Waterloo Capital L.P. Acquires 54,240 Shares of Uber Technologies, Inc. $UBER

Waterloo Capital L.P. raised its holdings in Uber Technologies, Inc. (NYSE:UBER) by 252.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 75,722 shares of the ride-sharing company’s stock after buying an additional 54,240 shares during the period. Waterloo Capital L.P.’s holdings in Uber Technologies were worth $5,464,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Uber Technologies by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after acquiring an additional 1,670,761 shares in the last quarter. Capital Research Global Investors raised its holdings in Uber Technologies by 2.6% during the fourth quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock worth $9,270,561,000 after acquiring an additional 2,903,021 shares in the last quarter. Geode Capital Management LLC boosted its position in Uber Technologies by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock valued at $3,906,083,000 after purchasing an additional 1,602,596 shares during the last quarter. Norges Bank acquired a new position in Uber Technologies during the fourth quarter valued at approximately $2,515,094,000. Finally, Northern Trust Corp grew its stake in Uber Technologies by 1.5% in the third quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after purchasing an additional 297,132 shares in the last quarter. 80.24% of the stock is owned by institutional investors.

Uber Technologies Price Performance

NYSE:UBER opened at $75.88 on Friday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.38. The stock’s 50 day moving average price is $72.31 and its two-hundred day moving average price is $73.49. The firm has a market capitalization of $154.99 billion, a price-to-earnings ratio of 16.68, a P/E/G ratio of 6.23 and a beta of 1.13. Uber Technologies, Inc. has a 12-month low of $65.41 and a 12-month high of $101.99.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.80 by $0.01. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%.The company had revenue of $14.19 billion during the quarter, compared to analysts’ expectations of $14.24 billion. During the same period last year, the firm posted $0.60 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, analysts anticipate that Uber Technologies, Inc. will post 3.33 earnings per share for the current year.

More Uber Technologies News

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

• Positive Sentiment: Uber and Chinese autonomous-driving company Pony.ai expanded their partnership, targeting the deployment of more than 2,000 robotaxis across Europe. The plan builds on the existing Zagreb service and adds four additional European cities, with potential expansion into the Middle East. The initiative could give Uber a scalable path into autonomous mobility without owning the entire vehicle fleet. China’s Pony.ai, Uber to jointly deploy over 2,000 robotaxis in Europe
• Positive Sentiment: Uber is also preparing a Tokyo robotaxi pilot for late 2026 with Japanese taxi operator Hinomaru Kotsu. The local partner will handle fleet operations, maintenance, charging and vehicle uptime, potentially helping Uber navigate Japan’s regulatory and operational requirements. Uber Partners with Hinomaru Kotsu for Robotaxi Pilot Deployment in Tokyo
• Positive Sentiment: Several investment analyses argue that Uber’s valuation looks attractive after the stock’s recent weakness. Supporters point to continued market-share gains, improving margins and more than $58 billion in second-quarter gross bookings, with Mobility, Delivery and Freight all contributing to growth. Uber Stock Looks Cheap. Here’s Why.
• Neutral Sentiment: Uber CEO Dara Khosrowshahi highlighted Japan as an important market for both Delivery and Mobility, reinforcing management’s broader strategy of using regional partners to expand robotaxi services. However, the European rollout and Tokyo pilot remain future deployments rather than near-term revenue catalysts.
• Negative Sentiment: Uber Freight is investigating a cybersecurity incident involving unauthorized access to certain internal systems and code repositories. The company said Freight operations were not disrupted and that the incident was contained, but the potential scope of compromised data remains under review. Separately, investors continue to debate whether autonomous vehicles could eventually pressure Uber’s driver-based network economics, despite the company’s partnerships. Uber Freight investigates cyber incident after hackers claim million-file leak

Analysts Set New Price Targets

UBER has been the topic of several recent analyst reports. HSBC lowered Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. Jefferies Financial Group increased their price objective on Uber Technologies from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, August 10th. Weiss Ratings downgraded shares of Uber Technologies from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, July 24th. BTIG Research restated a “buy” rating and set a $100.00 target price on shares of Uber Technologies in a report on Tuesday, July 14th. Finally, Benchmark reaffirmed a “hold” rating on shares of Uber Technologies in a research report on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Uber Technologies presently has an average rating of “Moderate Buy” and an average target price of $104.25.

About Uber Technologies

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.