Lyell Wealth Management LP Grows Holdings in Uber Technologies, Inc. $UBER

Lyell Wealth Management LP increased its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 4.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 196,782 shares of the ride-sharing company’s stock after buying an additional 8,367 shares during the period. Uber Technologies comprises approximately 1.2% of Lyell Wealth Management LP’s holdings, making the stock its 29th biggest holding. Lyell Wealth Management LP’s holdings in Uber Technologies were worth $16,079,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC purchased a new stake in Uber Technologies during the 3rd quarter worth $25,000. Imprint Wealth LLC acquired a new position in Uber Technologies during the 3rd quarter worth $32,000. Lloyd Advisory Services LLC. acquired a new position in Uber Technologies during the 4th quarter worth $27,000. Ares Financial Consulting LLC acquired a new position in Uber Technologies during the 4th quarter worth $28,000. Finally, Blueline Advisors LLC acquired a new position in Uber Technologies during the 4th quarter worth $37,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Insider Activity at Uber Technologies

In other news, 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 value 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. The trade was a 6.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 3.81% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Several recent pieces argue Uber is still one of the better stocks to own, pointing to its maturing platform, improving fundamentals, and potential upside from autonomous ride-hailing rather than disruption from it. Article Title
• Positive Sentiment: Uber also announced a major financing partnership with Banco Santander to create a €1 billion platform for European fleet operators, which could help expand supply and support growth in key international markets. Article Title
• Positive Sentiment: Investor sentiment was helped by commentary that Uber’s self-driving investments could strengthen its long-term position, with reports highlighting robotaxi tests in Europe and the company’s commitment to autonomous technology. Article Title
• Neutral Sentiment: Uber reported in a recent market recap that its latest quarter beat EPS expectations but missed on revenue, while guidance for the next quarter was reasonably solid; this keeps the earnings picture mixed but not alarming for investors.
• Negative Sentiment: Uber filed suit against New York City over a new driver-retention rule, arguing it weakens safety controls and harms the platform’s ability to deactivate problematic drivers. The case introduces legal and regulatory uncertainty for the core ride-hailing business. Article Title

Uber Technologies Trading Up 1.3%

NYSE UBER opened at $69.51 on Friday. Uber Technologies, Inc. has a one year low of $67.19 and a one year high of $101.99. The company has a 50-day simple moving average of $73.48 and a 200-day simple moving average of $77.22. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.07 and a current ratio of 1.07. The firm has a market capitalization of $141.49 billion, a PE ratio of 17.33, a price-to-earnings-growth ratio of 5.83 and a beta of 1.12.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business had revenue of $13.20 billion during the quarter, compared to analyst estimates of $13.28 billion. During the same period in the previous year, the business posted $0.83 EPS. The company’s quarterly revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, equities analysts forecast that Uber Technologies, Inc. will post 2.95 earnings per share for the current year.

Analysts Set New Price Targets

UBER has been the subject of several recent analyst reports. DA Davidson reissued a “buy” rating and set a $107.00 price objective on shares of Uber Technologies in a report on Tuesday, May 26th. Wells Fargo & Company raised their price objective on shares of Uber Technologies from $95.00 to $102.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. TD Cowen initiated coverage on shares of Uber Technologies in a report on Monday, May 11th. They set a “hold” rating for the company. The Goldman Sachs Group set a $115.00 price objective on shares of Uber Technologies in a report on Thursday, May 7th. Finally, Needham & Company LLC reissued a “buy” rating and set a $109.00 price objective on shares of Uber Technologies in a report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $104.68.

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.