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UBUBER

Uber Technologies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 14% YoY2 insiders buyingConsistent chatter on X (3.4K/wk), no spike
$UBER·$146B·Software - Application·Technology
$70.97-0.6%YTD-10.9%1Y-27.5%
Price updated 2m ago·X counts updated 4d ago
UBUBER
$UBERUber Technologies, Inc.
$70.97-0.64%3.4k posts1×
AI analysisFundamentalsVoices on X
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On X

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.

3,378X posts · last 7 days
Aug 31Sep 13
Chatter Meter
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 61% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data29 posts analyzed · as of 2026-09-15

COO Andrew Macdonald just dropped $5.31M buying 70k UBER shares at ~$75.83 — his ownership jumped to 426k shares, ~16% of his disclosed holding — and it stacks on the February CFO buy ($1.6M), Nancy Pelosi's May calls, Ackman's Pershing Square position and Saudi PIF's $5.5B stake. Trading around 15x P/FCF; the pushback is only the TSLA robotaxi disruption thread, which longs shrug off.

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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-16

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

Cash-generative rideshare down 28% on robotaxi fears — and now the CEO is buying $10M in the open market.

Uber is the rideshare and delivery platform that finally became a real cash machine — 17% ROIC, ~7% free-cash-flow yield, and now trading at a mid-teens multiple. It has been de-rated on the Tesla/Waymo robotaxi disruption fear, and insider action is starting to argue the opposite.

  • The insider tape is doing a lot of talking: CEO Khosrowshahi's $10M open-market purchase and COO Macdonald's $5.3M buy at ~$76 stack on top of the February CFO buy, Ackman's Pershing Square stake and the Saudi PIF's $5.5B position — that combination is not what a team about to be disrupted usually does.
  • The core P&L is the healthiest it has ever been: $57.8B FY26 revenue consensus, ~11% operating margin, and $2.3–2.8B of quarterly free cash flow — this is a business earning what it needs to earn to weather any competitive transition, not one being propped up.
  • The chart is coiling, not confirming yet: sitting at just 16% of the 52-week range, tape below both the 50- and 200-day, with volume flat — the setup rewards a clear robotaxi-response headline, not another quiet drift.

The turnaround needs one of: a robotaxi partnership announcement that puts Uber on the platform side of the disruption, or a Q3 print that shows margin still expanding. What invalidates it: a Waymo/Tesla capacity number that shows real share loss in a top-3 US market.

Agrees with X sentimentAgrees. X is right that the insider signal is loud and the multiple is undemanding — but the TSLA robotaxi risk it shrugs off is the specific overhang that keeps the tape coiling instead of accelerating.

What to watch: Nov 3 print — operating margin trajectory and mobility segment gross bookings vs guide, plus any robotaxi partnership signal. A margin beat plus a Waymo/Tesla partnership headline breaks the coil upward; concrete US share loss to Waymo takes out the 200-day.

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

insider cluster buyrobotaxi overhangfloat missing

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

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 while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $UBER

Neutral — Uber is a platform marketplace; CEO's $10M insider buy is a sentiment signal, but revenue is driven by mobility and delivery take-rates, not enterprise AI software subscriptions.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.4%YTD
-6.9%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 earningsTue, Nov 3·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.0.9×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.15%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.-6.6%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.β1.165-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
+ 58 other (24 exempts · 21 inkinds · 13 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 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.

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.

+ 19 other (5 13Gs · 4 proxys · 2 13Fs · 2 10-Qs) in window

Recent news

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

Stock Market Today, Sept. 16: Grab Acquires 60% Stake in Atome Financial for $1.49 Billionfool.com·20h agoCostco and Uber Eats Scale Delivery Across 47 Statespymnts.com·1d agoCostco expands Uber Eats delivery partnership to 47 statescnbc.com·1d agoCostco Expands Nationwide Delivery on Uber Eatsbusinesswire.com·1d agoInteresting News for Uber Stock Investors!fool.com·2d ago

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Voices on X · last 7 days

No standout posts about $UBER on X in the last 7 days.

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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