Swiss National Bank Increases Position in Uber Technologies, Inc. $UBER

Swiss National Bank raised its holdings in Uber Technologies, Inc. (NYSE:UBER) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,726,600 shares of the ride-sharing company’s stock after acquiring an additional 29,200 shares during the period. Swiss National Bank owned approximately 0.28% of Uber Technologies worth $561,035,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in UBER. Brant Point Investment Management LLC acquired a new stake in Uber Technologies during the second quarter worth $933,000. Spirepoint Private Client LLC lifted its stake in shares of Uber Technologies by 21.9% in the 3rd quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock valued at $7,331,000 after purchasing an additional 13,454 shares during the last quarter. Econ Financial Services Corp purchased a new position in shares of Uber Technologies during the 3rd quarter worth $1,538,000. Transcendent Capital Group LLC purchased a new position in shares of Uber Technologies during the 3rd quarter worth $1,859,000. Finally, Munro Partners acquired a new stake in shares of Uber Technologies during the 2nd quarter worth about $96,294,000. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the acquisition, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Tony West sold 3,125 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the transaction, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.84% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on UBER shares. Wedbush decreased their target price on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a research report on Thursday, February 5th. Melius Research set a $73.00 price target on shares of Uber Technologies in a research report on Monday, January 5th. DA Davidson reduced their price target on shares of Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. Citigroup decreased their price objective on shares of Uber Technologies from $120.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Finally, KeyCorp dropped their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $104.53.

Uber Technologies Stock Down 0.5%

Shares of NYSE:UBER opened at $75.07 on Monday. The firm has a market capitalization of $154.50 billion, a PE ratio of 15.94, a price-to-earnings-growth ratio of 6.89 and a beta of 1.22. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The firm’s 50-day moving average is $78.54 and its two-hundred day moving average is $87.25.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion during the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same period in the previous year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Uber Technologies News Roundup

Here are the key news stories impacting Uber Technologies this week:

• Positive Sentiment: Uber’s profitability milestone and strategic messaging at the Morgan Stanley conference underline management’s plan to diversify and monetize the platform, and Pershing Square’s large position (Bill Ackman exposure) signals heavyweight investor confidence. Uber Outlines Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: Uber is rolling out Uber Autonomous Solutions and moving ahead with Uber Air (Joby eVTOL partnerships) — expanding the app beyond human drivers into autonomous cars and air taxis, which can increase addressable market and long-term revenue streams if execution goes as planned. Uber Expands Autonomous And Air Taxi Services
• Positive Sentiment: High-profile bullish commentary from influencers (e.g., Jim Cramer urging long-term holders to stay) can support retail demand and sentiment momentum even when fundamentals are mixed. Jim Cramer on Uber
• Positive Sentiment: Geographic/product expansion: Uber launched intercity bus ticketing in India, a low-cost, high-volume market expansion that could add incremental gross bookings and improve local monetization. Uber launches Intercity Bus ticketing in India
• Neutral Sentiment: Corporate/social PR: Uber partnered with a foundation to expand impaired-driving education — positive for brand and regulatory goodwill but limited direct financial impact. Foundation partners with Uber on impaired-driving education
• Neutral Sentiment: Insider/insider-like trades and small news items (e.g., reports of a senator acquiring UBER stock; profiles comparing UBER to other firms) are noted by outlets but are unlikely to move fundamentals materially. Stock Acquired Sen. John Boozman
• Negative Sentiment: Competitive risk from rapid Waymo robotaxi expansion: independent reporting flags that Waymo’s rollout is accelerating a shift to autonomous robotaxis that could compress driver-based margins and bookings for Uber in markets where AVs scale. This competitive threat is a key overhang on Uber’s valuation. How autonomous vehicles are disrupting the rideshare economy
• Negative Sentiment: Market skepticism persists despite profitability: commentary and analysis note that profitability alone hasn’t driven multiple expansion because growth has slowed, recent EPS missed estimates, and guidance is cautious — factors keeping the stock range-bound. Uber is finally profitable. So why is the stock still going nowhere?

Uber Technologies Company Profile

Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.

Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.