What Makes Uber Technologies (UBER) an Investment Bet?

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. Although the U.S. equity market started with volatility in the second quarter, it rebounded with strength, with the S&P 500 Index rising 10.94% during the quarter. The composite returned 4.88% gross of fees (4.75% net of fees) in the first quarter, outperforming the 3.78% return of the Russell 1000 Value Index and underperforming the 10.94% return of the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second quarter 2025 investor letter, Aristotle Capital Value Equity Strategy highlighted stocks such as Uber Technologies, Inc. (NYSE:UBER). Uber Technologies, Inc. (NYSE:UBER) develops and operates proprietary technology applications that operate through Mobility, Delivery, and Freight segments. The one-month return of Uber Technologies, Inc. (NYSE:UBER) was 6.95%, and its shares gained 34.59% of their value over the last 52 weeks. On July 21, 2025, Uber Technologies, Inc. (NYSE:UBER) stock closed at $91.16 per share, with a market capitalization of $190.631 billion.

Aristotle Capital Value Equity Strategy stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its second quarter 2025 investor letter:

“Founded in 2009 and headquartered in San Francisco, California, Uber Technologies, Inc. (NYSE:UBER) is a global technology platform that facilitates the movement of people, goods and services across a wide range of markets. What began as a simple ride-hailing app has evolved into a multi-segment leader operating in more than 70 countries, connecting millions of consumers, drivers, couriers and merchants worldwide.

Uber’s operations are organized into three primary business segments: Mobility, which includes ridesharing, car rentals and other personal transportation services (~45% of revenue); Delivery, which spans food, grocery, convenience and retail delivery through the Uber Eats platform (~50%); and Freight, its digital brokerage and logistics arm (~5%). These segments are built on a shared platform supported by real-time matching technology, global app penetration, strong network effects and one of the most recognized consumer brands globally—reflected in the familiar phrase, “I’ll call an Uber.”…” (Click here to read the full text)

In another article, we covered Uber Technologies, Inc. (NYSE:UBER) and shared the list of stocks Jim Cramer recently discussed. Brasada Capital Management established a position in Uber Technologies, Inc. (NYSE:UBER) in Q2 2025, viewing it as a high-quality business, undeservingly discounted by the market due to short term concerns. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.