Uber Technologies (UBER) Earnings Analysis

Uber Technologies (UBER) reported results in line with expectations in Q2 FY2026 on revenue of $14.2B versus the $14.2B estimate (+12.2% YoY) and EPS of $0.81. The next Uber Technologies (UBER) earnings date is Nov 3, 2026. Below is the full Uber Technologies earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Uber Technologies (UBER) Earnings Analysis — key stats

Next earnings dateNov 3, 2026
Latest reported quarterQ2 FY2026
Earnings verdictIn line
EPS beat rate5 of last 8 (quarters above estimate)
Avg next-day move±4.2% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±20.1% (options-derived · into Nov 3, 2026)
Institutional ownership82.8% (13F as of 2026-06-30)
Top 10 holders38.3% (of shares outstanding)
Insider activity5 buys / 7 sells (recent Form 4 filings)
Revenue$14.2B (vs $14.2B est · -0.3% surprise · +12.2% YoY)
EPS$0.81 (vs $0.81 est · +0.6% surprise · +81.5% YoY)
Share price$79.29 (+0.6%)
Market cap$161.4B

Uber Technologies (UBER) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$14.2B vs $14.2B est$0.81 vs $0.81 est+0.6%-2.1%In line
Q2 FY2026$13.2B vs $13.3B est$0.72 vs $0.70 est+2.9%+5.2%Mixed
Q1 FY2026$14.4B vs $14.3B est$0.14 vs $0.79 est-82.2%-3.5%Mixed
Q4 FY2025$13.5B vs $13.3B est$3.11 vs $0.69 est+350.7%-7.0%Mixed
Q3 FY2025$12.7B vs $12.5B est$0.63 vs $0.63 est+0.2%+3.7%In line
Q2 FY2025$11.5B vs $11.6B est$0.83 vs $0.51 est+63.4%-4.1%Mixed
Q1 FY2025$12.0B vs $11.8B est$3.21 vs $0.50 est+542.0%+0.3%Mixed
Q4 FY2024$11.2B vs $11.0B est$1.20 vs $0.41 est+192.7%-7.8%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.7.1%146.0M$10.5B-3.3%
Vanguard Capital Management LLC6.5%132.9M$9.6B-0.6%
Capital Research Global Investors6.4%130.7M$9.4B+12.3%
State Street Corp4.4%89.7M$6.5B-1.0%
Morgan Stanley3.5%72.8M$5.3B-5.5%
Public Investment Fund3.5%72.8M$5.3B+0.0%
Geode Capital Management, LLC2.2%45.8M$3.3B-4.3%
Vanguard Portfolio Management LLC1.7%34.4M$2.5B-9.6%
Pershing Square Holdco, L.P.1.7%34.3M$2.5B+100.0%
Norges Bank1.3%26.7M$1.9B+100.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Sell566—
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Buy607—
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Sell281$21342
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Buy1K—
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Sell439$33342
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Sell341$25899
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Sell245$18608
Krishnamurthy Balaji (A)officer: Chief Financial Officer2026-08-16Buy490—

What you'll find

Frequently asked questions

When is Uber Technologies's next earnings date?
Uber Technologies's (UBER) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Uber Technologies (UBER) beat or miss earnings?
In Q2 FY2026, Uber Technologies (UBER) posted in-line results — revenue of $14.2B versus the $14.2B estimate (-0.3% surprise) and EPS of $0.81 versus $0.81 expected (+0.6% surprise). Magnisto decodes every Uber Technologies (UBER) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Uber Technologies beat earnings estimates?
Over its last 8 reported quarters, Uber Technologies (UBER) beat Wall Street EPS estimates 5 times, most recently a in-line result in Q3 FY2026. Magnisto tracks every Uber Technologies (UBER) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Uber Technologies stock move after earnings?
Over its last 8 quarterly reports, Uber Technologies (UBER) moved an average of ±4.2% the day after earnings — ranging from -7.8% (Q4 FY2024) to +5.2% (Q2 FY2026). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±20.1% (derived). Magnisto tracks the realized post-earnings move for every Uber Technologies (UBER) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Uber Technologies?
Institutions hold about 82.8% of Uber Technologies's (UBER) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.1%), Vanguard Capital Management LLC (6.5%), Capital Research Global Investors (6.4%). Magnisto lists Uber Technologies's (UBER) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Uber Technologies (UBER)?
In the most recent Form 4 filings Magnisto tracks, Uber Technologies (UBER) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Uber Technologies (UBER) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Uber Technologies (UBER), anchored to the current $79.29 share price, so you can weigh the bull, base and bear cases for Uber Technologies side by side.
Is Uber Technologies (UBER) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Uber Technologies fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.