Uber Technologies, Inc. $UBER is PKO BP BANKOWY Universal Pension Society JSC’s 4th Largest Position

PKO BP BANKOWY Universal Pension Society JSC increased its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 5.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 411,550 shares of the ride-sharing company’s stock after purchasing an additional 20,000 shares during the quarter. Uber Technologies accounts for 8.5% of PKO BP BANKOWY Universal Pension Society JSC’s investment portfolio, making the stock its 4th biggest holding. PKO BP BANKOWY Universal Pension Society JSC’s holdings in Uber Technologies were worth $29,697,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new stake in Uber Technologies in the 3rd quarter valued at about $25,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of Uber Technologies in the fourth quarter valued at about $25,000. Osbon Capital Management LLC purchased a new stake in shares of Uber Technologies in the fourth quarter valued at about $25,000. Portus Wealth Advisors LLC acquired a new stake in shares of Uber Technologies in the first quarter valued at approximately $25,000. Finally, Lloyd Advisory Services LLC. acquired a new stake in shares of Uber Technologies in the fourth quarter valued at approximately $27,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Key Uber Technologies News

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

• Positive Sentiment: Core business growth remains robust. Second-quarter gross bookings rose 24% year over year, trips increased 18% to 3.9 billion, and monthly active platform consumers climbed 16% to 208 million. Adjusted EBITDA reached approximately $2.8 billion, while operating cash flow was $2.9 billion and trailing free cash flow exceeded $10 billion. Uber Announces Results for Second Quarter 2026
• Positive Sentiment: Autonomous-vehicle progress supports the long-term story. Uber and Wayve received London licenses for supervised robotaxi rides, while partnerships with Rivian and other autonomous-vehicle developers could expand Uber’s future network without requiring it to own every vehicle. Some investors, including Bill Ackman and Gary Black, argue Uber is well positioned to aggregate robotaxi demand. Wayve and Uber Move a Step Closer to Autonomous Rides in London
• Positive Sentiment: Analyst and trading signals remain supportive. Guggenheim, Needham, and William Blair maintained bullish ratings, while elevated call-option activity indicated increased speculative interest. Bank of America and Bernstein lowered their price targets but retained Buy or Outperform-equivalent ratings, suggesting valuation—not a deteriorating business—is the primary concern. Uber price target lowered by Bank of America
• Neutral Sentiment: Quarterly results were mixed. Uber reported adjusted EPS of $0.81, slightly above consensus, and revenue of $14.19 billion, up 12.2% year over year but narrowly below estimates. GAAP EPS benefited from investment revaluations, making underlying operating results more important to investors.
• Negative Sentiment: Near-term guidance disappointed. Third-quarter adjusted EPS guidance of $0.84–$0.88 was below the roughly $0.89 consensus, while foreign-exchange pressure and competition in Brazil could restrain bookings growth. The outlook initially triggered selling despite strong bookings. Uber issues weaker-than-expected third-quarter forecasts
• Negative Sentiment: Robotaxi investment and Uber Freight remain risks. Uber plans to invest more than $10 billion in autonomous vehicles, raising concerns that the asset-light model could become more capital intensive. Separately, Uber Freight remains unprofitable despite a significant revenue increase. Uber Freight still unprofitable after big revenue jump

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $70.51 on Friday. The company has a market cap of $143.53 billion, a P/E ratio of 15.50, a P/E/G ratio of 6.23 and a beta of 1.13. The company has a quick ratio of 1.07, a current ratio of 0.84 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 52 week low of $65.41 and a 52 week high of $101.99. The business has a fifty day simple moving average of $71.77 and a 200-day simple moving average of $73.72.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 EPS 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 firm had revenue of $14.19 billion during the quarter, compared to analyst estimates of $14.24 billion. During the same period in the prior year, the firm 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. Equities research analysts forecast that Uber Technologies, Inc. will post 2.99 EPS for the current year.

Analyst Ratings Changes

UBER has been the subject of several research reports. Raymond James Financial upgraded Uber Technologies from an “outperform” rating to a “strong-buy” rating in a research report on Monday, May 11th. Fox Advisors raised Uber Technologies from a “hold” rating to an “outperform” rating in a report on Monday, May 11th. HSBC lowered Uber Technologies to a “reduce” rating in a research note on Monday, May 11th. Susquehanna cut their target price on shares of Uber Technologies from $110.00 to $90.00 and set a “positive” rating for the company in a research note on Thursday. Finally, The Goldman Sachs Group set a $100.00 target price on shares of Uber Technologies in a report on Monday, June 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $104.23.

About Uber Technologies

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.