Uber Technologies, Inc.

Report azionario NYSE:UBER

Capitalizzazione di mercato: US$146.2b

Uber Technologies Performance degli utili passati

Criteri Il passato verificati 2/6

Uber Technologies ha registrato una crescita degli utili a un tasso medio annuo di 67%, mentre il settore Transportation ha registrato utili in crescita a un tasso medio annuo di 1.7%. I ricavi sono stati in crescita a un tasso medio annuo di 24.2%. Il ritorno sul capitale proprio di Uber Technologies è 33.3% e ha margini netti di 15.9%.

Informazioni chiave

66.98%

Tasso di crescita degli utili

66.84%

Tasso di crescita dell'EPS

Transportation Crescita del settore15.63%
Tasso di crescita dei ricavi24.18%
Rendimento del capitale proprio33.32%
Margine netto15.91%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi 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...
Articolo di analisi 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...

Recent updates

Seeking Alpha May 22

Uber Technologies: The Orchestrator Of The Autonomous Revolution

Summary While Uber stock has been under pressure, its network effects and strategic positioning should serve as a foundation for future growth. Through various partnerships with leading companies such as Hertz, Expedia, and Santander, Uber is positioning itself as the indispensable orchestrator of the AV revolution. Gross bookings rose 21% YoY to $53.7 billion, and non-GAAP EPS jumped 44% to $0.72 in Q1, demonstrating sustained operational excellence. My 10-year DCF model yields an intrinsic equity value of $246 billion, implying that the stock remains significantly undervalued. Read the full article on Seeking Alpha
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione Mar 20

Uber Technologies (UBER): From Ride-Hailing Giant to Autonomous Aggregator

Vestra has decreased revenue growth from 15.0% to 10.6%.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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
Articolo di analisi May 31

Is There Now An Opportunity In Uber Technologies, Inc. (NYSE:UBER)?

Today we're going to take a look at the well-established Uber Technologies, Inc. ( NYSE:UBER ). The company's stock saw...
Seeking Alpha Apr 25

Uber: End-Of-2024 Decline Provided An Extremely Attractive Opportunity

Summary Uber's capital-light, high-growth business model and strong management team present an attractive investment opportunity, despite recent share price declines due to AV concerns. Uber's competitive moat includes industry-leading scale, data leadership, and strong network effects, offering significant value to both consumers and platform earners. Autonomous vehicle technology faces significant commercialization barriers, making a hybrid model with human drivers essential for optimal ridesharing network utilization. Uber's current valuation is significantly discounted, presenting a contrarian investment opportunity with expected 30% earnings growth and potential for multiple expansion. Read the full article on Seeking Alpha
Seeking Alpha Apr 17

Uber: Undervalued Despite Its Profitable Transformation

Summary Uber's stock appears undervalued by 28.58% based on DCF analysis, with a projected 15% revenue growth and strong free cash flow margins. Uber leads in ridesharing and food delivery, showing significant profitability in 2024 and diverse revenue streams, including advertising and subscriptions. Key growth areas include freight digitalization and autonomous vehicles, though risks like competition, regulatory changes, and economic conditions remain. Uber's global presence and robust cash generation make it a compelling buy for investors willing to navigate associated risks. Read the full article on Seeking Alpha
Seeking Alpha Mar 31

Uber Stock: Double-Digit Return Potential Justifies A Buy

Summary Uber remains a strong business despite fears over robotaxis, with solid moats, network effects, and adaptability driving its long-term potential. The financials show strength, with revenue doubling in recent years and free cash flow reaching $7B, proving the Company's ability to scale and generate shareholder value. An 11%+ total return/year is realistic, assuming steady growth and margin expansion, with more upside potential if self-driving tech accelerates profitability. Risks exist but seem overblown, as UBER's dominance, diversification, and adaptability mitigate concerns over robotaxis, regulation, and competition. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Uber Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:UBER Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2653,6878,54010,7493,538
31 Dec 2552,01710,05310,3393,402
30 Sep 2549,61016,6408,3763,302
30 Jun 2547,33112,6267,6423,214
31 Mar 2545,38012,2869,4643,134
31 Dec 2443,9789,8569,8763,109
30 Sep 2441,9554,4027,1913,108
30 Jun 2440,0592,0117,0523,131
31 Mar 2438,5891,3906,9603,179
31 Dec 2337,2811,8878,7383,164
30 Sep 2335,9521,0537,3673,127
30 Jun 2335,003-3747,8413,090
31 Mar 2333,846-3,3688,2012,986
31 Dec 2231,877-9,1417,8922,798
30 Sep 2229,048-8,8447,8982,609
30 Jun 2225,550-10,0627,6302,342
31 Mar 2221,406-6,3187,4332,126
31 Dec 2117,455-4967,1052,054
30 Sep 2114,842-2,3576,5031,894
30 Jun 2112,810-1,0216,3741,894
31 Mar 2110,794-3,9405,9671,990
31 Dec 2011,139-6,7686,1442,120
30 Sep 2010,896-6,8956,5782,330
30 Jun 2011,896-6,9696,6182,592
31 Mar 2013,149-10,4308,0135,072
31 Dec 1913,000-8,5067,9254,836
30 Sep 1913,052-7,6707,3594,594
30 Jun 1912,183-7,4946,9004,273
31 Mar 1911,785-2,4745,3931,574
31 Dec 1810,43305,0361,505
31 Dec 177,932-4,0334,5641,201
31 Dec 163,845-3,2462,575864

Guadagni di qualità: UBER ha un grande una tantum perdita di $1.6B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di UBER (15.9%) sono inferiori rispetto allo scorso anno (27.1%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: UBER è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 67% all'anno.

Accelerare la crescita: UBER ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: UBER ha avuto una crescita negativa degli utili ( -30.5% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Transportation ( -15.9% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 33.3% ) di UBER è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 13:36
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Uber Technologies, Inc. è coperta da 78 analisti. 49 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Oliver LesterArete Research Services LLP
Richard KramerArete Research Services LLP
null nullArgus Research Company