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Did Hertz’s New Oro Mobility Partnership with Uber Just Shift Hertz Global Holdings' (HTZ) Investment Narrative?
Simply Wall St.99d agobullish
Did Hertz’s New Oro Mobility Partnership with Uber Just Shift Hertz Global Holdings' (HTZ) Investment Narrative?

In early May 2026, Hertz Global Holdings reported first-quarter revenue of US$2,004 million, up from US$1,813 million a year earlier, with its net loss narrowing to US$333 million and loss per share improving to US$1.06. Aeroplan, eBay, Uber, and The Home Depot each announced new collaborations with Hertz, highlighting the company’s push into partnerships, digital retail, and broader mobility services beyond its core rental operations. We’ll now examine how Hertz’s launch of Oro Mobility...

It's Costing More To Use AI Than Human Employees, Nvidia Exec Says
Benzinga100d agoneutral
It's Costing More To Use AI Than Human Employees, Nvidia Exec Says

AI’s purported productivity gains are coming at a cost greater than companies would typically pay humans, according to Nvidia (NASDAQ:NVDA) Vice President of Applied Deep Learning Bryan Catanzaro. "For my team, the cost of compute is far beyond the costs...

As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started
24/7 Wall St.100d agobullish
As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

The most revealing data point from Wednesday’s earnings doubleheader came down to word choice. On May 6, Uber’s CEO said “local” five times and Disney’s CEO said “domestic” 12 times on their respective calls. That linguistic tilt, flagged by the hosts of The Best One Yet, captures a macro shift already showing up in consumer ... As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation
24/7 Wall St.100d agoneutral
Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation

Of everything Uber (NYSE:UBER) said in its Q1 report yesterday, the real story is that Uber One has crossed 50 million members, and those members now drive half of Gross Bookings across Mobility and Delivery. That single fact reframes what kind of company Uber is becoming. Becoming a Membership Business For years, the bear case ... Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation

Reuters100d agobullish
Uber-backed Lime reveals revenue surge in US IPO filing

Lime, which operates an electric bike and scooter network and is backed by Uber Technologies, reported a jump in yearly ‌revenue in its filing for a U.S. initial public offering. The San ‌Francisco-based startup did not reveal the terms of the offering in the filing. Activity in the U.S. IPO ​market has rebounded after a slowdown earlier in the year linked to volatile equity markets and the war in the Middle East.

Expedia Group Q1 Earnings Call Highlights
MarketBeat100d agoneutral
Expedia Group Q1 Earnings Call Highlights

Expedia Group (NASDAQ:EXPE) reported first-quarter 2026 results that exceeded management’s expectations, with CEO Ariane Gorin citing “solid execution” and progress on strategic priorities despite what she described as a “mixed macro environment.” CFO Scott Schenkel said results came in “above the h

Airbnb Q1 Earnings Call Highlights
MarketBeat100d agoneutral
Airbnb Q1 Earnings Call Highlights

Airbnb (NASDAQ:ABNB) executives said the company started 2026 with momentum across demand, product improvements, and international expansion, while acknowledging an approximate 100 basis point headwind to nights and seats booked from conflict in the Middle East. First-quarter results and demand tre

Bloomberg100d agobearish
Lyft Earnings Miss Estimates After Global Expansion Push

(Bloomberg) -- Lyft Inc. reported profit in the first quarter that fell short of Wall Street’s estimates after it spent heavily on an international expansion and on adding higher-end offerings like chauffeur services.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Pause New Loans to US-Sanctioned RefinerSo

​Uber Technologies (UBER) Among Our Best Stocks to Buy Before the Next Bull Run
Insider Monkey100d agobullish
​Uber Technologies (UBER) Among Our Best Stocks to Buy Before the Next Bull Run

​Uber Technologies, Inc. (NYSE:UBER) has declined more than 10% on a year-to-date basis, but the Street expects more than 41% upside from the current level. The company also ranks among our Best Stocks to Buy Before the Next Bull Run . ​Recently, on May 4, Bank of America Securities reiterated a Buy rating on Uber […]

Software Stocks Are Climbing Again. Palantir and Uber Are Key—Watch Their Charts.
Barrons.com101d agoneutral
Software Stocks Are Climbing Again. Palantir and Uber Are Key—Watch Their Charts.

Earnings reports from two major players in the software arena— Palantir and Uber —are helping to fuel the momentum this week. It ended last year and started this one in a deep hole, succumbing to fears that artificial intelligence could displace software. For the software group to sustain a broader recovery, participation from former leaders like Uber and Palantir, will be essential.

Uber, DoorDash earnings show consumer spending is still resilient
Yahoo Finance Video101d agoneutralVIDEO
Uber, DoorDash earnings show consumer spending is still resilient

Ride share app Uber (UBER) and food delivery service DoorDash (DASH) released strong first quarter earnings results. Roth Capital Partners managing director Rohit Kulkarni elaborates on what earnings figures from these companies — and Amazon Prime (AMZN) — show about the strength of the US consumer and how they are spending.

Wall Street Splits on Uber: Goldman Sachs Cuts Price Target While Piper Sandler Hikes
24/7 Wall St.101d agobearish
Wall Street Splits on Uber: Goldman Sachs Cuts Price Target While Piper Sandler Hikes

Wall Street delivered a split verdict on Uber Technologies (NYSE:UBER) following the company’s Q1 2026 earnings report on May 6. Goldman Sachs (NYSE:GS) lowered its price target to $115 from $125 while maintaining a Buy rating, and Piper Sandler (NYSE:PIPR) analyst Thomas Champion raised his target to $105 from $100 while keeping an Overweight rating. ... Wall Street Splits on Uber: Goldman Sachs Cuts Price Target While Piper Sandler Hikes

Uber’s Robotaxi And Parking Bets Recast Growth And Risk For Investors
Simply Wall St.101d agoneutral
Uber’s Robotaxi And Parking Bets Recast Growth And Risk For Investors

Uber Technologies (NYSE:UBER) has ordered 10,000 autonomous vehicles from Rivian, with plans for more as part of its robotaxi push. The company is expanding partnerships with autonomous vehicle players including Lucid and Nuro. Uber announced a $600 million acquisition of parking platform SpotHero to extend its reach into mobility infrastructure. Uber Technologies, trading at $79.17, is moving beyond its core ride hailing and delivery roots into a broader mobility platform. The stock is up...

Is UBER Stock Undervalued At $80?
Trefis101d agoneutral
Is UBER Stock Undervalued At $80?

Uber Technologies (UBER) stock's 8 percent post-earnings surge to $79 is notable, but the most significant insight lies in the divergence between revenue growth and profit scaling. While a slight revenue miss captured headlines, the core signal is the structural shift in Uber’s margin profile, which suggests the current valuation may not fully reflect its long-term earnings power.

Uber's strong quarter masks a stock that has lost its way
Proactive101d agoneutral
Uber's strong quarter masks a stock that has lost its way

Uber Technologies Inc (NYSE:UBER, XETRA:UT8) posted one of its most operationally convincing quarters in years this week, yet the results did little to resolve a question that has hung over the stock for much of the past 12 months: whether the ride-hailing and delivery giant can translate...