, CA
CountryUnited States
Employees34,000
CIK0001543151
ISINUS90353T1007

Market cap$144.20B
EPS (ttm)$4.55
P/E (ttm)15.57
ROE35.7%
P/B5.28
P/S2.61
Dividend yieldDiv yield
Beta0.91vs XLK −0.42

Price target$100.00+42.5%Average of 63 analysts
ConsensusBuy52 of 63 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 10, 2026Arete ResearchTarget
Target: $125
Target: $74
Sep 9, 2026ScotiabankTarget
Target:
Target: $100
Sep 4, 2026Piper SandlerDowngrade
Rating: Overweight
Rating: Underweight
Sep 4, 2026UBSDowngrade
Rating: Neutral
Rating: Sell
Sep 4, 2026ScotiabankInitiate
Rating:
Rating: Outperform

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.87
Revenue estimate
$14.68B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$3.21$0.83$0.63$3.11$0.14$0.72$0.81Pending
Estimate$0.50$0.51$0.63$0.69$0.79$0.70$0.81$0.87
Surprise+542.0%+63.4%+0.2%+350.7%−82.2%+2.9%+0.6%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$11.96B$11.53B$12.65B$13.47B$14.37B$13.20B$14.19BPending
Estimate$11.76B$11.63B$12.47B$13.28B$14.32B$13.28B$14.24B$14.68B
Surprise+1.7%−0.8%+1.4%+1.4%+0.3%−0.6%−0.3%
Estimate$0.87
ReportedDue Nov 3, 2026
Estimate$14.68B
ReportedDue Nov 3, 2026
View details

Debt to equity53.90%
Current ratio84.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$11.19B$11.96B$11.53B$12.65B$13.47B$14.37B$13.20B$14.19B
Net income$2.61B$6.88B$1.78B$1.36B$6.63B$296.0M$263.0M$2.39B
Net margin23.3%57.6%15.4%10.7%49.2%2.1%2.0%16.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$1.06B$770.0M$1.23B$1.45B$1.11B$1.77B$1.92B$2.08B
YoY growth+169.3%+18.1%+614.0%+82.2%+4.9%+130.4%+56.6%+43.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $5.39B · Total debt $14.73B · Total assets $65.80B · Shareholders' equity $27.32B

Revenue
$14.19B
Operating income
$2.08B
Net income
$2.39B
View details

No dividends on record.

Institutions83.39%1.70B shares
2,591 holders · as of Jun 30, 2026
Insiders11.05%225.60M shares
17 holders · as of Sep 18, 2026
Strategic holders6.82%139.35M shares
1 holder · as of Jan 26, 2024
Adds to101.26%

2.04B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 101.26%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
of 10 PagesInsider
10.88%222.23Mfiled Feb 14, 2020
BlackRock, Inc.Institution
7.15%145.97Mas of Jun 30, 2026
BlackRock, Inc.Strategic
6.82%139.35Mfiled Jan 26, 2024
Vanguard Capital Management LLCInstitution
6.51%132.89Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
6.40%130.66Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 11, 2026Jill Hazelbakerofficer: See Remarks−28,170$71.31
Sep 10, 2026Dara Khosrowshahidirector, officer: Chief Executive Officer+141,000$70.96
Sep 4, 2026Andrew Macdonaldofficer: See Remarks+70,000$75.83
Mar 16, 2026Nikki Krishnamurthyofficer: SVP and Chief People Officer−30,000$74.45
Feb 24, 2026Balaji (A) Krishnamurthyofficer: Chief Financial Officer+22,453$71.25
View details

  • DoorDash

    Dominant US food delivery platform with ~67% market share vs Uber Eats' ~23%.

  • Lyft

    Only large-scale US/Canada ride-hailing rival, ~24% domestic market share.

  • Grab

    SEA's dominant super-app — ride-hailing, delivery, and fintech in 8 countries.

  • Alphabet Class A

    Waymo parent — leading US robotaxi operator and Uber AV distribution partner.

  • Tesla

    Launched commercial robotaxi June 2025; named in Uber's 10-K as AV competitor.

  • C.H. Robinson Worldwide

    North America's largest freight broker; named in Uber's 10-K Freight section.

CompareAfter hours

CompanyPriceChange
Uber$70.01+0.16%$144.20B15.618.12.6+12.2%
DoorDash$192.90+0.37%$84.46B101.555.05.3+35.6%
Lyft$14.92+0.13%$5.80B2.213.70.9+16.1%
Grab$3.20+1.11%$11.56B21.020.23.1+21.7%
Alphabet Class A$352.35+0.34%$4.30T17.826.19.6+24.2%
Tesla$378.58−0.08%$1.48T347.5183.814.3+25.5%
C.H. Robinson Worldwide$148.94−0.37%$18.02B29.221.71.1+19.3%
Median25.123.94.2+23.0%