ICONIQ Capital LLC Sells 8,414 Shares of Uber Technologies, Inc. $UBER

ICONIQ Capital LLC lowered its position in Uber Technologies, Inc. (NYSE:UBER) by 12.1% during the third quarter, Holdings Channel reports. The institutional investor owned 61,133 shares of the ride-sharing company’s stock after selling 8,414 shares during the quarter. ICONIQ Capital LLC’s holdings in Uber Technologies were worth $5,989,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of UBER. Westend Capital Management LLC purchased a new stake in Uber Technologies during the third quarter valued at approximately $27,000. Kilter Group LLC purchased a new position in Uber Technologies in the second quarter worth $26,000. Imprint Wealth LLC purchased a new position in Uber Technologies in the third quarter worth $32,000. Total Investment Management Inc. acquired a new position in shares of Uber Technologies during the second quarter worth $32,000. Finally, Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Uber Technologies during the 3rd quarter valued at $34,000. Institutional investors own 80.24% of the company’s stock.

Uber Technologies Price Performance

NYSE UBER opened at $73.33 on Monday. 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 stock’s fifty day moving average price is $77.70 and its 200 day moving average price is $86.46. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The company has a market cap of $150.92 billion, a price-to-earnings ratio of 15.57, a PEG ratio of 6.72 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last issued its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $14.32 billion. During the same quarter last year, the business earned $3.21 EPS. The business’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. As a group, equities research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Insider Transactions at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased 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 purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction that occurred 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 approximately $14,744,764. This represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.70% of the stock is currently owned by corporate insiders.

Key Uber Technologies News

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on UBER shares. Needham & Company LLC reissued a “buy” rating and issued a $109.00 price objective on shares of Uber Technologies in a research report on Tuesday, February 3rd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a research report on Thursday, February 5th. Jefferies Financial Group reiterated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Stifel Nicolaus lowered their price target on Uber Technologies from $122.00 to $105.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Finally, Melius Research set a $73.00 price target on Uber Technologies in a research note on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $105.29.

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.