Stocks / Internet & Digital Services
UBERInternet & Digital Services
Uber Technologies, Inc.
$71.031d -0.6%5d -2.7%settled close · 2026-09-17
Mkt cap $146B (4/10)β 0.9252w $66–100Shares 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.
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Who’s talkingIdea Scout · free
Who’s talking about UBER
18 long1 shortlatest 2026-09-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2026-02-05 | Bill AckmanCEO, Pershing Square | Bullish | Investor Weekly | Uber is a fee-based transaction platform that earns on activity rather than optimism, and scale advantages… |
| 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… |
| 2025-11-30 | Bill AckmanCEO, Pershing Square | Bullish | Unreleased Podcast | Uber's network effects and essential transportation/delivery services create recession-resilient competitive… |
| 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… |
Show all 19 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2025-02-21 | 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… |
| 2025-01-04 | 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… |
| 2024-08-10 | 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 ~$47.50 |
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Earnings
Next report: 2 Nov 2026 before the open
Confirmed date · consensus EPS 0.98. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where UBER’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
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| 2026-06-24 | ||||||
| 2026-05-27 | ||||||
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| 2026-04-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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