Alex Sirois
7 min read
Quick Read
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Uber trades 44% below its Wall Street consensus target of $102, while Evercore’s Mark Mahaney sees it nearly doubling to $150.
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Lyft and DoorDash are both down double digits year to date, but Grab carries the largest consensus upside at 93%.
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Despite a 30% stock slide, Uber posted 22% gross bookings growth and crossed $10 billion in trailing free cash flow.
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Uber shares are trading at $71.10, well below the Wall Street consensus 12-month price target of $102.13. That leaves a roughly 44% gap between where the stock trades today and where the analyst crowd thinks it belongs.
NYSE:UBER) runs the largest global ride-hailing and food-delivery marketplace, layered with a fast-scaling advertising business, a 50-million-member Uber One subscription, and a growing role as the connective tissue for third-party robotaxi fleets. Wall Street has spent the last two years treating it as the default winner in mobility. The problem is that the stock has not cooperated.
Since peaking near $101.99 over the past year, shares have slid steadily. The dislocation has grown wide enough that at least one senior analyst says the stock could roughly double from here.
A 30% Slide From the Highs Despite Record Cash Flow
Uber is down more than 30% from its 52-week high, and the damage has accelerated recently. Shares fell 7% in the past week alone and 25.51% over the past year, an unusually violent move for a company generating record free cash flow.
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The catalyst is a string of top-line disappointments. Q2 FY2026 revenue of $14.19 billion missed consensus by 0.5%, and EPS of $0.81 came in below the $0.83 estimate. That followed a Q1 miss and a Q4 miss driven by a $1.6 billion equity revaluation headwind. Mobility revenue grew just 1% year over year in Q2, a sharp deceleration that spooked investors even though management attributed most of the pressure to a U.K. business-model change worth roughly 400 basis points of margin optics.
