Uber Technologies (NYSE:UBER) Stock Gets Price Target Trim from Rosenblatt Securities

Key Points

• Rosenblatt Securities cut Uber’s price target to $95 from $100 but maintained a Buy rating; the new target implies 38.22% upside from the cited share price of $68.73.
• Uber beat quarterly earnings and revenue estimates, with EPS of $0.88 versus $0.86 expected and revenue up 9.6% year over year. Analysts’ consensus rating is Moderate Buy, with an average price target of $101.82.
• Risks include weaker-than-expected mobility bookings amid driver shortages and high fuel costs, and fourth-quarter EPS guidance below expectations.

Uber Technologies (NYSE:UBER - Get Free Report) had its target price dropped by investment analysts at Rosenblatt Securities from $100.00 to $95.00 in a report released on Thursday, Benzinga reports. The brokerage currently has a "buy" rating on the ride-sharing company's stock. Rosenblatt Securities's price target indicates a potential upside of 38.22% from the stock's current price.

A number of other analysts have also recently commented on UBER. Citizens Jmp reaffirmed a "market outperform" rating and set a $100.00 price target on shares of Uber Technologies in a research report on Wednesday, October 7th. Mizuho set a $112.00 price objective on Uber Technologies and gave the company an "outperform" rating in a research note on Thursday, August 6th. Wedbush reissued an "outperform" rating and issued a $91.00 price objective on shares of Uber Technologies in a research note on Thursday. Piper Sandler reaffirmed an "overweight" rating and set a $100.00 target price (down from $110.00) on shares of Uber Technologies in a research note on Thursday, August 13th. Finally, Arete Research downgraded Uber Technologies from a "buy" rating to a "neutral" rating and set a $74.00 target price for the company. in a report on Thursday, September 10th. One analyst has rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, Uber Technologies has an average rating of "Moderate Buy" and a consensus price target of $101.82.

Uber Technologies Price Performance

NYSE UBER traded down $1.14 during trading on Thursday, hitting $68.73. 17,862,881 shares of the company's stock were exchanged, compared to its average volume of 18,992,516. The company has a market cap of $140.39 billion, a PE ratio of 15.10, a P/E/G ratio of 6.37 and a beta of 1.33. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.38. Uber Technologies has a fifty-two week low of $64.04 and a fifty-two week high of $95.18. The stock's 50 day moving average price is $70.50 and its two-hundred day moving average price is $73.18.

Uber Technologies (NYSE:UBER - Get Free Report) last announced its quarterly earnings results on Wednesday, November 4th. The ride-sharing company reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.02. The company had revenue of $14.77 billion during the quarter, compared to the consensus estimate of $14.66 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 9.6% compared to the same quarter last year. During the same period in the prior year, the business earned $3.11 earnings per share. Research analysts expect that Uber Technologies will post 3.20 EPS for the current year.

Insiders Place Their Bets

In other news, insider Andrew Macdonald purchased 70,000 shares of the company's stock in a transaction that occurred on Friday, September 4th. The shares were bought at an average cost of $75.83 per share, with a total value of $5,308,100.00. Following the completion of the transaction, the insider directly owned 426,320 shares of the company's stock, valued at approximately $32,327,845.60. This trade represents a 19.65% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Jill Hazelbaker sold 28,170 shares of the business's 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 owned 149,525 shares in the company, valued at approximately $10,662,627.75. This trade represents a 15.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.81% of the company's stock.

Hedge Funds Weigh In On Uber Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Public Investment Fund purchased a new position in shares of Uber Technologies during the 2nd quarter valued at about $5,256,173,439. Legal & General Group Plc purchased a new stake in Uber Technologies in the second quarter worth approximately $943,167,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Uber Technologies in the second quarter worth approximately $752,151,000. Baird Financial Group Inc. grew its position in Uber Technologies by 64.4% during the second quarter. Baird Financial Group Inc. now owns 9,099,343 shares of the ride-sharing company's stock valued at $656,609,000 after acquiring an additional 3,564,073 shares during the last quarter. Finally, Fundsmith LLP bought a new position in Uber Technologies during the second quarter valued at approximately $645,338,000. Hedge funds and other institutional investors own 80.24% of the company's stock.

More Uber Technologies News

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

• Positive Sentiment: Uber reported 20% growth in gross bookings for a fifth consecutive quarter. Adjusted EPS of $0.88 topped the $0.86 consensus, while adjusted operating income rose 38%. The steep GAAP profit decline largely reflects unusually favorable tax and investment items in the year-ago quarter. Uber's Profit Drop: A Speed Bump or Structural Shift?
• Positive Sentiment: A new Amazon partnership will let U.S. Prime members order Uber Eats through Amazon’s app and website, with no delivery fee on qualifying restaurant orders of $25 or more. This could broaden Uber Eats’ reach and attract customers. Amazon ditches Grubhub, taps Uber Eats for Prime
• Positive Sentiment: Uber outlined an expanding autonomous-vehicle network, targeting about 700 driverless vehicles by year-end and more than 2,000 by the end of 2027. The company is pursuing a partner-based approach rather than building vehicles itself. Uber Q3 2026 Earnings Call Highlights
• Neutral Sentiment: Analyst views remain mostly constructive, though several firms trimmed price targets after results. Barclays lowered its target to $100 but kept an Overweight rating; Canaccord cut to $70 and maintained Hold. Barclays analyst update
• Negative Sentiment: Mobility bookings fell short of expectations as driver shortages and high fuel costs—particularly in markets such as Brazil and India—constrained supply and pressured growth. Higher driver incentives may also raise costs or lead to higher rider prices. Uber Q3 Mobility Miss On High Fuel Prices
• Negative Sentiment: Fourth-quarter adjusted EPS guidance of $0.95–$0.99 came in below analyst expectations, tempering the strong bookings and adjusted-profit figures. Waymo also plans to end its exclusive Uber robotaxi arrangement in Austin and Atlanta in 2028, creating a longer-term competitive concern. Uber earnings outlook and risks

About Uber Technologies

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.

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