Uber Technologies Inc. (NYSE:UBER) looks set for a strong demand environment, according to analysts, ahead of the ride-hailing giant’s Q4 earnings call.
Favorable Tailwinds
Analysts from financial services firm Cantor Fitzgerald on Monday predicted “favorable tailwinds” for the ride-hailing giant, like a reduction in insurance premiums as well as a “solid demand environment,” which would translate to strong growth for Uber’s mobility business this year.
The investor note also indicates that analysts predict Uber’s gross bookings (including rides and eats) would be above prior guidance, with FY26 bookings estimated to fall within the “high teens %.” Analysts expect Uber to report EBIDTA growth above the guided $2.41-$2.51 billion.
The analysts also suggest that updates on Uber’s AV strategy would remain a key focus on the earnings call. …