Overview
- Uber reported Q3 2025 EPS of $1.20 on revenue of $13.47 billion with gross bookings of $49.7 billion and a 33% rise in adjusted EBITDA to $2.3 billion.
- Management guided Q4 gross bookings to $52.25–$53.75 billion and adjusted EBITDA to $2.41–$2.51 billion, a conservative outlook that weighed on the shares.
- Forbes highlighted that at roughly 24 times free cash flow near $100, a 30–40% pullback is feasible if growth or margins decelerate given macro, regulatory and competitive risks.
- Jim Cramer called the post-earnings dip a buying opportunity, pointing to accelerating revenue, improving engagement and stronger cross-selling through Uber One.
- Uber remains consistently profitable with roughly $8.5 billion in trailing twelve-month free cash flow as management leans into customer engagement, Uber One expansion and AI-driven initiatives.