Uber Technologies, Inc. (UBER)

Over the past six months, Uber's shares have experienced a decline, although they have risen over the past year. A notable event impacting the stock was Nvidia Corp.'s unveiling of its Alpamayo AI platform at CES 2026, which eased concerns about Uber's potential obsolescence due to autonomous vehicle technologies. Uber Technologies also introduced new non-GAAP financial measures to better align with GAAP standards and improve segment performance assessment. Recent news also includes Uber ending Visa card payments in Kenya, Maine lawmakers considering a bill for a minimum wage for rideshare drivers, and a report estimating missed tips for delivery workers in New York City.

Uber's products and services exhibit demand seasonality. The company typically experiences higher revenue in the fourth quarter, driven by holiday and business demand. Conversely, revenue is generally lower in the third quarter, primarily due to reduced platform usage during peak vacation seasons in North America and Europe. The Mobility segment also typically sees lower quarter-over-quarter growth in the first quarter. For Delivery services, seasonal increases in revenue are generally expected in the first and fourth quarters. Weekends are typically busier.

Uber Technologies, Inc. is a technology company operating a platform connecting consumers with ridesharing, delivery, and freight logistics services. Its core business revolves around facilitating movement and delivery, operating primarily in the Technology and Transportation sector.

Uber Technologies, Inc. has a vast global presence, operating in approximately 70 countries and 15,000 cities worldwide. Its services are available across North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific region.

Uber has historically faced significant challenges to its brand reputation, stemming from various scandals. Despite these historical and more recent controversies, Uber's brand consideration and customer satisfaction have shown an upward trend. In 2019, Uber launched a half-billion-dollar marketing campaign to rebuild its image.

Uber Technologies, Inc. is a publicly traded company with ownership shared among numerous investors. The majority of its shares are held by institutional investors, while insiders hold a smaller percentage. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Capital Research Global Investors, State Street Corp, Morgan Stanley, Public Investment Fund, and Fmr Llc. Key individual insider shareholders include Turqi Alnowaiser, Dara Khosrowshahi, and Nikki Krishnamurthy.