Union Bancaire Privee UBP SA raised its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 34.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,083 shares of the ride-sharing company’s stock after acquiring an additional 8,436 shares during the period. Union Bancaire Privee UBP SA’s holdings in Uber Technologies were worth $2,703,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors also recently modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new stake in Uber Technologies during the 3rd quarter worth approximately $25,000. Kilter Group LLC acquired a new position in shares of Uber Technologies in the second quarter valued at approximately $26,000. Westend Capital Management LLC bought a new stake in shares of Uber Technologies during the third quarter worth $27,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies during the second quarter worth $32,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Uber Technologies during the third quarter worth $32,000. 80.24% of the stock is currently owned by institutional investors.
Insider Buying and Selling
In other Uber Technologies news, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.84% of the stock is owned by corporate insiders.
Uber Technologies Stock Performance
Uber Technologies (NYSE:UBER – Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share 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 company had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter in the prior year, the business earned $3.21 earnings per share. The firm’s revenue for the quarter 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. As a group, sell-side analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
UBER has been the subject of a number of research analyst reports. JPMorgan Chase & Co. reduced their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Stifel Nicolaus dropped their price target on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. Citigroup reaffirmed a “buy” rating on shares of Uber Technologies in a research report on Tuesday. Wells Fargo & Company decreased their price objective on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Finally, UBS Group set a $111.00 target price on Uber Technologies in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $105.29.
Read Our Latest Report on Uber Technologies
Key Headlines Impacting Uber Technologies
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
- Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
- Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms “Buy” Rating for Uber Technologies (NYSE:UBER)
- Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber’s Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
- Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
- Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
- Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I’ve Been Bullish For Years – Not Anymore
- Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike
About Uber Technologies
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.
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