220,484 Shares in Uber Technologies, Inc. $UBER Purchased by HS Management Partners LLC

HS Management Partners LLC purchased a new stake in shares of Uber Technologies, Inc. (NYSE:UBER) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 220,484 shares of the ride-sharing company’s stock, valued at approximately $15,910,000. Uber Technologies accounts for approximately 5.5% of HS Management Partners LLC’s portfolio, making the stock its 4th largest holding.

Other large investors have also recently added to or reduced their stakes in the company. Aljian Capital Management LLC bought a new stake in shares of Uber Technologies in the 2nd quarter worth approximately $1,473,000. Alpine Woods Capital Investors LLC acquired a new stake in shares of Uber Technologies during the 2nd quarter worth approximately $3,278,000. Meeder Advisory Services Inc. bought a new stake in shares of Uber Technologies during the second quarter valued at approximately $3,286,000. Meeder Asset Management Inc. bought a new stake in shares of Uber Technologies during the second quarter valued at approximately $55,000. Finally, Citizens Financial Group Inc. RI acquired a new position in shares of Uber Technologies in the second quarter valued at $11,838,000. Institutional investors and hedge funds own 80.24% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on UBER. KeyCorp reduced their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Tuesday, July 14th. The Goldman Sachs Group set a $100.00 price objective on shares of Uber Technologies in a research note on Monday, June 29th. Royal Bank Of Canada initiated coverage on shares of Uber Technologies in a report on Monday, May 11th. They set an “outperform” rating for the company. JPMorgan Chase & Co. lifted their target price on shares of Uber Technologies from $105.00 to $110.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Finally, Citizens Jmp reissued a “market outperform” rating and issued a $100.00 target price on shares of Uber Technologies in a research note on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $104.25.

Uber Technologies Stock Performance

Shares of NYSE:UBER opened at $77.93 on Thursday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84. The business’s fifty day moving average price is $72.68 and its two-hundred day moving average price is $73.32. Uber Technologies, Inc. has a fifty-two week low of $65.41 and a fifty-two week high of $101.99. The stock has a market capitalization of $159.18 billion, a price-to-earnings ratio of 17.13, a price-to-earnings-growth ratio of 6.01 and a beta of 1.13.

Uber Technologies (NYSE:UBER) last issued 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 business earned $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. As a group, analysts predict that Uber Technologies, Inc. will post 3.39 EPS for the current fiscal year.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: European robotaxi launch: Uber, Verne and Pony AI launched autonomous rides in Zagreb, Croatia—the first European city where customers can book a self-driving vehicle through Uber’s app. The service initially covers parts of the city with a licensed operator onboard, and availability is expected to expand. The milestone supports Uber’s strategy of acting as a demand and booking platform for third-party autonomous fleets. Uber launches autonomous rides in Zagreb, its first in Europe
• Positive Sentiment: Drone-delivery growth opportunity: Uber’s partnership with Zipline, including a strategic investment, is expected to bring autonomous drone delivery to Uber Eats customers across the United States. The companies are targeting one million daily deliveries by 2029, potentially improving delivery speed and expanding Uber’s addressable market. Uber and Zipline Partner on Drone Delivery
• Positive Sentiment: Relative investment appeal: Analysts said Uber’s recent earnings beat, bookings growth, business diversification and autonomous-vehicle partnerships give it an advantage over Lyft, despite Lyft’s lower valuation. Recent results showed adjusted EPS slightly above consensus and revenue growth of 12.2% year over year. UBER or LYFT: Which Player Is Better-Placed Post-Q2 Earnings Results?
• Neutral Sentiment: CEO Dara Khosrowshahi is scheduled to participate in a Goldman Sachs technology conference on September 10, which could provide further insight into Uber’s autonomous-vehicle and delivery strategy but is not an immediate fundamental catalyst. Uber CEO to Participate in Fireside Chat Hosted by Goldman Sachs
• Negative Sentiment: Long-term competitive risk: Tesla’s planned Cybercab rollout could pressure ride-hailing prices and margins if vertically integrated autonomous fleets operate at substantially lower costs. Uber’s partnerships and delivery diversification may mitigate this risk, but the transition could still challenge its traditional asset-light economics. Tesla’s Cybercab Launch Could Reshape Margins for Uber and Lyft

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.