Benzinga·2026-02-03 21:20Core Viewpoint - Uber Technologies is set to report its fourth-quarter financial results, with a focus on its ride-hail and Uber Eats businesses, as well as future plans for robotaxis [1] Earnings Estimates - Analysts expect Uber to report fourth-quarter revenue of $14.31 billion, an increase from $11.96 billion in the same quarter last year [2] - Earnings per share are anticipated to be 78 cents, up from 23 cents per share in the previous year's fourth quarter [2] - The company has consistently beaten revenue estimates in two consecutive quarters and in eight of the last ten quarters overall [2] Analyst Ratings and Price Targets - Wedbush analysts advise "incremental caution" regarding the mobility and delivery sector, maintaining a Neutral rating and a price target of $78 for Uber [4] - Other analysts have provided various ratings and price targets, including: - Needham: Buy rating with a price target of $109 - Stifel: Buy rating, price target lowered from $122 to $105 - Guggenheim: Buy rating with a price target of $135 - KeyBanc: Overweight rating, price target lowered from $110 to $105 - BTIG: Buy rating with a price target of $100 [9] Key Items to Watch - The upcoming financial results will focus on mobility and delivery, with particular interest in future financial guidance and robotaxi developments [5] - Uber has established partnerships with companies like Waymo, Lucid, Nvidia, and Weride for its robotaxi initiatives [5] - The robotaxi sector is expected to grow, but competition from Tesla could impact Uber's market position [6] - Investors are keen for more insights on robotaxis, as comments during the earnings call could influence stock performance [8] Recent Performance - In the third quarter, Uber reported year-over-year gains in mobility and delivery, with delivery revenue increasing by 29% [10] - Uber shares have seen a decline of 4.1% to $77.51, with a year-to-date decrease of 6.4% in 2026, but an increase of over 15% in the last 52 weeks [11]