| UBER |
Report |
Gross Bookings |
BEAT |
pred ~$58.05B vs. cons $57.25B |
MEDIUM |
| UBER |
Report |
Adjusted EBITDA |
BEAT |
pred ~$2.86B vs. cons $2.78B |
MEDIUM |
| UBER |
Report |
Non-GAAP EPS |
BEAT |
pred ~$0.85 vs. cons $0.81 |
MEDIUM |
| UBER |
Guide |
Q3 Gross Bookings |
BETTER |
guide ~$60.40B vs. cons $59.75B (2026Q3) |
MEDIUM |
| UBER |
Guide |
Q3 Adjusted EBITDA |
BETTER |
guide ~$2.99B vs. cons $2.92B (2026Q3) |
MEDIUM |
| UBER |
Guide |
Q3 Non-GAAP EPS |
BETTER |
guide ~$0.88 vs. cons $0.84 (2026Q3) |
LOW |
| UBER |
Guide |
Capital-allocation commentary |
LOWER |
guide ~$2.0B quarterly buybacks vs. cons $3.0B (2026H2 quarterly run-rate) |
MEDIUM |
| UBER |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| UBER |
Return |
5-day cumulative residual |
+1.2% (FADE) |
A ~$0.04 EPS beat versus ~$0.81 consensus and ~$0.07B EBITDA beat versus ~$2.78B consensus should support an initial positive reaction, but the residual likely fades from +2.8% on day 1 to +1.2% by day 5 as investors weigh reduced ~$2.0B buyback capacity versus a ~$3.0B consensus run-rate and strategic AV/Delivery Hero spending. |
MEDIUM |