| UBER |
Report |
Gross Bookings |
BEAT |
pred ~$58.0B vs. cons $57.2B |
MEDIUM |
| UBER |
Report |
Adjusted EBITDA |
BEAT |
pred ~$2.83B vs. cons $2.77B |
MEDIUM |
| UBER |
Report |
Non-GAAP EPS |
BEAT |
pred ~$0.85 vs. cons $0.83 |
LOW |
| UBER |
Guide |
Q3'26 Gross Bookings guide |
UNCHANGED |
guide ~$60.0B vs. cons ~$60.0B (Q3'26) |
LOW |
| UBER |
Guide |
Q3'26 Adj. EBITDA guide |
BETTER |
guide ~$3.0B vs. cons ~$2.95B (Q3'26) |
LOW |
| UBER |
Guide |
Mobility Gross Bookings (AV referendum) |
BETTER |
pred ~$29.3B vs. cons $28.97B (Q2'26) |
LOW |
| UBER |
Guide |
Uber One members |
BETTER |
pred ~53M vs. 50M prior (Q2'26) |
MEDIUM |
| UBER |
Guide |
AV/Waymo commentary (swing factor) |
UNKNOWN |
30+ AV partners vs. 1 (Waymo) exclusivity ending ~Q1 2028 |
MEDIUM |
| UBER |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| UBER |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Base case is a clean Q2 beat (GB ~$58B, EBITDA ~$2.83B) plus reassuring AV framing, driving a relief pop from depressed, AV-overhang-pressured levels (~$72, down mid-teens YTD, gapped to $66 on the July 24 Waymo-exclusivity-exit news). But the pop fades over 5 days on out-period math: a Q3 GB guide implying decelerating growth (~+21% cc Q1/Q2 trending toward ~18-19%) trims forward estimates even after the beat, and the unresolved Waymo/Tesla AV overhang caps multiple re-rating. Elevated Street EPS ($0.83, above the $0.78-0.82 guide) also raises the bar. Net: initial +3% residual fades toward +1%. |
LOW |