Altimeter Capital Management LP Has $547.53 Million Stock Position in Uber Technologies, Inc. $UBER

Altimeter Capital Management LP decreased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 6.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,588,792 shares of the ride-sharing company’s stock after selling 364,312 shares during the quarter. Uber Technologies makes up approximately 7.2% of Altimeter Capital Management LP’s holdings, making the stock its 5th biggest holding. Altimeter Capital Management LP owned 0.27% of Uber Technologies worth $547,534,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Foster Group Inc. boosted its stake in Uber Technologies by 3.3% in the third quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock valued at $330,000 after acquiring an additional 107 shares during the period. Sage Rhino Capital LLC raised its position in shares of Uber Technologies by 4.2% during the 3rd quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock worth $268,000 after purchasing an additional 110 shares during the period. Quent Capital LLC lifted its holdings in shares of Uber Technologies by 3.3% in the 3rd quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock worth $343,000 after purchasing an additional 111 shares during the last quarter. Advisors Capital Management LLC lifted its holdings in shares of Uber Technologies by 1.8% in the 3rd quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock worth $627,000 after purchasing an additional 111 shares during the last quarter. Finally, Emergent Wealth Advisors LLC boosted its position in Uber Technologies by 0.7% during the 3rd quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock valued at $1,701,000 after purchasing an additional 114 shares during the period. Institutional investors own 80.24% of the company’s stock.

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

Uber Technologies Stock Performance

Shares of UBER stock opened at $73.33 on Friday. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month 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 has a market capitalization of $150.92 billion, a price-to-earnings ratio of 15.57, a price-to-earnings-growth ratio of 6.72 and a beta of 1.22. The business has a 50 day simple moving average of $77.70 and a 200 day simple moving average of $86.53.

Uber Technologies (NYSE:UBER) last announced its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate 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 previous year, the firm earned $3.21 EPS. The firm’s revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on UBER. Morgan Stanley lowered their price objective on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Mizuho cut their target price on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Canaccord Genuity Group set a $72.00 price target on shares of Uber Technologies in a report on Thursday, February 5th. Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a research report on Friday, December 5th. Finally, BNP Paribas Exane initiated coverage on shares of Uber Technologies in a report on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Uber Technologies has a consensus rating of “Moderate Buy” and an average target price of $105.29.

Insiders Place Their Bets

In related news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of Uber Technologies stock in a transaction that occurred on Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the acquisition, 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.84% of the stock is currently owned by company insiders.

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.