Rosenblatt Securities Has Lowered Expectations for Uber Technologies (NYSE:UBER) Stock Price

Uber Technologies (NYSE:UBER) had its price target dropped by equities researchers at Rosenblatt Securities from $100.00 to $95.00 in a research report issued on Thursday, Benzinga reports. The firm currently has a “buy” rating on the ride-sharing company’s stock. Rosenblatt Securities‘s price target indicates a potential upside of 38.22% from the company’s current price.

A number of other equities analysts have also recently commented on UBER. Rothschild & Co Redburn lifted their price target on Uber Technologies from $112.00 to $115.00 and gave the stock a “buy” rating in a research note on Tuesday, September 8th. Wells Fargo & Company cut their target price on shares of Uber Technologies from $92.00 to $87.00 and set an “overweight” rating on the stock in a report on Thursday. Scotiabank began coverage on shares of Uber Technologies in a research note on Wednesday, September 9th. They issued a “sector outperform” rating and a $100.00 target price on the stock. Bank of America lowered their price target on shares of Uber Technologies from $104.00 to $103.00 and set a “buy” rating for the company in a report on Tuesday, July 28th. Finally, Barclays reduced their price objective on shares of Uber Technologies from $106.00 to $100.00 and set an “overweight” rating on the stock in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, forty-four have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $101.82.

Uber Technologies Trading Down 1.6%

Shares of NYSE:UBER traded down $1.14 on Thursday, reaching $68.73. 17,862,881 shares of the company traded hands, compared to its average volume of 18,992,516. The stock has a market capitalization of $140.39 billion, a P/E ratio of 15.10, a price-to-earnings-growth ratio of 6.37 and a beta of 1.33. The business’s 50-day simple moving average is $70.50 and its 200 day simple moving average is $73.18. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.38. Uber Technologies has a 52 week low of $64.04 and a 52 week high of $95.18.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, November 4th. The ride-sharing company reported $0.88 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.02. The company had revenue of $14.77 billion during the quarter, compared to analyst estimates of $14.66 billion. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%. Uber Technologies’s revenue for the quarter was up 9.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.11 EPS. As a group, equities analysts anticipate that Uber Technologies will post 3.20 EPS for the current fiscal year.

Insider Activity

In other Uber Technologies news, insider Jill Hazelbaker sold 28,170 shares of the stock in a transaction on Friday, September 11th. The stock was sold at an average price of $71.31, for a total value of $2,008,802.70. Following the completion of the transaction, the insider owned 149,525 shares in the company, valued at approximately $10,662,627.75. This represents a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Andrew Macdonald acquired 70,000 shares of the stock in a transaction on Friday, September 4th. The shares were purchased at an average cost of $75.83 per share, with a total value of $5,308,100.00. Following the transaction, the insider directly owned 426,320 shares of the company’s stock, valued at approximately $32,327,845.60. This trade represents a 19.65% increase in their position. The SEC filing for this purchase provides additional information. 3.81% of the stock is currently owned by company insiders.

Institutional Trading of Uber Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of UBER. Pictet Asset Management Holding SA boosted its position in shares of Uber Technologies by 2.9% in the 3rd quarter. Pictet Asset Management Holding SA now owns 3,342,977 shares of the ride-sharing company’s stock worth $229,027,000 after purchasing an additional 94,508 shares in the last quarter. Formidable Asset Management LLC increased its position in Uber Technologies by 5.2% during the 3rd quarter. Formidable Asset Management LLC now owns 24,653 shares of the ride-sharing company’s stock valued at $1,779,000 after buying an additional 1,222 shares in the last quarter. Guidance Capital Inc. increased its position in Uber Technologies by 2.3% during the 3rd quarter. Guidance Capital Inc. now owns 16,387 shares of the ride-sharing company’s stock valued at $1,093,000 after buying an additional 376 shares in the last quarter. International Assets Investment Management LLC raised its stake in Uber Technologies by 279.5% during the third quarter. International Assets Investment Management LLC now owns 40,000 shares of the ride-sharing company’s stock valued at $2,740,000 after buying an additional 29,460 shares during the last quarter. Finally, Kestra Private Wealth Services LLC raised its stake in Uber Technologies by 4.8% during the third quarter. Kestra Private Wealth Services LLC now owns 182,404 shares of the ride-sharing company’s stock valued at $12,496,000 after buying an additional 8,392 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber reported 20% growth in gross bookings for a fifth consecutive quarter. Adjusted EPS of $0.88 topped the $0.86 consensus, while adjusted operating income rose 38%. The steep GAAP profit decline largely reflects unusually favorable tax and investment items in the year-ago quarter. Uber’s Profit Drop: A Speed Bump or Structural Shift?
• Positive Sentiment: A new Amazon partnership will let U.S. Prime members order Uber Eats through Amazon’s app and website, with no delivery fee on qualifying restaurant orders of $25 or more. This could broaden Uber Eats’ reach and attract customers. Amazon ditches Grubhub, taps Uber Eats for Prime
• Positive Sentiment: Uber outlined an expanding autonomous-vehicle network, targeting about 700 driverless vehicles by year-end and more than 2,000 by the end of 2027. The company is pursuing a partner-based approach rather than building vehicles itself. Uber Q3 2026 Earnings Call Highlights
• Neutral Sentiment: Analyst views remain mostly constructive, though several firms trimmed price targets after results. Barclays lowered its target to $100 but kept an Overweight rating; Canaccord cut to $70 and maintained Hold. Barclays analyst update
• Negative Sentiment: Mobility bookings fell short of expectations as driver shortages and high fuel costs—particularly in markets such as Brazil and India—constrained supply and pressured growth. Higher driver incentives may also raise costs or lead to higher rider prices. Uber Q3 Mobility Miss On High Fuel Prices
• Negative Sentiment: Fourth-quarter adjusted EPS guidance of $0.95–$0.99 came in below analyst expectations, tempering the strong bookings and adjusted-profit figures. Waymo also plans to end its exclusive Uber robotaxi arrangement in Austin and Atlanta in 2028, creating a longer-term competitive concern. Uber earnings outlook and risks

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.