Uber Technologies, Inc. $UBER Shares Bought by PKO BP BANKOWY Universal Pension Society JSC

Key Points

• PKO BP BANKOWY increased its Uber stake by 5.1% in the second quarter, adding 20,000 shares to hold 411,550 shares valued at approximately $29.7 million. Uber now represents 8.5% of the pension society’s portfolio, while institutional investors collectively own 80.24% of the stock.
• Analysts remain broadly bullish on Uber: the stock has a consensus “Moderate Buy” rating and an average price target of $104.23, with 32 analysts assigning Buy ratings.
• Uber’s latest quarter showed adjusted EPS of $0.81, slightly above estimates, while revenue rose 12.2% year over year to $14.19 billion but fell just short of forecasts. The company’s third-quarter EPS guidance of $0.84–$0.88 was below consensus, creating a near-term headwind for the shares.

PKO BP BANKOWY Universal Pension Society JSC lifted its position in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 5.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 411,550 shares of the ride-sharing company's stock after purchasing an additional 20,000 shares during the quarter. Uber Technologies makes up 8.5% of PKO BP BANKOWY Universal Pension Society JSC's investment portfolio, making the stock its 4th biggest holding. PKO BP BANKOWY Universal Pension Society JSC's holdings in Uber Technologies were worth $29,697,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Cadence Bank boosted its holdings in shares of Uber Technologies by 1.7% in the third quarter. Cadence Bank now owns 7,366 shares of the ride-sharing company's stock valued at $722,000 after acquiring an additional 122 shares during the period. Avion Wealth increased its holdings in shares of Uber Technologies by 17.5% in the 4th quarter. Avion Wealth now owns 839 shares of the ride-sharing company's stock valued at $68,000 after acquiring an additional 125 shares during the period. TFR Capital LLC. raised its position in Uber Technologies by 4.1% in the 4th quarter. TFR Capital LLC. now owns 3,449 shares of the ride-sharing company's stock valued at $282,000 after purchasing an additional 137 shares during the last quarter. Hazlett Burt & Watson Inc. raised its position in Uber Technologies by 3.0% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 4,831 shares of the ride-sharing company's stock valued at $395,000 after purchasing an additional 139 shares during the last quarter. Finally, Purus Wealth Management LLC boosted its stake in Uber Technologies by 3.4% during the 4th quarter. Purus Wealth Management LLC now owns 4,206 shares of the ride-sharing company's stock worth $344,000 after purchasing an additional 140 shares during the period. Hedge funds and other institutional investors own 80.24% of the company's stock.

Wall Street Analysts Forecast Growth

UBER has been the topic of a number of recent research reports. Wedbush assumed coverage on shares of Uber Technologies in a research note on Thursday, July 16th. They issued an "outperform" rating and a $91.00 price objective on the stock. Bank of America lowered their price target on Uber Technologies from $104.00 to $103.00 and set a "buy" rating on the stock in a report on Tuesday, July 28th. Truist Financial increased their price objective on Uber Technologies from $108.00 to $112.00 and gave the stock a "buy" rating in a research report on Thursday, May 7th. Evercore reiterated an "outperform" rating and issued a $150.00 target price on shares of Uber Technologies in a research note on Wednesday. Finally, Guggenheim reissued a "buy" rating and issued a $125.00 target price on shares of Uber Technologies in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company's stock. According to MarketBeat, Uber Technologies presently has a consensus rating of "Moderate Buy" and a consensus price target of $104.23.

Trending Headlines about Uber Technologies

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%

Uber Technologies stock opened at $70.51 on Friday. The stock's 50 day moving average price is $71.77 and its 200 day moving average price is $73.72. Uber Technologies, Inc. has a 1-year low of $65.41 and a 1-year high of $101.99. The company has a market cap of $143.53 billion, a PE ratio of 15.50, a price-to-earnings-growth ratio of 6.23 and a beta of 1.13. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 1.07.

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, beating analysts' consensus estimates of $0.80 by $0.01. The company had revenue of $14.19 billion during the quarter, compared to the consensus estimate of $14.24 billion. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%.Uber Technologies's quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $0.60 earnings per share. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, sell-side analysts predict that Uber Technologies, Inc. will post 2.99 EPS for the current fiscal 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.

Want to see what other hedge funds are holding UBER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Uber Technologies, Inc. (NYSE:UBER - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source