GTS Securities LLC Grows Position in Uber Technologies, Inc. $UBER

GTS Securities LLC boosted its position in Uber Technologies, Inc. (NYSE:UBER) by 120.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 39,827 shares of the ride-sharing company’s stock after acquiring an additional 21,742 shares during the quarter. GTS Securities LLC’s holdings in Uber Technologies were worth $2,874,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the company. Meiji Yasuda Life Insurance Co increased its position in shares of Uber Technologies by 1.3% in the 2nd quarter. Meiji Yasuda Life Insurance Co now owns 14,605 shares of the ride-sharing company’s stock valued at $1,054,000 after purchasing an additional 183 shares during the last quarter. Thornburg Investment Management Inc. purchased a new stake in shares of Uber Technologies during the 2nd quarter worth $11,330,000. Capital Advisors Inc. OK lifted its position in shares of Uber Technologies by 42.7% during the 2nd quarter. Capital Advisors Inc. OK now owns 559,087 shares of the ride-sharing company’s stock worth $40,344,000 after purchasing an additional 167,264 shares during the last quarter. New Mexico Educational Retirement Board grew its stake in shares of Uber Technologies by 6.1% during the second quarter. New Mexico Educational Retirement Board now owns 102,400 shares of the ride-sharing company’s stock worth $7,389,000 after purchasing an additional 5,900 shares in the last quarter. Finally, Mufg Securities Americas Inc. grew its stake in shares of Uber Technologies by 7.7% during the second quarter. Mufg Securities Americas Inc. now owns 61,309 shares of the ride-sharing company’s stock worth $4,424,000 after purchasing an additional 4,360 shares in the last quarter. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on UBER. Bank of America decreased their price target on Uber Technologies from $104.00 to $103.00 and set a “buy” rating for the company in a report on Tuesday, July 28th. Citigroup reiterated a “market outperform” rating on shares of Uber Technologies in a report on Wednesday, August 19th. Piper Sandler reissued an “overweight” rating on shares of Uber Technologies in a research report on Thursday, August 13th. The Goldman Sachs Group set a $100.00 target price on Uber Technologies in a research note on Monday, June 29th. Finally, Sanford C. Bernstein lowered their price target on Uber Technologies from $110.00 to $95.00 and set an “outperform” rating for the company in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.25.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: AI efficiency is improving. Uber said weekly use of its AI agents has increased 9.4 times while spending has stabilized, suggesting the company is expanding automation without a proportional increase in technology costs. This could support operating leverage and customer-service improvements. Exclusive: Uber cuts AI costs even as usage jumps
• Positive Sentiment: Analyst support and robotaxi permits provide a catalyst. Citizens reiterated an Outperform rating on Uber and a $100 price target after regulators permitted Uber subsidiary Aviary Services, Tesla, and Waymo to operate robotaxi services. Separately, Uber is adding Baidu’s Apollo Go driverless rides to its platform in Dubai, strengthening its potential role as a marketplace for autonomous transportation. Tesla and Uber Won Robotaxi Permits
• Positive Sentiment: Delivery and logistics expansion continues. Uber formally launched its voluntary offer to acquire Delivery Hero for €41.50 per share, with acceptance running through November 5. The deal could expand Uber Eats’ international scale and network, while demand from Uber’s food-delivery platform is also supporting Serve Robotics’ delivery-robot business. Uber Publishes Offer Document for its Takeover Offer for Delivery Hero
• Neutral Sentiment: Bullish long-term arguments remain intact, but valuation and execution matter. Supporters point to Uber’s large user base, network effects, and ability to integrate autonomous vehicles. However, the Delivery Hero transaction brings integration, financing, and competitive risks, while Delivery Hero recently reported a €392 million first-half net loss despite stronger revenue and raised guidance. Uber Stock Is 20% Off Its All-Time High
• Negative Sentiment: A major regulatory fine is the clearest overhang. Dutch regulators fined Uber €825 million, or approximately $966 million, over automated driver suspensions and deactivations that allegedly lacked adequate explanations and meaningful human oversight. Uber may appeal, but the case raises potential financial, compliance, and regulatory risks in other markets. Uber’s $966 Million Fine

Uber Technologies Price Performance

Shares of UBER opened at $78.98 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84. Uber Technologies, Inc. has a 1-year low of $65.41 and a 1-year high of $101.99. The stock has a market cap of $161.32 billion, a PE ratio of 17.36, a price-to-earnings-growth ratio of 6.35 and a beta of 1.13. The firm has a fifty day moving average price of $73.72 and a 200 day moving average price of $73.43.

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, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $14.24 billion. During the same quarter last year, the company posted $0.60 earnings per share. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. As a group, sell-side analysts anticipate that Uber Technologies, Inc. will post 3.39 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.