Analyst Consensus ?
ConsensusBuy62 ratings
Bullish5182.3%
Neutral1117.7%
Bearish00.0%
Uber Technologies, Inc. · UBER · FY2026 Q2 · Calendar Q3 2026
Uber’s Q2 growth broadens as AV rollout and Delivery Hero reshape the story
Uber’s current analysis supports a constructive but conditional view: resilient demand, broader platform reach, and productivity gains could support continued growth, while the next phase depends on executing the AV rollout, integrating Delivery Hero, and maintaining investment discipline.
Reported Before market openNYSETechnology
$144.20B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.81
Consensus $0.81
EPS surprise
+0.6%
Reported versus consensus
Reported revenue
$14.19B
Consensus $14.24B
Revenue surprise
-0.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.3%
Event window
SPY move
-0.2%
Same window
Abnormal move
-5.1%
Stock minus SPY
Volume
3.1×
Versus trailing sessions
Subsequent drift
+12.1%
Up to 20 sessions
UBERSPY benchmark
Ask FN2 about UBER FY2026 Q2
Transcript, numbers and history already loaded
Why did UBER fall 5.3% after beating EPS estimates in FY2026 Q2?What changed in UBER's guidance and outlook in FY2026 Q2?Give me the bull and bear case for UBER after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The story broadened from strong mobility and delivery growth to a larger platform and commercialization agenda. The current analysis adds the Delivery Hero acquisition, a multi-partner AV rollout, AV labs, and near-universal engineering adoption of AI coding tools as notable developments, while keeping execution and regulatory risks in focus.
Guidance delta
Maintained; the current analysis describes Q2 performance as exceeding guidance without identifying a change to formal guidance.
Key takeaways
- The current analysis points to record Q2 performance, with growth led by bookings, cross-platform usage, product innovation, and AI-enabled productivity.
- Delivery Hero expands Uber’s platform footprint, while the company is also building an autonomous-vehicle commercialization platform with multiple partners.
- The opportunity is expanding, but execution, regulation, competition, partner dependence, and investment discipline remain central risks.
Management priorities
- Scale the autonomous-vehicle network and partner launches while building AV labs and commercialization capabilities.
- Integrate Delivery Hero and continue expanding the mobility-and-delivery platform.
- Accelerate AI adoption across engineering, customer support, and marketing while resuming regular share buybacks.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$69.89Current
$33Low
$90.42Average
$150High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 22, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wedbush | Outperform | Outperform | Maintain | Sep 8, 2026 |
| StoneX | Hold | Hold | Maintain | Sep 8, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Sep 3, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 3, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Aug 25, 2026 |
| Roth Capital | Buy | Buy | Maintain | Aug 10, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 10, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 6, 2026 |
| Susquehanna | Positive | Positive | Maintain | Aug 6, 2026 |
| Needham | Buy | Buy | Maintain | Aug 6, 2026 |
| Guggenheim | Buy | Buy | Maintain | Aug 6, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 6, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 6, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 6, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 6, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 28, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 17, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 14, 2026 |
| Tigress Financial | Buy | Buy | Maintain | Jun 12, 2026 |
| Truist Securities | Buy | Buy | Maintain | May 7, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | May 7, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | May 7, 2026 |
| UBS | Buy | Buy | Maintain | May 1, 2026 |
| Citigroup | Buy | Buy | Maintain | Feb 6, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Feb 5, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Feb 5, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Feb 5, 2026 |
| Benchmark | Hold | Hold | Maintain | Feb 5, 2026 |
| Stifel | Buy | Buy | Maintain | Jan 27, 2026 |
| Wolfe Research | Outperform | Outperform | Maintain | Jan 6, 2026 |
| Arete Research | Buy | Neutral | Upgrade | Dec 3, 2025 |
| BMO Capital | Outperform | Outperform | Maintain | Nov 5, 2025 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 8, 2025 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Aug 7, 2025 |
| Canaccord Genuity | Hold | Buy | Downgrade | Jun 27, 2025 |
| Loop Capital | Buy | Buy | Maintain | May 21, 2025 |
| JMP Securities | Market Perform | Market Perform | Maintain | May 15, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | May 8, 2025 |
| KGI Securities | Neutral | Outperform | Downgrade | Mar 11, 2025 |
| Gordon Haskett | Buy | Hold | Upgrade | Oct 31, 2024 |
| Daiwa Capital | Neutral | Outperform | Downgrade | Oct 17, 2024 |
| Oppenheimer | Outperform | Outperform | Maintain | Sep 27, 2024 |
| Roth MKM | Buy | Buy | Maintain | Aug 7, 2024 |
| MoffettNathanson | Buy | Buy | Maintain | Apr 11, 2024 |
| Argus Research | Buy | Buy | Maintain | Mar 4, 2024 |
| Nomura | Neutral | Buy | Downgrade | Dec 29, 2023 |
| Deutsche Bank | Buy | Buy | Maintain | May 3, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Oct 24, 2022 |
| MKM Partners | Buy | Buy | Maintain | May 5, 2022 |
| Vertical Research | Buy | Buy | Maintain | Mar 26, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 8, 2020 |
| CFRA | Buy | Hold | Upgrade | May 8, 2020 |
| PiperJaffray | Neutral | Neutral | Maintain | Dec 3, 2019 |
| Bank of America | Buy | Buy | Maintain | Oct 30, 2019 |
| Guggenheim Securities | Buy | Buy | Maintain | Oct 25, 2019 |
| HSBC | Buy | Hold | Upgrade | Sep 16, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 2, 2019 |
| William Blair | Outperform | Outperform | Maintain | Jun 4, 2019 |
| Citi | Neutral | Neutral | Maintain | Jun 4, 2019 |
| Atlantic Equities | Overweight | Neutral | Upgrade | May 31, 2019 |
| New Street Research | Buy | Buy | Maintain | May 23, 2019 |
| Consumer Edge Research | Equal Weight | Equal Weight | Maintain | May 21, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $69.89. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Arete Research | Analyst unavailable | $74 | $71.08 | +5.9% | Sep 10, 2026 |
| Scotiabank | Analyst unavailable | $100 | $73.13 | +43.1% | Sep 9, 2026 |
| BTIG | Jake Fuller | $100 | $75.96 | +43.1% | Sep 4, 2026 |
| BMO Capital | Brian Pitz | $119 | $75.77 | +70.3% | Sep 3, 2026 |
| Roth Capital | Analyst unavailable | $100 | $77.38 | +43.1% | Aug 10, 2026 |
| Jefferies | John Colantuoni | $110 | $75.02 | +57.4% | Aug 10, 2026 |
| Mizuho Securities | James Lee | $112 | $68.18 | +60.3% | Aug 6, 2026 |
| Wells Fargo | Analyst unavailable | $89 | $68.18 | +27.3% | Aug 6, 2026 |
| Susquehanna | Shyam Patil | $90 | $68.18 | +28.8% | Aug 6, 2026 |
| Piper Sandler | Ross Sandler | $106 | $68.18 | +51.7% | Aug 6, 2026 |
| D.A. Davidson | Tom White | $100 | $68.18 | +43.1% | Aug 6, 2026 |
| Evercore ISI | Mark Mahaney | $150 | $68.18 | +114.6% | Aug 5, 2026 |
| Goldman Sachs | Analyst unavailable | $100 | $76.2 | +43.1% | Jun 29, 2026 |
| Tigress Financial | Ivan Feinseth | $115 | $68.39 | +64.5% | Jun 12, 2026 |
| Wolfe Research | Analyst unavailable | $100 | $70.92 | +43.1% | May 29, 2026 |
| US Capital Advisors | Steven Fox | $95 | $75.45 | +35.9% | May 11, 2026 |
| Truist Financial | Analyst unavailable | $112 | $78.54 | +60.3% | May 7, 2026 |
| Piper Sandler | Thomas Champion | $105 | $79.17 | +50.2% | May 7, 2026 |
| Goldman Sachs | Analyst unavailable | $115 | $79.17 | +64.5% | May 7, 2026 |
| Wells Fargo | Ken Gawrelski | $102 | $79.17 | +45.9% | May 7, 2026 |
| UBS | Analyst unavailable | $110 | $75.11 | +57.4% | May 1, 2026 |
| D.A. Davidson | Analyst unavailable | $105 | $70.75 | +50.2% | Feb 23, 2026 |
| Guggenheim | Taylor Manley | $125 | $70.53 | +78.9% | Feb 18, 2026 |
| Truist Financial | Youssef Squali | $108 | $74.45 | +54.5% | Feb 9, 2026 |
| Roth Capital | Analyst unavailable | $105 | $74.67 | +50.2% | Feb 5, 2026 |
| Wedbush | Analyst unavailable | $75 | $74.93 | +7.3% | Feb 5, 2026 |
| RBC Capital | Brad Erickson | $105 | $75.64 | +50.2% | Feb 5, 2026 |
| Mizuho Securities | James Lee | $110 | $74.7 | +57.4% | Feb 5, 2026 |
| Wells Fargo | Analyst unavailable | $100 | $74.34 | +43.1% | Feb 5, 2026 |
| Morgan Stanley | Brian Nowak | $100 | $73.92 | +43.1% | Feb 5, 2026 |
| Canaccord Genuity | Analyst unavailable | $72 | $73.92 | +3.0% | Feb 5, 2026 |
| Goldman Sachs | Analyst unavailable | $125 | $73.92 | +78.9% | Feb 4, 2026 |
| UBS | Analyst unavailable | $111 | $80.61 | +58.8% | Feb 2, 2026 |
| Stifel Nicolaus | Analyst unavailable | $105 | $81.98 | +50.2% | Jan 27, 2026 |
| KeyBanc | Analyst unavailable | $105 | $84.85 | +50.2% | Jan 20, 2026 |
| BNP Paribas | Analyst unavailable | $108 | $85.41 | +54.5% | Jan 14, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $99 | $86.19 | +41.7% | Jan 8, 2026 |
| Wolfe Research | Analyst unavailable | $110 | $80.74 | +57.4% | Jan 5, 2026 |
| Melius Research | Conor Cunningham | $73 | $82.86 | +4.4% | Jan 5, 2026 |
| Wedbush | Scott Devitt | $78 | $78.66 | +11.6% | Dec 19, 2025 |
| Arete Research | Analyst unavailable | $125 | $87.57 | +78.9% | Dec 3, 2025 |
| RBC Capital | Analyst unavailable | $110 | $93.52 | +57.4% | Nov 5, 2025 |
| Seaport Global | Analyst unavailable | $114 | $93.65 | +63.1% | Nov 5, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $108 | $93.62 | +54.5% | Nov 5, 2025 |
| UBS | Analyst unavailable | $126 | $93.74 | +80.3% | Nov 5, 2025 |
| D.A. Davidson | Analyst unavailable | $108 | $93.66 | +54.5% | Nov 5, 2025 |
| BMO Capital | Analyst unavailable | $106 | $93.57 | +51.7% | Nov 5, 2025 |
| Piper Sandler | Ross Sandler | $107 | $94.67 | +53.1% | Nov 5, 2025 |
| Susquehanna | Shyam Patil | $110 | $94.67 | +57.4% | Nov 5, 2025 |
| Bernstein | Nikhil Devnani | $115 | $94.67 | +64.5% | Nov 5, 2025 |
| UBS | Lloyd Walmsley | $122 | $94.67 | +74.6% | Nov 5, 2025 |
| Stifel Nicolaus | Mark Kelley | $122 | $93.94 | +74.6% | Nov 4, 2025 |
| Deutsche Bank | Benjamin Black | $108 | $96.32 | +54.5% | Oct 29, 2025 |
| UBS | Analyst unavailable | $124 | $96.67 | +77.4% | Oct 28, 2025 |
| Bernstein | Nikhil Devnani | $110 | $93.56 | +57.4% | Oct 21, 2025 |
| Guggenheim | Taylor Manley | $140 | $94.25 | +100.3% | Oct 14, 2025 |
| Wells Fargo | Ken Gawrelski | $125 | $96.61 | +78.9% | Oct 3, 2025 |
| Mizuho Securities | Analyst unavailable | $130 | $99.57 | +86.0% | Sep 29, 2025 |
| Roth Capital | Rohit Kulkarni | $110 | $93.89 | +57.4% | Jul 14, 2025 |
| Needham | Bernie McTernan | $109 | $94.3 | +56.0% | Jul 14, 2025 |
| Tigress Financial | Ivan Feinseth | $110 | $87.75 | +57.4% | May 23, 2025 |
| Wells Fargo | Ken Gawrelski | $90 | $69.85 | +28.8% | Apr 3, 2025 |
| D.A. Davidson | Tom White | $84 | $74.02 | +20.2% | Nov 6, 2024 |
| Seaport Global | Aaron Kessler | $82 | $73.25 | +17.3% | Nov 1, 2024 |
| Goldman Sachs | Eric Sheridan | $96 | $73.25 | +37.4% | Nov 1, 2024 |
| Gordon Haskett Capital Corporation | Robert Mollins | $85 | $72.05 | +21.6% | Oct 31, 2024 |
| Melius Research | Conor Cunningham | $85 | $72.05 | +21.6% | Oct 31, 2024 |
| Bank of America Securities | Justin Post | $96 | $80.41 | +37.4% | Oct 23, 2024 |
| D.A. Davidson | Tom White | $82 | $79.38 | +17.3% | Oct 18, 2024 |
| Mizuho Securities | Gregg Moskowitz | $68 | $80.04 | -2.7% | Oct 17, 2024 |
| Truist Financial | Youssef Squali | $99 | $81.9 | +41.7% | Oct 17, 2024 |
| Daiwa | Jairam Nathan | $84 | $81.9 | +20.2% | Oct 16, 2024 |
| BMO Capital | Brian Pitz | $92 | $77.92 | +31.6% | Oct 11, 2024 |
| KeyBanc | Justin Patterson | $90 | $77.44 | +28.8% | Sep 25, 2024 |
| Raymond James | Josh Beck | $90 | $74.71 | +28.8% | Sep 23, 2024 |
| Evercore ISI | Mark Mahaney | $90 | $72.48 | +28.8% | Sep 13, 2024 |
| Truist Financial | Youssef Squali | $88 | $71.08 | +25.9% | Sep 6, 2024 |
| BTIG | Jake Fuller | $90 | $71.25 | +28.8% | Sep 5, 2024 |
| Cantor Fitzgerald | Deepak Mathivanan | $90 | $71.56 | +28.8% | Sep 4, 2024 |
| Loop Capital Markets | Rob Sanderson | $84 | $72.77 | +20.2% | Sep 3, 2024 |
| Bank of America Securities | Justin Post | $88 | $65.54 | +25.9% | Aug 7, 2024 |
| KeyBanc | Justin Patterson | $80 | $64.87 | +14.5% | Aug 6, 2024 |
| Morgan Stanley | Brian Nowak | $95 | $67.73 | +35.9% | Jul 23, 2024 |
| Piper Sandler | Thomas Champion | $88 | $70.54 | +25.9% | Jun 25, 2024 |
| Mizuho Securities | James Lee | $90 | $68.57 | +28.8% | Jun 10, 2024 |
| Loop Capital Markets | Rob Sanderson | $83 | $66.62 | +18.8% | May 16, 2024 |
| Bernstein | Nikhil Devnani | $95 | $66.02 | +35.9% | May 14, 2024 |
| RBC Capital | Brad Erickson | $80 | $66.4 | +14.5% | May 9, 2024 |
| Evercore ISI | Mark Mahaney | $80 | $66.4 | +14.5% | May 8, 2024 |
| Morgan Stanley | Brian Nowak | $90 | $71.51 | +28.8% | May 6, 2024 |
| Tigress Financial | Ivan Feinseth | $96 | $69.72 | +37.4% | Apr 19, 2024 |
| Wells Fargo | Ken Gawrelski | $95 | $77.16 | +35.9% | Apr 8, 2024 |
| Jefferies | John Colantuoni | $100 | $74.92 | +43.1% | Apr 5, 2024 |
| Truist Financial | Youssef Squali | $94 | $77.16 | +34.5% | Mar 27, 2024 |
| Piper Sandler | Thomas Champion | $92 | $76.07 | +31.6% | Mar 15, 2024 |
| Loop Capital Markets | Brian Pitz | $92 | $80.96 | +31.6% | Feb 15, 2024 |
| KeyBanc | Justin Patterson | $79 | $71.61 | +13.0% | Feb 8, 2024 |
| Wedbush | Scott Devitt | $67 | $62.84 | -4.1% | Dec 27, 2023 |
| J.P. Morgan | Doug Anmuth | $62 | $51.58 | -11.3% | Nov 13, 2023 |
| Mizuho Securities | James Lee | $63 | $49.5 | -9.9% | Nov 8, 2023 |
| Truist Financial | Youssef Squali | $60 | $48.14 | -14.2% | Nov 7, 2023 |
| Needham | Bernie McTernan | $60 | $44.86 | -14.2% | Sep 27, 2023 |
| D.A. Davidson | Tom White | $64 | $48.69 | -8.4% | Sep 11, 2023 |
| Roth Capital | Rohit Kulkarni | $59 | $47.41 | -15.6% | Jul 18, 2023 |
| Oppenheimer | Jason Helfstein | $65 | $42.76 | -7.0% | Jun 21, 2023 |
| Needham | Bernie McTernan | $56 | $38.07 | -19.9% | May 3, 2023 |
| Piper Sandler | Alexander Potter | $33 | $27.4 | -52.8% | Jan 9, 2023 |
| Needham | Bernie McTernan | $54 | $28.21 | -22.7% | Dec 5, 2022 |
| Morgan Stanley | Brian Nowak | $54 | $29.34 | -22.7% | Nov 2, 2022 |
| Mizuho Securities | James Lee | $46 | $30.28 | -34.2% | Sep 8, 2022 |
| Wedbush | Daniel Ives | $38 | $28.7 | -45.6% | Aug 24, 2022 |
| Needham | Bernie McTernan | $52 | $27.96 | -25.6% | Aug 22, 2022 |
| Raymond James | Aaron Kessler | $38 | $29.25 | -45.6% | Aug 3, 2022 |
| Deutsche Bank | Benjamin Black | $40 | $24.6 | -42.8% | Aug 2, 2022 |
| Mizuho Securities | James Lee | $58 | $23.03 | -17.0% | Jun 27, 2022 |
| Goldman Sachs | Eric Sheridan | $45 | $25.44 | -35.6% | Jun 9, 2022 |
| Piper Sandler | Ross Sandler | $53 | $25.92 | -24.2% | Jun 8, 2022 |
| Jefferies | Brent Thill | $50 | $24.15 | -28.5% | Jun 6, 2022 |
| Bernstein | Nikhil Devnani | $35 | $22.73 | -49.9% | May 26, 2022 |
| Needham | Bernie McTernan | $50 | $23.1 | -28.5% | May 10, 2022 |
| Truist Financial | Youssef Squali | $62 | $26.07 | -11.3% | May 8, 2022 |
| RBC Capital | Brad Erickson | $46 | $28.1 | -34.2% | May 5, 2022 |
| Needham | Bernie McTernan | $68 | $26.84 | -2.7% | May 4, 2022 |
| Morgan Stanley | Brian Nowak | $68 | $32.82 | -2.7% | Apr 28, 2022 |
| Mizuho Securities | James Lee | $72 | $33.41 | +3.0% | Apr 6, 2022 |
| Bank of America Securities | Justin Post | $55 | $35.98 | -21.3% | Apr 3, 2022 |
| MKM Partners | Rohit Kulkarni | $65 | $34.77 | -7.0% | Mar 28, 2022 |
| Deutsche Bank | Benjamin Black CFA | $50 | $30.76 | -28.5% | Mar 11, 2022 |
| Loop Capital Markets | Rob Sanderson | $55 | $30.76 | -21.3% | Mar 11, 2022 |
| Truist Financial | Youssef Squali | $66 | $30.74 | -5.6% | Mar 8, 2022 |
| Wedbush | Ygal Arounian | $35.67 | $34.59 | -49.0% | Feb 14, 2022 |
| D.A. Davidson | Tom White | $62 | $35.29 | -11.3% | Feb 11, 2022 |
| Jefferies | Brent Thill | $80 | $35.29 | +14.5% | Feb 11, 2022 |
| Oppenheimer | Jason Helfstein | $45 | $35.29 | -35.6% | Feb 11, 2022 |
| Wells Fargo | Brian Fitzgerald | $68 | $35.29 | -2.7% | Feb 11, 2022 |
| Susquehanna | Shyam Patil | $43 | $35.29 | -38.5% | Feb 11, 2022 |
| JMP Securities | Andrew Boone | $69 | $37.75 | -1.3% | Feb 10, 2022 |
| Canaccord Genuity | Michael Graham | $65 | $37.75 | -7.0% | Feb 10, 2022 |
| Morgan Stanley | Brian Nowak | $72 | $37.75 | +3.0% | Feb 10, 2022 |
| Wolfe Research | Deepak Mathivanan | $57 | $37.75 | -18.4% | Feb 10, 2022 |
| Barclays | Ross Sandler | $52 | $37.75 | -25.6% | Feb 10, 2022 |
| UBS | Lloyd Walmsley | $50 | $37.54 | -28.5% | Feb 7, 2022 |
| Cowen & Co. | John Blackledge | $76 | $37.05 | +8.7% | Feb 6, 2022 |
| KeyBanc | Edward Yruma | $65 | $37.82 | -7.0% | Jan 20, 2022 |
| Goldman Sachs | Eric Sheridan | $64 | $44.11 | -8.4% | Nov 17, 2021 |
| Piper Sandler | Alexander Potter | $50 | $47.07 | -28.5% | Oct 18, 2021 |
| Nomura | Anindya Das | $81 | $43.07 | +15.9% | Aug 5, 2021 |
| Gordon Haskett Capital Corporation | Robert Mollins | $65 | $43.49 | -7.0% | Aug 2, 2021 |
Track every rating change on UBER the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationUber Technologies, Inc. is a leading technology corporation that conceptualizes and deploys its proprietary software applications across a broad global footprint, spanning North and South America, Europe, the Middle East, Africa, and the Asia-Pacific region. The company primarily serves as a digital nexus, linking consumers with independent transport providers for ride-hailing services. Furthermore, it connects individuals and other patrons with a variety of establishments—such as restaurants, grocery stores, and other retailers—to a network of delivery service providers for the preparation and transport of meals, groceries, and other goods. The organization structures its operations into three distinct divisions: Mobility, Delivery, and Freight.…
Historical context
All UBER earningsTechnology peers this season
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| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
| IOT Samsara Inc. | FY2027 Q2 · Calendar Q3 2026 | +25.0% | +3.7% | Samsara: AI adoption expands as FY27 guidance holds |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% move
Get the UBER recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-08-05T18:22:52.621691+00:00
- FN2 earnings calendar · 2026-09-10T01:23:13.706414+00:00
- Polygon adjusted daily market bars · 2026-09-22T18:30:57.122928+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-22T18:30:57.120097+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-22. For educational purposes only; not investment advice.