RESEARCH REPORT
Uber Technologies, Inc.
UBER
$65.25
As of 2026-11-01
Research note — 2026-11-01. Educational analysis, not financial advice.
The one-line version
Uber Technologies, Inc. trades near $65.25 on a trailing multiple of about 14.3x versus its own 5-year median near 14.3x, against contested Street targets and the usual concentration and execution risks. That's the tension. Everything below is the detail.
That's the tension. Everything below is the detail.
1. What you're paying
| Now | Its own 5-year median | Gap | |
|---|---|---|---|
| P/E (trailing) | ~14.3 | ~14.3 | +0% |
| P/E (forward) | ~14.8 | — | — |
| EPS (TTM) | 4.56 | — | — |
| Gross margin | 40.8% | — | — |
What that means in plain terms: the gap versus the company's own history is the growth or durability the market is already pricing. It is not automatically wrong — it is the bet.
Fair-value anchors on file:
- 5-year median P/E multiple: $65.25 — Applies the 5-year median multiple (14.3x) to trailing EPS.
- Street mean target: $100.86 — Average published analyst target.
- Street target midpoint: $110.00 — Midpoint of $70.00–$150.00 published range.
Street targets run from $70.00 to $150.00. A wide spread means the name is contested, not consensus.
2. What the bulls are counting on
- Apple Leads Packed Earnings Calendar As market participants Eye Tech, Pharma Results
- Uber Q3 Earnings Preview: The bullish Case Does Not Need A Rerating
- Why Dumping Uber Stock Before Q3 Earnings May Not Be the Smartest Move
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Bull case, bear case, assumptions, and what to watch next.
3. What the bears see
- How New Rules And Robotaxi Pressure At Uber Technologies (UBER) Has Changed Its securities research Story
- UBER Stock: Here’s What to Expect From Uber's Q3 Earnings Report
- The Friday Checkout: Instacart dashes toward the exit
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Bull case, bear case, assumptions, and what to watch next.
4. What would have to be true
For the stock to justify ~14.3x rather than its 5-year ~14.3x, roughly all of the following need to neutral:
- Growth or margin durability shows up in the next several reports, not just in narrative.
- Key revenue concentrations survive competitive and regulatory pressure.
- Execution on the current product or services cycle stays on schedule.
- The Street target range compresses as results clarify the contested assumptions.
Ask yourself honestly: how many of those would you bet on individually? Multiply your answers together.
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Bull case, bear case, assumptions, and what to watch next.
5. What to watch next
- Next earnings date: 2026-11-04
- Trailing and forward multiples versus the company's own history
- Segment growth rates in the next 10-Q / earnings release
- Material Form 4 and 13F changes
- Whether the Street high-to-low target spread narrows or widens
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Bull case, bear case, assumptions, and what to watch next.
6. What this note does not do
It doesn't tell you to buy or sell. It won't, ever.
You have the valuation in context, the strongest version of both cases, and the specific assumptions the current price depends on. What you do with that depends on your time horizon, your existing exposure, your risk tolerance, and what else you could do with the money — none of which we know.
If you want someone to tell you what to do, you want a licensed financial adviser, and that is a genuinely reasonable thing to want.
Educational and informational purposes only. Not investment advice and not a recommendation to buy or sell any security. GetStockReport is not a registered investment adviser. Figures are as of 2026-11-01 and go stale quickly — verify against primary sources before acting. All investments carry risk including loss of principal. Past performance does not guarantee future results.
8. Analyst ratings & targets
No recent activity
Analyst opinions change frequently. Past upgrades do not predict future returns.
9. Important news
Nov 5, 2026|Uber: 3 Key Takeaways for Long-Term Investors(Yahoo)
Uber is pausing big deals to integrate recent ones, so its capital will go to organic growth and buybacks instead of acquisitions.
Nov 4, 2026|Waymo Co-CEO Calls Uber Partnership 'Crapshoot' as Company Plots Its Exit(Yahoo)
Waymo plans to end its exclusive robotaxi partnership with Uber Technologies (NYSE:UBER) in Austin and Atlanta by January 2028. • Uber Technologies stock is trading near recent lows. What’s next for UBER stock? Currently, riders in both cities can book...
Nov 4, 2026|Apple Reportedly Tightens the Belt On Employee AI Budgets Amid Cost-Cutting Drive(Yahoo)
Apple Inc. is scaling back daily AI usage budgets for engineers and staff as part of a broader push to trim corporate spending, Bloomberg reported.
Nov 4, 2026|Uber Rises 5% on Q3 Beat as Robotaxi Push Turns to “Commercial Execution”(Yahoo)
Key TakeawaysUber stock jumped 5% today after third-quarter non-GAAP EPS of $0. 88 edged past estimates and Gross Bookings grew 20%.
Nov 4, 2026|Uber’s Growth Rides in Trucks & Food Delivery(Yahoo)
Rides fell 2% while freight jumped 34%.
News headlines are reported as-is. Verify important claims with original sources.
10. Insider Form 4 activity
| Date | Executive | Action | Shares | Value |
|---|---|---|---|---|
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 566 | — |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 885 | — |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 687 | — |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 490 | — |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 1,158 | — |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 606 | — |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 281 | $19,768.35 |
| Oct 16, 2026 | Krishnamurthy Balaji (A) (Chief Financial Officer) | Sell | 439 | $30,883.65 |
Form 4 filings are routine transactions. Scheduled sales (10b5-1 plans) are normal and not signals.
11. Institutional 13F holdings
| Fund | Shares | Position | Change |
|---|---|---|---|
| Vanguard Group | 171,865,941 | $14.0B | — |
| BlackRock | 7,166,000 | $7.7B | — |
| State Street | 89,691,411 | $6.5B | — |
| Invesco | 5,400,000 | $6.2B | — |
These are 45-day lagged filings (SEC requirement). Position changes happened in the past.
12. Earnings this week
No recent activity
Earnings dates are estimates and may shift. EPS estimates are consensus, not predictions.