Uber Technologies, Inc.

NYSE:UBER Rapport sur les actions

Capitalisation boursière : US$147.4b

Uber Technologies Gestion

Gestion contrôle des critères 3/4

Le PDG Uber Technologies est Dara Khosrowshahi, nommé en Sep2017, a un mandat de 8.83 ans. La rémunération annuelle totale est $ 35.60M, composée du salaire de 3% et des bonus 97%, y compris les actions et options de la société. détient directement 0.06% des actions de la société, d'une valeur de $ 88.78M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.8 ans et 6.3 ans.

Informations clés

Dara Khosrowshahi

Directeur général

US$35.6m

Rémunération totale

Pourcentage du salaire du PDG3.04%
Durée du mandat du directeur général8.8yrs
Propriété du PDG0.06%
Durée moyenne d'occupation des postes de direction5.8yrs
Durée moyenne du mandat des membres du conseil d'administration6.3yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha 20h

Uber: The Robotaxi Revolution Makes Me More Bullish

Summary Uber is not developing autonomous vehicles itself but is strategically partnering to benefit from the technology. UBER avoids heavy R&D costs by leveraging alliances with autonomous vehicle innovators instead of direct competition. The prevailing bear thesis underestimates UBER's adaptability and its platform’s ability to profit regardless of who supplies the vehicles. A narrative shift is underway: UBER is positioned to thrive as autonomous vehicles emerge, not be disrupted by them. Read the full article on Seeking Alpha
Mise à jour du récit Jun 24

UBER: Global Robotaxi Partnerships Will Reset Supply Mix And Profit Potential

For Uber Technologies, the analyst price target adjustment is modest, with the fair value estimate moving slightly to about $104.48 as analysts weigh a broad set of updated targets around $112 to $115 and highlight factors such as autonomous vehicle opportunities, scaled mobility and delivery networks, and early benefits from prior investments. Analyst Commentary Recent research on Uber Technologies points to a mixed but generally constructive tone, with most analysts focusing on how the company executes on autonomous vehicles, scales its networks in mobility and delivery, and manages profitability in higher margin areas.
Article d’analyse Jun 22

Uber (UBER) Stock Could Be 13.9% Undervalued After New Robotaxi Partnerships

Uber Technologies (UBER) has moved deeper into autonomous mobility by signing new robotaxi partnerships in Houston, Zurich, and Munich, while also extending a Life360 integration that targets teens and family ride coordination. See our latest analysis for Uber Technologies. Despite a series of new robotaxi alliances and the Life360 family integration, Uber Technologies’ recent momentum has been mixed. The company has reported a 7 day share price return of 4.05%, a year to date share price...
Mise à jour du récit Jun 05

UBER: Autonomous Partnerships And Robotaxi Rollout Will Reshape Supply And Trip Mix

Analysts have made a modest adjustment to the Uber Technologies price target to $104.43, supported by research citing improving returns on recent investments, multiple price target revisions across major firms, and growing interest in Uber's autonomous vehicle partnerships with Nvidia, Zoox, and other partners. Analyst Commentary Recent research on Uber clusters around two main themes: execution on new partnerships in autonomous vehicles and the impact of changing price targets on how investors frame risk and reward at current levels.
Article d’analyse May 18

Uber Technologies' (NYSE:UBER) Weak Earnings May Only Reveal A Part Of The Whole Picture

The subdued market reaction suggests that Uber Technologies, Inc.'s ( NYSE:UBER ) recent earnings didn't contain any...
Mise à jour du récit May 13

UBER: AV Partnerships Will Reshape Supply And Support Long Term Trip Expansion

Narrative Update: Uber Technologies The analyst price target for Uber Technologies is updated from $103.46 to $105.01 as analysts factor in higher modeled revenue growth, a slightly adjusted discount rate, and a lower future P/E multiple that reflects recent research focused on returns from investments and the rising importance of autonomous vehicle partnerships with Nvidia and Zoox. Analyst Commentary Recent research on Uber reflects a mix of optimism and caution as analysts update price targets and reassess the risk and reward profile around automation, partnerships, and capital returns.
Mise à jour du récit Apr 24

UBER: AV Partnerships And Blacklane Acquisition Will Reshape Long Term Mobility Network

Analysts have trimmed their average price target for Uber Technologies slightly, reflecting modestly lower revenue growth assumptions, a marginally higher discount rate, and recent target cuts across the Street, even as they continue to highlight the potential of Uber's AV partnerships and the Blacklane acquisition. Analyst Commentary Recent research on Uber clusters around two themes: execution on autonomous vehicle partnerships and the Blacklane acquisition on the one hand, and a broad reset of valuation assumptions on the other.
Mise à jour du récit Apr 10

UBER: Expanding Autonomous Partnerships And Premium Rides Will Drive Long Term Upside

Analysts have slightly lowered the updated fair value estimate for Uber Technologies to $103.58. This change reflects modest adjustments to revenue growth, profit margin and P/E assumptions, as they balance slightly reduced price targets with continued interest in the company’s AV partnerships, acquisitions and product initiatives.
Nouveau récit Apr 07

Uber Technologies Inc. – Acquisition of Blacklane to Accelerate Global Luxury Mobility Expansion

Author: Qudus Adebara (Founder of Wane Investment House) Uber Technologies Inc. has announced an agreement to acquire Blacklane , marking a significant strategic move to expand its presence in the fast-growing premium and executive travel segment.
Mise à jour du récit Mar 26

UBER: Expanding Autonomous Partnerships Will Support Long Term Upside Potential

Uber's updated analyst price target edged slightly lower to about $104, with analysts citing refined assumptions on discount rate, profit margin and future P/E as they weigh recent commentary on autonomous vehicle partnerships, competitive AV supply and broader sector multiple resets. Analyst Commentary Recent research on Uber frames a fairly clear debate around how quickly the company can execute on autonomous vehicles, how durable its core Mobility growth can be into 2026, and what P/E or cash flow multiple is appropriate as estimates and sector sentiment reset.
Mise à jour du récit Mar 12

UBER: Autonomous Partnerships And AI Efficiencies Will Drive Long Term Upside Potential

Our updated view trims Uber Technologies' fair value estimate slightly, from $104.47 to $103.81, as analysts factor in a wave of reduced price targets in the $99 to $125 range and modest tweaks to margin and multiple assumptions, even while highlighting ongoing growth drivers such as autonomous vehicle partnerships and product innovation. Analyst Commentary Recent research paints a mixed but generally constructive picture, with many firms trimming price targets for Uber while still pointing to growth avenues in autonomous vehicles, product expansion, and capital return.
Mise à jour du récit Feb 26

UBER: AI And Autonomous Partnerships Will Shape Long Term Upside Potential

Analysts recently trimmed their average price target on Uber Technologies to about $104 from roughly $105, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples after revisiting their models and broader sector valuations. Analyst Commentary Recent research on Uber highlights a mix of optimism around execution and growth on one side, and some reservation around valuation, macro risk and competitive or regulatory questions on the other.
Nouveau récit Feb 12

What's Uber doing in Turkiye?

Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.
Mise à jour du récit Feb 11

UBER: Autonomous Vehicle Partnerships And AI Will Drive Long Term Upside

Analysts have trimmed their implied fair value for Uber Technologies to about US$105 from roughly US$110, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small improvement in expected profit margins following a broad round of Street price target cuts in recent research. Analyst Commentary Recent research on Uber reflects a wide reset in price targets, with most firms trimming their numbers while generally keeping constructive views on execution, profits, and long term growth opportunities.
Mise à jour du récit Jan 22

UBER: Autonomous Partnerships And AI Will Support Long Term Returns

Analysts have trimmed their fair value estimate for Uber Technologies slightly to about US$110.43 from US$110.72. This reflects a modestly higher discount rate and slightly lower profit margin assumptions, even as they continue to point to steady revenue growth expectations and supportive research citing resilient Mobility trends and long term autonomous vehicle opportunities.
Nouveau récit Jan 22

Cross Platform Users And Autonomous Vehicles Will Constrain Margins And Keep Shares Fairly Valued

Catalysts About Uber Technologies Uber Technologies operates a global platform that connects consumers with mobility, delivery and other earning and work opportunities. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jan 08

UBER: Autonomous Partnerships And AI Are Expected To Support Long Term Margins

Analysts have nudged their fair value estimate for Uber slightly lower to about $111, reflecting modestly higher discount-rate assumptions. They continue to highlight AI driven revenue opportunities, ongoing autonomous vehicle partnerships, and a focus on long term margins and capital allocation in recent price target updates across the Street.
Mise à jour du récit Dec 13

UBER: Autonomous Expansion Will Sustain Platform Engagement And Profit Momentum

Analysts have modestly raised their fair value estimate for Uber Technologies by about $1 per share to roughly $112, citing a strong Q3 print, accelerating delivery growth versus peers, and confidence that robust engagement and profit expansion can continue even as margin gains normalize and long term autonomous vehicle economics become a greater focus. Analyst Commentary Analysts remain broadly constructive on Uber following the Q3 update, pointing to solid execution across mobility and delivery, resilient user engagement, and a strengthening narrative around long term autonomous vehicle positioning, even as expectations for near term AV profit contribution are tempered.
Mise à jour du récit Nov 29

UBER: Emerging Autonomy And Platform Engagement Will Sustain Competitive Leadership

Uber Technologies’ fair value estimate has been modestly raised to $111.06 from $110.55. Analysts note continued steady core fundamentals, resilient profit growth, and growing platform engagement, which are supporting an improved price target outlook.
Mise à jour du récit Nov 15

UBER: Margin Improvements and Platform Engagement Will Drive Outperformance Against Peers

Uber Technologies’ analyst price target increased to $110 from $100, as analysts highlight the company’s robust core fundamentals, steady margin improvement, and growing platform engagement, which are supporting a stronger outlook. Analyst Commentary Recent analyst commentary on Uber Technologies reflects a nuanced view of the company’s prospects, with both bullish and bearish elements shaping the investment debate.
Article d’analyse Nov 13

Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News

The latest earnings release from Uber Technologies, Inc. ( NYSE:UBER ) disappointed investors. We did some analysis and...
Article d’analyse Nov 07

Earnings Beat: Uber Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Last week, you might have seen that Uber Technologies, Inc. ( NYSE:UBER ) released its quarterly result to the market...
Mise à jour du récit Oct 31

UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals

Uber Technologies' fair value estimate has been revised upward by analysts to $108.88 from $108.52 per share. This change reflects sustained momentum in Delivery growth and continued confidence in management's ability to achieve robust near-term and long-term performance targets.
Mise à jour du récit Oct 17

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Uber Technologies’ fair value estimate has been raised modestly to $108.52 per share. Analysts cite resilient delivery growth, robust trip volumes, and the impact of ongoing strategic initiatives following recent earnings and updated guidance.
Mise à jour du récit Oct 03

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Uber Technologies’ analyst fair value price target was raised slightly, from $106.43 to $107.62. Analysts cited continued Delivery outperformance, robust trip growth, and management's commitment to shareholder returns as supporting factors for the upward revision.
Mise à jour du récit Aug 10

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Despite minimal changes in consensus revenue growth and net profit margin forecasts, Uber Technologies’ analyst price target has increased from $100.54 to $105.66. What's in the News Uber announced a partnership with Dollar General and pOpshelf to add over 14,000 locations to Uber Eats, offering affordable essentials and promotional discounts.
Mise à jour du récit Aug 07

Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.

Uber posted another solid quarter with revenue and profit beats, hitting milestones across mobility and delivery. The $20 billion buyback is a bold signal of financial strength, even as the market questions the execution roadmap for its robotaxi investments.
Article d’analyse Jul 29

Is There An Opportunity With Uber Technologies, Inc.'s (NYSE:UBER) 49% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Uber Technologies fair value estimate is US$178 Uber...
Article d’analyse Jul 12

Here's Why We Think Uber Technologies (NYSE:UBER) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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Nouveau récit Jun 23

Excellent business fundamentals. However, current valuation offers no margin of safety at 40%+ premium to intrinsic value.

Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing

Analyse de la rémunération des PDG

Comment la rémunération de Dara Khosrowshahi a-t-elle évolué par rapport aux bénéfices de Uber Technologies?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$9b

Dec 31 2025US$36mUS$1m

US$10b

Sep 30 2025n/an/a

US$17b

Jun 30 2025n/an/a

US$13b

Mar 31 2025n/an/a

US$12b

Dec 31 2024US$39mUS$1m

US$10b

Sep 30 2024n/an/a

US$4b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$24mUS$1m

US$2b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

-US$374m

Mar 31 2023n/an/a

-US$3b

Dec 31 2022US$24mUS$1m

-US$9b

Sep 30 2022n/an/a

-US$9b

Jun 30 2022n/an/a

-US$10b

Mar 31 2022n/an/a

-US$6b

Dec 31 2021US$20mUS$1m

-US$496m

Sep 30 2021n/an/a

-US$2b

Jun 30 2021n/an/a

-US$1b

Mar 31 2021n/an/a

-US$4b

Dec 31 2020US$12mUS$337k

-US$7b

Sep 30 2020n/an/a

-US$7b

Jun 30 2020n/an/a

-US$7b

Mar 31 2020n/an/a

-US$10b

Dec 31 2019US$42mUS$1m

-US$9b

Rémunération vs marché: La rémunération totale de Dara ($USD 35.60M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.46M ).

Rémunération et revenus: La rémunération de Dara a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Dara Khosrowshahi (56 yo)

8.8yrs
Titularisation
US$35,595,827
Compensation

Mr. Dara Khosrowshahi has been Chief Executive Officer and Director of Uber Technologies, Inc. since September 2017. He was a Non Executive Independent Director of Aurora Innovation, Inc. since July 19, 20...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Dara Khosrowshahi
CEO & Director8.8yrsUS$35.60m0.060%
$ 88.8m
Jill Hazelbaker
President & Chief Corporate Affairs Officer10.8yrsUS$10.99m0.0089%
$ 13.1m
Andrew Macdonald
President & COOno dataUS$25.56m0.017%
$ 25.1m
Derek West
Senior VP8.7yrsUS$10.68m0.012%
$ 17.9m
Garrett Camp
Co-Founder17.5yrsUS$331.65kpas de données
Balaji Krishnamurthy
Chief Financial Officerless than a yearpas de données0.0018%
$ 2.7m
Glen Ceremony
Chief Accounting Officer & Global Corporate Controllerno datapas de données0.013%
$ 18.9m
Praveen Naga
Chief Technology Officerno datapas de donnéespas de données
Alaxandar Wang
Head of Investor Relationsno datapas de donnéespas de données
Madhusudan Kannan
Chief Business Officerless than a yearpas de donnéespas de données
Pradeep Parameswaran
Global Head of Mobility1.1yrspas de donnéespas de données
Arnab Kumar
Head of Business Development of India & South Asia2.9yrspas de donnéespas de données
5.8yrs
Durée moyenne de l'emploi
49.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de UBER est chevronnée et expérimentée (5.8 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Dara Khosrowshahi
CEO & Director8.8yrsUS$35.60m0.060%
$ 88.8m
Garrett Camp
Co-Founder6.2yrsUS$331.65kpas de données
Ronald Sugar
Independent Chairman7.9yrsUS$651.69k0.012%
$ 17.1m
John Thain
Independent Director8.8yrsUS$447.35k0.0092%
$ 13.5m
Robert Eckert
Independent Director6.3yrsUS$452.37k0.0014%
$ 2.0m
Ursula Burns
Independent Director8.8yrsUS$442.26k0.0076%
$ 11.3m
Alexander Wynaendts
Independent Director5.3yrsUS$545.17k0.0013%
$ 2.0m
Nikesh Arora
Independent Director1.1yrsUS$297.39k0.000060%
$ 88.5k
Revathi Advaithi
Independent Director6yrsUS$427.46k0.00054%
$ 796.1k
Amanda Ginsberg
Independent Director6.4yrsUS$432.32k0.0013%
$ 1.9m
Turqi Alnowaiser
Independent Director2.7yrsUS$427.46k0.00045%
$ 663.4k
6.3yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de UBER sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/07 09:23
Cours de l'action en fin de journée2026/07/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Uber Technologies, Inc. est couverte par 74 analystes. 49 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
William SeleskyArgus Research Company