Uber Technologies 将来の成長
Future 基準チェック /26
Uber Technologies利益と収益がそれぞれ年間11.2%と11.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27% 14.4%なると予測されています。
主要情報
11.2%
収益成長率
14.38%
EPS成長率
| Transportation 収益成長 | 14.9% |
| 収益成長率 | 11.7% |
| 将来の株主資本利益率 | 26.96% |
| アナリストカバレッジ | Good |
| 最終更新日 | 08 Sep 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • Sep 04
Uber Layoffs: Streamlining The Business At A Pivotal Time
Summary Uber's recently announced layoffs and business reorganization come at a pivotal time for the company. A 10% workforce reduction will have a notable impact on profitability as gross margins also improve. The muted market response is not surprising given the higher levels of investment that will be needed as the autonomous vehicle expansion accelerates in the coming years. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 03
UBER: Delivery Hero Deal And Robotaxis Will Define Measured AV Led Expansion
The analyst price target for Uber Technologies has been reduced by about $1.70, with analysts citing slightly more cautious revenue growth assumptions, partly offset by stronger margin expectations and ongoing cost savings from recent headcount cuts and autonomous vehicle investments. Analyst Commentary Recent Street research on Uber Technologies points to a mixed backdrop, with many firms still positive on the business model while adjusting expectations and price targets.
ナラティブ更新 • Aug 20
UBER: Autonomous Partnerships And Delivery Hero Deal Will Reset Profit Mix
Uber Technologies' updated analyst price target reflects a modest trim of fair value to about $101.50 from roughly $104.50, as analysts factor in slightly higher discount rates and only minor tweaks to growth and margin assumptions following mixed target revisions across recent research. Analyst Commentary Recent research on Uber Technologies points to a mixed but generally constructive tone, with most firms fine tuning price targets rather than making wholesale changes to their views on the stock.
新しいナラティブ • Aug 15
Uber’s Valuation Depends On Who Captures The Economics Of Driverless Rides
The market is no longer debating whether Uber can become profitable. It is debating who owns the economics of transportation when the driver disappears.ナラティブ更新 • Aug 06
UBER: Delivery Hero Deal And Robotaxis Will Shape Balanced Next Chapter
For Uber Technologies, the updated analyst price target moves modestly lower to $72.81 from $75.79, as analysts factor in slightly higher discount rates, more measured revenue growth, and a marginally softer profit margin outlook, while still highlighting potential benefits from the Delivery Hero deal, autonomous vehicle partnerships, and AI driven product improvements. Analyst Commentary Recent research on Uber Technologies points to a mixed setup.ナラティブ更新 • Jul 22
UBER: Delivery Hero Deal And Robotaxis Will Define Next Phase
For Uber Technologies, the analyst price target implied by the updated fair value framework has been reduced by about $7.84 to roughly $75.79, as analysts factor in a slightly higher discount rate, more measured revenue growth and profit margin assumptions, and a lower future P/E multiple, despite continued support from recent research on delivery expansion, AI adoption, and autonomous vehicle opportunities. Analyst Commentary Recent research on Uber Technologies reflects a mix of optimism around growth initiatives and more restrained views on valuation and execution risk.
ナラティブ更新 • Jul 08
UBER: Autonomy Partnerships Will Drive Future Platform Scale And Profitability Potential
Analysts have trimmed their price target on Uber Technologies to $100 from $102, reflecting slightly higher discount rate assumptions, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple. They still point to ongoing benefits from autonomy partnerships and scaled mobility and delivery platforms.ナラティブ更新 • Jun 24
UBER: Global Robotaxi Partnerships Will Reset Supply Mix And Profit Potential
For Uber Technologies, the analyst price target adjustment is modest, with the fair value estimate moving slightly to about $104.48 as analysts weigh a broad set of updated targets around $112 to $115 and highlight factors such as autonomous vehicle opportunities, scaled mobility and delivery networks, and early benefits from prior investments. Analyst Commentary Recent research on Uber Technologies points to a mixed but generally constructive tone, with most analysts focusing on how the company executes on autonomous vehicles, scales its networks in mobility and delivery, and manages profitability in higher margin areas.分析記事 • Jun 22
Uber (UBER) Stock Could Be 13.9% Undervalued After New Robotaxi Partnerships
Uber Technologies (UBER) has moved deeper into autonomous mobility by signing new robotaxi partnerships in Houston, Zurich, and Munich, while also extending a Life360 integration that targets teens and family ride coordination. See our latest analysis for Uber Technologies. Despite a series of new robotaxi alliances and the Life360 family integration, Uber Technologies’ recent momentum has been mixed. The company has reported a 7 day share price return of 4.05%, a year to date share price...ナラティブ更新 • Jun 05
UBER: Autonomous Partnerships And Robotaxi Rollout Will Reshape Supply And Trip Mix
Analysts have made a modest adjustment to the Uber Technologies price target to $104.43, supported by research citing improving returns on recent investments, multiple price target revisions across major firms, and growing interest in Uber's autonomous vehicle partnerships with Nvidia, Zoox, and other partners. Analyst Commentary Recent research on Uber clusters around two main themes: execution on new partnerships in autonomous vehicles and the impact of changing price targets on how investors frame risk and reward at current levels.分析記事 • May 18
Uber Technologies' (NYSE:UBER) Weak Earnings May Only Reveal A Part Of The Whole Picture
The subdued market reaction suggests that Uber Technologies, Inc.'s ( NYSE:UBER ) recent earnings didn't contain any...ナラティブ更新 • May 13
UBER: AV Partnerships Will Reshape Supply And Support Long Term Trip Expansion
Narrative Update: Uber Technologies The analyst price target for Uber Technologies is updated from $103.46 to $105.01 as analysts factor in higher modeled revenue growth, a slightly adjusted discount rate, and a lower future P/E multiple that reflects recent research focused on returns from investments and the rising importance of autonomous vehicle partnerships with Nvidia and Zoox. Analyst Commentary Recent research on Uber reflects a mix of optimism and caution as analysts update price targets and reassess the risk and reward profile around automation, partnerships, and capital returns.ナラティブ更新 • Apr 24
UBER: AV Partnerships And Blacklane Acquisition Will Reshape Long Term Mobility Network
Analysts have trimmed their average price target for Uber Technologies slightly, reflecting modestly lower revenue growth assumptions, a marginally higher discount rate, and recent target cuts across the Street, even as they continue to highlight the potential of Uber's AV partnerships and the Blacklane acquisition. Analyst Commentary Recent research on Uber clusters around two themes: execution on autonomous vehicle partnerships and the Blacklane acquisition on the one hand, and a broad reset of valuation assumptions on the other.ナラティブ更新 • Apr 10
UBER: Expanding Autonomous Partnerships And Premium Rides Will Drive Long Term Upside
Analysts have slightly lowered the updated fair value estimate for Uber Technologies to $103.58. This change reflects modest adjustments to revenue growth, profit margin and P/E assumptions, as they balance slightly reduced price targets with continued interest in the company’s AV partnerships, acquisitions and product initiatives.
新しいナラティブ • Apr 07
Uber Technologies Inc. – Acquisition of Blacklane to Accelerate Global Luxury Mobility Expansion
Author: Qudus Adebara (Founder of Wane Investment House) Uber Technologies Inc. has announced an agreement to acquire Blacklane , marking a significant strategic move to expand its presence in the fast-growing premium and executive travel segment.ナラティブ更新 • Mar 26
UBER: Expanding Autonomous Partnerships Will Support Long Term Upside Potential
Uber's updated analyst price target edged slightly lower to about $104, with analysts citing refined assumptions on discount rate, profit margin and future P/E as they weigh recent commentary on autonomous vehicle partnerships, competitive AV supply and broader sector multiple resets. Analyst Commentary Recent research on Uber frames a fairly clear debate around how quickly the company can execute on autonomous vehicles, how durable its core Mobility growth can be into 2026, and what P/E or cash flow multiple is appropriate as estimates and sector sentiment reset.ナラティブ更新 • Mar 12
UBER: Autonomous Partnerships And AI Efficiencies Will Drive Long Term Upside Potential
Our updated view trims Uber Technologies' fair value estimate slightly, from $104.47 to $103.81, as analysts factor in a wave of reduced price targets in the $99 to $125 range and modest tweaks to margin and multiple assumptions, even while highlighting ongoing growth drivers such as autonomous vehicle partnerships and product innovation. Analyst Commentary Recent research paints a mixed but generally constructive picture, with many firms trimming price targets for Uber while still pointing to growth avenues in autonomous vehicles, product expansion, and capital return.ナラティブ更新 • Feb 26
UBER: AI And Autonomous Partnerships Will Shape Long Term Upside Potential
Analysts recently trimmed their average price target on Uber Technologies to about $104 from roughly $105, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples after revisiting their models and broader sector valuations. Analyst Commentary Recent research on Uber highlights a mix of optimism around execution and growth on one side, and some reservation around valuation, macro risk and competitive or regulatory questions on the other.新しいナラティブ • Feb 12
What's Uber doing in Turkiye?
Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.ナラティブ更新 • Feb 11
UBER: Autonomous Vehicle Partnerships And AI Will Drive Long Term Upside
Analysts have trimmed their implied fair value for Uber Technologies to about US$105 from roughly US$110, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small improvement in expected profit margins following a broad round of Street price target cuts in recent research. Analyst Commentary Recent research on Uber reflects a wide reset in price targets, with most firms trimming their numbers while generally keeping constructive views on execution, profits, and long term growth opportunities.ナラティブ更新 • Jan 22
UBER: Autonomous Partnerships And AI Will Support Long Term Returns
Analysts have trimmed their fair value estimate for Uber Technologies slightly to about US$110.43 from US$110.72. This reflects a modestly higher discount rate and slightly lower profit margin assumptions, even as they continue to point to steady revenue growth expectations and supportive research citing resilient Mobility trends and long term autonomous vehicle opportunities.新しいナラティブ • Jan 22
Cross Platform Users And Autonomous Vehicles Will Constrain Margins And Keep Shares Fairly Valued
Catalysts About Uber Technologies Uber Technologies operates a global platform that connects consumers with mobility, delivery and other earning and work opportunities. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jan 08
UBER: Autonomous Partnerships And AI Are Expected To Support Long Term Margins
Analysts have nudged their fair value estimate for Uber slightly lower to about $111, reflecting modestly higher discount-rate assumptions. They continue to highlight AI driven revenue opportunities, ongoing autonomous vehicle partnerships, and a focus on long term margins and capital allocation in recent price target updates across the Street.ナラティブ更新 • Dec 13
UBER: Autonomous Expansion Will Sustain Platform Engagement And Profit Momentum
Analysts have modestly raised their fair value estimate for Uber Technologies by about $1 per share to roughly $112, citing a strong Q3 print, accelerating delivery growth versus peers, and confidence that robust engagement and profit expansion can continue even as margin gains normalize and long term autonomous vehicle economics become a greater focus. Analyst Commentary Analysts remain broadly constructive on Uber following the Q3 update, pointing to solid execution across mobility and delivery, resilient user engagement, and a strengthening narrative around long term autonomous vehicle positioning, even as expectations for near term AV profit contribution are tempered.ナラティブ更新 • Nov 29
UBER: Emerging Autonomy And Platform Engagement Will Sustain Competitive Leadership
Uber Technologies’ fair value estimate has been modestly raised to $111.06 from $110.55. Analysts note continued steady core fundamentals, resilient profit growth, and growing platform engagement, which are supporting an improved price target outlook.ナラティブ更新 • Nov 15
UBER: Margin Improvements and Platform Engagement Will Drive Outperformance Against Peers
Uber Technologies’ analyst price target increased to $110 from $100, as analysts highlight the company’s robust core fundamentals, steady margin improvement, and growing platform engagement, which are supporting a stronger outlook. Analyst Commentary Recent analyst commentary on Uber Technologies reflects a nuanced view of the company’s prospects, with both bullish and bearish elements shaping the investment debate.分析記事 • Nov 13
Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News
The latest earnings release from Uber Technologies, Inc. ( NYSE:UBER ) disappointed investors. We did some analysis and...分析記事 • Nov 07
Earnings Beat: Uber Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that Uber Technologies, Inc. ( NYSE:UBER ) released its quarterly result to the market...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 76,157 | 10,746 | 14,814 | 14,503 | 31 |
| 12/31/2027 | 66,768 | 8,999 | 13,013 | 12,702 | 48 |
| 12/31/2026 | 57,901 | 6,525 | 10,563 | 10,495 | 50 |
| 6/30/2026 | 55,227 | 9,579 | 10,116 | 10,424 | N/A |
| 3/31/2026 | 53,687 | 8,540 | 9,799 | 10,126 | N/A |
| 12/31/2025 | 52,017 | 10,053 | 9,763 | 10,099 | N/A |
| 9/30/2025 | 49,610 | 16,640 | 8,661 | 8,966 | N/A |
| 6/30/2025 | 47,331 | 12,626 | 8,540 | 8,789 | N/A |
| 3/31/2025 | 45,380 | 12,286 | 7,786 | 8,045 | N/A |
| 12/31/2024 | 43,978 | 9,856 | 6,895 | 7,137 | N/A |
| 9/30/2024 | 41,955 | 4,402 | 5,957 | 6,210 | N/A |
| 6/30/2024 | 40,059 | 2,011 | 4,753 | 5,025 | N/A |
| 3/31/2024 | 38,589 | 1,390 | 4,172 | 4,395 | N/A |
| 12/31/2023 | 37,281 | 1,887 | 3,362 | 3,585 | N/A |
| 9/30/2023 | 35,952 | 1,053 | 2,291 | 2,518 | N/A |
| 6/30/2023 | 35,003 | -374 | 1,744 | 1,984 | N/A |
| 3/31/2023 | 33,846 | -3,368 | 986 | 1,233 | N/A |
| 12/31/2022 | 31,877 | -9,141 | 390 | 642 | N/A |
| 9/30/2022 | 29,048 | -8,844 | 506 | 779 | N/A |
| 6/30/2022 | 25,550 | -10,062 | 672 | 961 | N/A |
| 3/31/2022 | 21,406 | -6,318 | -108 | 181 | N/A |
| 12/31/2021 | 17,455 | -496 | -743 | -445 | N/A |
| 9/30/2021 | 14,842 | -2,357 | -1,484 | -1,143 | N/A |
| 6/30/2021 | 12,810 | -1,021 | -2,545 | -2,163 | N/A |
| 3/31/2021 | 10,794 | -3,940 | -3,382 | -2,893 | N/A |
| 12/31/2020 | 11,139 | -6,768 | -3,361 | -2,745 | N/A |
| 9/30/2020 | 10,896 | -6,895 | -4,414 | -3,739 | N/A |
| 6/30/2020 | 11,896 | -6,969 | -4,884 | -4,211 | N/A |
| 3/31/2020 | 13,149 | -10,430 | N/A | -4,062 | N/A |
| 12/31/2019 | 13,000 | -8,506 | N/A | -4,321 | N/A |
| 9/30/2019 | 13,052 | -7,670 | N/A | -3,203 | N/A |
| 6/30/2019 | 12,183 | -7,494 | N/A | -2,735 | N/A |
| 3/31/2019 | 11,785 | -2,474 | N/A | -1,966 | N/A |
| 12/31/2018 | 10,433 | N/A | N/A | -1,541 | N/A |
| 12/31/2017 | 7,932 | -4,033 | N/A | -1,418 | N/A |
| 12/31/2016 | 3,845 | -3,246 | N/A | -2,913 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: UBERの予測収益成長率 (年間11.2% ) は 貯蓄率 ( 3.7% ) を上回っています。
収益対市場: UBERの収益 ( 11.2% ) US市場 ( 17.4% ) よりも低い成長が予測されています。
高成長収益: UBERの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: UBERの収益 ( 11.7% ) US市場 ( 13.5% ) よりも低い成長が予測されています。
高い収益成長: UBERの収益 ( 11.7% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: UBERの 自己資本利益率 は、3年後には高くなると予測されています ( 27 %)
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 23:02 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Uber Technologies, Inc. 50 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。73
| アナリスト | 機関 |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| null null | Argus Research Company |