Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
NYSE · US · Software - Application

UBER Uber Technologies

Demand aggregator for robotaxi fleets

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$66.00
−1.05% today
1W
−5.7%
1M
−5.2%
3M
−6.7%
YTD
−19.2%
1Y
−29.8%
Off 52w high
−33.8%
Next earnings (est.): 2026-11-04
Market cap$136B
P/E (trailing)14.6Forward 15.1
EV / sales2.7×EV/EBITDA 20.3×
Revenue (TTM)$55.23BGrowth 12.2% y/y
Margins40.8%gross · op 13.3%
Free cash flow$7.24BCash $5.39B · debt $14.73B
Analyst target$100.9+52.8% upside · 46 analysts · buy
Riskβ 1.26Short 2.5% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

UBER · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsBeat / raise

    Reported EPS 1.17 vs 0.83 expected (+40.2% surprise).

  2. 7
    2026-05-06EarningsMiss / cut

    Reported EPS 0.13 vs 0.71 expected (-81.7% surprise).

  3. 6
    2026-02-04EarningsMiss / cut

    Reported EPS 0.14 vs 0.78 expected (-81.9% surprise).

  4. 5
    2025-11-04EarningsBeat / raise

    Reported EPS 3.11 vs 0.69 expected (+353.2% surprise).

  5. 4
    2025-08-06EarningsMiss / cut

    Reported EPS 0.65 vs 0.82 expected (-19.7% surprise).

  6. 3
    2025-05-07EarningsBeat / raise

    Reported EPS 0.81 vs 0.69 expected (+16.5% surprise).

  7. 2
    2025-02-05EarningsBeat / raise

    Reported EPS 3.21 vs 0.48 expected (+573.4% surprise).

  8. 1
    2024-10-31EarningsBeat / raise

    Reported EPS 1.41 vs 0.63 expected (+125.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-050.831.17+40.2%
2026-05-060.710.13−81.7%
2026-02-040.780.14−81.9%
2025-11-040.693.11+353.2%
2025-08-060.820.65−19.7%
2025-05-070.690.81+16.5%
2025-02-050.483.21+573.4%
2024-10-310.631.41+125.2%
2024-08-060.520.74+41.5%
2024-05-080.390.18−54.5%
2024-02-070.40.86+115.9%
2023-11-070.310.34+9.7%
2023-07-310.230.34+47.4%
2023-05-020.150.33+111.9%
2023-02-08-0.160.29+286.7%
2022-11-010.06-0.21−468.2%
2022-08-02-0.05-0.03+42.3%
2022-05-04-0.14-0.1+31.9%
2022-02-09-0.290.64+320.4%
2021-11-04-0.3-1.28−328.7%
2021-08-04-0.32-0.17+47.8%
2021-05-05-0.350.45+231.0%
2021-02-10-0.42-0.4+3.7%
2020-11-05-0.5-0.43+12.6%

About Uber Technologies

Website ↗

Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Mobility, Delivery, and Freight. The Mobility segment connects consumers with a range of transportation modalities, such as ridesharing, carsharing, micromobility, rentals, public transit, taxis, and other modalities; and offers riders in a variety of vehicle types, as well as financial partnerships products and advertising services. The Delivery segment allows consumers to search for and discover restaurants to grocery, alcohol, convenience, and other retailers, as well as order a meal or other items, and either pick-up at the restaurant or have it delivered; and provides Uber direct, a white-label delivery-as-a-service for retailers and restaurants, as well as ad…

36,600 employees · San Francisco, United States

Driverless fleets are scaling city by city. Sensors, compute, mapping and permits gate the rollout.

Sensors→Compute→Driver→Fleet

What would prove us wrong. Weakens if safety incidents halt expansion across multiple cities.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GOOGL
Alphabet
Waymo driverless fleet and TPUs $318.4−0.58%−7.4%+1.9%
TSLA
Tesla
Megapack storage, Optimus and autonomy $394.9+6.08%+6.1%−12.2%
MBLY
Mobileye
ADAS and autonomy stack $6.61+0.99%−17.8%−36.7%
APTV
Aptiv
Vehicle architecture and autonomy hardware $43.45+1.77%−3.0%−42.9%
PONY
Pony AI
Robotaxi operator $5.04−2.04%−26.9%−65.3%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.