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Uber Technologies UBER

Uber Technologies scores good on business quality (6.7 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$71.51Oct 10, 2026
Business qualityGood
Next earningsNov 4, 2026, before the open
Insiders, 90 daysBuying

Why it matters

  1. What Uber Technologies does

    Uber orchestrates mobility and delivery networks, taking a cut from rides and food orders paid by everyday consumers and merchants.

  2. What it does best

    Uber dominates local transport aggregation through sheer network scale, backed by $55.2B in annual revenue. This density creates a two-sided trap for rivals who struggle to match driver liquidity.

  3. The main risk

    Autonomous robotaxi fleets threaten to bypass Uber's human driver network entirely. If competitors establish direct robotaxi services, Uber risks losing its core intermediary toll.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margins stand at 12.1% and free cash flow margins sit at an 85th sector percentile. Scale clearly improves conversion as free cash flow scaled from $3.4B to $10.1B.

MoatWeak

Network effects lock in riders and drivers, placing revenue growth in the top decile of its sector at the 91st percentile. Low switching costs prevent a wide moat, keeping the score at 3.8.

GrowthFast

Revenue grew 18.3% over the latest period, continuing a multi-year acceleration visible in historical figures where annual revenue jumped from $37.3B to $52.0B.

Financial healthStrong

Debt-to-equity of 0.4 keeps obligations manageable while interest coverage sits at 14.5x. Free cash flow reached $10.1B, showing a rapidly strengthening cash position.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

2 insiders bought $15.3M on the open market. 1 sold $2.0M outside pre-planned sales.

Our sealed record on UBER

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is UBER a good business?

Uber Technologies scores good on the Cluenex quality check (6.7 of 10), measured against its own industry. Profitability is fair, moat weak, growth fast and financial health strong.

Are insiders buying UBER?

In the last 90 days of SEC Form 4 filings: 2 insiders bought $15.3M on the open market. 1 sold $2.0M outside pre-planned sales.

When does UBER report earnings?

Nov 4, 2026, before the open.

For members

See UBER today

  • Today's verdict on UBER, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Uber Technologies (UBER)”, https://cluenex.com/stocks/uber/, data as of Oct 10, 2026.