Two Sigma Securities LLC Acquires 15,677 Shares of Uber Technologies, Inc. $UBER

Two Sigma Securities LLC raised its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 309.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,739 shares of the ride-sharing company’s stock after acquiring an additional 15,677 shares during the quarter. Two Sigma Securities LLC’s holdings in Uber Technologies were worth $1,497,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in UBER. Capital Research Global Investors grew its stake in Uber Technologies by 2.6% in the fourth quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock valued at $9,270,561,000 after purchasing an additional 2,903,021 shares during the last quarter. Public Investment Fund purchased a new position in shares of Uber Technologies in the 2nd quarter worth approximately $5,256,173,439. Geode Capital Management LLC grew its position in shares of Uber Technologies by 3.5% in the 4th quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock worth $3,906,083,000 after buying an additional 1,602,596 shares during the last quarter. Norges Bank bought a new position in shares of Uber Technologies during the 4th quarter worth approximately $2,515,094,000. Finally, Northern Trust Corp raised its stake in shares of Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock worth $1,911,301,000 after acquiring an additional 297,132 shares in the last quarter. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

More Uber Technologies News

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

• Positive Sentiment: Uber prevailed in litigation brought by law firm Simon & Simon involving allegations of “sham litigation” tied to a prior RICO dispute. The favorable ruling removes a legal overhang, although the immediate financial impact appears limited. Uber defeats Simon & Simon’s Sham Litigation Claims
• Positive Sentiment: Uber’s Dubai robotaxi launch and partnerships with autonomous-vehicle developers could strengthen its position as an aggregator and distribution platform for driverless transportation, rather than requiring it to own the vehicle technology. Dubai Robotaxi Launch Shows How Uber Could Win the Robotaxi Race
• Positive Sentiment: Uber has reportedly increased AI usage more than ninefold while keeping spending roughly flat. Lower AI costs could improve operating efficiency and make artificial intelligence a future margin driver. Uber’s AI spending and efficiency
• Positive Sentiment: Uber partnered with Turkey’s Bin Ulasim to modernize the taxi ecosystem with an electric-vehicle focus, supporting its international expansion and potential electrification strategy. Uber and Bin Ulasim Turkey partnership
• Neutral Sentiment: Investor discussions remain cautiously optimistic about Uber’s valuation, free-cash-flow growth and booking expansion. However, concerns persist that autonomous-vehicle competitors could disrupt ride-hailing unless Uber successfully becomes the leading platform for robotaxi services. Uber robotaxi developments and valuation metrics
• Negative Sentiment: The primary pressure appears to be a risk-off market environment, intensified by geopolitical tensions and higher oil prices, combined with investor disappointment over Uber’s third-quarter guidance. Uber projected gross bookings of $58.25 billion to $60.25 billion and adjusted EPS of $0.84 to $0.88, which investors viewed as less compelling than expected. Uber market weakness and guidance concerns
• Negative Sentiment: Recent insider activity shows one open-market sale and no purchases: Chief People Officer Nikki Krishnamurthy sold 30,000 shares. The transaction is not necessarily a forecast of business performance but may add modestly to sentiment concerns.

Uber Technologies Price Performance

Shares of UBER opened at $75.61 on Tuesday. 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 company’s fifty day moving average price is $73.80 and its 200-day moving average price is $73.44. Uber Technologies, Inc. has a 1-year low of $65.41 and a 1-year high of $101.99. The firm has a market capitalization of $154.44 billion, a PE ratio of 16.62, a price-to-earnings-growth ratio of 6.35 and a beta of 1.13.

Uber Technologies (NYSE:UBER) last issued its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.80 by $0.01. The company had revenue of $14.19 billion during the quarter, compared to analyst estimates of $14.24 billion. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%.The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the business posted $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, equities research analysts predict that Uber Technologies, Inc. will post 3.39 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on UBER shares. Piper Sandler reaffirmed an “overweight” rating on shares of Uber Technologies in a report on Thursday, August 13th. Citizens Jmp reissued a “market outperform” rating and issued a $100.00 price objective on shares of Uber Technologies in a research report on Tuesday, August 25th. The Goldman Sachs Group set a $100.00 target price on Uber Technologies in a research note on Monday, June 29th. BTIG Research reaffirmed a “buy” rating and set a $100.00 target price on shares of Uber Technologies in a research report on Tuesday, July 14th. Finally, Jefferies Financial Group increased their price target on Uber Technologies from $100.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $104.25.

Uber Technologies Company 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.