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Uber (UBER) Down 2.2% Since Last Earnings Report: Can It Rebound?
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It has been about a month since the last earnings report for Uber Technologies (UBER - Free Report) . Shares have lost about 2.2% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Uber due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Uber Technologies, Inc. before we dive into how investors and analysts have reacted as of late.
UBER Q3 Earnings Tops Estimates
Uber Technologies reported solid second-quarter 2025 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Quarterly earnings per share of 63 cents outpaced the Zacks Consensus Estimate by a penny and improved 34% year over year.
Total revenues of $12.65 billion outpaced the Zacks Consensus Estimate of $12.45 billion. The top line jumped 18% year over year on a reported basis as well as on a constant currency basis.
In the reported quarter, the majority (56.3%) of the company’s revenues came from Mobility. Revenues from this segment jumped 19% year over year on a reported basis and 18% on a constant currency basis to $7.28 billion. The actual segmental sales figure was above our expectation of $7.15 billion.
Revenues from the Delivery segment increased 25% year over year on a reported basis and 23% on a constant currency basis to $4.10 billion. The actual segmental sales figure was above our expectation of $3.90 billion.
Freight revenues were $1.26 billion, down 1% year over year on a reported basis as well as on a constant currency basis. The actual segmental sales figure was below our expectation of $1.29 billion.
Adjusted EBITDA in the second quarter surged 35% to $2.11 billion. The reported figure lies within the guided range of $2.02 -$2.12 billion.
Gross bookings from Mobility improved 16% year over year on a reported basis and 18% on a constant currency basis to $23.76 billion. Gross bookings from Delivery augmented 20% year over year on a reported basis as well as on a constant currency basis to $21.73 billion. Gross bookings from Freight came in at $1.26 million in the second quarter, down 1% year over year on a reported basis as well as on a constant currency basis.
Total gross bookings ascended 17% year over year on a reported basis and 18% on a constant currency basis to $46.75 billion. The reported figure lies within the guided range of $45.75 billion - $47.25 billion.
Uber exited the second quarter with cash and cash equivalents of $6.43 billion compared with $5.13 billion at the end of the prior quarter. Long-term debt, net of the current portion came in at $9.57 billion compared with $8.35 billion at the end of prior quarter.
Operating cash flow came in at $2.56 billion in the reported quarter. The free cash flow was $2.47 billion.
UBER’s 3Q25 Guidance
For the third quarter of 2025, Uber expects gross bookings of$48.25 billion to $49.75 billion, indicating year-over-year growth of 17-21% on a constant currency basis.
The adjusted EBITDA is estimated to be in the range of $2.19 billion to $2.29 billion, suggesting year-over-year growth of 30% to 36%.
How Have Estimates Been Moving Since Then?
It turns out, estimates review have trended upward during the past month.
The consensus estimate has shifted 7.24% due to these changes.
VGM Scores
Currently, Uber has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Uber has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry Player
Uber is part of the Zacks Internet - Services industry. Over the past month, Zillow (Z - Free Report) , a stock from the same industry, has gained 4.1%. The company reported its results for the quarter ended September 2025 more than a month ago.
Zillow reported revenues of $676 million in the last reported quarter, representing a year-over-year change of +16.4%. EPS of $0.44 for the same period compares with $0.35 a year ago.
For the current quarter, Zillow is expected to post earnings of $0.42 per share, indicating a change of +55.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
Zillow has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.
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Uber (UBER) Down 2.2% Since Last Earnings Report: Can It Rebound?
It has been about a month since the last earnings report for Uber Technologies (UBER - Free Report) . Shares have lost about 2.2% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Uber due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Uber Technologies, Inc. before we dive into how investors and analysts have reacted as of late.
UBER Q3 Earnings Tops Estimates
Uber Technologies reported solid second-quarter 2025 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Quarterly earnings per share of 63 cents outpaced the Zacks Consensus Estimate by a penny and improved 34% year over year.
Total revenues of $12.65 billion outpaced the Zacks Consensus Estimate of $12.45 billion. The top line jumped 18% year over year on a reported basis as well as on a constant currency basis.
In the reported quarter, the majority (56.3%) of the company’s revenues came from Mobility. Revenues from this segment jumped 19% year over year on a reported basis and 18% on a constant currency basis to $7.28 billion. The actual segmental sales figure was above our expectation of $7.15 billion.
Revenues from the Delivery segment increased 25% year over year on a reported basis and 23% on a constant currency basis to $4.10 billion. The actual segmental sales figure was above our expectation of $3.90 billion.
Freight revenues were $1.26 billion, down 1% year over year on a reported basis as well as on a constant currency basis. The actual segmental sales figure was below our expectation of $1.29 billion.
Adjusted EBITDA in the second quarter surged 35% to $2.11 billion. The reported figure lies within the guided range of $2.02 -$2.12 billion.
Gross bookings from Mobility improved 16% year over year on a reported basis and 18% on a constant currency basis to $23.76 billion. Gross bookings from Delivery augmented 20% year over year on a reported basis as well as on a constant currency basis to $21.73 billion. Gross bookings from Freight came in at $1.26 million in the second quarter, down 1% year over year on a reported basis as well as on a constant currency basis.
Total gross bookings ascended 17% year over year on a reported basis and 18% on a constant currency basis to $46.75 billion. The reported figure lies within the guided range of $45.75 billion - $47.25 billion.
Uber exited the second quarter with cash and cash equivalents of $6.43 billion compared with $5.13 billion at the end of the prior quarter. Long-term debt, net of the current portion came in at $9.57 billion compared with $8.35 billion at the end of prior quarter.
Operating cash flow came in at $2.56 billion in the reported quarter. The free cash flow was $2.47 billion.
UBER’s 3Q25 Guidance
For the third quarter of 2025, Uber expects gross bookings of$48.25 billion to $49.75 billion, indicating year-over-year growth of 17-21% on a constant currency basis.
The adjusted EBITDA is estimated to be in the range of $2.19 billion to $2.29 billion, suggesting year-over-year growth of 30% to 36%.
How Have Estimates Been Moving Since Then?
It turns out, estimates review have trended upward during the past month.
The consensus estimate has shifted 7.24% due to these changes.
VGM Scores
Currently, Uber has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Uber has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry Player
Uber is part of the Zacks Internet - Services industry. Over the past month, Zillow (Z - Free Report) , a stock from the same industry, has gained 4.1%. The company reported its results for the quarter ended September 2025 more than a month ago.
Zillow reported revenues of $676 million in the last reported quarter, representing a year-over-year change of +16.4%. EPS of $0.44 for the same period compares with $0.35 a year ago.
For the current quarter, Zillow is expected to post earnings of $0.42 per share, indicating a change of +55.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
Zillow has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.