Market Comparison Analysis of Uber and Lyft
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy UBER?
Source: stocktwits
- Uber Earnings Highlights: In Q4 2023, Uber's revenue grew by 20% to $14.37 billion, surpassing the $14.32 billion estimate, although its adjusted profit of $0.71 per share fell short of the $0.85 target, indicating strong performance within its diversified service portfolio.
- Lyft Earnings Expectations: Analysts forecast Lyft's Q4 revenue to rise over 13% to $1.76 billion, with adjusted profit expected to increase by 17% to $0.32 per share, suggesting the fastest growth in 2025, despite bearish market sentiment.
- Stock Performance Comparison: Lyft's stock has declined about 33% since November 12, while Uber's shares have slid approximately 26% since October 6, reflecting differing market perceptions, with analysts favoring Uber.
- Autonomous Driving Potential: Although still in its infancy, autonomous vehicle technology is seen as a potential growth lever for both Uber and Lyft, with Lyft partnering with Alphabet's Waymo to support fully autonomous ride-hailing in Nashville, which could enhance its market sentiment.
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Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise
32 Analyst Rating
28 Buy
3 Hold
1 Sell
Strong Buy
Current: 71.710
Low
72.00
Averages
107.10
High
150.00
Current: 71.710
Low
72.00
Averages
107.10
High
150.00
About UBER
Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction: The stock price data from the afternoon of March 29, 2026, suggests that Uber is under pressure, possibly due to the overall market environment and intensified industry competition, necessitating close monitoring of its subsequent performance.
- Video Release: The video published on April 1, 2026, aims to analyze Uber's stock trends and market sentiment, potentially providing investors with decision-making insights.
See More
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- Attractive Valuation: With shares trading around $300, the stock is valued at approximately 17 times the midpoint of management's 2026 earnings guidance, presenting an appealing price-to-earnings ratio for a high-quality lender, offering investors a solid entry point despite potential economic downturn risks.
See More
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