Uber (UBER) is scheduled to report results for its fourth fiscal quarter before the market opens on Wednesday, February 4, with a conference call scheduled for 8:00 am ET. What to watch for:
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EXPECTATIONS: Last quarter, Uber reported Q3 EPS of $3.11 vs. $1.20 last year, and Q3 revenue of $13.47B versus consensus at $13.26B. For Q4, the company said it sees Q4 gross bookings between $52.25B-$53.75B, and Q4 adjusted EBITDA of $2.41B-$2.51B, which represents 31% to 36% year-over-year growth. Uber also said that it will introduce adjusted EPS guidance in Q1 2026.
Current consensus EPS and revenue forecasts for Uber’s Q4 stand at 78c and $14.32B, respectively, according to data from Yahoo Finance.
UPSIDE TO BOOKINGS: Last week, BofA lowered the firm’s price target on Buy-rated Uber to $110 from $119 ahead of the company’s Q4 report. Given industry data in Q4, the firm expects upside to bookings and revenue estimates, but notes that its EBITDA estimate at $2.47B is below the Street view at $2.48B as Uber has been investing upside in growth. With that said, it believes a modest beat is possible.
HEALTHY Q4: Stifel also lowered the firm’s price target on Uber to $105 from $122, while keeping a Buy rating on the shares. Third-party data suggests the e-commerce group had a “healthy” Q4 overall, though recent commentary from Amazon (AMZN) suggests there may be incremental pricing pressure on the consumer in 2026, the firm tells investors in a preview for the e-commerce and consumer app group.
FAVORABLE BACKDROP: Last month, KeyBanc cut the firm’s price target on Overweight-rated Uber to $105 from $110. The firm’s latest Mobility and Delivery Survey highlighted improving adoption rates across ridesharing, food delivery, and grocery delivery, causing it to raise 2026E EBITDA across the group. Uber maintains robust rideshare adoption and preference, KeyBanc says. Net, it views this as a favorable backdrop across its coverage universe but is adjusting its price target to reflect broader conservatism.
SENTIMENT: Click here to check out the recent Media Buzz Sentiment on Uber as measured by TipRanks.
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