Uber Technologies is expected to report Q3 2026 revenue of $14.67 billion and earnings of $0.94 per share, with the stock currently trading near $66.71 against an average analyst price target of $102.33.
Investors are primarily focused on Gross Bookings, as management's guidance of $58.25 billion to $60.25 billion reflects the company's ability to maintain high-teen growth in a maturing market.
Supporting this focus is the company's autonomous vehicle strategy, including a $10 billion multi-year investment plan and a year-end target of 15 active AV cities. While earnings comparisons are distorted by a massive one-time tax benefit in the prior-year period, analysts remain bullish on continued margin expansion and cash flow generation from the core mobility and delivery segments.