Core Insights - Uber Technologies is experiencing strong growth in gross bookings across both its mobility and delivery segments, indicating solid demand for its services [1][2]. Financial Performance - In Q2 2025, Uber's total gross bookings increased by 17% year over year to $46.76 billion, with the mobility segment growing by 16% and the delivery segment by 20% [2][8]. - For Q3 2025, Uber projects gross bookings between $48.25 billion and $49.75 billion, reflecting a growth of 17-21% on a constant-currency basis compared to Q3 2024 [3][8]. Industry Comparisons - Lyft reported a 12% year-over-year increase in gross bookings to $4.5 billion in Q2 2025, marking its 17th consecutive quarter of double-digit growth [4]. - Grab's On-Demand GMV grew by 21% year over year in Q2 2025, with expected revenues for the full year between $3.33 billion and $3.40 billion, indicating 19-22% growth [5]. Valuation Metrics - Uber's shares have increased by 54.3% year to date, outperforming the Zacks Internet-Services industry's growth of 35% [6]. - The company trades at a 12-month forward price-to-sales ratio of 3.35X, which is considered inexpensive relative to its industry [9]. Earnings Estimates - The Zacks Consensus Estimate for Uber's earnings for Q3, Q4, full-year 2025, and 2026 has remained stable over the past 60 days [10]. Zacks Rank - Uber currently holds a Zacks Rank of 3 (Hold) [11].