UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth

• In Q4, the San Francisco‑based company saw trips completed on its platforms rise by about 22% YoY to approximately 3.8 billion.
• Uber ended the quarter with unrestricted cash, short‑term securities, and equivalents totaling $7.6 billion.
• Looking ahead, Uber forecasts Q1 adjusted EPS in the range of $0.65 to $0.72. 

Uber Technologies, Inc. (UBER) posted strong financial results for the fourth quarter (Q4), reporting strong demand across its ride‑hailing and delivery platforms. 

Revenue reached $14.4 billion, up 20% year-on-year (YoY) and adjusted earnings per share (EPS) was $0.71. While revenue exceeded the analysts consensus estimate of $14.3 billion, EPS came in below the estimate of $0.78, according to Fiscal AI data. 

Following the earnings release, Uber stock traded over 8% lower in Wednesday’s premarket. However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours. 

Uber Demand Remains Strong: Trips, Gross Bookings Hit Record

During the three months ended Dec. 31, 2025, the San Francisco‑based company saw trips completed on its platforms rise by about 22% YoY to approximately 3.8 billion. Gross Bookings, which measure the total value of transactions across its services, climbed 22% YoY to $54.1 billion.

Uber ended the quarter with unrestricted cash, short‑term securities, and equivalents totaling $7.6 billion. Operating cash flow was $2.9 billion with a free cash flow of $2.8 billion.

“Uber accelerated into another record-breaking quarter, with more than 200 million monthly users completing more than 40 million trips every day—our largest and most engaged consumer base ever.”

- Dara Khosrowshahi, CEO, Uber 

Uber’s Q1 2026 Outlook 

Looking ahead, Uber projected that first‑quarter (Q1) 2026 gross bookings would fall between $52 billion and $53.5 billion. The company also forecast adjusted EPS in the range of $0.65 to $0.72. 

“We enter 2026 with a rapidly growing topline, significant cash flow, and a clear path to becoming the largest facilitator of AV trips in the world,” Khosrowshahi added. 

UBER stock has gained over 11% in the last 12 months. 

Also See: Apple Reports Temporary Outage Across Apple TV, iTunes Services

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