Analysts

Uber Analysts Slash Their Forecasts After Q4 Results

Uber Technologies, Inc. (NYSE:UBER) reported better-than-expected fiscal fourth-quarter 2025 sales on Wednesday.

The company reported a 20% year-over-year (Y/Y) revenue growth to $14.37 billion, surpassing the analyst consensus estimate of $14.32 billion. Uber reported adjusted EPS of 71 cents, which missed the analyst consensus estimate of 80 cents.

"Uber accelerated into another record-breaking quarter, with more than 200 million monthly users completing more than 40 million trips every day—our largest and most engaged consumer base ever," said Khosrowshahi. "We enter 2026 with a rapidly growing topline, significant cash flow, and a clear path to becoming the largest facilitator of AV trips in the world."

Uber expects fiscal first-quarter 2026 gross bookings of $52.0 billion-$53.5 billion (implying 17%-21% growth) and adjusted EBITDA of $2.37 billion-$2.47 billion. The company expects quarterly adjusted EPS of 65 cents to 72 cents, compared with the analyst consensus estimate of 75 cents.

Uber shares fell 0.7% to $73.44 in pre-market trading.

These analysts made changes to their price targets on Uber following earnings announcement.

  • Mizuho analyst Lloyd Walmsley maintained Uber with an Outperform rating and lowered the price target from $130 to $110.
  • Wedbush analyst Scott Devitt maintained the stock with a Neutral and cut the price target from $78 to $75.

Considering buying UBER stock? Here’s what analysts think:

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

To add Benzinga News as your preferred source on Google, click here.