Uber Technologies (NYSE:UBER) will share details on its ride-hail and Uber Eats businesses when the company reports fourth-quarter financial results Wednesday before market open. Investors may want to hear more about the company's robotaxi plans going forward.
Here are the earnings estimates, analyst ratings and key items to watch.
Uber Q4 Earnings Estimates
Analysts expect Uber to report fourth-quarter revenue of $14.31 billion, up from $11.96 billion in last year's fourth quarter, according to data from Benzinga Pro.
The company has beaten analyst estimates for revenue in two straight quarters and in eight of the last 10 quarters overall.
Analysts expect Uber to report fourth-quarter earnings per share of 78 cents, up from 23 cents per share in last year's fourth quarter.
The company has beaten analyst estimates for earnings per share in three straight quarters and in seven of the last 10 quarters overall.
Uber Analyst Ratings And Price Targets
Wedbush analysts recently said that investors should have "incremental caution" about the mobility and delivery sector for the fourth-quarter earnings season, including Uber.
The analysts said that estimates are achievable, but cautioned that upside potential for Uber and peers could be limited given the continued macro uncertainties.
Wedbush maintained a Neutral rating and $78 price target on Uber ahead of the earnings report.
Here are other analyst ratings on Uber and their price targets:
- Needham: Reiterated Buy rating with price target of $109
- Stifel: Maintained Buy rating, lowered price target from $122 to $105
- Guggenheim: Reiterated Buy rating with price target of $135
- KeyBanc: Maintained Overweight rating, lowered price target from $110 to $105
- BTIG: Reiterated Buy rating with price target of $100
Key Items To Watch For Uber's Q4 Results
Uber's financial results will center on mobility and delivery. Along with wanting more details on future financial guidance, investors and analysts could quickly turn their attention to robotaxis.
Uber has partnerships with the likes of Waymo, Lucid, Nvidia, Weride and more on robotaxi efforts.
Tesla Inc (NASDAQ:TSLA) recently reported its quarterly financial results and attention quickly shifted towards robotaxis. The company is ending production of several business models to focus on humanoid robots and Tesla is also expanding its robotaxi areas around the United States.
The robotaxi sector could have room for multiple players and grow over time, but Tesla CEO Elon Musk has made his intentions clear to dominate the field and not partner with others. This could open up opportunities for the likes of Uber, which already has a massive customer base willing to pay for rides in big cities.
Uber has generated interest from key players wanting to get into robotaxis or expand in the sector. The key partnerships with Waymo and Nvidia could be key topics during the company's earnings call.
The last conference call saw the company mention that robotaxis could be unprofitable in their first few years. The comment may have spooked some investors.
Whether profitable or not, investors want more details on robotaxis from Uber and the new comments or lack of comments could determine which direction Uber's stock trades later this week.
Third-quarter results saw year-over-year gains for mobility and delivery, with delivery up 29% year-over-year. The company also saw strong gross bookings for both mobility and delivery.
Uber Stock Price Action
Uber shares are down 4.1% to $77.51 on Tuesday versus a 52-week trading range of $60.63 to $101.99. Uber shares are down 6.4% year-to-date in 2026 and up over 15% in the last 52 weeks.
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