Uber Technologies’ (UBER) Market Outperform Rating Reiterated at Citizens Jmp

Citizens Jmp reiterated their market outperform rating on shares of Uber Technologies (NYSE:UBER) in a report issued on Wednesday morning,Benzinga reports. They currently have a $100.00 price target on the ride-sharing company’s stock.

Several other equities research analysts also recently weighed in on UBER. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Uber Technologies in a report on Wednesday, September 30th. TD Cowen reissued a “buy” rating and set a $118.00 target price on shares of Uber Technologies in a research note on Thursday, July 16th. Cantor Fitzgerald dropped their price target on shares of Uber Technologies from $98.00 to $90.00 and set an “overweight” rating on the stock in a research report on Thursday, August 6th. UBS Group restated a “buy” rating on shares of Uber Technologies in a research report on Tuesday, September 8th. Finally, Roth Capital reduced their price target on shares of Uber Technologies from $105.00 to $100.00 and set a “buy” rating for the company in a research note on Monday, August 10th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $103.11.

Uber Technologies Stock Performance

Shares of UBER stock opened at $71.47 on Wednesday. Uber Technologies has a 12-month low of $65.41 and a 12-month high of $100.35. The firm has a market capitalization of $145.98 billion, a price-to-earnings ratio of 15.71, a price-to-earnings-growth ratio of 5.72 and a beta of 1.27. The business has a 50 day simple moving average of $73.17 and a 200 day simple moving average of $72.94. 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 (NYSE:UBER) last announced its quarterly 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 in the previous year, the firm posted $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, equities research analysts anticipate that Uber Technologies will post 3.35 EPS for the current year.

Insider Buying and Selling

In related news, insider Jill Hazelbaker sold 28,170 shares of Uber Technologies stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $71.31, for a total transaction of $2,008,802.70. Following the transaction, the insider directly owned 149,525 shares of the company’s stock, valued at $10,662,627.75. The trade was a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Dara Khosrowshahi purchased 141,000 shares of the company’s stock in a transaction on Thursday, September 10th. The stock was acquired at an average price of $70.96 per share, for a total transaction of $10,005,360.00. Following the completion of the transaction, the chief executive officer owned 1,367,100 shares of the company’s stock, valued at $97,009,416. This represents a 11.50% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.81% of the stock is owned by corporate insiders.

Institutional Trading of Uber Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in UBER. Public Investment Fund bought a new position in shares of Uber Technologies in the second quarter valued at $5,256,173,439. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Uber Technologies by 2.0% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,078,612 shares of the ride-sharing company’s stock worth $1,068,653,000 after acquiring an additional 258,448 shares in the last quarter. Legal & General Group Plc bought a new stake in shares of Uber Technologies during the 2nd quarter worth $943,167,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Uber Technologies during the 2nd quarter worth $752,151,000. Finally, Baird Financial Group Inc. grew its holdings in shares of Uber Technologies by 64.4% in the 2nd quarter. Baird Financial Group Inc. now owns 9,099,343 shares of the ride-sharing company’s stock worth $656,609,000 after acquiring an additional 3,564,073 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber agreed to acquire ezCater, a profitable corporate-catering marketplace, for approximately $2.3 billion in cash. The deal could strengthen Uber for Business, add higher-value orders—ezCater’s average order reportedly exceeds $400—and diversify revenue beyond consumer rides and restaurant meals. Deal Dispatch: Uber Buys ezCater For $2.3B
• Positive Sentiment: Analysts and financial commentators described the ezCater purchase as a potentially smart margin and growth move, while Uber’s CFO argued that acquisitions can accelerate expansion more effectively than building new businesses internally. Uber’s ezCater Acquisition Looks Like a Smart Move
• Positive Sentiment: Uber Eats expanded its marketplace through a partnership with Sur La Table, adding cookware, appliances, kitchen tools and other products for on-demand and scheduled delivery. The move supports Uber’s broader strategy of becoming a multipurpose local-commerce platform. Sur La Table Arrives on Uber Eats
• Positive Sentiment: Uber and Pony.ai plan to begin testing Gen-7 autonomous vehicles in London, advancing Uber’s partnership-led robotaxi strategy and its goal of expanding autonomous ride-hailing into multiple global cities. Uber and Pony.ai Plan London Robotaxis
• Neutral Sentiment: Citizens JMP reaffirmed an “Market Outperform” rating. Uber’s trailing operating margin reached 12.1%, its strongest level in five years, but investors are evaluating whether the improvement can persist.
• Negative Sentiment: The ezCater transaction requires a substantial cash outlay and has prompted scrutiny of Uber’s acquisition strategy. Commentary also noted that strong operational growth has been offset by softer guidance, while the company’s year-to-date performance remains under pressure.

Uber Technologies Company Profile

Uber Technologies, Inc (NYSE: UBER) is a technology company that operates a global platform connecting consumers with independent drivers, delivery couriers, merchants and other service providers. Founded in 2009 and headquartered in San Francisco, Uber originally focused on app-based ride-hailing and has expanded into a broader range of mobility and delivery services.

Its Mobility segment offers rides through products such as UberX, Uber Black and other locally available options, as well as services including taxis, car rentals, scooters and bikes in select markets.