Uber Technologies, Inc. $UBER Shares Sold by Lecap Asset Management Ltd.

Lecap Asset Management Ltd. lowered its stake in Uber Technologies, Inc. (NYSE:UBER) by 45.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,700 shares of the ride-sharing company’s stock after selling 12,152 shares during the period. Lecap Asset Management Ltd.’s holdings in Uber Technologies were worth $1,061,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in 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 worth $15,729,142,000 after acquiring an additional 1,670,761 shares during the last quarter. Capital Research Global Investors lifted its position in Uber Technologies by 2.6% during the 4th 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 during the period. Geode Capital Management LLC grew its stake in Uber Technologies by 3.5% during the 4th 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 purchased a new stake in Uber Technologies during the 4th quarter valued at about $2,515,094,000. Finally, Northern Trust Corp increased its holdings in shares of 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 during the period. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

UBER has been the subject of several research analyst reports. Fox Advisors upgraded Uber Technologies from a “hold” rating to an “outperform” rating in a research note on Monday, May 11th. Wells Fargo & Company cut their price target on shares of Uber Technologies from $100.00 to $89.00 and set an “overweight” rating on the stock in a report on Thursday, August 6th. Sanford C. Bernstein reduced their price target on shares of Uber Technologies from $110.00 to $95.00 and set an “outperform” rating for the company in a research report on Thursday, August 6th. DA Davidson decreased their price objective on shares of Uber Technologies from $107.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Finally, US Capital Advisors set a $95.00 price objective on shares of Uber Technologies in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $104.25.

Uber Technologies Stock Up 0.0%

Shares of UBER opened at $75.88 on Friday. The company has a market capitalization of $154.99 billion, a price-to-earnings ratio of 16.68, a PEG ratio of 6.24 and a beta of 1.13. Uber Technologies, Inc. has a 52 week low of $65.41 and a 52 week high of $101.99. The stock’s 50-day moving average price is $72.31 and its 200-day moving average price is $73.49. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share for the quarter, beating 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 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. Uber Technologies’s quarterly 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, sell-side analysts predict that Uber Technologies, Inc. will post 3.33 EPS for the current year.

Uber Technologies News Summary

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

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.