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UBUBER

Uber Technologies, Inc.

$UBER·$152B·Software - Application·Technology
$74.04+1.9%YTD-9.8%1Y-18.4%
Mentions · last 7 days
2026-07-09: 587 posts2026-07-10: 881 posts2026-07-11: 1,088 posts2026-07-12: 657 posts2026-07-13: 766 posts2026-07-14: 765 posts2026-07-15: 747 posts5,542+3%
Price updated just now·X counts updated 2d ago
UBUBER
$UBERUber Technologies, Inc.
$74.04+1.89%5.5k posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $UBER, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Down 28% from highs, real cash flow, and a Terry-Smith initiation — the setup is coiling into the August 5 print.

Uber is the ride-hailing and delivery platform whose real business quietly kept compounding while the stock spent the year chopping sideways. Terry Smith's Fundsmith just initiated a position, joining Bill Ackman's existing top-3 holding, and the setup is coiling into the August 5 earnings print.

  • The core marketplace is doing exactly what a compounder should: Q1 revenue grew 14% YoY, operating margin is 14.6%, and trailing free cash flow of $10B translates to a 6.8% FCF yield — this is a business earning real cash flow while the tape debates whether autonomous vehicles will disrupt it.
  • The autonomy narrative is now Uber's asset, not its enemy: the Lucid/Nuro robotaxi rollout, the FT-reported €12.5B Delivery Hero deal, and Uber's ability to offboard Waymo from its Austin app while Waymo expands independently all point to the marketplace framing — Uber owns the demand aggregation whoever wins the AV race.
  • Insider action is neutral: officers Tony West and Andrew Macdonald had routine RSU-vest sales in June (option exercises + tax withholding, around $400K each), and independent directors received their standard annual grants on July 10 — nothing that reads as insider distribution.

The August 5 Q2 print is the near-term catalyst — a bookings acceleration into the mid-teens and any margin lift toward 15% would extend the compression back through $80. A miss on either bookings growth or Freight-segment stabilization keeps the tape stuck below $75 through year-end.

Agrees with X sentimentX is bullish quality-value, citing Fundsmith's initiation alongside MA/NFLX/TSM, Ackman's continued 30M-share top-3 stake, and the marketplace-wins-no-matter-who-builds-the-cars framing. Mechanics back it clean: 17x TTM P/E, 6.8% FCF yield, 14% Q1 revenue growth, and no distributive insider activity. The tension X underweights is that the stock is still 28% below highs and Freight remains a drag — the earnings print has to affirm the setup.

What to watch: The August 5 Q2 earnings. Watch gross-bookings growth (needs to hold mid-teens), Mobility take-rate stability, and Freight-segment loss trajectory. Any margin lift toward 15% + confirmation of the Delivery Hero deal timing extends the setup; softness keeps the tape range-bound.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-07-15

Uber chatter is bullish quality-value. Fundsmith (Terry Smith) initiated a UBER position alongside MA, NFLX and TSM - a highly-respected buy signal. Bill Ackman still holds 30M shares as a top-3 position. UBER is -28% from highs and community members are actively buying more, arguing the market underestimates the multi-vertical dominance (mobility, delivery, ads, subscriptions, AVs). UBER teamed with Lucid/Nuro on robotaxi rollouts. UBER began offboarding Waymo from its app in Austin as Waymo expands independently. Weekly A++ setup with July 17 77C at $0.90 potentially +300%. Community broadly long.

Read the AI verdict + X sentiment for $UBER

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global ride-hailing (Mobility), food delivery (Uber Eats), and freight brokerage through a shared gig-worker marketplace.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $UBER.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $UBER

Neutral — Global ride-hailing (Mobility), food delivery (Uber Eats), and freight brokerage through a shared gig-worker marketplace; limited exposure means the AI agent bifurcation — contract expansion vs. user substitution is not a near-term catalyst or headwind.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.72$0.69+3.9%
Q4 2025Feb 4, 2026$0.14$0.79-82.2%
Q3 2025Nov 4, 2025$3.11$0.69+350.7%
Q2 2025Aug 6, 2025$0.63$0.63+0.2%
Next earningsWed, Aug 5·consensus EPS $0.83

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$13.2B+14.5%45.0%14.6%$0.13$2.3B
Q4 FY25$14.4B+20.1%39.6%12.3%$0.14$2.8B
Q3 FY25$13.5B+20.4%39.8%8.3%$3.18$2.2B
Q2 FY25$12.7B+18.2%39.8%11.5%$0.65$2.5B

Forward consensus

5-year forecast · up to 37 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$58.2B$56.9B – $58.8B$3.32$2.92 – $3.7737
FY27$67.0B$63.9B – $68.3B$4.42$3.77 – $5.0935
FY28$76.2B$76.1B – $76.4B$5.37$3.76 – $7.1430
FY29$83.9B$80.8B – $87.0B$6.36$6.05 – $6.6715
FY30$92.0B$88.6B – $95.4B$6.96$6.62 – $7.2921

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 41 other (15 exempts · 13 awards · 13 inkinds) in window

See when $UBER insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 168-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary

Uber Technologies, Inc. filed an amended Schedule 13D (Amendment No. 1) disclosing it holds 535,902,982 Class A ordinary shares of Grab Holdings Ltd, representing 13.5% of Grab's Class A shares (approximately 5.5% of total voting power, given Grab's dual-class structure). The amendment was triggered by Uber CEO Dara Khosrowshahi resigning from Grab's board of directors on July 6, 2026. Following his resignation, Uber states it is not actively engaging with Grab management, the board, or other shareholders regarding Grab's business, strategy, or control. Passive stance confirmed — Uber holds a significant Grab stake but is stepping back from active governance involvement following the board exit.

3New insider — initial holdingsJun 303
AI summary

Uber Technologies, Inc. filed a Form 3 as a 10%+ owner of Neutron Holdings, Inc. (LIME), disclosing initial beneficial ownership of 3,394,313 common shares plus convertible instruments: Series C Preferred Stock (converts to 1,063,742 shares), approximately $85 million in 2020 Convertible Notes at 4% interest (converting to 6,329,623 shares), and additional convertible notes for another ~3.3 million shares — totaling over 14 million potential common shares. This initial Section 16 disclosure likely signals a liquidity event or IPO at Lime triggering Uber's reporting obligation as a major strategic investor.

SC 13D/AActivist amendmentJun 4SC 13D/A
AI summary

With filed Amendment No. 5 to Schedule 13D disclosing updated beneficial ownership in UBER (UBER). The filing covers approximately 258,473,411 shares of UBER. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change
AI summary

UBER disclosed a personnel change (8-K Item 5.02, dated 2026-05-11). An executive departure and a new appointment are both reported. President, Communications & Public Policy. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

UBER held its annual meeting of stockholders around 2026-05-08 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

3New insider — initial holdingsApr 203
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UBER on 2026-04-20, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsFeb 183
+ 18 other (4 13Gs · 4 proxys · 2 13Fs · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Uber's $14.8B Delivery Hero deal would nearly double its global footprinttechcrunch.com·1d agoUber to acquire Delivery Hero in $14.8B deal to expand global delivery footprintproactiveinvestors.com·1d agoUber launches takeover bid for Delivery Heroyoutube.com·1d agoWhy Uber's Biggest Deal Yet Could Unlock Its Next Growth Phasemarketbeat.com·1d agoUber's $14.8 Billion Cash Offer for Delivery Hero: Key Insightsgurufocus.com·1d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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