Uber Exceeds Q2 Revenue Expectations $12.65B

Uber Technologies reported strong Q2 2025 financial results, surpassing Wall Street expectations with revenue up 18.2% year over year to $12.65 billion and GAAP earnings per share of $0.63, matching analyst estimates. The company’s growth was driven by record audience engagement and profitability across its mobility and delivery segments, with an operating margin rising to 11.5%. Despite a projected deceleration in revenue growth to around 15% for the next year, analysts maintain an optimistic outlook, with many rating Uber as 'Outperform' and setting price targets averaging around $100. Uber's gross bookings for Q2 were forecast between $45.75 billion and $47.25 billion, reflecting robust demand amid ongoing competition in ride-hailing and food delivery markets. Investor focus is also shifting toward Uber’s expanding autonomous vehicle and robotaxi operations, as the company seeks to compete with rivals like Tesla and Alphabet’s Waymo in this emerging space. Overall, Uber's consistent sales growth and strategic investments position it well in a competitive landscape, though some valuation models suggest moderate downside risk from current price levels.