| UBER |
Report |
Gross Bookings (Q2 2026) |
BEAT |
pred ~$57.9B vs. cons ~$57.2B |
MEDIUM |
| UBER |
Report |
Adjusted EBITDA (Q2 2026) |
BEAT |
pred ~$2.82B vs. cons ~$2.77B |
MEDIUM |
| UBER |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$0.87 vs. cons ~$0.83 |
MEDIUM |
| UBER |
Guide |
Q3 2026 Gross Bookings growth (YoY, constant currency) |
LOWER |
guide ~19% vs. cons ~20% (Q3 2026) |
MEDIUM |
| UBER |
Guide |
Q3 2026 Adjusted EBITDA |
UNCHANGED |
guide ~$2.95B vs. cons ~$2.93B (Q3 2026) |
MEDIUM |
| UBER |
Guide |
Delivery Hero deal EPS accretion (Year 3) |
UNCHANGED |
guide ~8% vs. cons/prior guide ~8% (by FY2028/Year 3 post-close) |
LOW |
| UBER |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| UBER |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A clean Q2 beat on Bookings/EBITDA/EPS should drive an initial positive pop (stock has already de-risked somewhat after the July Waymo-driven selloff, bouncing off $65.94 back to ~$72), but the Q3 guide signaling growth deceleration to ~19% GB growth (down from >21% streak) implies implicit cuts to out-period Mobility/Delivery estimates even as the current quarter beats. Combined with unresolved overhangs (escalating Waymo/labor tension into DC AV legislation, Delivery Hero financing/integration risk, and AV competitive share questions in SF/LA), analysts are likely to trim FY26/FY27 estimates on the back-half deceleration, causing the initial beat-driven pop to partially fade over the following days rather than sustain a full follow-through move. |
MEDIUM |