Uber Technologies, Inc. (UBER)

Uber's annual product event in May 2025 introduced new features and services, including a partnership with Volkswagen, which positively impacted the stock. Uber reported Q2 2025 earnings per share (EPS) of $0.63 and revenue of $12.65 billion, exceeding analysts' expectations. During this period, analysts adjusted their ratings and price targets. CEO Dara Khosrowshahi and SVP Nikki Krishnamurthy sold shares in September and August 2025, respectively. Uber's stock reached an all-time high of $101.99 on September 21, 2025.

Uber's Mobility segment typically generates higher revenue in the fourth quarter due to holiday and business demand, while revenue is generally lower in the third quarter. The Mobility segment also tends to experience lower quarter-over-quarter growth in the first quarter. For the Delivery segment, Uber generally expects seasonal increases in revenue during the first and fourth quarters compared to the second and third quarters.

Uber Technologies, Inc. is a global technology company that connects consumers with independent service providers through its platform. The company operates primarily in the Transportation sector, specifically within the Mobility as a Service and Other Transportation industries, and is also recognized within Technology Stocks. Its major products and services include Uber Rides (Mobility), Uber Eats (Delivery), Uber Freight, Uber for Business, Uber Health, Micromobility, and Advanced Technologies Group (ATG).

Uber Technologies, Inc. operates in approximately 70 countries and 15,000 cities worldwide. The company's operations are broadly categorized into regions including the United States and Canada, Latin America, Europe, the Middle East, Africa, and Asia (excluding China and Southeast Asia).

Uber's brand reputation has been influenced by strategic partnerships and advancements in its service offerings. Uber partnered with WeRide to offer autonomous robotaxi passenger rides in Saudi Arabia. ALDI joined Uber Eats for on-demand grocery delivery, and Uber partnered with Flytrex to launch drone delivery. OpenTable relaunched its loyalty program, offering Gold status members six months of free Uber One. The annual GO-GET event in May 2025 highlighted new ride options and expanded Uber One benefits.

Uber Technologies, Inc. has a diverse ownership structure, with significant stakes held by both institutional and individual investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Capital Research Global Investors. Major individual insider shareholders include Turqi Alnowaiser, Dara Khosrowshahi (CEO), and Nikki Krishnamurthy (SVP). Institutional investors collectively hold a substantial portion of Uber's stock, with 3,626 institutions holding over 2 billion shares.