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Feb 5, 2026 12:01 PM

Uber Is Winning the Growth Race, But the Road Ahead Is Getting More Expensive

Shares of Uber Technologies Inc (NYSE:UBER) rose on Wednesday after the company reported its fourth-quarter results.

Here are the key analyst insights:

Citizens JMP Securities analyst Andrew Boone upgraded the rating from Market Perform to Market Outperform, while establishing a price target of $100.

Wedbush analyst Scott Devitt maintained a Neutral rating, while cutting the price target from $78 to $75.

Check out other analyst stock ratings.

Citizens JMP Securities: Uber Technologies reported gross bookings of $54.1 billion, up 22% year-on-year and around 2% above consensus, Boone said in the upgrade note. Although the first-quarter bookings guidance of $52 billion-$53.5 billion was ahead of the consensus of $51.4 billion, the EBITDA guidance of $2.37-$2.47 billion bracketed consensus, as the company "appears to be making ...