Uber Technologies, Inc. $UBER Position Trimmed by Keeler Thomas Management LLC

Keeler Thomas Management LLC decreased its position in Uber Technologies, Inc. (NYSE:UBER) by 36.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,213 shares of the ride-sharing company’s stock after selling 13,239 shares during the quarter. Keeler Thomas Management LLC’s holdings in Uber Technologies were worth $1,590,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the company. Summit Wealth Group LLC Co. lifted its position in Uber Technologies by 16.8% during the third quarter. Summit Wealth Group LLC Co. now owns 3,482 shares of the ride-sharing company’s stock valued at $239,000 after purchasing an additional 500 shares during the last quarter. Harold Davidson & Associates Inc. purchased a new position in shares of Uber Technologies in the 3rd quarter worth $1,463,000. Welch Group LLC purchased a new position in shares of Uber Technologies in the 3rd quarter worth $357,000. Bank Julius Baer & Co. Ltd Zurich increased its holdings in shares of Uber Technologies by 2.1% in the 3rd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,864,652 shares of the ride-sharing company’s stock worth $127,723,000 after buying an additional 38,857 shares during the last quarter. Finally, Steinberg Asset Management LLC increased its holdings in shares of Uber Technologies by 18.2% in the 3rd quarter. Steinberg Asset Management LLC now owns 41,499 shares of the ride-sharing company’s stock worth $2,843,000 after buying an additional 6,397 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Uber Technologies Stock Up 2.1%

NYSE UBER opened at $66.62 on Tuesday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 52 week low of $64.04 and a 52 week high of $100.35. The firm has a market capitalization of $136.07 billion, a price-to-earnings ratio of 14.64, a PEG ratio of 5.58 and a beta of 1.27. The company has a fifty day moving average of $70.96 and a two-hundred day moving average of $73.34.

Uber Technologies (NYSE:UBER) last announced its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share 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 business had revenue of $14.19 billion for the quarter, compared to the consensus estimate of $14.24 billion. During the same quarter in the prior year, the firm posted $0.60 earnings per share. The business’s revenue for the quarter was up 12.2% on a year-over-year basis. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, analysts predict that Uber Technologies, Inc. will post 3.20 earnings per share for the current year.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: UBS maintains a Buy rating. UBS lowered its price target to $106 from $110, but the revised target still implies approximately 59% upside from the referenced share price. The continuing Buy recommendation signals confidence in Uber’s long-term growth, cash generation and competitive position. UBS Adjusts Price Target on Uber Technologies to $106 From $110, Keeps Buy Rating
• Positive Sentiment: Wall Street still sees substantial upside ahead of earnings. Analysts broadly expect continued revenue growth and remain constructive on Uber’s cash flow and market position, with consensus estimates suggesting roughly 58% upside. Uber Heads Into Q3 With Wall Street Seeing 58% Upside
• Positive Sentiment: Uber is expanding its financial-services capabilities. A pilot involving Uber, HSBC, Franklin Templeton, Tradeweb and Fireblocks demonstrated around-the-clock enterprise treasury and embedded-finance applications. The initiative could create longer-term strategic value, although it is not yet a major earnings driver. Uber Helped Scale Embedded Finance
• Neutral Sentiment: Earnings expectations are mixed. Analysts reportedly expect third-quarter earnings of about $0.86 per share, broadly consistent with Uber’s $0.84–$0.88 guidance, but well below the unusually high $3.11 reported a year earlier. Revenue growth and the company’s outlook will likely be more important than the year-over-year EPS comparison. UBER Stock Forecast Ahead of Q3 Earnings
• Negative Sentiment: Technical performance remains weak ahead of the report. Uber has been underperforming before earnings and is trading below its key moving averages, increasing the risk of volatility if results or guidance disappoint. Uber Stock Underperforming Ahead of Earnings

Insider Buying and Selling

In other news, CEO Dara Khosrowshahi purchased 141,000 shares of the business’s stock in a transaction that occurred on Thursday, September 10th. The shares were bought at an average cost of $70.96 per share, for a total transaction of $10,005,360.00. Following the acquisition, the chief executive officer owned 1,367,100 shares of the company’s stock, valued at approximately $97,009,416. This trade represents a 11.50% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Andrew Macdonald acquired 70,000 shares of Uber Technologies stock in a transaction that occurred on Friday, September 4th. The stock was purchased at an average cost of $75.83 per share, for a total transaction of $5,308,100.00. Following the completion of the transaction, the insider directly owned 426,320 shares in the company, valued at $32,327,845.60. This trade represents a 19.65% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.81% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

UBER has been the topic of several recent research reports. Jefferies Financial Group upped their target price on shares of Uber Technologies from $100.00 to $110.00 and gave the company a “buy” rating in a research report on Monday, August 10th. Barclays dropped their price target on Uber Technologies from $107.00 to $106.00 and set an “overweight” rating for the company in a research report on Thursday, August 6th. Arete Research cut Uber Technologies from a “buy” rating to a “neutral” rating and set a $74.00 price objective on the stock. in a research note on Thursday, September 10th. Wells Fargo & Company boosted their price objective on Uber Technologies from $89.00 to $92.00 and gave the stock an “overweight” rating in a research note on Monday, October 5th. Finally, Benchmark restated a “hold” rating on shares of Uber Technologies in a research report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $102.86.

Uber Technologies Company Profile

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.