Uber Technologies 향후 성장
Future 기준 점검 2/6
Uber Technologies (는) 각각 연간 11.2% 및 11.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27% 로 예상됩니다.
핵심 정보
11.2%
이익 성장률
14.46%
EPS 성장률
| Transportation 이익 성장 | 14.9% |
| 매출 성장률 | 11.7% |
| 향후 자기자본이익률 | 26.96% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 08 Sep 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 76,157 | 10,746 | 14,908 | 14,503 | 31 |
| 12/31/2027 | 66,768 | 8,999 | 13,079 | 12,702 | 48 |
| 12/31/2026 | 57,901 | 6,525 | 10,519 | 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 |
애널리스트 향후 성장 전망
수입 대 저축률: UBER 의 연간 예상 수익 증가율(11.2%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: UBER 의 연간 수익(11.2%)이 US 시장(17.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: UBER 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: UBER 의 수익(연간 11.7%)이 US 시장(연간 13.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: UBER 의 수익(연간 11.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: UBER의 자본 수익률은 3년 후 27%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 21:56 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Uber Technologies, Inc.는 73명의 분석가가 다루고 있습니다. 이 중 50명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| null null | Argus Research Company |