Czech National Bank Grows Position in Uber Technologies, Inc. $UBER

Czech National Bank lifted its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 3.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 579,409 shares of the ride-sharing company’s stock after purchasing an additional 18,890 shares during the quarter. Czech National Bank’s holdings in Uber Technologies were worth $41,810,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in UBER. Vanguard Group Inc. grew its position in Uber Technologies by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after buying an additional 1,670,761 shares during the period. Capital Research Global Investors lifted its stake in Uber Technologies by 2.6% in the 4th 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 buying an additional 2,903,021 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Uber Technologies by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock worth $3,906,083,000 after acquiring an additional 1,602,596 shares during the last quarter. Norges Bank purchased a new stake in shares of Uber Technologies during the fourth quarter worth approximately $2,515,094,000. Finally, Northern Trust Corp raised its stake in Uber Technologies by 1.5% in the 3rd 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 last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Uber Technologies News Roundup

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 Stock Up 3.4%

Shares of NYSE:UBER opened at $70.51 on Friday. The company has a market capitalization of $143.53 billion, a PE ratio of 15.50, a P/E/G ratio of 6.23 and a beta of 1.13. The company has a current ratio of 0.84, a quick ratio of 1.07 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a twelve month low of $65.41 and a twelve month high of $101.99. The firm has a 50 day simple moving average of $71.77 and a 200-day simple moving average of $73.72.

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, beating the consensus estimate of $0.80 by $0.01. The business had revenue of $14.19 billion during the quarter, compared to analysts’ expectations of $14.24 billion. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, equities analysts predict that Uber Technologies, Inc. will post 2.99 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on UBER shares. TD Cowen reissued a “buy” rating and issued a $118.00 target price on shares of Uber Technologies in a research note on Thursday, July 16th. Raymond James Financial raised Uber Technologies from an “outperform” rating to a “strong-buy” rating in a research note on Monday, May 11th. UBS Group downgraded shares of Uber Technologies from a “buy” rating to a “neutral” rating in a report on Monday, May 11th. The Goldman Sachs Group set a $100.00 target price on shares of Uber Technologies in a research report on Monday, June 29th. Finally, KeyCorp dropped their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target 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.