UBER Uber Technologies, Inc
Price Chart
Executive Summary
On February 5, 2026, Citizens upgraded Uber Technologies (UBER) from Market Perform to Market Outperform, setting a price target of $100. The move came as part of a 14-firm cluster of analyst actions on the same day, though most other firms reiterated existing ratings. Citizens' track record is poor at 38% accuracy on 137 calls with an average return of -6.6%, making this upgrade less credible. The consensus is overwhelmingly bullish: 51 of 61 analysts (83.6%) rate UBER a Buy, with a mean price target of $103.46 implying 38.7% upside from the current $74.61. Recent EPS revisions are mixed, with slight downward pressure over the past 30 days (4 up vs 4 down for the fiscal year). Insider activity shows a notable sell by a key executive in March, while institutional moves are split — FMR trimmed 48% but Norges Bank initiated a $2.5B position and Renaissance Technologies doubled its stake. Next earnings are due May 5, 2026, adding a near-term catalyst. Overall, the bullish consensus and mean target support the positive view, but the upgrade from a low-accuracy firm and mixed cross-platform signals temper conviction.
Impact Score
Consensus & Targets
Of 61 analysts covering UBER, 16 rate it Strong Buy, 35 Buy, 9 Hold, 1 Sell, and 0 Strong Sell. This translates to 83.6% Buy-side (Strong Buy + Buy), 14.8% Hold, and 1.6% Sell. The consensus is strongly bullish.
Current price: $74.61. Mean target: $103.46 (implied upside 38.7%). Median target: $105. High: $150. Low: $70. Citizens' $100 target is 3.3% below the mean, placing it slightly below consensus but above the low.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-28 | Citizens | reiterate | Market Outperform | $100.00 |
| 2026-04-27 | Guggenheim | reiterate | Buy | $125.00 |
| 2026-03-30 | Wells Fargo | maintain | Overweight | $95.00 |
| 2026-03-17 | BTIG | reiterate | Buy | $100.00 |
| 2026-03-04 | BTIG | reiterate | Buy | $100.00 |
| 2026-02-23 | DA Davidson | maintain | Buy | $105.00 |
| 2026-02-18 | Guggenheim | maintain | Buy | $125.00 |
| 2026-02-06 | Citigroup | maintain | Buy | $110.00 |
| 2026-02-05 | JP Morgan | maintain | Overweight | $105.00 |
| 2026-02-05 | RBC Capital | reiterate | Outperform | $105.00 |
Over the past 30 days, there have been 0 net upgrades and 0 net downgrades, though numerous reiterations. EPS revision trends: 30-day revisions for the current quarter show 1 up and 3 down; next quarter 0 up and 5 down; full fiscal year 4 up and 4 down. Estimates are slightly trending lower near term.
Firm Track Record — Citizens
Citizens accuracy: 38% on 137 calls | avg return: -6.6%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Piper Sandler | 100% | 5/5 | 12.4% | top tier |
| Wolfe Research | 100% | 2/2 | 9.2% | top tier |
| Goldman Sachs | 100% | 3/3 | 12.8% | top tier |
| Roth MKM | 100% | 2/2 | 6.9% | top tier |
| JP Morgan | 80% | 4/5 | 16.2% | top tier |
| Needham | 80% | 12/15 | 11% | top tier |
| Citigroup | 80% | 4/5 | 7.4% | top tier |
| Keybanc | 75% | 3/4 | 6.3% | top tier |
| TD Cowen | 75% | 3/4 | 12.5% | top tier |
| Evercore ISI Group | 75% | 3/4 | 7.4% | top tier |
Citizens has a 38% accuracy rate on 137 rated calls, with an average return of -6.6%. This ranks poorly among covering firms. Top performers include Piper Sandler (100% on 5, +12.4% avg return), Goldman Sachs (100% on 3, +12.8%), and JPMorgan (80% on 5, +16.2%). Citizens' poor record reduces the signal value of this upgrade.
Earnings Estimates
Next earnings: May 5, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $0.72 | $0.49 — $0.99 | $13.3B | ↑0 ↓0 |
| +1q | $0.81 | $0.64 — $1.11 | $14.2B | ↑0 ↓0 |
| 0y | $3.37 | $2.74 — $4.70 | $58.3B | ↑2 ↓0 |
| +1y | $4.34 | $2.92 — $5.78 | $66.7B | ↑2 ↓0 |
Cross-Platform Signals
Insider activity is mixed: a $2.23M sell by Krishnamurthy Nikki on March 16 outweighs a $3.78K buy by Balaji. Congressional trades show two small sells and one small buy. Institutional flows are divergent: FMR trimmed 48.2% ($2.58B position), while Norges Bank initiated a $2.5B stake, Mawer added 231%, and Renaissance Technologies added 368%. Short interest data is unavailable. The analyst upgrade aligns with net institutional buying by some large funds but contrasts with insider selling.
Actionable Insight
The upgrade from a low-accuracy firm adds limited conviction, but the overwhelmingly bullish consensus and mean target of $103.46 (38.7% upside) support a positive bias. With earnings due May 5, traders should watch for revenue and guidance confirmation; the cluster of analyst actions in early February may have been early, but recent reiterations keep the bullish narrative intact.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $75.21 $71.02 | ▼ −5.57% | ▼ −6.12% | $70.06 (−6.84%) |
|
May 12, 2026
29d ago
|
Court Ruling
| $76.36 $75.08 | ▼ −1.67% | ▼ −1.75% | $70.06 (−8.25%) |
|
May 11, 2026
29d ago
|
8-K
| $76.11 $75.07 | ▼ −1.37% | ▼ −1.28% | $70.06 (−7.94%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $75.21 $71.02 | ▼ −5.57% | ▼ −6.12% | $70.06 (−6.84%) |
|
Apr 20, 2026
7w ago
|
DEFA14A
| $77.23 $74.10 | ▼ −4.05% | ▼ −5.14% | $70.06 (−9.28%) |
|
Mar 23, 2026
11w ago
|
DEFA14A
| $72.31 $71.93 | ▼ −0.52% | ▼ −0.10% | $70.06 (−3.11%) |
|
Mar 4, 2026
14w ago
|
Court Ruling
| $76.65 $74.80 | ▲ +2.41% | ▲ +1.08% | $70.06 (+8.59%) |
US Market Status
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