Uber Technologies, Inc. $UBER Shares Sold by Guardian Partners Inc.

Key Points

• Guardian Partners cut its Uber stake by 90.3% in the second quarter, selling 20,018 shares and retaining 2,140 shares valued at approximately $154,000.
• Other institutional investors made significant additions, including Marshall Wace and Mitsubishi UFJ Asset Management, while institutional investors and hedge funds collectively own 80.24% of Uber’s shares.
• Uber is expanding its autonomous-vehicle strategy through planned robotaxi deployments with Pony.ai in Europe and a Tokyo pilot, while analysts maintain a broadly positive outlook with a consensus “Moderate Buy” rating and a $104.25 price target.

Guardian Partners Inc. cut its stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 90.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,140 shares of the ride-sharing company's stock after selling 20,018 shares during the quarter. Guardian Partners Inc.'s holdings in Uber Technologies were worth $154,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Norges Bank acquired a new position in shares of Uber Technologies in the fourth quarter valued at about $2,515,094,000. Marshall Wace LLP lifted its holdings in shares of Uber Technologies by 1,462.2% during the fourth quarter. Marshall Wace LLP now owns 6,693,412 shares of the ride-sharing company's stock worth $546,919,000 after purchasing an additional 6,264,946 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Uber Technologies by 129.7% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company's stock valued at $776,883,000 after buying an additional 5,293,822 shares during the last quarter. Employees Provident Fund Board purchased a new stake in Uber Technologies in the fourth quarter valued at approximately $265,205,000. Finally, Southpoint Capital Advisors LP acquired a new position in Uber Technologies in the 1st quarter worth approximately $222,983,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber and Chinese autonomous-driving company Pony.ai expanded their partnership, targeting the deployment of more than 2,000 robotaxis across Europe. The plan builds on the existing Zagreb service and adds four additional European cities, with potential expansion into the Middle East. The initiative could give Uber a scalable path into autonomous mobility without owning the entire vehicle fleet. China's Pony.ai, Uber to jointly deploy over 2,000 robotaxis in Europe
• Positive Sentiment: Uber is also preparing a Tokyo robotaxi pilot for late 2026 with Japanese taxi operator Hinomaru Kotsu. The local partner will handle fleet operations, maintenance, charging and vehicle uptime, potentially helping Uber navigate Japan’s regulatory and operational requirements. Uber Partners with Hinomaru Kotsu for Robotaxi Pilot Deployment in Tokyo
• Positive Sentiment: Several investment analyses argue that Uber’s valuation looks attractive after the stock’s recent weakness. Supporters point to continued market-share gains, improving margins and more than $58 billion in second-quarter gross bookings, with Mobility, Delivery and Freight all contributing to growth. Uber Stock Looks Cheap. Here’s Why.
• Neutral Sentiment: Uber CEO Dara Khosrowshahi highlighted Japan as an important market for both Delivery and Mobility, reinforcing management’s broader strategy of using regional partners to expand robotaxi services. However, the European rollout and Tokyo pilot remain future deployments rather than near-term revenue catalysts.
• Negative Sentiment: Uber Freight is investigating a cybersecurity incident involving unauthorized access to certain internal systems and code repositories. The company said Freight operations were not disrupted and that the incident was contained, but the potential scope of compromised data remains under review. Separately, investors continue to debate whether autonomous vehicles could eventually pressure Uber’s driver-based network economics, despite the company’s partnerships. Uber Freight investigates cyber incident after hackers claim million-file leak

Uber Technologies Price Performance

Shares of NYSE UBER opened at $75.88 on Friday. 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 has a market capitalization of $154.99 billion, a price-to-earnings ratio of 16.68, a PEG ratio of 6.24 and a beta of 1.13. The firm's 50 day simple moving average is $72.31 and its 200-day simple moving average is $73.49. Uber Technologies, Inc. has a 12 month low of $65.41 and a 12 month high of $101.99.

Uber Technologies (NYSE:UBER - Get Free Report) last posted its 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. 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 during the quarter, compared to analysts' expectations of $14.24 billion. During the same period in the previous year, the business posted $0.60 EPS. The business's revenue was up 12.2% compared to the same quarter last year. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Analysts expect that Uber Technologies, Inc. will post 3.33 EPS for the current year.

Wall Street Analysts Forecast Growth

UBER has been the topic of several recent research reports. TD Cowen reaffirmed a "buy" rating and issued a $118.00 price objective on shares of Uber Technologies in a report on Thursday, July 16th. Evercore reissued an "outperform" rating and set a $150.00 target price on shares of Uber Technologies in a report on Wednesday, August 5th. Citigroup restated a "market outperform" rating on shares of Uber Technologies in a research report on Monday, June 22nd. Barclays lowered their price target on shares of Uber Technologies from $107.00 to $106.00 and set an "overweight" rating on the stock in a report on Thursday, August 6th. Finally, Bank of America reduced their price objective on Uber Technologies from $104.00 to $103.00 and set a "buy" rating for the company in a research note on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $104.25.

Uber Technologies 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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