Uber Technologies, Inc. (UBER)
Uber: I See Shares Ready To Rerate Fast And Aggressively
Uber delivers robust Q2 results, with Gross Bookings up 24% YoY and free cash flow surpassing $10 billion TTM. UBER's business has proven resilient to geopolitical shocks and oil price volatility, dispelling structural fragility concerns. Fears over rapid autonomous vehicle disruption are overblown; AV penetration remains immaterial for years, and Uber is actively investing in the ecosystem.
Uber: Still A Generational Buying Opportunity
Uber Technologies (UBER) is reiterated as a STRONG BUY, with over 50% implied upside to a $118.16 target based on a DCF analysis. Operational momentum is robust: Q2 gross bookings up 22% YoY, FCF over $10B TTM, and operating margins expanded ~300bps to 15.1% in the second quarter. Strategic AV investments and the Delivery Hero acquisition are expected to drive synergies, market expansion, and reinforce Uber's platform leadership.
Should You Bet on UBER Stock Following Its Q2 Earnings Beat?
Uber's Q2 earnings beat and strong bookings outlook highlight growth, but a soft EPS view and weak stock performance temper the near-term picture.
Serve Q2 Earnings Call Centers on Uber Reset and Lower Outlook
SERV resets its Uber relationship and 2026 outlook in Q2, cutting revenue guidance while prioritizing utilization, recurring revenues and direct access.
Unlocking Uber (UBER) International Revenues: Trends, Surprises, and Prospects
Evaluate Uber's (UBER) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Uber Technologies Q2 Earnings Call Highlights
Uber Technologies NYSE: UBER said second-quarter gross bookings rose 22% year over year to more than $58 billion, exceeding the high end of its guidance range and marking its fourth consecutive quarter of growth above 20%. Chief Executive Officer Dara Khosrowshahi said the company also produced 35% growth in non-GAAP earnings per share and surpassed $10 billion in trailing 12-month free cash flow for the first time.
Uber Stock: Buy the Dip?
Uber's (UBER +6.46%) forecast for the upcoming quarter disappointed investors.
Uber price target lowered by Bank of America despite higher earnings outlook
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) saw its price target lowered to $101 from $103 by Bank of America, which maintained a ‘Buy' rating following the company's second quarter results, with the analysts citing a lower valuation multiple despite raising their earnings estimates. Shares traded at about $71 on Thursday afternoon, up about 4%.
Uber Q2 Earnings Call Centers on AV Scale and Platform Growth
UBER's Q2 call spotlights AV scale, 22% bookings growth and widening profitability, alongside stronger mobility and cross-platform engagement.
Uber's CTO says the company is coming to the end of its tokenmaxxing era
Uber is leaving its tokenmaxxing era behind, a top executive says. Its CTO said AI adoption at the company has quadrupled, but efficient use is now being prioritized.
UBER Q2 Earnings Surpass Estimates, Revenues Increase Year Over Year
Uber's Q2 earnings jump 86% as gross bookings increase 24%, but revenues narrowly miss estimates despite broad platform growth.
Uber robotaxis set for debut after getting minicab licences
Robotaxis are set to debut on the streets of London after Wayve was granted minicab licences by Transport for London (TfL).
