Uber Technologies, Inc. $UBER Holdings Lifted by Greenfield Seitz Capital Management LLC

Greenfield Seitz Capital Management LLC raised its position in Uber Technologies, Inc. (NYSE:UBER) by 9.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 92,497 shares of the ride-sharing company’s stock after purchasing an additional 7,721 shares during the period. Uber Technologies accounts for 1.8% of Greenfield Seitz Capital Management LLC’s investment portfolio, making the stock its 16th largest holding. Greenfield Seitz Capital Management LLC’s holdings in Uber Technologies were worth $6,337,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of UBER. Public Investment Fund purchased a new stake in shares of Uber Technologies during the 2nd quarter worth $5,256,173,439. Legal & General Group Plc acquired a new position in shares of Uber Technologies during the second quarter worth $943,167,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Uber Technologies during the second quarter worth $752,151,000. Fundsmith LLP purchased a new position in Uber Technologies in the second quarter valued at $645,338,000. Finally, Barrow Hanley Mewhinney & Strauss LLC purchased a new position in Uber Technologies in the second quarter valued at $426,727,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: UBS maintains a Buy rating. UBS lowered its price target to $106 from $110, but the revised target still implies approximately 59% upside from the referenced share price. The continuing Buy recommendation signals confidence in Uber’s long-term growth, cash generation and competitive position. UBS Adjusts Price Target on Uber Technologies to $106 From $110, Keeps Buy Rating
• Positive Sentiment: Wall Street still sees substantial upside ahead of earnings. Analysts broadly expect continued revenue growth and remain constructive on Uber’s cash flow and market position, with consensus estimates suggesting roughly 58% upside. Uber Heads Into Q3 With Wall Street Seeing 58% Upside
• Positive Sentiment: Uber is expanding its financial-services capabilities. A pilot involving Uber, HSBC, Franklin Templeton, Tradeweb and Fireblocks demonstrated around-the-clock enterprise treasury and embedded-finance applications. The initiative could create longer-term strategic value, although it is not yet a major earnings driver. Uber Helped Scale Embedded Finance
• Neutral Sentiment: Earnings expectations are mixed. Analysts reportedly expect third-quarter earnings of about $0.86 per share, broadly consistent with Uber’s $0.84–$0.88 guidance, but well below the unusually high $3.11 reported a year earlier. Revenue growth and the company’s outlook will likely be more important than the year-over-year EPS comparison. UBER Stock Forecast Ahead of Q3 Earnings
• Negative Sentiment: Technical performance remains weak ahead of the report. Uber has been underperforming before earnings and is trading below its key moving averages, increasing the risk of volatility if results or guidance disappoint. Uber Stock Underperforming Ahead of Earnings

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Bank of America cut their price target on Uber Technologies from $104.00 to $103.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Uber Technologies in a research report on Wednesday, September 30th. Wells Fargo & Company upped their price objective on Uber Technologies from $89.00 to $92.00 and gave the stock an “overweight” rating in a research report on Monday, October 5th. Jefferies Financial Group increased their price objective on Uber Technologies from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, August 10th. Finally, Evercore reissued an “outperform” rating and set a $150.00 target price on shares of Uber Technologies in a research report on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $102.86.

Uber Technologies Trading Up 2.1%

Shares of Uber Technologies stock opened at $66.62 on Tuesday. The company has a fifty day simple moving average of $70.96 and a 200-day simple moving average of $73.34. Uber Technologies, Inc. has a 12-month low of $64.04 and a 12-month high of $100.35. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.38. The stock has a market cap of $136.07 billion, a price-to-earnings ratio of 14.64, a PEG ratio of 5.58 and a beta of 1.27.

Uber Technologies (NYSE:UBER) last posted its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.80 by $0.01. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. The firm had revenue of $14.19 billion for the quarter, compared to the consensus estimate of $14.24 billion. During the same period last year, the firm posted $0.60 EPS. The company’s 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, equities analysts forecast that Uber Technologies, Inc. will post 3.20 EPS for the current fiscal year.

Insider Buying and Selling at Uber Technologies

In related news, insider Andrew Macdonald acquired 70,000 shares of the firm’s stock in a transaction on Friday, September 4th. The stock was bought at an average price of $75.83 per share, for a total transaction of $5,308,100.00. Following the completion of the purchase, the insider directly owned 426,320 shares of the company’s stock, valued at approximately $32,327,845.60. The trade was a 19.65% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Dara Khosrowshahi acquired 141,000 shares of the company’s stock in a transaction on Thursday, September 10th. The shares were purchased at an average cost of $70.96 per share, for a total transaction of $10,005,360.00. Following the acquisition, the chief executive officer owned 1,367,100 shares of the company’s stock, valued at approximately $97,009,416. The trade was a 11.50% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.81% of the stock is currently owned by insiders.

Uber Technologies Company Profile

Uber Technologies, Inc is a technology company that connects consumers with independent drivers, couriers, merchants and transportation providers through its digital platform. Its Mobility business offers ridesharing and other transportation services, including taxi and vehicle-hire options in select markets. The company also provides business travel and transportation management tools for organizations.

Uber’s Delivery segment operates Uber Eats, which enables customers to order meals, groceries and other goods from participating restaurants, retailers and merchants.