UBER Earnings
Wednesday, May 06 2026
EPS Estimate
$0.69
$0.66 – $0.74
Revenue Estimate
$13.3B
Track Record
3/4 beats
Current Price
$72.91
Our Position
bullishUber bets $10B on robotaxis amid legal trials
est. revisions stable
(-0.6pp / 30d)
Massive robotaxi investment signals Uber's pivot to autonomous transport despite heavy legal headwinds that risk financial and reputational damage.
Watch: Monitor the North Carolina trial outcome and robotaxi rollout progress for impact on Uber's risk profile and growth trajectory.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.7 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
1-Month Return
-0.9%
From 52w High
-27.7%
P/E Ratio
14.9
Est. Revisions (30d)
+0.1% 2up/1dn
Analyst Target (mean)
$104 $70–$150 +42%
Options P/C Ratio
0.68
Est. Dispersion
70% 35 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Pershing Square, Citadel, D.E. Shaw, Renaissance, Appaloosa
Recent Activity
insider trades
94 transactions
Other
·
CEREMONY GLEN (Officer)
·4,342 shares
Other
·
WEST, TONY (Officer)
·109,973 shares
Other
·
MACDONALD ANDREW (President)
·153,449 shares
Other
·
KRISHNAMURTHY TANYA NICHOLE (Officer)
·76,007 shares
Other
·
HAZELBAKER JILL (Officer)
·96,754 shares
89 more
Sell
·
KRISHNAMURTHY TANYA NICHOLE
·30,000 shr
·$2,233,605
Buy
·
KRISHNAMURTHY BALAJI
·22,453 shr
·$1,599,780
Other
·
MAHENDRA-RAJAH PRASHANTH
·3,697 shr
Other
·
WEST, TONY
·8,757 shr
Other
·
KRISHNAMURTHY BALAJI
·3,286 shr
Other
·
MACDONALD ANDREW
·12,875 shr
Other
·
KRISHNAMURTHY TANYA NICHOLE
·6,423 shr
Other
·
HAZELBAKER JILL
·8,193 shr
Other
·
HAZELBAKER JILL
·1,520 shr
Other
·
THAIN JOHN A
·297 shr
Other
·
MAHENDRA-RAJAH PRASHANTH
·3,696 shr
Other
·
CEREMONY GLEN
·4,343 shr
Other
·
KRISHNAMURTHY TANYA NICHOLE
·6,425 shr
Other
·
HAZELBAKER JILL
·8,194 shr
Exercise
·
MACDONALD ANDREW
·125,000 shr
·$5,315,000
Sell
·
WEST, TONY
·3,125 shr
·$251,125
Other
·
MACDONALD ANDREW
·12,877 shr
Other
·
WEST, TONY
·8,758 shr
Other
·
HAZELBAKER JILL
·1,000 shr
Sell
·
WEST, TONY
·3,125 shr
·$287,812
Other
·
CEREMONY GLEN
·4,344 shr
Sell
·
MAHENDRA-RAJAH PRASHANTH
·5,500 shr
·$519,234
Sell
·
WEST, TONY
·3,125 shr
·$290,625
Other
·
THAIN JOHN A
·261 shr
Other
·
MACDONALD ANDREW
·12,874 shr
Other
·
KRISHNAMURTHY TANYA NICHOLE
·6,422 shr
Buy
·
MAHENDRA-RAJAH PRASHANTH
·5 shr
·$465
Exercise
·
WEST, TONY
·100,000 shr
·$3,365,000
Sell
·
WEST, TONY
·100,000 shr
·$10,038,498
Sell
·
KHOSROWSHAHI DARA
·150,000 shr
·$15,071,878
Sell
·
WEST, TONY
·3,125 shr
·$293,562
Other
·
CEREMONY GLEN
·9,343 shr
Other
·
MACDONALD ANDREW
·12,876 shr
Other
·
WEST, TONY
·8,759 shr
Sell
·
MAHENDRA-RAJAH PRASHANTH
·2,750 shr
·$273,405
Sell
·
KHOSROWSHAHI DARA
·300,000 shr
·$28,610,676
Sell
·
WEST, TONY
·3,125 shr
·$296,875
Sell
·
HAZELBAKER JILL
·31,250 shr
·$3,013,122
Other
·
KRISHNAMURTHY TANYA NICHOLE
·6,424 shr
Sell
·
KRISHNAMURTHY TANYA NICHOLE
·11,571 shr
·$1,061,519
Other
·
THAIN JOHN A
·278 shr
Sell
·
MAHENDRA-RAJAH PRASHANTH
·2,750 shr
·$261,250
Other
·
CEREMONY GLEN
·9,345 shr
Other
·
MAHENDRA-RAJAH PRASHANTH
·3,698 shr
Other
·
GINSBERG AMANDA
·8,402 shr
Sell
·
HAZELBAKER JILL
·34,884 shr
·$3,001,214
Sell
·
MAHENDRA-RAJAH PRASHANTH
·2,750 shr
·$233,750
Other
·
THAIN JOHN A
·3,782 shr
Other
·
SUGAR RONALD D
·3,782 shr
Other
·
WYNAENDTS ALEXANDER RIJN
·3,782 shr
Other
·
ALNOWAISER TURQI A
·3,782 shr
Other
·
TRUJILLO DAVID I.
·3,782 shr
Other
·
MARTELLO WAN LING
·3,782 shr
Other
·
THAIN JOHN A
·302 shr
Other
·
CEREMONY GLEN
·5,065 shr
Sell
·
MAHENDRA-RAJAH PRASHANTH
·2,750 shr
·$206,250
Other
·
KHOSROWSHAHI DARA
·543,497 shr
Other
·
MAHENDRA-RAJAH PRASHANTH
·2,838 shr
Other
·
CEREMONY GLEN
·9,960 shr
Other
·
WEST, TONY
·119,309 shr
Other
·
KRISHNAMURTHY TANYA NICHOLE
·83,588 shr
Other
·
HAZELBAKER JILL
·105,219 shr
Sell
·
KRISHNAMURTHY TANYA NICHOLE
·20,000 shr
·$1,431,394
Sell
·
WEST, TONY
·46,866 shr
·$3,308,325
Other
·
HAZELBAKER JILL
·1,235 shr
Sell
·
HAZELBAKER JILL
·31,000 shr
·$2,511,496
Other
·
MAHENDRA-RAJAH PRASHANTH
·2,839 shr
Other
·
CEREMONY GLEN
·4,958 shr
Other
·
WEST, TONY
·8,688 shr
Other
·
KRISHNAMURTHY TANYA NICHOLE
·7,537 shr
Other
·
HAZELBAKER JILL
·8,426 shr
Other
·
HAZELBAKER JILL
·1,452 shr
Other
·
THAIN JOHN A
·358 shr
Other
·
CEREMONY GLEN
·4,956 shr
Other
·
WEST, TONY
·8,690 shr
Other
·
KRISHNAMURTHY TANYA NICHOLE
·7,539 shr
Other
·
CEREMONY GLEN
·9,959 shr
Other
·
WEST, TONY
·8,689 shr
Other
·
HAZELBAKER JILL
·8,427 shr
Other
·
WEST, TONY
·8,004 shr
Sell
·
HAZELBAKER JILL
·27,780 shr
·$2,025,165
Other
·
WEST TONY
·26,067 shr
Other
·
CEREMONY GLEN
·4,957 shr
Other
·
THAIN JOHN A
·312 shr
Other
·
CEREMONY GLEN
·8,293 shr
Sell
·
HAZELBAKER JILL
·40,000 shr
·$2,880,044
Other
·
WEST TONY
·14,293 shr
Other
·
KHOSROWSHAHI DARA
·496,958 shr
Other
·
GINSBERG AMANDA
·3,892 shr
analyst ratings
1 rating
Wells Fargo
→Overweight
15d ago
filing changes
MEDIUM
Material language changes:
Change in discussion of impairment of deferred tax assets and valuation allowances.
MEDIUM
New items added:
New language regarding autonomous vehicle technologies added.
MEDIUM
Material language changes:
More detailed and specific legal and regulatory updates regarding Driver classification and labor union representation.
earnings
4
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