Running Oak Capital LLC Acquires Shares of 112,455 Uber Technologies, Inc. $UBER

Running Oak Capital LLC bought a new position in Uber Technologies, Inc. (NYSE:UBER) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 112,455 shares of the ride-sharing company’s stock, valued at approximately $8,115,000.

Other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of Uber Technologies in the 4th quarter valued at approximately $2,515,094,000. Marshall Wace LLP grew its position in Uber Technologies by 1,462.2% during the 4th 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 in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Uber Technologies by 129.7% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company’s stock worth $776,883,000 after purchasing an additional 5,293,822 shares in the last quarter. Employees Provident Fund Board acquired a new stake in Uber Technologies during the 4th quarter valued at $265,205,000. Finally, Southpoint Capital Advisors LP acquired a new stake in Uber Technologies during the 1st quarter valued at $222,983,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Susquehanna decreased their target price 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. Bank of America dropped their price target on Uber Technologies from $104.00 to $103.00 and set a “buy” rating on the stock in a research report on Tuesday, July 28th. Piper Sandler reissued an “overweight” rating on shares of Uber Technologies in a research note on Thursday. Evercore restated an “outperform” rating and set a $150.00 price objective on shares of Uber Technologies in a research report on Wednesday, August 5th. Finally, Raymond James Financial raised Uber Technologies from an “outperform” rating to a “strong-buy” rating in a research note on Monday, May 11th. 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 assigned a Sell rating to the company. According to MarketBeat, Uber Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.25.

More Uber Technologies News

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 Stock Performance

NYSE:UBER opened at $75.88 on Monday. The firm has a market capitalization of $154.99 billion, a PE ratio of 16.68, a PEG ratio of 6.24 and a beta of 1.13. Uber Technologies, Inc. has a 1 year low of $65.41 and a 1 year high of $101.99. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.38. The firm’s fifty day simple moving average is $72.31 and its 200 day simple moving average is $73.43.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (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 analysts’ expectations of $14.24 billion. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the prior 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 anticipate that Uber Technologies, Inc. will post 3.33 EPS for the current year.

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.