Uber (UBER)
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-10-29
$65.74+0.72%
Close 2026-10-29 · 1-day change
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put UBER beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase Adjusted EBITDA to at least $2.48 billion: Direct metric needs a verified mapping.
View ThesisRanks among the strongest in its industry on quality — around the top 16%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskUber’s case rests on growing bookings and trips, supported by strategic expansion, despite slowing revenue growth. Revenue growth eased from 20% to 14% to 12%; Q2 FY2026 missed EPS consensus. It trades at 14× P/E versus a 23× peer median; expectations look modest versus our view. The next-quarter miss probability is 26%, and the latest quarter missed. The thesis pillar calling for at least $2.48 billion in Adjusted EBITDA needs verified mapping. Peer multiples imply a price about 42% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. UBER is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 51 analysts currently covering UBER (as of Oct 2026).
Based on 12 Wall Street analysts offering 12-month price targets for UBER in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UBER Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put UBER next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Gross Bookings and Trips globally
Restored licences reopen service in Chandigarh after suspension, supporting continued local operations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $65.74
The last 12 months of price, then the range of analyst 12-month targets from today’s $65.74.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Australian class action over driver assaults creates litigation, reputation, and potential safety-cost exposure.
Uber defeats a substantial London cabbies' claim, reducing a localized legal overhang.
Proposed DC rules could raise fares and reduce driver supply, threatening local growth and affordability.
Dismissal of a £250 million driver suit removes a substantial legal overhang.
Plans for self-driving service in Manchester extend Uber's robotaxi reach and mobility offering.
Robotaxi trial launch in Manchester is a concrete product and market expansion step.
Threatens: Drive profitable growth with increased Adjusted EBITDA and EPS
Freight chief prioritizes revenue investment ahead of profit, highlighting near-term profitability trade-offs.