Equity Profile

UBER

Uber Technologies, Inc.

IndustrialsPassenger Ground Transportation$143.7B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:55 AM EDT

Uber Beats on EPS, Stock Up 8.53%

Metric	Actual	Expected	Surprise
EPS	$0.72	$0.69	+2.56%
Revenue	—	$13.3B	—

management commentary, guidance changes, and full analysis available with Pro.

Uber Beats on EPS, Stock Up 8.53%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.72	$0.69	+2.56%
Revenue	—	$13.3B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Uber's earnings report showed a positive surprise in EPS, which likely contributed to the stock's strong reaction, rising by 8.53%. However, there was no revenue figure provided, leaving some uncertainty about overall performance. Investors may view the EPS beat as a sign of operational strength, but the lack of revenue details could raise questions about growth prospects.

Company Snapshot

Uber Technologies, Inc. is a leading player in the passenger ground transportation sector, providing ride-hailing and delivery services globally....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Uber is managing costs and generating income.

$0.69

Revenue

Revenue growth is crucial for understanding demand for Uber's services and overall business health.

$13.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Uber Technologies, Inc. is a leading player in the passenger ground transportation sector, providing ride-hailing and delivery services globally. With a market cap of $151 billion, Uber is significant in the industrials sector, reflecting trends in consumer mobility and the gig economy.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+152.01%

Avg Stock Reaction

-1.29%

Last Quarter Recap

In Q4 2025, Uber reported an EPS of $0.71, which was below the expected $0.79, resulting in a stock drop of 5.15% the following day. The company continues to navigate challenges in profitability despite previous strong performances.

Management Promises & Guidance

Focus on improving operational efficiency.
Expansion of delivery services.
Enhancing driver and rider experiences.

Expectations

Wall Street Expectations

Analysts expect Uber to report a modest EPS of $0.69 and revenue of $13.3 billion. The market is watching closely for signs of growth and profitability amidst competitive pressures.

Bull Case

If Uber exceeds EPS expectations and shows strong revenue growth, it could signal a turnaround in profitability, boosting investor confidence.

Bear Case

A miss on EPS or revenue could raise concerns about Uber's ability to manage costs and compete effectively, leading to further stock declines.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.69

EPS is a key indicator of profitability and will show how well Uber is managing costs and generating income.

Revenue

$13.3B

Revenue growth is crucial for understanding demand for Uber's services and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Uber's EPS meet or exceed the consensus estimate of $0.69?

A strong EPS could indicate improved profitability and operational efficiency, which are critical for investor confidence.

What are the revenue figures compared to the expected $13.3 billion?

Revenue growth is essential for assessing demand for Uber's services and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Uber's ability to leverage its delivery services for revenue growth, especially as consumer demand shifts post-pandemic.

Supporting Evidence

Recent trends in consumer spending indicate a potential uptick in ride-hailing and delivery services.

The options market is pricing a larger move than historical averages, suggesting heightened volatility that may not align with consensus expectations.

Key Risk

If revenue growth significantly exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely scrutinized as it follows a trend of mixed results, with a focus on profitability and revenue growth.

Bull Confirmed If

EPS of $0.74 or higher, with revenue exceeding $14.2 billion.

Bear Confirmed If

EPS below $0.66 and revenue falling short of $12.9 billion.

Pre-Earnings Positioning

Options Market

Implied Move

±7.19%

Historical Avg

±6.2%

Pricing rich

The options market is pricing in a significant move, indicating uncertainty about the upcoming earnings report.

Options are pricing ±7.2% while UBER has averaged ±6.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

31.4%

Calls (4.0M)P/C Ratio: 0.67Puts (3.5M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Uber beats expectations, history suggests the stock could rise by around 5.80%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss on earnings could lead to a decline of about 5.43%, as seen in past quarters.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

3 buys·4 sells

Members

House + Senate

Est. Notional

$106,007.00–$340,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the expansion of delivery services and their impact on revenue.
2Any commentary on cost management strategies and operational efficiencies.
3Insights into driver and rider engagement metrics.
4Future guidance on profitability targets.
5Responses to competitive pressures in the ride-hailing market.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

May4

GRABReported

Grab Holdings Limited

RecapView

May4

GBDCReported

Company Snapshot

Uber Technologies, Inc. is a leading player in the passenger ground transportation sector, providing ride-hailing and delivery services globally....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Uber is managing costs and generating income.

$0.69

Revenue

Revenue growth is crucial for understanding demand for Uber's services and overall business health.

$13.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+152.01%

Avg Stock Reaction

-1.29%

Last Quarter Recap

Management Promises & Guidance

Focus on improving operational efficiency.
Expansion of delivery services.
Enhancing driver and rider experiences.

Expectations

Wall Street Expectations

Analysts expect Uber to report a modest EPS of $0.69 and revenue of $13.3 billion. The market is watching closely for signs of growth and profitability amidst competitive pressures.

Bull Case

If Uber exceeds EPS expectations and shows strong revenue growth, it could signal a turnaround in profitability, boosting investor confidence.

Bear Case

A miss on EPS or revenue could raise concerns about Uber's ability to manage costs and compete effectively, leading to further stock declines.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.69

EPS is a key indicator of profitability and will show how well Uber is managing costs and generating income.

Revenue

$13.3B

Revenue growth is crucial for understanding demand for Uber's services and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Uber's EPS meet or exceed the consensus estimate of $0.69?

A strong EPS could indicate improved profitability and operational efficiency, which are critical for investor confidence.

What are the revenue figures compared to the expected $13.3 billion?

Revenue growth is essential for assessing demand for Uber's services and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Uber's ability to leverage its delivery services for revenue growth, especially as consumer demand shifts post-pandemic.

Supporting Evidence

Recent trends in consumer spending indicate a potential uptick in ride-hailing and delivery services.

The options market is pricing a larger move than historical averages, suggesting heightened volatility that may not align with consensus expectations.

Key Risk

If revenue growth significantly exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely scrutinized as it follows a trend of mixed results, with a focus on profitability and revenue growth.

Bull Confirmed If

EPS of $0.74 or higher, with revenue exceeding $14.2 billion.

Bear Confirmed If

EPS below $0.66 and revenue falling short of $12.9 billion.

Pre-Earnings Positioning

Options Market

Implied Move

±7.19%

Historical Avg

±6.2%

Pricing rich

The options market is pricing in a significant move, indicating uncertainty about the upcoming earnings report.

Options are pricing ±7.2% while UBER has averaged ±6.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

31.4%

Calls (4.0M)P/C Ratio: 0.67Puts (3.5M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Uber beats expectations, history suggests the stock could rise by around 5.80%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss on earnings could lead to a decline of about 5.43%, as seen in past quarters.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

3 buys·4 sells

Members

House + Senate

Est. Notional

$106,007.00–$340,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the expansion of delivery services and their impact on revenue.
2Any commentary on cost management strategies and operational efficiencies.
3Insights into driver and rider engagement metrics.
4Future guidance on profitability targets.
5Responses to competitive pressures in the ride-hailing market.