Uber Technologies, Inc. (NYSE:UBER) Stock Rated "Moderate Buy" by Wall Street Brokerages

Key Points

• Wall Street maintains a positive view of Uber: Forty-three brokerages give the stock a consensus “Moderate Buy” rating, including 34 buys and two strong buys. The average 12-month price target is $103.11 versus the reported share price of $71.49.
• Delivery remains a major growth focus: Uber expanded Uber Eats through a nationwide Sur La Table partnership and agreed to acquire ezCater for $2.3 billion in cash, though the deal raises questions about capital allocation and whether delivery growth will justify the investment.
• Risks include legal and competitive pressures: Uber faces a proposed class-action lawsuit over Uber One enrollment and cancellation practices, while its exit from four African markets highlights challenges from intense fare competition.

Shares of Uber Technologies, Inc. (NYSE:UBER - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the forty-three brokerages that are currently covering the company, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a sell rating, four have given a hold rating, thirty-four have given a buy rating and two have assigned a strong buy rating to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $103.11.

UBER has been the topic of several research analyst reports. Wedbush reaffirmed an "outperform" rating and set a $91.00 price objective on shares of Uber Technologies in a research note on Tuesday, September 8th. Bank of America cut their target price on shares of Uber Technologies from $104.00 to $103.00 and set a "buy" rating for the company in a research note on Tuesday, July 28th. DA Davidson cut their target price on shares of Uber Technologies from $107.00 to $100.00 and set a "buy" rating for the company in a research note on Thursday, August 6th. Piper Sandler reissued an "overweight" rating on shares of Uber Technologies in a report on Thursday, August 13th. Finally, Guggenheim restated a "buy" rating on shares of Uber Technologies in a research report on Thursday, September 3rd.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Cantor Fitzgerald reaffirmed its “Overweight” rating and set a $90 price target, implying substantial upside from recent levels. The bullish view supports sentiment around Uber’s earnings growth and long-term expansion prospects. Uber Technologies Stock Rating Reaffirmed as Overweight by Cantor Fitzgerald
• Positive Sentiment: Uber Eats expanded its U.S. retail delivery network through a nationwide partnership with Sur La Table, offering kitchenware deliveries in as little as 25 minutes. The deal could increase order volume and broaden Uber’s presence in higher-value retail categories. Sur La Table Joins Uber Eats for U.S. Deliveries
• Neutral Sentiment: Uber agreed to acquire corporate catering platform ezCater for $2.3 billion in cash, reinforcing delivery as its fastest-growing segment. The transaction could create cross-selling and scale benefits, but the large cash outlay raises questions about whether delivery growth and cash flow will justify the investment. Uber Is Betting Billions on Delivery
• Neutral Sentiment: Analysts expect strong third-quarter earnings growth, with Uber needing to demonstrate continued EBITDA outperformance and improving profitability when it reports on November 4. Expectations are supportive, but any shortfall could increase pressure on the stock. Uber’s Third-Quarter Earnings Outlook
• Negative Sentiment: Uber faces a proposed class-action lawsuit alleging that customers were enrolled in recurring Uber One memberships without adequate consent and faced difficult cancellation procedures. Potential legal costs, refunds, and reputational damage could weigh on sentiment if the claims advance. Uber One Enrollment Lawsuit
• Negative Sentiment: Uber reportedly exited four African markets after competitors undercut fares, highlighting the difficulty of maintaining attractive returns in highly competitive regions and potentially limiting international growth. Uber Exits Four African Markets

Insider Activity at Uber Technologies

In other Uber Technologies news, insider Andrew Macdonald acquired 70,000 shares of the business's stock in a transaction on Friday, September 4th. The stock was purchased at an average price of $75.83 per share, for a total transaction of $5,308,100.00. Following the transaction, the insider owned 426,320 shares in the company, valued at $32,327,845.60. This trade represents a 19.65% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jill Hazelbaker sold 28,170 shares of the business's stock in a transaction on Friday, September 11th. The stock was sold at an average price of $71.31, for a total value of $2,008,802.70. Following the completion of the transaction, the insider directly owned 149,525 shares in the company, valued at approximately $10,662,627.75. This represents a 15.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.81% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Avion Wealth raised its holdings in Uber Technologies by 17.3% during the 1st quarter. Avion Wealth now owns 984 shares of the ride-sharing company's stock worth $70,000 after buying an additional 145 shares during the period. Capital Advisors Ltd. LLC lifted its stake in Uber Technologies by 15.8% in the first quarter. Capital Advisors Ltd. LLC now owns 1,078 shares of the ride-sharing company's stock valued at $78,000 after buying an additional 147 shares in the last quarter. Ariadne Wealth Management LP lifted its stake in Uber Technologies by 4.2% in the fourth quarter. Ariadne Wealth Management LP now owns 3,760 shares of the ride-sharing company's stock valued at $307,000 after buying an additional 150 shares in the last quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych lifted its stake in Uber Technologies by 5.9% in the first quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 2,700 shares of the ride-sharing company's stock valued at $194,000 after buying an additional 150 shares in the last quarter. Finally, Frazier Financial Advisors LLC boosted its holdings in shares of Uber Technologies by 8.5% in the first quarter. Frazier Financial Advisors LLC now owns 1,942 shares of the ride-sharing company's stock valued at $140,000 after buying an additional 152 shares during the period. 80.24% of the stock is owned by institutional investors.

Uber Technologies Stock Down 0.0%

UBER opened at $71.49 on Tuesday. The firm has a market cap of $146.01 billion, a price-to-earnings ratio of 15.71, a PEG ratio of 5.82 and a beta of 1.27. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.84 and a current ratio of 0.84. The firm's 50-day simple moving average is $73.17 and its 200-day simple moving average is $72.92. Uber Technologies has a twelve month low of $65.41 and a twelve month high of $100.35.

Uber Technologies (NYSE:UBER - Get Free Report) last announced its quarterly 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 firm had revenue of $14.19 billion during the quarter, compared to the consensus estimate of $14.24 billion. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. The firm's quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the firm posted $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Equities research analysts anticipate that Uber Technologies will post 3.35 EPS for the current fiscal year.

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.

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