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UBUBER

Uber Technologies, Inc.

$UBER·$143B·Software - Application·Technology
$70.36-0.0%YTD-13.2%1Y-19.8%
Mentions · last 7 days
2026-07-25: 240 posts2026-07-26: 348 posts2026-07-27: 613 posts2026-07-28: 373 posts2026-07-29: 598 posts2026-07-30: 535 posts2026-07-31: 356 posts3,086+11%
Price updated 2d ago·X counts updated 2d ago
UBUBER
$UBERUber Technologies, Inc.
$70.36-0.01%3.1k posts+11%
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 numbersEvent coming upAI verdict · as of 2026-08-01

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Touched a 52-week low this week — the Q2 print Tuesday decides if this is a bottom or the next leg down.

Uber runs mobility (rides), delivery (food/grocery), and freight — the marketplace connecting drivers, restaurants, and shippers on both sides. The stock has been quietly grinding down all year, touched a fresh 52-week low this week, and heads into a Q2 print that has to answer whether the sell-off is bottoming or extending.

Where things stand:

  • The business is compounding steadily: revenue grew 14% YoY to $13.2B last quarter, free cash flow ran $2.3B in the same window, and operating margin is 15% — a real business now, not the growth-at-any-cost story it used to be.
  • The valuation is unusually cheap for the growth: 17x trailing PE and ~14x price-to-free-cash-flow, at a moment when the consumer-tech comp set sits well above — a ~6.8% FCF yield alone supports the stock even if growth cools.
  • The delivery M&A is a real bet: on July 16 Uber signed a €41.50 cash takeover of Delivery Hero SE — a transformative cross-border expansion that closes in H2 2027, so balance-sheet reshaping starts before it accrues to earnings.
  • Uber One is what's compounding underneath: subscribers just crossed 50M with five new regional grocery partners, and the subscription contribution is the piece the sell-off narrative has been ignoring.
  • Insider prints are quiet: the July filings are all in-kind tax withholdings on RSU exercises, not open-market bets — no conviction signal in either direction.

Tuesday's Q2 print is the arbiter — a beat with a raise on mobility trip-growth probably marks the 52-week low as the bottom; a soft ride-hailing take-rate or a Delivery Hero integration-cost surprise extends the grind.

Agrees with X sentimentX's 'sell-off is pure narrative' framing tracks the fundamentals — ~14x P/FCF for a business compounding 14% with expanding Uber One membership is a real value setup, not a broken story. The politician-buying anecdote they anchor to is signal-adjacent noise; the actual arbiter is Tuesday's mobility take-rate.

What to watch: Q2 earnings Aug 5 — the load-bearing metrics are mobility trip-growth acceleration, gross bookings guide, and any early Delivery Hero integration cost hint. A beat with an FY guide raise probably marks the 52-week low as the bottom; a soft take-rate print extends the grind.

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

earnings imminentvalue setuptransformative m and aat 52w low

X sentiment

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

Bullish sentiment⚠82 posts analyzed · as of 2026-08-01 · top-engagement diverged

Sentiment on Uber is buy-the-drawdown bullish. Bulls cite Ackman ($1.98B Pershing Square position), Tepper, and multiple Congress members buying, Uber testing its own autonomous fleet in downtown SF and Vancouver, Waymo raising at a $126B valuation (nearly Uber's whole market cap), and 14x P/FCF being 'the bottom.' The Delivery segment continues closing the gap with Mobility. Skeptics point to the 52-week low, the Waymo partnership ending, and Tesla robotaxi competition. 'Consumers will still open the Uber app' is the loudest Ackman bull quote.

Read the AI verdict + X sentiment for $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)
  • 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 read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%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 35 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$58.2B$56.9B – $58.8B$3.34$2.91 – $3.8035
FY27$67.0B$63.9B – $68.3B$4.48$3.80 – $5.1333
FY28$76.3B$67.6B – $82.5B$5.50$4.01 – $7.2429
FY29$83.9B$79.6B – $88.1B$6.51$6.08 – $6.9418
FY30$92.0B$87.3B – $96.7B$6.96$6.50 – $7.4214

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.0.6×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.-2.3%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.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

+ 50 other (20 exempts · 17 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

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.

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 is building an autonomous vehicle empire, and here's every company it's using to do ittechcrunch.com·1d agoWithin Uber-Waymo split, a key labor battle over AVs is being waged in the nation's capitalcnbc.com·2d agoUBER Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?zacks.com·2d agoWhat Analyst Projections for Key Metrics Reveal About Uber (UBER) Q2 Earningszacks.com·3d agoBoothe Investment Group Inc. Purchases 51,250 Shares of Uber Technologies, Inc. $UBERdefenseworld.net·3d ago

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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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