Uber Technologies extends non?food delivery push, shares under analyst buy consensus

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-26, 15:40.

Uber Technologies (US90353T1007) is adding more US retailers to its Uber Eats marketplace as part of a continued shift into non-food delivery. The NYSE-listed group thus deepens its presence in the wider e-commerce logistics segment, while analysts maintain a broadly positive stance on the shares.

What recent reports highlight

According to MarketScreener summaries of recent company and press reports, Uber Technologies has taken on new US retailers as partners on the Uber Eats platform, expanding the offer beyond restaurant meals into categories such as convenience and retail goods. This follows earlier steps to bring grocery and other non-food items onto the app, reinforcing the delivery network as a general last-mile channel for different merchants.

Commentary collected on MarketScreener notes that the expansion in non-food options is one of the current operational themes for Uber, complementing ride-hailing and existing food delivery. The move fits with a broader sector trend in which players like DoorDash and Instacart compete to secure retailer partnerships, while Amazon continues to integrate its own logistics and marketplace capabilities into fast delivery services.

Analyst consensus and price targets

On TradingKey, Uber Technologies carries an overall analyst recommendation of "Buy", with a stated average price target of 104.45 US dollars for the UBER ticker. This implies a double-digit percentage upside from the latest quoted level around 72.27 dollars, signalling that covering houses still see room for value creation in the stock at current prices.

TrendSpider data cited in recent market commentary points to a strong consensus picture as well, noting that 100 percent of analysts in its universe rate Uber a buy. Such unanimity is unusual among large-cap US technology-related names and underlines the degree to which the company is perceived to be structurally advantaged in mobility and delivery networks, even as regulatory and competitive risks persist.

Positioning in the mobility and delivery sector

The company sits in the S&P 500 and S&P 100 indices, making Uber one of the larger listed US technology-related names. This places the group alongside sector peers such as Lyft in ride-hailing and DoorDash in food delivery, as well as with Amazon in broader logistics and e-commerce competition, where last-mile efficiency and consumer convenience are core differentiators.

TradingKey data puts Uber’s market capitalization at around 147.07 billion US dollars, with a trailing price-to-earnings ratio of 17.63. That valuation level compares with a number of global platform companies which have moved from growth to profitability phases, and it suggests that investors now increasingly assess Uber on earnings and cash flow metrics instead of purely on gross bookings growth.

What the company sells and operates

Uber’s core business remains its global ride-hailing platform, which matches passengers with drivers via the Uber app in multiple countries and major cities. In addition, Uber Eats is a significant revenue contributor, providing food and non-food delivery from restaurants and retailers, while Uber Freight offers logistics services for shippers and carriers in the trucking space.

Where the stock trades today

Uber Technologies shares (US90353T1007) are listed on the New York Stock Exchange under the ticker UBER and most recently traded around 72.27 US dollars, based on TradingKey and related quote services as of 2026-06-25, 16:00 Eastern Time.

This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. Figures and dates are based on sources cited and may change; investors should consult original filings and market data before making decisions.