Uber Technologies Inc

UBER: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Uber Earnings: Network Effect Is Strengthening, but Future AV Impact Remains Uncertain

Mark Giarelli

Feb 4, 2026

Uber's fourth-quarter gross bookings grew 22% year over year, exceeding management’s guidance of 20%. The firm estimates slightly lower year-over-year growth (19% at the midpoint) for the next quarter. We suspect guidance and autonomous vehicle uncertainty are the main reasons for the stock decline.

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Uber Technologies Inc

Uber Earnings: Network Effect Is Strengthening, but Future AV Impact Remains Uncertain

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