Uber (UBER) Upgraded to Buy by Multiple Analysts Amid Strong Earnings Momentum

Uber Technologies (UBER) has received upgraded analyst ratings, with two major firms raising their recommendations to 'Buy' from 'Hold,' citing improved profitability and expanding delivery revenue. The move follows a quarter where UBER reported adjusted EBITDA of $1.4 billion, a 22% year-over-year increase.

Uber Technologies (UBER) has gained traction among Wall Street analysts, with two independent research firms upgrading the stock to 'Buy' within the past 24 hours. The upgrades reflect growing confidence in Uber’s operational resilience and long-term monetization strategy across its ride-hailing and Uber Eats platforms. The shift follows UBER’s most recent quarterly report, which revealed adjusted EBITDA of $1.4 billion—up 22% year-over-year—and a 17% increase in gross bookings to $35.6 billion. These results exceeded consensus estimates and signaled stronger-than-expected demand in North America and Europe, particularly in the food delivery segment, which now accounts for 42% of total gross bookings. Analysts highlighted the company’s progress in reducing losses in its international markets, with Europe turning profitable in Q4 2025, and noted that Uber Eats' gross margin improved to 28%, up from 24% in the same period last year. The positive trends have led to revised full-year 2026 revenue forecasts averaging $58.3 billion, a 14% increase from prior expectations. The stock reacted positively, with UBER rising 4.3% in early trading. Investors in the consumer discretionary and technology sectors are closely watching the momentum, particularly as the company continues to expand its AI-driven dispatch systems and autonomous vehicle testing in Austin and Pittsburgh.