Stocks / Internet & Digital Services
UBERInternet & Digital Services
FollowFollowingUnfollowUber Technologies, Inc.
$66.771d +2.2%5d +1.0%settled close · 2026-11-02
Free · no card
Get what investors say about UBER next
2 new calls on UBER this week are not on this page yet. Follow UBER free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
Mkt cap $136B (11/2)β 0.8152w $65–100Shares 2.04BInd. Services-Business Services, NecNYSE since 2019Emp. 34,000HQ San Francisco, CAuber.com
The tape, with the calls on it
Who said what, and what UBER did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about UBER
23 long2 shortlatest 2026-09-30
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-30 | Jonathan BoyarPresident, Boyar Value Group | Bullish | The Acquirers Podcast | Uber trades at a below-market multiple despite 20-30% annual growth and ~$10B of projected free cash flow… |
| 2026-09-22 | Jonathan BoyarPresident, Boyar Value Group | Bullish | Chris Mayer | Uber is growing 30% year-on-year with strong profitability while trading at ~18-19x including SBC — the… |
| 2026-09-20 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | Yet Another Value Podcast | Uber's proven business model — tens of millions of rides per day, billions in profit, demonstrated… |
| 2026-09-10 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | CEO Dara Khosrowshahi's personal purchase of 141,000 shares signals conviction in strategy, and ongoing… |
| 2026-09-06 | Shawn O MalleyPodcast host — The Investor's Podcast | Bullish | Yet Another Value Podcast | Uber's free cash flow tripled to ~$10B while the stock is flat, operating margins swung 55 percentage points… |
| 2026-09-06 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | Yet Another Value Podcast | Waymo cannot monopolize global AV demand before competing AV players (Tesla, Zoox, BYD Apollo Go… |
| 2026-07-20 | Bill AckmanCEO, Pershing Square | Bullish | Money News Network | Uber is very cheap because the market fears Tesla robotaxi disruption, but consumers will use Uber's… |
| 2025-12-19 | Aria RadniaInvesting YouTuber; ex-research analyst, Fiscal.ai | Bullish | Chit Chat Stocks | Uber's dominant network effect moat (9M drivers, 190M MAUs, 70 countries) is near-impossible to replicate… |
| 2025-12-11 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bearish | CNBC Halftime Final Trades | Waymo and Tesla robo-taxi competition creates persistent stock overhang while Uber must aggressively spend to… |
| 2025-12-11 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Autonomous vehicles will become a commodity owned by capital providers, leaving Uber as the uniquely… |
Show all 25 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-09-24 | Jenny Harrington (Gilman Hill)CEO, Gilman Hill Asset Management | Bullish | CNBC Halftime Committee | Uber's $20B buyback is credible and well-supported by enormous and growing free cash flow ($9B this year… |
| 2025-09-17 | Dara KhosrowshahiCEO, Uber | Bullish | All-In Podcast | Uber is generating $8.5B annual FCF with top-line growing 18% and bottom-line 35%, and management believes… |
| 2025-09-05 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Uber dominates a $5.7 trillion total addressable market and is expanding via new products and new end markets |
| 2025-06-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Uber is a prime example of the second tier of market cap compounders that have grown dramatically from ~$75B… |
| 2025-06-05 | Bill AckmanCEO, Pershing Square | Bullish | Forbes | Uber functions as a capital-light royalty business — collecting ~20% of ride revenue without owning cars or… |
| 2025-05-03 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Uber generates revenue from domestic ride-sharing and delivery services with no exposure to goods imports… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Uber's S&P 500 industrial-sector inclusion forces index-benchmarked managers to buy, its market share grows… |
| 2025-01-31 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Uber is set to benefit as autonomous vehicles reduce driver costs and as partnerships with Waymo and… |
| 2025-01-04 | Jason CalacanisAngel investor | Bullish | All-In Podcast | Ride-sharing is below 1.5% of US trips globally and below 1% globally, with TAM expanding toward 20% as… |
| 2024-11-01 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Earnings selloff was an overreaction to what was actually a good quarter with good guidance, and the negative… |
| 2024-08-10 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Uber's captive in-app audience during ride-waits gives it a high-value advertising inventory that, if… |
| 2024-08-06 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Uber's in-app advertising platform — targeting captive users staring at the ride-tracker screen for 3-5… |
| 2023-09-08 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Fast Money Final Trade | Uber has evolved into a free cash flow story and is returning capital through buybacks, a transformation few… |
| 2021-10-19 | Unknown | Bullish | CNBC Halftime Final Trades | Conviction that Uber reaches a $50-handle price by year-end, implying meaningful upside from current ~$47.50 |
| 2020-01-31 | Whitney TilsonFormer hedge fund manager — T2 Partners | Short | Ironhold Capital | Uber IPO'd at $45 and recently ran from the mid-$20s to the mid-$30s, creating a fresh re-entry opportunity… |
2 new mentions of UBER this week are not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
Follow UBER free ↑
Earnings
Next report: 4 Nov 2026 before the open
Confirmed date · consensus EPS 0.98. Reactions below are the next settled session over the prior close.
The options tape
Notable options days
Sessions in the last 120 where UBER’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-08-04 | ||||||
| 2026-06-24 | ||||||
| 2026-05-27 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Follow UBER and its tape
leads The Brief, the free morning email, every trading day.
Get The Brief — free →
The Wheel · put-selling
UBER on the Wheel
UBER passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following UBER? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click