UBER TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $78.82, UBER TECHNOLOGIES, INC. (UBER) is priced for today's economics sustained for ~7.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.
• Delivery, not rides, is where the incremental profit now shows up: in the June 2026 quarter Delivery revenue rose 28% to 5.245 billion dollars and Delivery segment operating income rose 38%, while Mobility revenue was level with a year earlier [Source: Q2 2026 earnings release, August 5, 2026]. • The single largest change to the risk profile was signed on July 16, 2026, when Uber agreed to make an all-cash public takeover offer for Delivery Hero SE and lined up a senior unsecured bridge commit
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2,382 institutional managers reported holding UBER in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 40%. 177 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 55.0M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UBER's share count grew 9.4% over the past five years even with $10.79B spent on repurchases. It pays no dividend. Cash returned over the past three years: $10.79B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at UBER over the trailing three years: 2025: 1 buy totaling $0k; 2026: 3 buys totaling $21.60M. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
UBER's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -5.0% | -2.8% |
| 2023-11-08 | +2.8% | +26.1% |
| 2024-02-16 | +18.0% | -11.8% |
| 2024-05-09 | -3.5% | +8.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
UBER's latest 8-K filings: 2026-08-07 (items 1.01, 1.02, 2.03, 9.01); 2026-08-05 (items 2.02, 9.01); 2026-07-16 (items 1.01, 2.03, 7.01, 9.01); 2026-05-11 (items 5.02); 2026-05-08 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 7, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.