Wall Street expects Uber to report first-quarter revenue of $13.27 billion and earnings of $0.71 per share, reflecting steady topline growth alongside a 14.5% earnings decline, while the stock trades at $75.12 against an average analyst price target of $106.18.
Investors are primarily focused on Total Gross Bookings, which are projected to reach $52.89 billion as the company scales its integrated mobility and delivery superapp platform.
Recent strategic moves, including a significant passive stake in Lucid and a partnership with Rivian to deploy thousands of autonomous robotaxis, underscore Uber's pivot toward an autonomous-vehicle-agnostic marketplace. Analysts are also monitoring insurance cost trends and international expansion, which are expected to drive margin expansion later in 2026.