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JMM JMM RESEARCH FORECASTS, SCORED IN PUBLIC. See the track record

Home / Companies / Uber

Uber

Ride and delivery margins, now judged like a mature company.

In coverage since May 2026

Prediction record

Our call accuracy 6 of 6 right
6 of 25 tracked companies
Market accuracy on Uber 5 of 6 right
market baseline, same contracts
Brier edge vs market −0.080 mean
13 of 25 in coverage, by edge

Scored events

Q1 2026 Beats gross bookings growth consensus we said 40% No
Q1 2026 Uber closes above a key technical level by month-end we said 71% Yes
May 2026 10%+ single-day move in the stock this quarter we said 81% Yes
Jun 2026 Uber announces a new buyback or capital-return plan we said 64% Yes
Jun 2026 Uber guidance raise on the next print we said 53% Yes
Jul 2026 A 10%+ single-day drop in the stock this quarter we said 22% No
Open Uber beats EPS consensus we said 50% Open

In the record

"Uber is the safest name in its sector" (widely repeated) Mostly true