Uber posts $14.19B in quarterly revenue as new investors buy in
What's the deal? Uber Technologies reported $14.19 billion in revenue for its most recent quarter, up 12.2% year-over-year, alongside $0.81 in earnings per share. The results, announced August 5, narrowly beat the consensus EPS estimate of $0.80 but fell just short of the $14.24 billion revenue forecast.
The context: The ride-sharing company posted a net margin of 17.34% and a return on equity of 43.36%. A year earlier, it reported $0.60 in EPS.
Why now? The earnings coincide with fresh institutional interest. Vise TechnologiesDealroom has a profile for this one. Try Dealroom → acquired a new stake of 133,863 shares, worth roughly $9,660,000, during the second quarter, according to its 13F filing with the Securities and Exchange Commission.
Who else is buying? Other funds have moved too. Pacer AdvisorsDealroom has a profile for this one. Try Dealroom → lifted its holdings 23.7% to 5,152,795 shares worth $370,641,000, while Vanguard GroupDealroom has a profile for this one. Try Dealroom → now owns 192,499,602 shares valued at more than $15.7 billion. Institutional investors and hedge funds hold 80.24% of the stock.
What's the endgame? Uber has guided to Q3 2026 EPS of $0.840 to $0.880, with analysts expecting 3.39 EPS for the full fiscal year. The stock opened at $78.61 on Friday, giving it a market cap of $160.57 billion and a PE ratio of 17.28.
The signal: Analyst views are mixed but lean bullish, with 34 buy or strong buy ratings against seven hold or sell. Recent price targets range from BernsteinDealroom has a profile for this one. Try Dealroom →'s trimmed $95 to JPMorganDealroom has a profile for this one. Try Dealroom →'s raised $110 — a spread that captures the market's caution as Uber's revenue growth stays steady but slips under Wall Street's top line.
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