Bokf Na Boosts Stake in Uber Technologies, Inc. $UBER

Bokf Na grew its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 25.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 62,713 shares of the ride-sharing company’s stock after acquiring an additional 12,631 shares during the quarter. Bokf Na’s holdings in Uber Technologies were worth $6,144,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Kilter Group LLC purchased a new stake in shares of Uber Technologies during the 2nd quarter worth about $26,000. Westend Capital Management LLC purchased a new position in Uber Technologies in the third quarter valued at approximately $27,000. Total Investment Management Inc. acquired a new position in Uber Technologies during the second quarter valued at approximately $32,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Uber Technologies during the third quarter worth approximately $34,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Uber Technologies in the second quarter worth $42,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Uber Technologies

In related news, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the stock in a transaction on Tuesday, February 24th. The shares were acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.84% of the stock is currently owned by insiders.

Uber Technologies Price Performance

Shares of UBER stock opened at $72.83 on Friday. The firm has a fifty day simple moving average of $77.89 and a 200-day simple moving average of $86.75. The company has a market capitalization of $149.88 billion, a PE ratio of 15.46, a price-to-earnings-growth ratio of 6.87 and a beta of 1.22. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same period last year, the firm earned $3.21 EPS. The business’s quarterly 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. Equities research analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have recently commented on UBER. Guggenheim cut their target price on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a research note on Wednesday, February 18th. Cantor Fitzgerald decreased their price target on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. Mizuho cut their price objective on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Finally, Needham & Company LLC restated a “buy” rating and set a $109.00 price objective on shares of Uber Technologies in a research note on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $105.29.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber expanded its AV footprint with a multiyear partnership to put Zoox robotaxis on the Uber app (Las Vegas this summer, Los Angeles next year), which supports Uber’s strategy to capture AV trip volume and lower per-trip costs long term. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Uber signed an MoU with Nissan and Wayve to pilot robotaxis in Tokyo by late‑2026, signaling international expansion of AV offerings and potential scale beyond U.S. markets. Nissan, Uber, Wayve announce robotaxi tie-up
• Positive Sentiment: Analysts (e.g., Wedbush) view Uber as well positioned in AVs after recent partnership flow, noting the company now partners with most major unsupervised AV players — a structural positive if execution follows. Uber seen as well-positioned in autonomous vehicles
• Positive Sentiment: Product/service updates (e.g., a new premium “Uber Elite” chauffeur option and safety features like Women Preferences nationwide) aim to grow higher‑margin corporate/executive trips and improve platform trust. Market Chatter: Uber Launches Chauffeur Ride Option
• Positive Sentiment: Partnerships with autonomous delivery/robotics players (e.g., Serve Robotics) extend Uber Eats’ automation options and reduce delivery costs over time. Serve Robotics and White Castle Launch Autonomous Delivery via Uber Eats
• Neutral Sentiment: Corporate governance/security hires (ex‑Uber CSO Joe Sullivan joining StackHawk’s board) are industry‑relevant but not material to Uber’s near‑term stock moves. Former Chief Security Officer Joins StackHawk Board
• Neutral Sentiment: Broader commentary asking whether Uber’s recent multi‑year run fully reflects value — useful for longer‑term allocation decisions but not an immediate catalyst. Is It Time To Reassess Uber Technologies
• Negative Sentiment: Short‑term selling pressure and profit‑taking after recent rally: several headlines note the stock dipped more than the broader market today as investors trimmed positions. Why Uber Technologies (UBER) Dipped More Than Broader Market Today
• Negative Sentiment: Recent quarterly results showed an EPS miss versus consensus and conservative near‑term guidance, which keeps focus on execution and margins even as revenue grows — a headwind for the share price until confidence returns. MarketBeat: Uber Technologies Stock Data
• Negative Sentiment: Sector/market weakness and rotation into other AI/tech names likely amplified declines despite the positive AV announcements. Internet Stocks Look Too Cheap After AI and Iran Worries

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.