Ride sharing and on-demand delivery platform Uber (NYSE:UBER) will be reporting earnings this Wednesday before the bell. Here’s what to look for.
Uber beat analysts’ revenue expectations by 1.5% last quarter, reporting revenues of $13.47 billion, up 20.4% year on year. It was a satisfactory quarter for the company, with strong growth in its users but a slight miss of analysts’ EBITDA estimates. It reported 189 million users, up 17.4% year on year.
Is Uber a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Uber’s revenue to grow 19.9% year on year to $14.34 billion, in line with the 20.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.69 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Uber has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.1% on average.
Looking at Uber’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Meta delivered year-on-year revenue growth of 23.8%, beating analysts’ expectations by 2.5%, and Netflix reported revenues up 17.6%, topping estimates by 0.7%. Meta traded up 10.5% following the results while Netflix was down 2.2%.
Read our full analysis of Meta’s results here and Netflix’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.7% on average over the last month. Uber’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $109.57 (compared to the current share price of $81.03).
When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
