45,423 Shares in Uber Technologies, Inc. $UBER Acquired by Alpine Woods Capital Investors LLC

Key Points

• Alpine Woods Capital Investors acquired 45,423 Uber shares worth approximately $3.28 million during the second quarter. Institutional investors and hedge funds collectively own 80.24% of Uber’s stock.
• Analysts remain broadly positive, with a consensus rating of “Moderate Buy” and an average price target of $104.25. Recent ratings include Raymond James’ upgrade to “strong buy” and several “outperform” reiterations.
• Uber’s latest quarter showed adjusted EPS of $0.81 and 12.2% year-over-year revenue growth, while autonomous-vehicle and drone-delivery partnerships offer growth opportunities. However, Tesla’s planned Cybercab rollout could create long-term pressure on ride-hailing prices and margins.

Alpine Woods Capital Investors LLC bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 45,423 shares of the ride-sharing company's stock, valued at approximately $3,278,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UBER. Measured Wealth Private Client Group LLC acquired a new position in shares of Uber Technologies during the third quarter worth $25,000. Nalls Sherbakoff Group LLC acquired a new stake in Uber Technologies in the fourth quarter valued at $25,000. Osbon Capital Management LLC acquired a new stake in Uber Technologies in the fourth quarter valued at $25,000. Imprint Wealth LLC bought a new position in Uber Technologies during the 3rd quarter worth $32,000. Finally, Lloyd Advisory Services LLC. bought a new position in Uber Technologies during the 4th quarter worth $27,000. 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: European robotaxi launch: Uber, Verne and Pony AI launched autonomous rides in Zagreb, Croatia—the first European city where customers can book a self-driving vehicle through Uber’s app. The service initially covers parts of the city with a licensed operator onboard, and availability is expected to expand. The milestone supports Uber’s strategy of acting as a demand and booking platform for third-party autonomous fleets. Uber launches autonomous rides in Zagreb, its first in Europe
• Positive Sentiment: Drone-delivery growth opportunity: Uber’s partnership with Zipline, including a strategic investment, is expected to bring autonomous drone delivery to Uber Eats customers across the United States. The companies are targeting one million daily deliveries by 2029, potentially improving delivery speed and expanding Uber’s addressable market. Uber and Zipline Partner on Drone Delivery
• Positive Sentiment: Relative investment appeal: Analysts said Uber’s recent earnings beat, bookings growth, business diversification and autonomous-vehicle partnerships give it an advantage over Lyft, despite Lyft’s lower valuation. Recent results showed adjusted EPS slightly above consensus and revenue growth of 12.2% year over year. UBER or LYFT: Which Player Is Better-Placed Post-Q2 Earnings Results?
• Neutral Sentiment: CEO Dara Khosrowshahi is scheduled to participate in a Goldman Sachs technology conference on September 10, which could provide further insight into Uber’s autonomous-vehicle and delivery strategy but is not an immediate fundamental catalyst. Uber CEO to Participate in Fireside Chat Hosted by Goldman Sachs
• Negative Sentiment: Long-term competitive risk: Tesla’s planned Cybercab rollout could pressure ride-hailing prices and margins if vertically integrated autonomous fleets operate at substantially lower costs. Uber’s partnerships and delivery diversification may mitigate this risk, but the transition could still challenge its traditional asset-light economics. Tesla's Cybercab Launch Could Reshape Margins for Uber and Lyft

Analysts Set New Price Targets

Several research analysts have commented on UBER shares. Citigroup reaffirmed a "market outperform" rating on shares of Uber Technologies in a report on Wednesday. Raymond James Financial upgraded Uber Technologies from an "outperform" rating to a "strong-buy" rating in a research report on Monday, May 11th. Susquehanna lowered their price objective on Uber Technologies from $110.00 to $90.00 and set a "positive" rating for the company in a research report on Thursday, August 6th. Citizens Jmp reaffirmed a "market outperform" rating and issued a $100.00 price objective on shares of Uber Technologies in a research note on Tuesday, April 28th. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Uber Technologies in a report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $104.25.

Uber Technologies Stock Up 4.4%

Shares of Uber Technologies stock opened at $77.93 on Thursday. Uber Technologies, Inc. has a one year low of $65.41 and a one year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84. The stock's 50-day moving average is $72.68 and its 200 day moving average is $73.32. The firm has a market cap of $159.18 billion, a price-to-earnings ratio of 17.13, a PEG ratio of 6.01 and a beta of 1.13.

Uber Technologies (NYSE:UBER - Get Free Report) last released its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 EPS for the quarter, topping 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 return on equity of 43.36% and a net margin of 17.34%.The firm's revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.60 earnings per share. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Equities research analysts anticipate that Uber Technologies, Inc. will post 3.39 EPS for the current year.

Uber Technologies Company Profile

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.

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