Uber Poised For Solid Demand, Mobility Growth Ahead Of Q4 Earnings, Analysts Say - Uber Technologies (NYSE:UBER)

Core Insights - Analysts predict a strong demand environment for Uber Technologies Inc. ahead of its Q4 earnings call, driven by favorable factors such as reduced insurance premiums and solid demand for its mobility services [1][2]. Group 1: Financial Performance - Uber's gross bookings, which include rides and eats, are expected to exceed prior guidance, with FY26 bookings projected to grow in the "high teens %" [3]. - The company is anticipated to report EBITDA growth above the guided range of $2.41 billion to $2.51 billion [3]. - In Q3, Uber reported an adjusted EPS of 81 cents, surpassing market estimates of 69 cents, and generated $13.47 billion in revenue, exceeding the analyst consensus of $13.28 billion, reflecting a 20% year-over-year increase [5]. Group 2: Strategic Focus - Updates on Uber's autonomous vehicle (AV) strategy are expected to be a key focus during the earnings call, with analysts noting that while debates on AV may not be resolved soon, strong Q4 results could act as a positive catalyst for the company's shares [4]. Group 3: Market Reaction - Following the positive earnings report, Uber's stock surged 0.42% to $81.18 during after-hours trading [6].