Montag A & Associates Inc. Increases Holdings in Uber Technologies, Inc. $UBER

Montag A & Associates Inc. boosted its position in Uber Technologies, Inc. (NYSE:UBER) by 16.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,840 shares of the ride-sharing company’s stock after buying an additional 14,942 shares during the quarter. Montag A & Associates Inc.’s holdings in Uber Technologies were worth $10,565,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Norges Bank purchased a new position in shares of Uber Technologies in the second quarter worth about $2,348,319,000. Pacer Advisors Inc. boosted its holdings in Uber Technologies by 1,905.3% during the 3rd quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock valued at $426,216,000 after acquiring an additional 4,133,532 shares during the period. Vanguard Group Inc. grew its position in Uber Technologies by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after acquiring an additional 3,025,483 shares during the last quarter. Massachusetts Financial Services Co. MA grew its position in Uber Technologies by 4,471.9% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock worth $290,660,000 after acquiring an additional 2,901,936 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its stake in Uber Technologies by 97.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock worth $531,197,000 after purchasing an additional 2,671,539 shares during the period. Institutional investors own 80.24% of the company’s stock.

Insider Buying and Selling

In other Uber Technologies news, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies stock in a transaction on Tuesday, February 24th. The stock was acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 3.70% of the company’s stock.

Key Uber Technologies News

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

• Positive Sentiment: Uber and Joby partnership — Uber launched “Uber Air” powered by Joby, letting riders book Joby’s all‑electric eVTOL air taxis through the Uber app as Joby advances FAA certification and prepares a Dubai debut. This extends Uber’s long‑term TAM into urban air mobility and is being viewed as a growth and differentiation catalyst. Uber Enters Into a New Deal With Joby on Electric Air Taxis
• Positive Sentiment: Grocery expansion in Canada — Uber Eats struck a deal with T&T Supermarket to offer grocery delivery across Canada, reinforcing Eats’ push into higher‑frequency grocery orders and incremental revenue opportunities in a large market. Uber Inks Deal With T&T Supermarket for Grocery Delivery In Canada
• Neutral Sentiment: Autonomous/robot delivery competition — Coverage on Serve Robotics questions whether its signed restaurant footprint (3,600 locations) can achieve the dense, profitable networks needed to scale. This is a competitor watch item: if robot delivery succeeds, it could pressure Eats margins; if not, it reduces competitive risk. Can Serve Robotics Convert 3,600 Restaurants Into Profitable Density?
• Neutral Sentiment: Investor engagement — Uber presented at the Morgan Stanley TMT conference (transcript available), offering investors updated strategy and execution color; useful for sentiment but not an immediate catalyst. Uber Presents at Morgan Stanley Conference (Transcript)
• Negative Sentiment: Securities‑fraud investigation notice — The Portnoy Law Firm announced a probe into possible securities fraud at Uber and may pursue a class action. Such investigations can increase headline risk and uncertainty, particularly if they lead to litigation or disclosures. Uber Investigated by the Portnoy Law Firm
• Negative Sentiment: Jury verdict tied to background‑check errors — A federal jury awarded $680,000 to an Uber driver in a suit against SambaSafety for erroneous reporting that led to deactivation. While the defendant is a third party, the case highlights operational and reputational exposure around driver vetting processes. Consumer Justice Law Firm Wins $680,000 Jury Verdict
• Negative Sentiment: Analyst commentary warning on volatility — Market commentary (Forbes) cautions Uber’s rallies can reverse quickly, reminding investors of the stock’s historical volatility and downside risk despite recent gains. Why Uber Stock’s Rally Might Hit A Roadblock

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $76.37 on Wednesday. The business has a fifty day moving average price of $78.87 and a 200-day moving average price of $87.64. 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 company has a market capitalization of $157.18 billion, a PE ratio of 16.21, a PEG ratio of 6.96 and a beta of 1.22. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99.

Uber Technologies (NYSE:UBER) last announced its quarterly 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). The firm had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, equities analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on UBER. Wells Fargo & Company decreased their target price on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Jefferies Financial Group reissued a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. Citigroup lowered their price objective on shares of Uber Technologies from $120.00 to $110.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Royal Bank Of Canada reiterated an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a report on Thursday, February 5th. Finally, UBS Group set a $111.00 target price on Uber Technologies in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $104.53.

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.