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UBUBER

Uber Technologies, Inc.

$UBER·$139B·Software - Application·Technology
$70.35-1.3%YTD-16.9%1Y-24.0%
Price updated 6h ago·X counts updated 5d ago
UBUBER
$UBERUber Technologies, Inc.
$70.35-1.29%1.9k posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $UBER on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,907X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $UBER's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data29 posts analyzed · as of 2026-10-02

X is confidently bullish on the thesis mismatch — Uber trades at ~17x forward with Street PT ~$101 (~45% upside), Ackman is buying the dip, and Citizens is quoted saying Waymo rider-miles grew only 2% QoQ, pushing back on the AV-eats-Uber scare. Khosrowshahi's own buys get the Peter Lynch insider-buy nod. The dissent is thin — one "would not buy right now" line without substance behind it.

Read what X is saying about $UBER

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UBER — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

The ridesharing cash machine with a Waymo overhang — fundamentals keep improving, the market only sees the AV threat.

Uber runs the global ridesharing network plus Uber Eats and freight, and is now the main ride-hailing distribution channel for every AV program that isn't Waymo. The stock is at 7% of its 52-week range despite 14.5% revenue growth, with the market pricing in a robotaxi displacement that the fundamentals don't yet show.

  • The business is quietly compounding: revenue grew 14.5% YoY to $13.2B last quarter at 14.6% operating margin, and Uber is now generating a projected $8B+ of free cash flow against a $141B market cap — the P/E of 17 is cheap for mid-teens growth.
  • The AV overhang is overstated: Waymo's 2% QoQ rider-mile growth isn't the exponential displacement the market fears, and Uber's 50,000-vehicle Rivian partnership plus 11+ AV partner integrations is positioning as the aggregator layer, not the loser.
  • Insider signal is positive: CEO Khosrowshahi's $10M open-market purchase and Ackman accumulating, offset only by routine F-InKind tax-lot sales. The €4.5B senior notes raise was for refinancing, not funding losses.

Breaking-down holds until the market stops pricing imminent robotaxi displacement — the earliest catalyst to shift that is Nov 3 earnings showing MAUs and gross bookings keep extending. A Waymo-density inflection in a core Uber market, or a soft MAU print, is what seals the de-rating.

Agrees with X sentimentX longs leaning on Ackman, Khosrowshahi's $10M purchase, and the Waymo 2% QoQ rider-mile growth are reading the signals correctly — the one-line "would not buy" dissent has no mechanics behind it, consistent with a quality name mispriced on narrative, not numbers.

What to watch: Nov 3 earnings — MAU growth and gross bookings trajectory. A gross-bookings print below ~$46B, or any specific Waymo-density market-share-loss commentary, is what confirms the breaking-down tape.

On the calendar: 2026-11-03 — Q3 FY26 earnings

Read the AI verdict on $UBER

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $UBER

Partial — Global ride-hailing (Mobility), food delivery (Uber Eats), and freight brokerage through a shared gig-worker marketplace.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Aug 5, 2026$0.81$0.81+0.6%
Q1 2026May 6, 2026$0.72$0.70+2.9%
Q4 2025Feb 4, 2026$0.14$0.79-82.2%
Q3 2025Nov 4, 2025$3.11$0.69+350.7%
Next earningsWed, Nov 4·consensus EPS $0.86

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 39 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$57.9B$56.6B – $58.9B$3.35$2.36 – $4.7639
FY27$66.8B$63.7B – $68.9B$4.41$2.99 – $5.7137
FY28$75.7B$61.4B – $82.1B$5.52$3.72 – $7.7432
FY29$83.7B$76.9B – $87.6B$6.60$5.90 – $7.0030
FY30$92.0B$84.4B – $96.2B$7.29$6.52 – $7.7316

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.14%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.-3.8%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.-5.3%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 today0.7% 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.β1.265-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

SellSep 11Jill HazelbakerSee Remarks28.2K sh$2.0MBuySep 10Dara KhosrowshahiCEO141.0K sh$10.0MBuySep 4Andrew MacdonaldSee Remarks70.0K sh$5.3M
+ 64 other (26 exempts · 22 inkinds · 16 awards) 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
Free, forever. No credit card.

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

SC 13D/AActivist amendmentSep 17SC 13D/A
AI summary

Uber Technologies filed Amendment No. 7 to Schedule 13D on Aurora Innovation, disclosing that its subsidiary Neben Holdings sold 29,369,611 Aurora Class A shares in a block sale on September 15, 2026; Uber now holds 157,103,800 Aurora shares representing 9.2% of Class A common stock. This is continued measured reduction of Uber's Aurora stake -- not a full exit -- reflecting deliberate monetization of its autonomous vehicle investment while preserving the strategic relationship.

SC 13D/AActivist amendmentAug 19SC 13D/A
AI summary

Uber Technologies (via Balaji Krishnamurthy) filed Amendment No. 6 to its Schedule 13D on Aurora Innovation (AV technology company) as of August 17, 2026. Uber has a long-standing strategic partnership and equity investment in Aurora. Routine update to Uber's strategic position in Aurora Innovation; specific changes to Uber's stake or disclosed intentions are in the full amendment.

8-KAgreement terminatedAug 78-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

Uber Technologies, Inc. (UBER) entered into a Term Loan Credit Agreement on August 6, 2026, with Morgan Stanley Senior Funding, Inc. as administrative agent, to finance its proposed acquisition of Delivery Hero SE announced July 16, 2026. The agreement provides senior unsecured term loans in two tranches: Tranche A maturing 18 months after the closing date and Tranche B maturing three years after closing, both bearing interest at EURIBOR plus a margin tied to Uber's senior unsecured debt ratings. Entry into this term loan reduced commitments under Uber's previously disclosed bridge credit agreement by €4 billion, indicating the company is transitioning from short-term bridge financing to longer-dated permanent financing for the deal. This is one of the largest financing events in Uber's history, with the Delivery Hero acquisition representing a major expansion of Uber's international food delivery and quick commerce footprint.

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

Uber Technologies, Inc. entered a Business Combination Agreement on July 16, 2026, to acquire Delivery Hero SE (German food delivery company) via a voluntary public takeover offer at €41.50 per Delivery Hero Share in cash; both boards unanimously approved the deal. The offer is expected to close in the second half of 2027, subject to regulatory approvals across multiple jurisdictions and a minimum tender condition. This is a transformative cross-border acquisition that would significantly expand Uber's global food delivery and quick commerce footprint.

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.

+ 16 other (3 13Gs · 2 13Fs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Uber stock poised for new all-time high in 2027, per Wall Street analystsfinbold.com·16h agoLyft starts a business travel brand, escalating Uber rivalrybusinessinsider.com·2d agoCoupang vs. Uber Technologies: Decelerating Versus Steady Revenue Growthfool.com·2d agoUber's Woes Continue But This Wall Street Pro Says It's Going to Double WIthin a Year247wallst.com·2d agoUber Technologies (UBER) Dips More Than Broader Market: What You Should Knowzacks.com·2d ago

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