Equity Profile

UBER

Uber Technologies, Inc.

IndustrialsPassenger Ground Transportation$143.7B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Uber Technologies, Inc. is a leading player in the passenger ground transportation sector, providing ridesharing 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.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its services and capture market share in a competitive environment.

N/A

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

UBER Q2-2026 Earnings Preview

Context

Company Snapshot

Uber Technologies, Inc. is a leading player in the passenger ground transportation sector, providing ridesharing and delivery services globally. With a market cap of $144 billion, Uber is pivotal in shaping how people and goods move, especially as consumer spending patterns evolve and demand for convenient transportation options increases.

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 Q1 2026, Uber reported an EPS of $0.72, slightly beating expectations. The stock reacted positively, gaining 8.53% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Expand into new markets and enhance service offerings.
Invest in technology to improve user experience.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Uber's upcoming earnings, especially after a series of EPS beats in previous quarters.

Bull Case

If Uber continues its trend of beating EPS expectations, it could signal strong operational performance and market confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant sell-off, as seen in past quarters.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Uber's recent history of EPS surprises, this number will be crucial for market sentiment and stock performance.

What are the revenue growth projections for the upcoming quarters?

Investors will closely watch for any guidance on revenue growth, as it indicates the company's ability to sustain its expansion.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Uber's ability to sustain its growth trajectory, especially given its recent operational improvements and market expansions.

Supporting Evidence

Uber has consistently beaten EPS expectations, suggesting stronger underlying performance than anticipated.

Options pricing indicates a moderate expected move, which may not reflect the potential for a larger reaction based on historical patterns.

Key Risk

If Uber's revenue growth exceeds expectations, it could significantly alter market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Uber can maintain its growth trajectory amidst increasing competition and market challenges.

Bull Confirmed If

An EPS of $0.75 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.65 would confirm the bear case, suggesting potential operational issues.

Pre-Earnings Positioning

Options Market

Implied Move

±5.59%

Historical Avg

±6.2%

In line with history

The options market is pricing in a move of about 5.59%, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±5.6% while UBER has averaged ±6.2% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

33.1%

Calls (5.4M)P/C Ratio: 0.25Puts (4.2M)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +1.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Uber beats expectations, history suggests a potential stock increase of around 1.87%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted reactions as investors digest the commentary.

Miss

Should Uber miss expectations, history indicates a potential drop of around 5.15%, reflecting investor disappointment.

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 new market expansions and their expected impact on revenue.
2Details on operational efficiencies and cost management strategies.
3Any changes in user engagement metrics or service demand.
4Insights into competitive pressures and how Uber plans to address them.

See the full picture

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

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Company Snapshot

Uber Technologies, Inc. is a leading player in the passenger ground transportation sector, providing ridesharing 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.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its services and capture market share in a competitive environment.

N/A

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

UBER Q2-2026 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

In Q1 2026, Uber reported an EPS of $0.72, slightly beating expectations. The stock reacted positively, gaining 8.53% the following day.

Management Promises & Guidance

Focus on improving operational efficiency.
Expand into new markets and enhance service offerings.
Invest in technology to improve user experience.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Uber's upcoming earnings, especially after a series of EPS beats in previous quarters.

Bull Case

If Uber continues its trend of beating EPS expectations, it could signal strong operational performance and market confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant sell-off, as seen in past quarters.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Uber's recent history of EPS surprises, this number will be crucial for market sentiment and stock performance.

What are the revenue growth projections for the upcoming quarters?

Investors will closely watch for any guidance on revenue growth, as it indicates the company's ability to sustain its expansion.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Uber's ability to sustain its growth trajectory, especially given its recent operational improvements and market expansions.

Supporting Evidence

Uber has consistently beaten EPS expectations, suggesting stronger underlying performance than anticipated.

Options pricing indicates a moderate expected move, which may not reflect the potential for a larger reaction based on historical patterns.

Key Risk

If Uber's revenue growth exceeds expectations, it could significantly alter market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Uber can maintain its growth trajectory amidst increasing competition and market challenges.

Bull Confirmed If

An EPS of $0.75 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.65 would confirm the bear case, suggesting potential operational issues.

Pre-Earnings Positioning

Options Market

Implied Move

±5.59%

Historical Avg

±6.2%

In line with history

The options market is pricing in a move of about 5.59%, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±5.6% while UBER has averaged ±6.2% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

33.1%

Calls (5.4M)P/C Ratio: 0.25Puts (4.2M)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Uber beats expectations, history suggests a potential stock increase of around 1.87%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted reactions as investors digest the commentary.

Miss

Should Uber miss expectations, history indicates a potential drop of around 5.15%, reflecting investor disappointment.

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 new market expansions and their expected impact on revenue.
2Details on operational efficiencies and cost management strategies.
3Any changes in user engagement metrics or service demand.
4Insights into competitive pressures and how Uber plans to address them.