2026-10-05 Capital Bear
CX Institutional Cuts Uber Stake by 88.8% in Q3 13F filing shows significant reduction, reflecting institutional shift.
D1 +2.0% · since +1.1%
2026-10-05 Earnings
Uber to Hold Q3 2026 Earnings Call on Nov 4 Company announcement confirms earnings date, key for investors.
D1 +2.0% · since +1.1%
2026-10-01 Company Bull
Uber to Invest Up to $1.25B for 50K Rivian Robotaxis Uber plans to deploy at least 10K autonomous Rivian R2s from 2030, with options for 40K more, investing up to $1.25B
D1 -0.9% · +5d +3.5%
2026-09-26 → 09-29 Analyst Bull
Uber Backed by Multiple Analysts, Robotaxi Threat Seen as Manageable BNP and Seeking Alpha reiterate Buy, seeing Uber benefiting from AVs with attractive valuation
D1 -2.1% · +5d +1.9%
› 4 waves of this story2026-09-26 Multiple analysts and investors see Uber as undervalued with strong cash flow and improved outlook2026-09-27 Multiple independent investors and analysts reiterate Uber's improving fundamentals and reasonable valuation, extending recent bullish sentiment.2026-09-28 Citizens reiterates $100 PT; Waymo miles growth slows, market overly pessimistic2026-09-29 BNP and Seeking Alpha reiterate Buy, seeing Uber benefiting from AVs with attractive valuation2026-09-16 → 09-24 Company Bull
Uber Expands Costco Delivery to 47 States, Achieves AV Regulatory Milestone Uber's busy stretch includes grocery delivery expansion, AV regulatory milestone, and regional partnership.
D1 -0.6% · +5d -2.2%
› 4 waves of this story2026-09-16 Partnership grows from 17 to 47 states, covering nearly 600 stores2026-09-17 Covers nearly 600 locations, widening Uber Eats' grocery and retail reach2026-09-24 On-demand grocery delivery now reaches nearly 600 Costco warehouses, broadening Uber Eats' US footprint2026-09-24 Uber's busy stretch includes grocery delivery expansion, AV regulatory milestone, and regional partnership.2026-09-24 Company Bull
Lucid Partners with Uber to Deploy 20K AVs, Uber Gains L4 Permit Lucid's partnership with Uber and Nuro for 20K AVs in the U.S., plus Uber's L4 permit in Spain, strengthens its AV position.
D1 -0.3% · +5d -1.9%
2026-09-23 Company
Uber Executives Buy Shares; DoorDash Settlement Contrast Noted Executive buying and smaller NYC settlement vs DoorDash highlight Uber's lighter regulatory touch
D1 -0.7% · +5d -1.3%
2026-09-22 Analyst Bull
BofA reiterates Buy on Uber, sees 73% mobility share by 2028 Despite AV competition, BofA sees limited share erosion, easing concerns
D1 -1.3% · +5d -0.8%
2026-09-20 Analyst Bull
Bill Ackman's New Fund Puts 45% in Uber, Microsoft, Meta Ackman's new $5B fund heavily weights Uber; his $19B fund's top holding is Uber at 13%
D1 +0.5% · +5d -3.8%
2026-09-18 Regulation Bear
Uber Ordered to Pay $40M in Wrongful-Death Arbitration Over Freeway Drop-Off Retired judge rules Uber liable in 2023 freeway abandonment death of 23-year-old UCLA grad
D1 -0.5% · +5d -1.2%
2026-09-16 8-K filing
8-K: Item 8.01, Item 9.01 D1 -0.6% · +5d -2.2%
2026-09-11 → 09-16 Capital Bull
Uber CEO Buys 141K Shares for ~$10M CEO purchase signals confidence after strong quarterly results
D1 -1.2% · +5d -1.6%
› 8 waves of this story2026-09-11 First open-market purchase since May 2022, positive signal2026-09-12 CEO Dara Khosrowshahi purchased 141K shares at $70.96 avg. (~$10M), signaling confidence in recent business trajectory2026-09-12 Rare public insider buy, largest ever on $UBER, shares near YTD lows2026-09-14 Rare open-market CEO purchase signals confidence2026-09-15 After CEO's 141K-share purchase, continued insider buying draws attention to management confidence2026-09-15 CEO's continued buying signals insider confidence, though stock remains low2026-09-16 CEO purchase signals confidence amid strong quarterly results2026-09-16 CEO purchase signals confidence after strong quarterly results2026-09-10 Company Bull
Uber Gets Spain's First L4 Autonomous Vehicle Permit Partnership with WeRide and AVOMO advances AV commercialization
D1 +2.1% · +5d -2.3%
2026-09-10 Insider buying
Insider buying $10.0M (1) D1 +2.1% · +5d -2.3%
2026-09-09 Capital
Uber's First Euro Bond Sale Targets ~€4B First euro-denominated debt raise diversifies funding for expansion
D1 -2.8% · +5d -0.2%
2026-09-08 → 09-09 Company Bull
Uber COO Buys 70K Shares Worth ~$5.3M Insider buying signals confidence; second open-market purchase in 6 months
D1 -3.5% · +5d -2.3%
› 2 waves of this story2026-09-08 Second insider purchase in 6 months, signaling confidence in fundamentals2026-09-09 Insider buying signals confidence; second open-market purchase in 6 months2026-09-03 → 09-08 Product
Uber-Wayve Robotaxi Expansion Amid Tesla Cybercab Threat NHTSA probes Tesla Cybercab certification; Uber's autonomous strategy in focus
D1 -0.6% · +5d -5.6%
› 2 waves of this story2026-09-03 London becomes second European city for robotaxis, boosting Uber's autonomy push2026-09-08 NHTSA probes Tesla Cybercab certification; Uber's autonomous strategy in focus2026-08-27 → 09-07 Capital
Uber Advances Delivery Hero Acquisition, Nears Deal Completion Acquisition progress plus user and trip data reinforce market expectations for deal closure
D1 -2.0% · +5d -1.3%
› 2 waves of this story2026-08-27 Official €41.50/share offer open; acquisition process enters key execution phase2026-09-07 Acquisition progress plus user and trip data reinforce market expectations for deal closure2026-09-04 Insider buying
Insider buying $5.3M (1) D1 -0.3% · +5d -4.1%
2026-09-03 → 09-04 Company Bear
Uber cuts 3,300 jobs and exits Nigeria and Uganda Layoffs and market exits signal deeper restructuring toward core focus
D1 -0.6% · +5d -5.6%
› 2 waves of this story2026-09-03 Restructuring to flatten organization, redirect spending to rides, delivery and robotaxis; largest workforce cut this year.2026-09-04 Layoffs and market exits signal deeper restructuring toward core focus2026-09-01 Analyst Bull
Rosenblatt Initiates Uber at Buy, PT $100 Analyst sees entry point amid weakness, AV disruption timeline longer than feared
D1 -0.5% · +5d -5.5%
2026-08-29 Company Bear
Uber Ends Partnership with Serve Robotics, Robot Delivery Setback Relationship ends over fundamental disagreement; Uber's food-delivery network was a major demand driver for Serve
D1 -4.0% · +5d -3.3%
2026-08-29 Company
Uber and Serve Robotics Part Ways as Partnership Officially Ends M3 confirms previously reported partnership termination; no new facts, mere repetition
D1 -4.0% · +5d -3.3%
› 2 waves of this story2026-08-29 Serve ends delivery partnership with Uber, removing a key robot supplier from Uber's network2026-08-29 M3 confirms previously reported partnership termination; no new facts, mere repetition2026-08-27 Analyst
Uber AV Risk in Focus; Ackman Heavily Positioned, Ancora Initiates Stake Institutional positioning and AV disruption debate intensify in parallel
D1 -2.0% · +5d -1.3%
2026-08-26 Product
Uber launches live video streaming for teen rides Parents can view live feed from driver's front camera during eligible teen rides, rolling out nationwide
D1 -2.3% · +5d -2.6%
2026-08-24 Capital Bull
Multiple Institutions Add Uber in Q2, Trump Also Buys Barrow Hanley buys $426.73M new stake; Ackman doubles down; Trump bought in Q1
D1 +0.6% · +5d -4.6%
2026-08-21 → 08-23 Regulation Bear
Uber faces ~$966M Dutch fine, to appeal Dutch DPA fines Uber €825M over automated driver suspensions, second-largest GDPR penalty
D1 +0.3% · +5d +0.0%
› 3 waves of this story2026-08-21 Fined for automated driver deactivation violating EU data rules2026-08-22 Dutch DPA fines Uber nearly $1B over automated account suspensions; company to appeal.2026-08-23 Dutch DPA fines Uber €825M over automated driver suspensions, second-largest GDPR penalty2026-08-20 Product Bull
Uber Launches First Autonomous Rides in Europe in Zagreb Partnership with Verne and Pony.ai marks Uber's first autonomous ride-hailing in Europe
D1 +0.7% · +5d -2.0%
