EULAV Asset Management Grows Stock Holdings in Uber Technologies, Inc. $UBER

EULAV Asset Management raised its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 7.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 376,000 shares of the ride-sharing company’s stock after buying an additional 27,000 shares during the quarter. EULAV Asset Management’s holdings in Uber Technologies were worth $30,723,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. FLC Capital Advisors lifted its position in shares of Uber Technologies by 7.9% during the fourth quarter. FLC Capital Advisors now owns 13,132 shares of the ride-sharing company’s stock valued at $1,073,000 after buying an additional 958 shares during the last quarter. Parallel Advisors LLC raised its stake in Uber Technologies by 2.5% in the fourth quarter. Parallel Advisors LLC now owns 261,838 shares of the ride-sharing company’s stock valued at $21,400,000 after buying an additional 6,508 shares during the last quarter. Total Wealth Planning & Management Inc. purchased a new stake in Uber Technologies in the fourth quarter valued at about $954,000. BBR Partners LLC raised its stake in Uber Technologies by 8.4% in the fourth quarter. BBR Partners LLC now owns 7,383 shares of the ride-sharing company’s stock valued at $603,000 after buying an additional 572 shares during the last quarter. Finally, Prudential PLC raised its stake in Uber Technologies by 27.5% in the fourth quarter. Prudential PLC now owns 268,356 shares of the ride-sharing company’s stock valued at $21,927,000 after buying an additional 57,946 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

UBER has been the subject of a number of research analyst reports. Guggenheim reiterated a “buy” rating and issued a $125.00 price target on shares of Uber Technologies in a research note on Monday, April 27th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $100.00 price objective on shares of Uber Technologies in a research report on Tuesday, April 28th. Piper Sandler increased their price objective on shares of Uber Technologies from $100.00 to $105.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. BNP Paribas Exane lowered shares of Uber Technologies to an “underweight” rating in a research report on Monday, May 11th. Finally, HSBC lowered shares of Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $104.68.

Insider Activity at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the senior vice president owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This trade represents a 6.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 3.81% of the stock is owned by insiders.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber CEO Dara Khosrowshahi said AI tools have boosted employee productivity enough that the company is slowing hiring, which could support margins if the efficiency gains hold. The company also said it is capping AI spending after blowing through its annual budget in just one quarter, signaling tighter cost control. Article: Uber CEO Dara Khosrowshahi Says Company ‘Blew’ Through Its Annual AI Budget In A Single Quarter, Reports Increased Human Productivity
• Positive Sentiment: Uber is expanding its robotaxi ambitions with a large investment in Nuro, tied to plans for a major autonomous vehicle rollout using Lucid vehicles, which could strengthen its long-term growth story. Article: Uber commits nearly $500 million to Nuro robotaxi startup
• Neutral Sentiment: The company also announced a new grant round through its Health Access Fund with LISC to help low-income patients access transportation, which supports Uber’s brand and community relationships but is unlikely to move the stock on its own. Article: Uber and LISC open new grant application through Health Access Fund to bridge transportation gaps for low-income patients
• Neutral Sentiment: Several reports focused on whether Uber is a buy after recent weakness, reflecting ongoing investor debate rather than a clear new catalyst. Article: Is Trending Stock Uber Technologies, Inc. (UBER) a Buy Now?
• Negative Sentiment: Investors remain worried that robotaxis could disrupt Uber’s ride-hailing business, and reports said the company is recruiting fewer drivers in some self-driving markets and is making a bigger bet on autonomous vehicles to adapt. That shift adds uncertainty around Uber’s future moat and driver supply. Article: Uber is making a much bigger bet on robotaxis
• Negative Sentiment: Uber also cut 23% of roles in its People and Places division, a sign of restructuring that may help efficiency but can also reflect pressure to trim costs amid a more cautious outlook. Article: Uber Reshapes HR Team As Stock Trades Below Valuation Estimates

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $70.84 on Friday. Uber Technologies, Inc. has a twelve month low of $68.46 and a twelve month high of $101.99. The company’s 50 day moving average is $73.53 and its 200 day moving average is $77.80. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41. The company has a market cap of $144.21 billion, a PE ratio of 17.67, a price-to-earnings-growth ratio of 6.14 and a beta of 1.12.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share for the quarter, topping 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 company had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same quarter in the prior year, the company earned $0.83 EPS. Uber Technologies’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, sell-side analysts forecast that Uber Technologies, Inc. will post 2.95 EPS for the current 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.