Uber Technologies, Inc. (UBER)

Uber Technologies, Inc. stock has experienced notable movements, including a 34.68% increase from July 22, 2024, to July 21, 2025, and reaching a new all-time high of $92.89 in May 2025. Key events impacting the stock include partnerships with Lucid Group and Nuro, Inc. on autonomous robotaxi programs, product enhancements showcased at the GO-GET event, strategic partnerships with the LA28 Olympic and Paralympic Games, analyst ratings upgrades from Morgan Stanley and Bernstein, legal developments involving insurance fraud allegations, and the announcement of the Q2 2025 earnings call.

Uber's demand exhibits seasonality, with higher revenue in the fourth quarter due to holiday and business demand, and lower revenue in the third quarter due to peak vacation season. The Mobility segment often experiences lower growth in the first quarter, while the Delivery segment sees seasonal increases in the first and fourth quarters. Uber uses data science and dynamic pricing to manage these patterns.

Uber Technologies, Inc. is a global technology platform connecting consumers with service providers in mobility, delivery, and freight logistics. It operates in the Technology and Consumer Discretionary sectors, facilitating transactions between users and service providers without owning physical assets. The company's services include mobility (ridesharing, car rentals, micromobility, public transportation integration), delivery (Uber Eats, Uber Direct), and freight (digital marketplace linking shippers with carriers).

Uber Technologies, Inc. operates in approximately 70 countries and over 15,000 cities worldwide, including the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. North America is a significant revenue driver, contributing 61% of its global revenue in 2022. The company's financial reporting categorizes its operations into two main regions: the United States and all other countries.

Uber has reinforced its position as the world's most valuable mobility brand, with its brand value increasing by 28% to USD 29.7 billion as of February 2024. Despite past controversies, customer satisfaction and willingness to use Uber have grown. Under CEO Dara Khosrowshahi's leadership, the company has focused on rewriting its values, revamping its leadership team, prioritizing safety, and implementing stronger corporate governance.

No single person or organization holds a majority stake in Uber Technologies, Inc. Institutional investors collectively hold the majority of the company's shares, accounting for 81.71% as of December 31, 2024. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Capital Research Global Investors. Dara Khosrowshahi, Uber's CEO, was the top individual shareholder as of November 2023. Retail investors also hold a significant portion of Uber's stock.