Headquartered in San Francisco, CA Fiscal year ends December NYSE: UBER uber.com
Uber Technologies operates a technology platform that connects consumers with independent drivers and couriers for transportation and delivery. Its stated mission is to create opportunity through movement. It reports three segments:
- **Mobility:** ride-hailing, including UberX and UberX Share.
- **Delivery:** food, grocery and other goods ordered from merchants.
- **Freight:** connecting shippers with carriers.
Uber earns revenue from fees on Gross Bookings, the total dollar value of rides, delivery orders and Freight revenue. Business model changes can shift how much of Gross Bookings is recognized as revenue. The platform has completed more than 83 billion trips and averaged 215 million Monthly Active Platform Consumers in Q3 2026. Uber is pushing to commercialize autonomous vehicles on its network. It expects about 700 fully driverless vehicles on Uber by the end of 2026 and over 2,000 in 2027. Updated
A 4.23% slide to $67.84 from a $70.84 open erases roughly $6 billion from a $138.6 billion company in one session. No cause is established in the data, which makes the next session's follow-through the thing to watch.
UBS nudged its Uber target to $107 from $106 and kept a Buy even after mobility growth missed expectations, signaling analysts view the driver shortage squeezing near-term margins as temporary.
Wall Street updates its price targets on Uber $UBER following its Q3 earnings, with analysts highlighting driver supply constraints and near-term margin pressure: UBS: $106 → $107 (Buy) – Mobility growth missed expectations due to driver shortages, but improving supply supports https://t.co/7Pk6oLM88R
The climb to $71.26 arrives the same day Uber filed its Q3 2026 earnings report. Moves this size are uncommon for a name this large, so keep an eye on where it settles.
A 4.1% move to $71.04 adds roughly $6 billion to a $145 billion market cap, and it lands the same morning Uber filed its Q3 2026 results. Worth watching how the stock holds the $68.24 open.
Adjusted earnings came in missing expectations, but Q4 guidance of $0.95 to $0.99 EPS implies 34% to 39% growth, with a fifth straight quarter of 20% gross bookings gains behind it. Management expects roughly 700 fully driverless vehicles on the platform by year-end and over 2,000 in 2027.
Our focus on autonomous is now on commercial execution, with approximately 700 fully driverless vehicles expected on Uber by year-end and over 2,000 in 2027.
Khosrowshahi put a tripling target on the table for next year's driverless fleet, moving Uber's autonomous story from pilot announcements to units investors can count. Waymo is now a partner and a rival at once, so the ramp is the number to track on the 2026 Q3 earnings call.
Uber delivered its fifth consecutive quarter of 20%+ Gross Bookings growth, driven by record audience and consumer engagement.
Khosrowshahi is pitching durability at a $136 billion market cap, with the growth rate holding above 20% for more than a year. Anyone treating the ride-hailing and delivery story as maturing is arguing with the third-quarter scoreboard.
Uber closed at $65.78, a fresh 52-week low that takes out the July 24 floor by 0.24%. A full year of selling has left the ride-hailing giant at a $134.4 billion market cap, roughly a third below where it traded last October.
Two companies now clear more than $200 billion in annual food orders between them, a duopoly scale that turns every point of share shift into real money for Uber and DoorDash holders.
Uber Eats v. DoorDash The leading food delivery providers now process more than $200B in combined annual orders. $UBER $DASH https://t.co/4OGdZauc0e
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Uber Technologies operates a technology platform that connects consumers with independent drivers and couriers for transportation and delivery. Its stated mission is to create opportunity through movement.
24/7 Wall St.'s 12-month price target for UBER is $101.88, rated Buy. The Wall Street consensus target is $100.77. UBER price prediction →
