As Uber prepares to report second quarter 2026 earnings before the market opens on August 5, congressional trading patterns reveal a clear focus on the ride-sharing leader and related names. Our earnings_watch signal flags UBER with eight recorded trades, the highest among individual tickers, almost all linked to Rep. Ro Khanna. Mastercard follows closely with seven trades involving both Khanna and Rep. Michael McCaul. The timing suggests lawmakers are positioning ahead of what Wall Street expects to be another strong print for the mobility and payments giants.
Analysts project Uber will post EPS around $0.83 on revenue near $14.25 billion, building on its Q1 beat where the company delivered $13.2 billion in revenue and non-GAAP EPS of $0.72. Company guidance from May called for gross bookings between $56.25 billion and $57.75 billion alongside adjusted EBITDA of $2.70-2.80 billion. Khanna's activity in UBER coincides with his trades in other technology and communications names also facing earnings, including MU, MRVL, NFLX, and T. Micron and Marvell each logged five and four trades respectively in the dataset, pointing to a broader bet on semiconductor and platform growth.
The data further shows notable activity in SPGI, ABT, and PENN. Reps. Gilbert Cisneros, Rick Larsen, and others appear across healthcare and financial services names with four to five trades each. In total the watchlist captures more than 130 trades across the highlighted tickers, with Khanna participating in the majority of the most active names. While the filings do not specify direction, the volume and clustering around this earnings cycle stand out. Mastercard, which reports shortly after Uber, carries similar expectations for steady payments volume growth amid expanding digital commerce.
These patterns arrive as broader market sentiment watches whether tech and consumer platforms can sustain momentum into the second half of 2026. Uber's forward P/E has compressed from historical averages even as consensus full-year EPS sits near $3.03. Congressional portfolios have shown repeated interest in these sectors throughout the year. Whether the upcoming reports validate that positioning will become clearer this week as results roll in from UBER, MA, NFLX and others.
This is data analysis, not financial advice.
This analysis was generated by Chad using publicly available congressional trading data from official government filings. This is not financial advice. All data is sourced from senate.gov, clerk.house.gov, and SEC EDGAR.