7G Capital Management LLC Grows Stock Position in Uber Technologies, Inc. $UBER

7G Capital Management LLC increased its holdings in Uber Technologies, Inc. (NYSE:UBER) by 861.5% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 125,000 shares of the ride-sharing company’s stock after purchasing an additional 112,000 shares during the period. Uber Technologies makes up about 5.1% of 7G Capital Management LLC’s holdings, making the stock its 5th biggest holding. 7G Capital Management LLC’s holdings in Uber Technologies were worth $8,991,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Norges Bank purchased a new stake in Uber Technologies in the fourth quarter worth about $2,515,094,000. Marshall Wace LLP lifted its position in shares of Uber Technologies by 1,462.2% in the fourth quarter. Marshall Wace LLP now owns 6,693,412 shares of the ride-sharing company’s stock valued at $546,919,000 after acquiring an additional 6,264,946 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Uber Technologies by 129.7% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company’s stock worth $776,883,000 after purchasing an additional 5,293,822 shares in the last quarter. Employees Provident Fund Board purchased a new stake in Uber Technologies during the fourth quarter valued at $265,205,000. Finally, Southpoint Capital Advisors LP bought a new stake in Uber Technologies in the first quarter worth $222,983,000. Institutional investors own 80.24% of the company’s stock.

Uber Technologies News Roundup

Here are the key news stories impacting Uber Technologies this week:

• Positive Sentiment: Attractive valuation and robotaxi optimism: Oppenheimer reportedly views UBER as undervalued for investors seeking growth and shareholder returns. Separately, an analysis argues that fears of robotaxis displacing Uber’s core ride-hailing business are overstated, potentially supporting the stock’s long-term outlook. Uber Viewed as Undervalued Robotaxi Disruption Fears
• Positive Sentiment: Autonomous-vehicle expansion: Uber and Saudi Arabia’s Transport General Authority plan to launch autonomous vehicles in the country. The initiative could strengthen Uber’s position in emerging mobility markets and demonstrate progress in integrating robotaxis rather than competing directly with them. Uber Autonomous Vehicles in Saudi Arabia
• Positive Sentiment: Uber Eats broadens grocery reach: Partnerships with five regional U.S. grocery chains—including Busch’s Fresh Food Market, Hays, Lowe’s Market and Piggly Wiggly—expand local delivery coverage and could increase order frequency and platform engagement. Uber Eats Grocery Expansion
• Neutral Sentiment: Q2 earnings estimates are the immediate catalyst: Analysts are focusing on bookings growth and other operating metrics—not just revenue and earnings—to assess Uber’s June-quarter performance. The company previously exceeded quarterly EPS expectations and has issued Q2 EPS guidance of $0.78–$0.82, raising the importance of guidance and forward commentary. Analyst Projections for Uber Q2
• Negative Sentiment: Near-term risks remain significant: Analysts cite tariffs, higher fuel costs and intense competition as threats to margins and demand. DoorDash’s FAA certification for drone delivery could also improve its delivery economics over time, increasing competitive pressure on Uber Eats. Uber Q2 Buy Sell or Hold DoorDash Drone Certification
• Negative Sentiment: AI restructuring adds uncertainty: Uber is cutting dozens of jobs as part of an artificial-intelligence restructuring effort. Although the move could improve efficiency, it introduces execution risk and may signal near-term disruption. Uber AI Restructuring

Analysts Set New Price Targets

A number of brokerages have issued reports on UBER. Wedbush assumed coverage on Uber Technologies in a report on Thursday, July 16th. They issued an “outperform” rating and a $91.00 price target for the company. BNP Paribas Exane lowered Uber Technologies to an “underweight” rating in a report on Monday, May 11th. Tigress Financial boosted their target price on Uber Technologies from $110.00 to $115.00 and gave the company a “buy” rating in a report on Friday, June 12th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Uber Technologies in a research report on Monday, June 1st. Finally, Wells Fargo & Company lowered their price target on shares of Uber Technologies from $102.00 to $100.00 and set an “overweight” rating for the company in a report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $104.60.

Uber Technologies Stock Performance

Shares of UBER stock opened at $70.46 on Friday. The business has a 50 day simple moving average of $71.80 and a 200 day simple moving average of $74.20. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The firm has a market capitalization of $143.43 billion, a price-to-earnings ratio of 17.57, a price-to-earnings-growth ratio of 6.53 and a beta of 1.12. Uber Technologies, Inc. has a 12-month low of $65.41 and a 12-month high of $101.99.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. The company had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The firm’s revenue was up 14.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, equities research analysts anticipate that Uber Technologies, Inc. will post 2.94 EPS for the current year.

Uber Technologies Profile

Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.

Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.