Towarzystwo Funduszy Inwestycyjnych PZU SA Acquires 9,290 Shares of Uber Technologies, Inc. $UBER

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its holdings in Uber Technologies, Inc. (NYSE:UBER) by 457.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,320 shares of the ride-sharing company’s stock after buying an additional 9,290 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Uber Technologies were worth $1,109,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Westend Capital Management LLC purchased a new stake in Uber Technologies during the third quarter valued at approximately $27,000. Kilter Group LLC purchased a new position in shares of Uber Technologies during the 2nd quarter worth $26,000. Total Investment Management Inc. purchased a new position in shares of Uber Technologies during the 2nd quarter worth $32,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Uber Technologies during the 3rd quarter valued at $34,000. Finally, True Wealth Design LLC increased its stake in shares of Uber Technologies by 38.6% in the 3rd quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock worth $42,000 after purchasing an additional 118 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on UBER. The Goldman Sachs Group set a $125.00 target price on Uber Technologies in a report on Wednesday, February 4th. Benchmark reissued a “hold” rating on shares of Uber Technologies in a report on Thursday, February 5th. Cantor Fitzgerald reduced their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Roth Mkm set a $105.00 price objective on Uber Technologies in a research note on Thursday, February 5th. Finally, UBS Group set a $111.00 price objective on Uber Technologies in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Uber Technologies currently has an average rating of “Moderate Buy” and an average price target of $105.29.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Uber and Motional have relaunched a commercial robotaxi service in Las Vegas (electric IONIQ 5s; safety drivers initially, operator removal planned), giving Uber real-world AV volume, visibility and potential incremental mobility revenue. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Uber struck a multiyear deal to deploy Amazon/Zoox purpose‑built robotaxis on the Uber app (initial U.S. rollouts announced), broadening its AV partner set and scaling potential robotaxi supply without heavy capex. Is Uber’s Robotaxi Deal With Amazon’s Zoox a Growth Catalyst?
• Positive Sentiment: Marsh Risk and Apollo launched an insurance facility to back Uber’s autonomous‑vehicle expansion — removing a major operational hurdle by improving availability and pricing of liability coverage as AV deployments scale. Marsh Risk and Apollo launch Insurance Facility to support Uber’s autonomous vehicle expansion
• Positive Sentiment: Uber expanded international AV pilots, teaming with Nissan and Wayve for a Tokyo robotaxi program (pilot planned for late 2026), signaling global roll‑out optionality beyond U.S. testbeds. Nissan, Uber, Wayve announce robotaxi tie-up
• Neutral Sentiment: MarketBeat flagged Uber among names with technical tailwinds for traders — useful for short‑term momentum players but not a substitute for fundamentals. 3 Rebound Candidates With Technical Tailwinds (UBER)
• Neutral Sentiment: Coverage pieces (Forbes/Fool) are framing Uber as a potential value/growth play given solid cash flow trends and a relatively low debt load; useful context for longer‑term investors but not a catalyst by itself. Is Uber Stock Now A Value Play?
• Neutral Sentiment: Travis Kalanick launched Atoms (specialized industrial robotics). It’s notable because of his profile, but Atoms targets industrial sectors (mining/food/transport) rather than Uber’s consumer mobility business, so immediate competitive impact is unclear. Uber co-founder Kalanick launches Atoms in specialized robotics push
• Negative Sentiment: Short‑term pressure persists: analysts pointed out the stock dipped more than the broader market recently amid volatility and an EPS miss in the last quarter (Q4 EPS below consensus), keeping some investors cautious about near‑term multiples. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Insider Activity

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Tony West sold 3,125 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 3.84% of the company’s stock.

Uber Technologies Trading Up 0.5%

Shares of Uber Technologies stock opened at $73.33 on Friday. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The company has a market capitalization of $150.92 billion, a P/E ratio of 15.57, a P/E/G ratio of 6.69 and a beta of 1.22. The company has a fifty day moving average of $77.70 and a 200 day moving average of $86.60.

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

Uber Technologies 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.