2026-10-31 → 11-05 Earnings Bear
Uber CEO Warns Driver Shortage May Raise Rider Costs Iran war squeezes driver supply in India, Brazil, pressuring ride costs
D1 +2.2% · +5d +6.7%
› 7 waves of this story2026-10-31 Multiple sources confirm Uber's earnings next week; stock pressured by driverless-tech risks2026-11-01 Multiple independent sources confirm earnings date; prior event line moves to results verification2026-11-02 Multiple outlets confirm earnings date; analyst flags Uber as sell this week2026-11-02 Multiple sources confirm earnings timing; market awaits results2026-11-04 Revenue and EPS beat, but mobility and delivery missed; Q4 guidance faces driver supply and cost pressures.2026-11-05 Amazon taps Uber Eats for Prime delivery; Q3 revenue beat offset by driver shortages2026-11-05 Iran war squeezes driver supply in India, Brazil, pressuring ride costs2026-11-04 8-K filing
8-K: Item 2.02, Item 5.02, Item 9.01 D1 +4.9% · +5d -0.1%
2026-11-04 Earnings
Earnings report D1 +4.9% · +5d -0.1%
2026-10-24 → 10-30 Capital Bear
Uber Hits New 52-Week Low Again Amid DoorDash-Instacart Deal Pressure Stock hits fresh 52-week low for second straight day; Q3 earnings loom with cost and competitive pressures
D1 -0.9% · +5d +0.9%
› 4 waves of this story2026-10-24 Instacart is working with an investment bank and has held preliminary talks with Uber, per The Information.2026-10-27 Uber, previously a potential buyer, is no longer in talks; DoorDash deal could close this week2026-10-29 After exiting deal talks, Uber shares hit 52-week low today, drawing focus on strategy2026-10-30 Stock hits fresh 52-week low for second straight day; Q3 earnings loom with cost and competitive pressures2026-10-29 Company
Rivian Confirms $250M Uber Investment by Year-End, Autonomy Milestone on Track Rivian says it will hit autonomy milestone to unlock Uber funding, deepening partnership
D1 +0.7% · +5d +4.6%
2026-10-27 Company Bull
Uber Partners with Key Food to Expand Grocery Delivery Over 300 stores join Uber Eats, strengthening local grocery delivery network
D1 -0.5% · +5d +1.2%
2026-10-23 Company
Uber rolls out ChatGPT Work to all 30,000 employees Expanded OpenAI partnership gives entire workforce access to frontier models
D1 -3.4% · +5d -2.2%
2026-10-20 Company Bull
Uber offers hundreds in bonuses to some drivers ahead of holiday season Incentivizes drivers to boost capacity for holiday demand
D1 -1.5% · +5d -4.6%
2026-10-13 → 10-15 Company Bear
Uber's autonomous mobility head Sarfraz Maredia to depart next month Head of autonomous mobility and delivery leaves as Uber pushes autonomous strategy
D1 -0.3% · +5d -3.3%
› 2 waves of this story2026-10-13 Key executive exit may impact autonomous driving strategy2026-10-15 Head of autonomous mobility and delivery leaves as Uber pushes autonomous strategy2026-10-12 Product Bull
Uber Eats Partners with Sur La Table for Nationwide Kitchenware Delivery Expands Uber Eats retail delivery into premium kitchenware with 25-minute delivery, broadening category reach
D1 +0.0% · +5d -2.2%
2026-10-07 → 10-09 Company
Uber to Acquire ezCater for $2.3B, Expanding B2B Catering Acquisition of ezCater strengthens Uber's B2B catering expansion, consistent with prior reports.
D1 -0.9% · +5d +1.2%
› 3 waves of this story2026-10-07 Acquisition adds ezCater's $2.5B+ annual gross bookings to Uber Eats, targeting higher-value workplace orders2026-10-07 Rosenblatt reiterates Buy, PT $100, sees B2B expansion and margin accretion2026-10-09 Acquisition of ezCater strengthens Uber's B2B catering expansion, consistent with prior reports.2026-10-08 Company Bull
Uber, Pony.ai to Launch Robotaxis in London Expanded partnership brings driverless cars to Europe
D1 +2.6% · +5d +1.5%
2026-10-05 Capital Bear
CX Institutional Cuts Uber Stake by 88.8% in Q3 13F filing shows significant reduction, reflecting institutional shift.
D1 +2.0% · +5d +2.9%
2026-10-05 Earnings
Uber to Hold Q3 2026 Earnings Call on Nov 4 Company announcement confirms earnings date, key for investors.
D1 +2.0% · +5d +2.9%
2026-10-01 Company Bull
Uber to Invest Up to $1.25B for 50K Rivian Robotaxis Uber plans to deploy at least 10K autonomous Rivian R2s from 2030, with options for 40K more, investing up to $1.25B
D1 -0.9% · +5d +3.5%
2026-09-26 → 09-29 Analyst Bull
Uber Backed by Multiple Analysts, Robotaxi Threat Seen as Manageable BNP and Seeking Alpha reiterate Buy, seeing Uber benefiting from AVs with attractive valuation
D1 -2.1% · +5d +1.9%
› 4 waves of this story2026-09-26 Multiple analysts and investors see Uber as undervalued with strong cash flow and improved outlook2026-09-27 Multiple independent investors and analysts reiterate Uber's improving fundamentals and reasonable valuation, extending recent bullish sentiment.2026-09-28 Citizens reiterates $100 PT; Waymo miles growth slows, market overly pessimistic2026-09-29 BNP and Seeking Alpha reiterate Buy, seeing Uber benefiting from AVs with attractive valuation2026-09-16 → 09-24 Company Bull
Uber Expands Costco Delivery to 47 States, Achieves AV Regulatory Milestone Uber's busy stretch includes grocery delivery expansion, AV regulatory milestone, and regional partnership.
D1 -0.6% · +5d -2.2%
› 4 waves of this story2026-09-16 Partnership grows from 17 to 47 states, covering nearly 600 stores2026-09-17 Covers nearly 600 locations, widening Uber Eats' grocery and retail reach2026-09-24 On-demand grocery delivery now reaches nearly 600 Costco warehouses, broadening Uber Eats' US footprint2026-09-24 Uber's busy stretch includes grocery delivery expansion, AV regulatory milestone, and regional partnership.2026-09-24 Company Bull
Lucid Partners with Uber to Deploy 20K AVs, Uber Gains L4 Permit Lucid's partnership with Uber and Nuro for 20K AVs in the U.S., plus Uber's L4 permit in Spain, strengthens its AV position.
D1 -0.3% · +5d -1.9%
2026-09-23 Company
Uber Executives Buy Shares; DoorDash Settlement Contrast Noted Executive buying and smaller NYC settlement vs DoorDash highlight Uber's lighter regulatory touch
D1 -0.7% · +5d -1.3%
2026-09-22 Analyst Bull
BofA reiterates Buy on Uber, sees 73% mobility share by 2028 Despite AV competition, BofA sees limited share erosion, easing concerns
D1 -1.3% · +5d -0.8%
2026-09-20 Analyst Bull
Bill Ackman's New Fund Puts 45% in Uber, Microsoft, Meta Ackman's new $5B fund heavily weights Uber; his $19B fund's top holding is Uber at 13%
D1 +0.5% · +5d -3.8%
2026-09-18 Regulation Bear
Uber Ordered to Pay $40M in Wrongful-Death Arbitration Over Freeway Drop-Off Retired judge rules Uber liable in 2023 freeway abandonment death of 23-year-old UCLA grad
D1 -0.5% · +5d -1.2%
2026-09-16 8-K filing
8-K: Item 8.01, Item 9.01 D1 -0.6% · +5d -2.2%
2026-09-11 → 09-16 Capital Bull
Uber CEO Buys 141K Shares for ~$10M CEO purchase signals confidence after strong quarterly results
D1 -1.2% · +5d -1.6%
› 8 waves of this story2026-09-11 First open-market purchase since May 2022, positive signal2026-09-12 CEO Dara Khosrowshahi purchased 141K shares at $70.96 avg. (~$10M), signaling confidence in recent business trajectory2026-09-12 Rare public insider buy, largest ever on $UBER, shares near YTD lows2026-09-14 Rare open-market CEO purchase signals confidence2026-09-15 After CEO's 141K-share purchase, continued insider buying draws attention to management confidence2026-09-15 CEO's continued buying signals insider confidence, though stock remains low2026-09-16 CEO purchase signals confidence amid strong quarterly results2026-09-16 CEO purchase signals confidence after strong quarterly results2026-09-10 Insider buying
Insider buying $10.0M (1) D1 +2.1% · +5d -2.3%
2026-09-10 Company Bull
Uber Gets Spain's First L4 Autonomous Vehicle Permit Partnership with WeRide and AVOMO advances AV commercialization
D1 +2.1% · +5d -2.3%
2026-09-08 → 09-09 Company Bull
Uber COO Buys 70K Shares Worth ~$5.3M Insider buying signals confidence; second open-market purchase in 6 months
D1 -3.5% · +5d -2.3%
› 2 waves of this story2026-09-08 Second insider purchase in 6 months, signaling confidence in fundamentals2026-09-09 Insider buying signals confidence; second open-market purchase in 6 months2026-09-09 Capital
Uber's First Euro Bond Sale Targets ~€4B First euro-denominated debt raise diversifies funding for expansion
D1 -2.8% · +5d -0.2%
