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UBER · Analysis updated Nov 5, 2026, 9:51 AM ET
Why is UBER stock moving?
Uber rebounded after Q3 results. The stock closed Nov 4 at $69.87, up 4.9%, after an intraday high of $72.50. Volume was about 336K in the data provided, roughly double the recent daily levels, and it came off the 52-week low of $64.04. Revenue was $14.77B (+10%), gross bookings were $59.8B (+20%, a fifth straight quarter above 20%), and Delivery bookings rose 22%. Trailing-12-month free cash flow hit a record $10.4B. Weak points remain. Q4 adjusted EPS guidance of $0.95-$0.99 is below the $1.06 consensus. Mobility revenue fell 2% and missed estimates. Driver supply, fuel costs and the Middle East conflict are weighing on mobility. Waymo is unwinding its exclusive partnership, and BTIG cut its target on mobility deceleration. Fresh positives include Uber Eats being picked as Amazon's restaurant delivery partner, which lifted early Nov 5 trading to about $70-72. The relief rally came from low expectations. Gains were pared from the intraday high, so follow-through is not yet proven.
News behind the analysis
- Uber earnings analysis: questions answered and next catalystsQ3 adjusted EPS was $0.88 vs $0.86 expected, with record trailing-12-month free cash flow of $10.4B. The stock traded up about 7% midday.
- Uber Bookings Jump 20% as Profit Grows Faster: Rapid Earnings ReactionGross bookings rose 20% to $59.8B, a fifth straight quarter above 20%. Revenue grew 10%, and Q4 bookings guidance is $63.25B-$65.25B.
- Uber stock rises despite weaker profit forecastQ4 adjusted EPS guidance of $0.95-$0.99 is below the $1.06 estimate. The shares rose about 7% anyway.
- Crude Oil Down 5%; Uber Shares Jump After Q3 ResultsUber rose about 8% on Q3 revenue of $14.77B, up 10% year over year. The article notes the adjusted EPS miss against its cited consensus.
- Uber beats on revenue, CEO tells CNBC the company is 'investing significantly' to add driversMobility revenue fell 2% to $7.52B, below the estimate. Uber has committed about $10B to driverless vehicle partnerships.
- Uber Stock Jumps 3% as Strong Bookings Lift Investor ConfidenceThe Middle East conflict cut Q3 Mobility bookings growth by 75 bps and could cut 100 bps in Q4. Driver supply and fuel costs are also pressuring the ride-hailing business.
- Uber Shares Jump 7% Post-Earnings Before Cautious Outlook Trims Bullish ForecastShares hit an intraday high of $72.50, then closed up 4.9% at $69.89. Driver shortages in India, parts of Europe and Latin America raised incentive spending.
- Uber Climbs 7% Despite Soft Profit Outlook as Delivery Strength ShinesDelivery bookings rose 22% in Q3. Lyft rose 11% and DoorDash 7% on the day.
- Uber Technologies shares climb 5% following better-than-expected earningsVolume was about 36.9M shares, roughly double the average. BTIG cut its target from $100 to $90 and kept a buy rating.
- Uber: UBER Stock Price Quote & NewsUber Eats was selected as Amazon's new restaurant delivery partner. Shares traded between $70.08 and $72.38 on Nov 5.