May 25, 2026
Everyone’s Watching JPM and UBER
Two very different stocks. Both worth understanding right now.
Here’s what caught my eye this morning. JPMorgan Chase and Uber are topping Zacks search traffic heading into the June cycle – and not because something broke. Investors are doing the quiet work: revisiting fundamentals, checking valuations, stress-testing what they already own. That’s actually healthy. And both names have enough going on under the surface to make it worth slowing down.
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Start with JPM. Q1 EPS of $5.94 beat the $5.46 estimate. Revenue of $50.5 billion, up 10% year-over-year. Net income hit $16.5 billion. Return on tangible common equity came in at 23%, CET1 ratio at 14.3% – the kind of numbers that make the balance sheet argument easy. And yet the stock slipped on earnings day. Management trimmed 2026 NII guidance from $104.5 billion to roughly $103 billion, and the market took that seriously. Fair enough. At 14.5x trailing earnings versus a 10-year median of 12.2x, JPM is priced above its own history. The 33-analyst consensus target sits at $345 with the stock near $302 – real upside on paper, but net charge-offs of $2.3 billion and a card charge-off rate around 3.4% are numbers that need watching if the consumer softens in the back half of the year.
Uber is a different conversation entirely.
Q1 gross bookings of $53.7 billion came in ahead of the $52.8 billion consensus, up 25% year-over-year. Adjusted EBITDA grew 33% to $2.5 billion. Free cash flow hit $2.3 billion in a single quarter. The GAAP net income of $263 million looked thin, but a $1.5 billion non-cash headwind from equity investment revaluations distorted the whole line – operationally, the business isn’t slowing. Q2 guidance of $56.25B–$57.75B in gross bookings cleared street estimates again.
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Worth noting – Uber One just crossed 50 million subscribers. That subscription layer now accounts for roughly half of gross bookings. Most platform companies would spend years trying to build that kind of retention. Uber kind of just did it quietly.
Forward P/E near 20x, PEG at 0.64, analyst consensus around $107. The FY2026 EPS estimate has slipped to ~$2.95 from $3.37 – that’s the number worth tracking, not the GAAP headline. One is a premium-priced fortress with credit risk underneath. The other is a clean operator with accounting noise on top. Neither fits neatly in a box – which is probably why both are trending this morning.
– WSM
For informational and educational purposes only. Not investment advice. Trading involves risk, including loss of principal.