Stocks·NYSE:UBER
Uber (UBER)
My take
No average analyst target in this video.
Every video where I mention UBER
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The last 12 months
- Nov 4, 202610-QQuarterly report
- Nov 4, 20268-KReleased quarterly results; Executive or board change
- Sep 15, 20268-KOther news
- Sep 8, 2026424B3Prospectus (often lets existing holders resell shares)
- Aug 13, 2026SCHEDULE 13GAn investor reported a 5%+ stake
- Aug 7, 20268-KSigned a major agreement; Ended a major agreement; Took on new debt
- Aug 5, 202610-QQuarterly report
- Aug 5, 20268-KReleased quarterly results
- Jul 16, 20268-KSigned a major agreement; Took on new debt; Shared information with investors
- May 11, 20268-KExecutive or board change
- May 8, 20268-KShareholder vote results
- May 6, 202610-QQuarterly report
- May 6, 20268-KReleased quarterly results
- Apr 30, 2026SCHEDULE 13GAn investor reported a 5%+ stake
Show the numbers
| Revenue by year | |
|---|---|
| 2017 | $7.93B |
| 2018 | $10.4B |
| 2019 | $13B |
| 2020 | $11.1B |
| 2021 | $17.5B |
| 2022 | $31.9B |
| 2023 | $37.3B |
| 2024 | $44B |
| 2025 | $52B |
Show the numbers
| Revenue by quarter | |
|---|---|
| Q4 23 | $9.94B |
| Q1 24 | $10.1B |
| Q2 24 | $10.7B |
| Q3 24 | $11.2B |
| Q4 24 | $12B |
| Q1 25 | $11.5B |
| Q2 25 | $12.7B |
| Q3 25 | $13.5B |
| Q4 25 | $14.4B |
| Q1 26 | $13.2B |
| Q2 26 | $14.2B |
| Q3 26 | $14.8B |
Show the numbers
| Operating income (loss) by year | |
|---|---|
| 2017 | -$4.08B |
| 2018 | -$3.03B |
| 2019 | -$8.60B |
| 2020 | -$4.86B |
| 2021 | -$3.83B |
| 2022 | -$1.83B |
| 2023 | $1.11B |
| 2024 | $2.80B |
| 2025 | $5.57B |
Show the numbers
| Free cash flow by year | |
|---|---|
| 2017 | -$2.24B |
| 2018 | -$2.10B |
| 2019 | -$4.91B |
| 2020 | -$3.36B |
| 2021 | -$743M |
| 2022 | $390M |
| 2023 | $3.36B |
| 2024 | $6.89B |
| 2025 | $9.76B |
Cash and short-term investmentsDebt
Show the numbers
| Cash and short-term investments | Debt | |
|---|---|---|
| 2017 | $4.39B | n/a |
| 2018 | $6.41B | $7.49B |
| 2019 | $11.3B | $5.79B |
| 2020 | $6.83B | $7.91B |
| 2021 | $4.29B | $9.39B |
| 2022 | $4.31B | $9.36B |
| 2023 | $5.41B | $9.56B |
| 2024 | $6.98B | $9.57B |
| 2025 | $7.63B | $10.5B |
From the 10-Q filed Nov 4, 2026. Source.
Stock-based pay to employeesSpent buying back shares
Show the numbers
| Stock-based pay to employees | Spent buying back shares | |
|---|---|---|
| 2020 | $827M | $0 |
| 2021 | $1.17B | $0 |
| 2022 | $1.79B | $0 |
| 2023 | $1.94B | $0 |
| 2024 | $1.80B | $1.25B |
| 2025 | $1.83B | $6.52B |
If buybacks are smaller than stock pay, the buyback isn't shrinking the share count; it's soaking up shares handed to employees.
Show the numbers
| Backlog (remaining performance obligations) | |
|---|---|
| Q4 22 | $131M |
| Q1 23 | $123M |
| Q2 23 | $116M |
| Q3 23 | $128M |
| Q4 23 | $122M |
Compare UBER with other stocks →
From the company's own SEC filings via SEC EDGAR, latest period ended Sep 30, 2026. Numbers can be restated later. Not investment advice.
Dilution
Show the numbers
| Shares outstanding | |
|---|---|
| Feb 2023 | 2B |
| Apr 2023 | 2B |
| Jul 2023 | 2B |
| Nov 2023 | 2.1B |
| Feb 2024 | 2.1B |
| May 2024 | 2.1B |
| Aug 2024 | 2.1B |
| Oct 2024 | 2.1B |
| Feb 2025 | 2.1B |
| May 2025 | 2.1B |
| Aug 2025 | 2.1B |
| Oct 2025 | 2.1B |
| Feb 2026 | 2.1B |
| May 2026 | 2B |
| Jul 2026 | 2B |
| Oct 2026 | 2B |
The share count is down -1.7% over the past year. What dilution means.
Insider trades
Bought or sold on the open market
| Date | Who | What | Shares | Value | Filing |
|---|---|---|---|---|---|
| Sep 15, 2026 | Uber Technologies, Inc 10% owner | Sold on the market | 29.4M | $182M | Form 4 |
| Sep 11, 2026 | Jill Hazelbaker See Remarks | Sold on the market | 28.2K | $2.01M | Form 4 |
| Sep 10, 2026 | Dara Khosrowshahi Chief Executive Officer, Director | Bought on the market | 141K | $10M | Form 4 |
| Sep 4, 2026 | Andrew Macdonald See Remarks | Bought on the market 2 trades that day | 70K | $5.31M | Form 4 |
| Aug 17, 2026 | Uber Technologies, Inc 10% owner | Sold on the market | 72M | $472M | Form 4 |
| Jun 2, 2026 | Uber Technologies, Inc 10% owner | Sold on the market | 67.5M | $479M | Form 4 |
| Mar 16, 2026 | Nikki Krishnamurthy SVP and Chief People Officer | Sold on the market | 30K | $2.23M | Form 4 |
| Feb 24, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Bought on the market 2 trades that day | 22.5K | $1.60M | Form 4 |
| Jan 20, 2026 | Tony West See Remarks | Sold on the market (planned) | 3.1K | $261K | Form 4 |
| Dec 18, 2025 | Tony West See Remarks | Sold on the market (planned) | 3.1K | $251K | Form 4 |
| Nov 18, 2025 | Tony West See Remarks | Sold on the market (planned) | 3.1K | $288K | Form 4 |
| Nov 12, 2025 | Prashanth Mahendra-Rajah CFO | Sold on the market | 5.5K | $519K | Form 4 |
Everything else: grants, option exercises, tax withholding (151)
| Date | Who | What | Shares | Value | Filing |
|---|---|---|---|---|---|
| Oct 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Exercised options 6 trades that day | 4.4K | n/a | Form 4 |
| Oct 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Shares withheld for taxes 6 trades that day | 2.2K | $158K | Form 4 |
| Oct 16, 2026 | Andrew Macdonald See Remarks | Exercised options 4 trades that day | 10.2K | n/a | Form 4 |
| Oct 16, 2026 | Andrew Macdonald See Remarks | Shares withheld for taxes 4 trades that day | 5.7K | $400K | Form 4 |
| Oct 16, 2026 | Tony West See Remarks | Exercised options 4 trades that day | 7.2K | n/a | Form 4 |
| Oct 16, 2026 | Tony West See Remarks | Shares withheld for taxes 4 trades that day | 3.6K | $251K | Form 4 |
| Oct 16, 2026 | Jill Hazelbaker See Remarks | Exercised options 6 trades that day | 9.2K | n/a | Form 4 |
| Oct 16, 2026 | Jill Hazelbaker See Remarks | Shares withheld for taxes 6 trades that day | 4.6K | $325K | Form 4 |
| Oct 16, 2026 | Glen Ceremony See Remarks | Exercised options 4 trades that day | 3.6K | n/a | Form 4 |
| Oct 16, 2026 | Glen Ceremony See Remarks | Shares withheld for taxes 4 trades that day | 1.8K | $126K | Form 4 |
| Oct 16, 2026 | John A Thain Director | Exercised options | 350 | n/a | Form 4 |
| Sep 16, 2026 | Glen Ceremony See Remarks | Exercised options 4 trades that day | 3.6K | n/a | Form 4 |
| Sep 16, 2026 | Glen Ceremony See Remarks | Shares withheld for taxes 4 trades that day | 1.8K | $127K | Form 4 |
| Sep 16, 2026 | Andrew Macdonald See Remarks | Exercised options 4 trades that day | 10.2K | n/a | Form 4 |
| Sep 16, 2026 | Andrew Macdonald See Remarks | Shares withheld for taxes 4 trades that day | 5.7K | $403K | Form 4 |
| Sep 16, 2026 | Jill Hazelbaker See Remarks | Exercised options 6 trades that day | 9.2K | n/a | Form 4 |
| Sep 16, 2026 | Jill Hazelbaker See Remarks | Shares withheld for taxes 6 trades that day | 4.6K | $328K | Form 4 |
| Sep 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Exercised options 6 trades that day | 4.4K | n/a | Form 4 |
| Sep 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Shares withheld for taxes 6 trades that day | 2.2K | $159K | Form 4 |
| Sep 16, 2026 | Tony West See Remarks | Exercised options 4 trades that day | 7.2K | n/a | Form 4 |
| Sep 16, 2026 | Tony West See Remarks | Shares withheld for taxes 4 trades that day | 3.6K | $253K | Form 4 |
| Aug 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Exercised options 6 trades that day | 4.4K | n/a | Form 4 |
| Aug 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Shares withheld for taxes 6 trades that day | 2.2K | $171K | Form 4 |
| Aug 16, 2026 | Andrew Macdonald See Remarks | Exercised options 4 trades that day | 10.2K | n/a | Form 4 |
| Aug 16, 2026 | Andrew Macdonald See Remarks | Shares withheld for taxes 4 trades that day | 5.7K | $432K | Form 4 |
| Aug 16, 2026 | Tony West See Remarks | Exercised options 4 trades that day | 7.2K | n/a | Form 4 |
| Aug 16, 2026 | Tony West See Remarks | Shares withheld for taxes 4 trades that day | 3.6K | $271K | Form 4 |
| Aug 16, 2026 | Jill Hazelbaker See Remarks | Exercised options 6 trades that day | 9.2K | n/a | Form 4 |
| Aug 16, 2026 | Jill Hazelbaker See Remarks | Shares withheld for taxes 6 trades that day | 4.6K | $351K | Form 4 |
| Aug 16, 2026 | Glen Ceremony See Remarks | Exercised options 5 trades that day | 6.6K | n/a | Form 4 |
| Aug 16, 2026 | Glen Ceremony See Remarks | Shares withheld for taxes 5 trades that day | 3.3K | $249K | Form 4 |
| Jul 16, 2026 | John A Thain Director | Exercised options | 349 | n/a | Form 4 |
| Jul 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Exercised options 6 trades that day | 4.4K | n/a | Form 4 |
| Jul 16, 2026 | Balaji (A) Krishnamurthy Chief Financial Officer | Shares withheld for taxes 6 trades that day | 2.2K | $167K | Form 4 |
| Jul 16, 2026 | Andrew Macdonald See Remarks | Exercised options 4 trades that day | 10.2K | n/a | Form 4 |
| Jul 16, 2026 | Andrew Macdonald See Remarks | Shares withheld for taxes 4 trades that day | 5.7K | $421K | Form 4 |
| Jul 16, 2026 | Tony West See Remarks | Exercised options 4 trades that day | 7.2K | n/a | Form 4 |
| Jul 16, 2026 | Tony West See Remarks | Shares withheld for taxes 4 trades that day | 3.6K | $264K | Form 4 |
| Jul 16, 2026 | Jill Hazelbaker See Remarks | Exercised options 6 trades that day | 9.2K | n/a | Form 4 |
| Jul 16, 2026 | Jill Hazelbaker See Remarks | Shares withheld for taxes 6 trades that day | 4.6K | $343K | Form 4 |
An insider buying with their own money is a stronger signal than a sale: people sell for taxes, houses and diversification. "Planned" sales were scheduled months ahead under a 10b5-1 plan. Source: SEC Form 4.
Famous investors who own it
| Investor | Quarter | Shares | Value | Share of fund | Change |
|---|---|---|---|---|---|
| Bill Ackman (Pershing Square) | Q2 26 | 34.3M | $2.48B | 12.7% | Added (+15%) |
| Terry Smith (Fundsmith) | Q2 26 | 8.9M | $645M | 4.7% | New position |
| David Tepper (Appaloosa) | Q2 26 | 7.7M | $555M | 7.4% | Added (+22%) |
| Brad Gerstner (Altimeter Capital Management) | Q2 26 | 7.4M | $532M | 5.4% | Trimmed (-7%) |
| Chase Coleman (Tiger Global Management) | Q2 26 | 151K | $10.9M | <0.1% | No change |
| George Soros (Soros Fund Management) | Q2 26 | 90.3K | $6.52M | <0.1% | Trimmed (-71%) |
From each fund's latest 13F, filed up to 45 days after the quarter ends, so it's old news by design. 13Fs only show US stock owned on the last day of the quarter: no short sales, and "added" or "trimmed" compares two snapshots, not actual trades. See what these funds bought and sold.
Failed trades
Show the numbers
| Failed trades (fails to deliver) | |
|---|---|
| Jun 15 | 67 |
| Jun 18 | 4K |
| Jun 25 | 14.1K |
| Jun 26 | 417 |
| Jun 29 | 13.6K |
| Jul 1 | 6.4K |
| Jul 6 | 3.7K |
| Jul 7 | 125 |
| Jul 8 | 3.7K |
| Jul 9 | 250 |
| Jul 10 | 2.1K |
| Jul 13 | 10.9K |
| Jul 14 | 3.7K |
| Jul 17 | 16 |
| Jul 27 | 486K |
| Jul 30 | 50 |
| Aug 3 | 22.3K |
| Aug 10 | 26.3K |
| Aug 12 | 64.7K |
| Aug 17 | 200 |
| Aug 20 | 30.7K |
| Aug 31 | 400 |
| Sep 4 | 2.4K |
| Sep 9 | 1.3K |
| Sep 17 | 5.1K |
| Sep 18 | 72.4K |
| Sep 21 | 95 |
| Sep 24 | 3.8K |
| Sep 28 | 82 |
| Sep 29 | 587 |
| Sep 30 | 596 |
| Oct 1 | 315 |
| Oct 2 | 580 |
| Oct 5 | 785 |
| Oct 6 | 4.2K |
| Oct 7 | 2.4K |
| Oct 8 | 313K |
| Oct 9 | 4.9K |
| Oct 13 | 85.5K |
| Oct 14 | 33.4K |
From the SEC's fails-to-deliver data, which runs two to four weeks behind. A spike can mean heavy short selling or just back-office delays; it isn't proof of anything on its own. Short interest isn't shown: FINRA's terms don't allow republishing it.
Share offerings
Selling new shares dilutes current owners. A "shelf" is permission to sell later; a 424B5 usually means a sale is actually happening.
- Sep 8, 2026424B3Prospectus (often lets existing holders resell shares)
- Feb 13, 2026S-3ASRAutomatic shelf registration: can sell stock or debt later
- Sep 8, 2025424B3Prospectus (often lets existing holders resell shares)
- Feb 14, 2025S-8Registered shares for employee stock plans
What they told the SEC, in plain English
Every 8-K (the report a company files when something big happens) in the last two years. Red ones are worth a closer look: auditor changes, restatements, late reports, listing problems.
- Nov 4, 20268-KReleased quarterly results; Executive or board change
- Sep 15, 20268-KOther news
- Aug 13, 2026SCHEDULE 13GAn investor reported a 5%+ stake
- Aug 7, 20268-KSigned a major agreement; Ended a major agreement; Took on new debt
- Aug 5, 20268-KReleased quarterly results
- Jul 16, 20268-KSigned a major agreement; Took on new debt; Shared information with investors
- May 11, 20268-KExecutive or board change
- May 8, 20268-KShareholder vote results
- May 6, 20268-KReleased quarterly results
- Apr 30, 2026SCHEDULE 13GAn investor reported a 5%+ stake
- Apr 20, 2026SCHEDULE 13GAn investor reported a 5%+ stake
- Mar 30, 2026SCHEDULE 13GAn investor reported a 5%+ stake
- Feb 9, 20268-KShared information with investors
- Feb 4, 20268-KReleased quarterly results; Executive or board change
- Jan 12, 20268-KOther news
- Nov 4, 20258-KReleased quarterly results
- Sep 11, 20258-KOther news
- Aug 6, 20258-KReleased quarterly results; Other news
- Jun 6, 20258-KTook on new debt
- Jun 4, 20258-KExecutive or board change
- Jun 2, 20258-KExecutive or board change
- May 20, 20258-KOther news
- May 9, 20258-KShareholder vote results
- May 7, 20258-KReleased quarterly results
- May 6, 20258-KShared information with investors
What changed in the latest annual report
Comparing the risk factors in the 10-K filed Feb 13, 2026 with the one filed Feb 14, 2025: 0 new and 0 removed, out of 66.
Matched by each risk's headline, so a reworded risk can show up as new. This year's report · last year's.
Government contracts
$724K in federal contract money over the last 12 months, across 34 awards and changes.
From USAspending.gov. Amounts are money the government committed, which can be cut later.
Search inside Uber's filings
Opens the SEC's own full-text search in a new tab, limited to UBER. Every UBER filing on EDGAR.