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Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus
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Uber reported better-than-expected revenue in its fourth-quarter earnings report on Feb. 4 before market open, but softer profit guidance for the current period weighed on sentiment. Shares fell about 5% following the announcement.
Inside the Results
Uber reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share (EPS) of 71 cents missed the Zacks Consensus Estimate of 79 cents and declined 77.8% year over year.
Higher taxes and initiatives aimed at offering more affordable rides to attract users and increase bookings weighed on profitability. Uber reported 202 million monthly active platform consumers during the fourth quarter, up 18% year over year.
Total revenues of $14.3 billion outpaced the Zacks Consensus Estimate of $14.2 billion. The top line jumped 20.1% year over year on a reported basis and 19% on a constant currency basis.
Mobility and Delivery Drive Growth
Uber’s mobility segment, which includes its ride-hailing platform, generated revenue of $8.2 billion, up about 18% year over year on a constant currency basis. Delivery revenue climbed 29% to $4.9 billion. Analysts were expecting mobility revenue of $8.3 billion and delivery revenue of $4.72 billion, according to StreetAccount, as quoted on CNBC.
Gross Bookings Beat Expectations
Uber reported gross bookings of $54.1 billion for the quarter, exceeding the average analyst estimate of $53.1 billion, according to StreetAccount, as mentioned on CNBC.
Delivery Business: A Key Growth Driver
The company’s strongest revenue growth came from its delivery business, which has expanded beyond restaurants into groceries and retail. Partnerships with OpenTable, Shopify, and several retail brands outside the country contributed to expansion.
UBER’s 1Q26 Guidance
For the first quarter, gross bookings are expected to rise at least 17% year over year to between $52 billion and $53.5 billion.Adjusted EPS is expected to be in the range of $0.65-$0.72, reflecting year-over-year growth of 37% at the midpoint. The Zacks Consensus Estimate is pegged at 76 cents per share.
ETF Impact
Uber is heavy on exchange-traded funds (ETFs) like Roundhill UBER WeeklyPay ETF (UBEW - Free Report) , iShares US Transportation ETF (IYT - Free Report) , Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ - Free Report) and Pathfinder Focused Opportunities ETF (PFOE - Free Report) . UBEW lost 7.1% on Feb. 4, IYT gained 1.5%, CABZ lost 1.8% and PFOE was off 0.5% on the day.
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Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus
Uber reported better-than-expected revenue in its fourth-quarter earnings report on Feb. 4 before market open, but softer profit guidance for the current period weighed on sentiment. Shares fell about 5% following the announcement.
Inside the Results
Uber reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share (EPS) of 71 cents missed the Zacks Consensus Estimate of 79 cents and declined 77.8% year over year.
Higher taxes and initiatives aimed at offering more affordable rides to attract users and increase bookings weighed on profitability. Uber reported 202 million monthly active platform consumers during the fourth quarter, up 18% year over year.
Total revenues of $14.3 billion outpaced the Zacks Consensus Estimate of $14.2 billion. The top line jumped 20.1% year over year on a reported basis and 19% on a constant currency basis.
Mobility and Delivery Drive Growth
Uber’s mobility segment, which includes its ride-hailing platform, generated revenue of $8.2 billion, up about 18% year over year on a constant currency basis. Delivery revenue climbed 29% to $4.9 billion. Analysts were expecting mobility revenue of $8.3 billion and delivery revenue of $4.72 billion, according to StreetAccount, as quoted on CNBC.
Gross Bookings Beat Expectations
Uber reported gross bookings of $54.1 billion for the quarter, exceeding the average analyst estimate of $53.1 billion, according to StreetAccount, as mentioned on CNBC.
Delivery Business: A Key Growth Driver
The company’s strongest revenue growth came from its delivery business, which has expanded beyond restaurants into groceries and retail. Partnerships with OpenTable, Shopify, and several retail brands outside the country contributed to expansion.
UBER’s 1Q26 Guidance
For the first quarter, gross bookings are expected to rise at least 17% year over year to between $52 billion and $53.5 billion.Adjusted EPS is expected to be in the range of $0.65-$0.72, reflecting year-over-year growth of 37% at the midpoint. The Zacks Consensus Estimate is pegged at 76 cents per share.
ETF Impact
Uber is heavy on exchange-traded funds (ETFs) like Roundhill UBER WeeklyPay ETF (UBEW - Free Report) , iShares US Transportation ETF (IYT - Free Report) , Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ - Free Report) and Pathfinder Focused Opportunities ETF (PFOE - Free Report) . UBEW lost 7.1% on Feb. 4, IYT gained 1.5%, CABZ lost 1.8% and PFOE was off 0.5% on the day.