Uber Technologies, Inc. (UBER) AI Stock Analysis

NYSE: UBERAI research summary: business, growth, valuation, analysts, bull and bear case.

UBER AI stock analysis summary

AI Research

Uber Technologies, Inc. (UBER) operates global mobility and delivery platforms connecting consumers with ridesharing, food, and grocery delivery providers. In FY2025, the company generated $52.02B in revenue and $9.76B in free cash flow, representing significant expansion from earlier fiscal years. However, its stock fell 24.0% over the past year to close at $70.35, underperforming the broader market.

Market cap
$143.69B
Revenue (TTM)
$55.23B
P/E
15.4x
fwd 15.9x
1Y return
-24.0%
S&P 500 16.8%
Avg. target
$100.86
43.4% vs last close

Bull case

  • Free cash flow expanded to $9.76B in FY2025, up from $6.89B in FY2024 and $3.36B in FY2023.
  • Trailing twelve months return on equity reached 37.2%, alongside an 85.5% year-over-year quarterly earnings growth rate for the quarter ended June 30, 2026.
  • The stock trades at a trailing P/E of 15.4x and a price-to-sales ratio of 2.6x, well below the median of its S&P 500 Technology peers at 31.5x and 6.3x, respectively.

Bear case

  • Consensus estimates project current fiscal year EPS to fall 32.9% to $3.18 from $4.71 reported in FY2025.
  • The stock declined 24.0% over the past year, trailing the S&P 500 benchmark return of 16.8%.
  • Balance sheet liquidity shows a current ratio of 0.84 and net debt of $9.34B as of June 30, 2026.

What Uber does

Uber Technologies, Inc. is a technology company that develops and operates applications connecting consumers with independent providers of ridesharing services across multiple continents. Its platform facilitates transportation through vehicles including cars, auto rickshaws, motorbikes, minibuses, and taxis. The company also connects riders and consumers with restaurants, grocers, and other stores through its delivery service providers for meals, groceries, and essential items. Uber operates through segments including Mobility, which provides consumer transit solutions and vehicle partnerships, and Delivery, which enables ordering from local restaurants, convenience stores, and grocery merchants for pickup or delivery.

Growth and profitability

Uber delivered a 5-year revenue compound annual growth rate of 36.1% from FY2020 to FY2025. Annual revenue expanded from $17.45B in FY2021 to $31.88B in FY2022, $37.28B in FY2023, $43.98B in FY2024, and $52.02B in FY2025. Operating margins improved from -22.0% in FY2021 to 10.7% in FY2025, while net income shifted from -$496.0M in FY2021 to $10.05B in FY2025. Over the trailing twelve months, revenue reached $55.23B with an operating margin of 13.3% and a net profit margin of 17.3%. In the latest quarter ended June 30, 2026, quarterly revenue grew 12.2% year-over-year, and quarterly earnings grew 85.5%.

UBER income statement →

Balance sheet and cash flow

As of June 30, 2026, Uber held $5.39B in cash and short-term investments against total debt of $14.73B, resulting in net debt of $9.34B. The company recorded a current ratio of 0.84 and a debt-to-equity ratio of 0.54, with total assets of $65.80B and shareholders' equity of $27.32B. In FY2025, operating cash flow reached $10.10B and free cash flow was $9.76B. Capital allocation in FY2025 included $336.0M in capital expenditures and $6.52B allocated to share buybacks.

UBER balance sheet →

Valuation and performance

At a last close of $70.35, Uber has a market capitalization of $143.69B and an enterprise value of $151.13B. The stock trades at a trailing P/E of 15.4x and a forward P/E of 15.9x, both below the median of its S&P 500 Technology peers at 31.5x and 20.9x, respectively. Its price-to-sales ratio of 2.6x sits below the peer median of 6.3x, while its EV/EBITDA of 19.1x is comparable to the peer median of 19.9x. Over the past year, the stock returned -24.0% compared to a 16.8% return for the S&P 500 benchmark.

UBER key metrics →

What analysts expect

Wall Street coverage consists of 32 Strong Buy, 9 Buy, 8 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target of $100.86 sits 43.4% above the last close of $70.35. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $57.88B and EPS of $3.18, reflecting an EPS decline of 32.9%. For next fiscal year, 39 analysts project revenue of $66.79B and EPS of $4.54. Uber has beaten EPS estimates in 2 of the last 4 quarters, with its next earnings date scheduled for November 4, 2026.

UBER forecast and price target →

Key risks and what to watch

  • A current ratio of 0.84 indicates short-term obligations exceed liquid assets as of June 30, 2026.
  • Total debt stands at $14.73B with net debt of $9.34B, requiring sustained operating cash flows to service.
  • Quarterly revenue growth slowed to 12.2% in the latest quarter, below the peer median quarterly growth rate of 20.5%.
  • Uber has beaten EPS estimates in only 2 of the last 4 quarters, creating quarterly earnings unpredictability.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this UBER AI stock analysis

This page is an AI-written research summary of Uber Technologies, Inc. (UBER). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: UBER income statement, UBER balance sheet, UBER key metrics, UBER analyst forecast, UBER chart. See the UBER stock overview for the latest quote and news.

UBER AI stock analysis FAQ

Does Uber pay a dividend?

Uber Technologies, Inc. does not pay a dividend. Capital returns have focused on share buybacks, which totaled $6.52B in FY2025.

When does Uber report its next quarterly earnings?

Uber is scheduled to report its next earnings on November 4, 2026. Over the last 4 quarters, the company met or exceeded EPS estimates in 2 quarters.

What are analysts forecasting for Uber's revenue and earnings?

For the fiscal year ending December 31, 2026, analysts estimate revenue of $57.88B and EPS of $3.18. For the next fiscal year, consensus estimates forecast revenue to rise 15.4% to $66.79B with EPS of $4.54.

How does Uber's valuation compare to its technology peers?

Uber trades at a trailing P/E of 15.4x and a price-to-sales ratio of 2.6x. This is lower than the median of its S&P 500 Technology peers, which trade at a trailing P/E of 31.5x and a price-to-sales ratio of 6.3x.

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