Uber's fundamental outlook is bolstered by accelerating revenue growth (12.2% YoY in 2026Q2) and significant operating leverage, with gross margin expanding from 39.1% in 2024Q1 to 44.9% in 2026Q2 and operating margin reaching 14.6%. The company's asset-light ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 12.2% YoY in 2026Q2, with gross margin expanding to 44.9% and operating margin reaching 14.6%, reflecting strong pricing power and cost discipline.
Uber is pursuing partnerships in autonomous vehicle technology, viewing AVs as a multitrillion-dollar opportunity.
The delivery segment has shown significant year-over-year revenue and Adjusted EBITDA growth, with management raising advertising penetration ceilings.
Uber has turned profitable, with analysts expecting operating income to rise significantly as margins improve with scale.
Uber faces intense competition in ride-hailing and delivery, which may lead to margin compression and profitability pressure.
Increasing regulatory scrutiny and compliance costs could negatively impact Uber's business model.
The significant capital investment required for AV infrastructure poses execution risks for Uber.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.81+0.6% vs $0.81 | $14.2B-0.3% vs $14.2B |
Q2 2026 May 6, 2026 | $0.72+2.9% vs $0.70 | $13.2B-0.6% vs $13.3B |
Q1 2026 Feb 4, 2026 | $0.14-82.2% vs $0.79 | $14.4B+0.3% vs $14.3B |
Q4 2025 Nov 4, 2025 | $3.11+350.7% vs $0.69 | $13.5B+1.4% vs $13.3B |
Uber Technologies maintains a vast global footprint in mobility and delivery, supported by a significant net margin of nearly 20%. DoorDash leads the North American local commerce market with robust revenue growth of approximately 30%.
While Tesla (NASDAQ: TSLA) maintained electric vehicle (EV) market share dominance in the first half (H1) of 2026 with roughly 52.3%, its Cybertruck has been severely underperforming.
The gig economy offers numerous advantages. If you wish to take advantage of this highly popular trend, focus on stocks like UBER, DASH and LYFT.
On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, picked Uber Technologies, Inc. (NYSE:UBER).
Benchmark UBER against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Uber Technologies, Inc. (UBER)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $69.89 | $142.27B | 14.78 | 18.28% | 19.33% | 39.77% | — | |
| $14.90 | $5.66B | 2.19 | 9.16% | 42.32% | 115.83% | — | |
| $192.21 | $83.75B | 90.24 | 27.93% | 5.29% | 8.46% | — | |
| $3.17 | $12.59B | 49.76 | 20.49% | 15.97% | 8.83% | — | |
| $3.63 | $6.98M | -0.20 | 0.07% | -611.47% | -126.23% | — | |
| $161.81 | $96.04B | 40.15 | 10.26% | 20.45% | 33.38% | — |
Uber Technologies, Inc. (UBER) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Uber Technologies, Inc. (UBER) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 5, 2026·SEC
Jul 16, 2026·SEC
Feb 13, 2026·SEC
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Uber Technologies, Inc. (UBER) stock FAQ — growth, dividends, profitability & financials explained
Uber Technologies, Inc. (UBER) reported $55.23B in revenue for fiscal year 2025. This represents a 1336% increase from $3.85B in 2016.
Uber Technologies, Inc. (UBER) grew revenue by 18.3% over the past year. This is strong growth.
Yes, Uber Technologies, Inc. (UBER) is profitable, generating $9.58B in net income for fiscal year 2025 (19.3% net margin).
Uber Technologies, Inc. (UBER) has a return on equity (ROE) of 39.8%. This is excellent, indicating efficient use of shareholder capital.
Uber Technologies, Inc. (UBER) generated $12.40B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
