Uber Analysts Slash Their Forecasts After Q4 Results

Core Insights - Uber Technologies, Inc. reported a 20% year-over-year revenue growth to $14.37 billion for fiscal Q4 2025, exceeding analyst expectations of $14.32 billion [1] - The company reported adjusted EPS of 71 cents, which fell short of the analyst consensus estimate of 80 cents [1] Group 1: Performance Metrics - Uber achieved over 200 million monthly users and more than 40 million daily trips, marking its largest and most engaged consumer base [2] - For fiscal Q1 2026, Uber anticipates gross bookings between $52.0 billion and $53.5 billion, indicating a growth rate of 17% to 21% [2] - The expected adjusted EBITDA for Q1 2026 is projected to be between $2.37 billion and $2.47 billion [2] - Quarterly adjusted EPS is forecasted to be between 65 cents and 72 cents, compared to the analyst consensus estimate of 75 cents [2] Group 2: Market Reaction - Following the earnings announcement, Uber shares fell 0.7% to $73.44 in pre-market trading [3] - Analysts adjusted their price targets for Uber, with Mizuho maintaining an Outperform rating but lowering the target from $130 to $110 [4] - Wedbush maintained a Neutral rating and reduced the price target from $78 to $75 [4]