Uber Technologies (UBER)

Outperform Recap: Q1 2026

U.S. Mobility Accelerates, Insurance Leverage Lands, AV Roadmap Compounds — Maintaining Outperform with Reinforced Conviction.

Outperform Recap: Q4 2025

Audience Acceleration, U.S. Pricing Reflation, and an AV Roadmap That Keeps Getting More Concrete — Maintaining Outperform.

Outperform Recap: Q3 2025

Trips Accelerate to a Three-Year High, Margins Set a Record, AV Strategy Crystallizes — Maintaining Outperform.

Outperform Recap: Q2 2025

Audience and Frequency at All-Time Highs, $20B Buyback Reframes Capital Return, AV Ecosystem Compounds — Upgrading to Outperform

Hold Recap: Q1 2025

EBITDA Flywheel Inflects, Delivery Margins Step Up, Waymo Austin Proof-Point Lands — Initiating Coverage at Hold