Uber (UBER)
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-09-14
$72.63+1.34%
Close 2026-09-14 · 1-day change
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-09-14
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: Q2 FY26 EBITDA $2.07B vs $2.48B target; Q3 FY26 guidance $2.75B.
View ThesisRanks among the strongest in its industry on quality — around the top 17%.
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 34% in its worst 12-month stretch.
View RiskUber's growth in autonomous vehicles and strategic acquisitions is critical to its future. Revenue grew 12% year over year, but the latest quarter missed expectations. It trades at 16× P/E versus a peer median of 24×, indicating the price reflects less growth than forecasted. A significant risk is the need to increase Adjusted EBITDA to at least $2.48 billion, as the latest figure was $2.08 billion. Peer multiples imply a price about 36% above where it trades. The thesis is on watch due to pressure on a primary pillar.
Trailing returns as of 2026-09-14. UBER is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 53 analysts currently covering UBER (as of Sep 2026).
Based on 15 Wall Street analysts offering 12-month price targets for UBER in the last 4 months.
Continue this research
Compare UBER with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| 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 2026-09-14. 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: Expand strategic M&A and market presence in Turkey
New partnership enhances market presence and logistics capabilities.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $72.63
The last 12 months of price, then the range of analyst 12-month targets from today’s $72.63.
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.
Threatens: Drive profitable growth with increased Adjusted EBITDA and EPS
Price reduction may impact profitability and Adjusted EBITDA.
Advances: Drive profitable growth with increased Adjusted EBITDA and EPS
Layoffs suggest cost control, aiding profitability.
Advances: Increase Gross Bookings and Trips globally
Cheaper rides could increase Gross Bookings and Trips globally.
Threatens: Increase Gross Bookings and Trips globally
Exiting markets may reduce global trip growth potential.
Advances: Drive profitable growth with increased Adjusted EBITDA and EPS
AV ambitions align with profitable growth objectives.
Advances: Increase Gross Bookings and Trips globally
Lower prices could increase Gross Bookings and Trips globally.
Advances: Increase Gross Bookings and Trips globally
Growth in membership indicates increased market penetration.
