Munro Partners Purchases 254,930 Shares of Uber Technologies, Inc. $UBER

Munro Partners increased its position in Uber Technologies, Inc. (NYSE:UBER) by 24.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,287,025 shares of the ride-sharing company’s stock after acquiring an additional 254,930 shares during the quarter. Uber Technologies comprises about 3.4% of Munro Partners’ investment portfolio, making the stock its 6th biggest position. Munro Partners’ holdings in Uber Technologies were worth $126,090,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of UBER. Brant Point Investment Management LLC bought a new stake in shares of Uber Technologies in the second quarter valued at about $933,000. Prudential PLC increased its stake in Uber Technologies by 15.7% during the second quarter. Prudential PLC now owns 216,855 shares of the ride-sharing company’s stock valued at $20,233,000 after acquiring an additional 29,359 shares during the period. Panagora Asset Management Inc. raised its holdings in Uber Technologies by 1.7% in the 2nd quarter. Panagora Asset Management Inc. now owns 2,082,067 shares of the ride-sharing company’s stock valued at $194,257,000 after acquiring an additional 35,418 shares in the last quarter. M&T Bank Corp lifted its position in shares of Uber Technologies by 13.9% in the 2nd quarter. M&T Bank Corp now owns 426,163 shares of the ride-sharing company’s stock worth $39,761,000 after acquiring an additional 52,002 shares during the period. Finally, Hilltop National Bank bought a new stake in shares of Uber Technologies in the 2nd quarter worth approximately $96,000. 80.24% of the stock is currently owned by institutional investors.

Key Stores Impacting Uber Technologies

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

• Positive Sentiment: Major AV partnership and robotaxi trials: Uber and Lyft will test Baidu’s Apollo Go robotaxis in London in 2026 — a high‑visibility step toward commercializing autonomous ride‑hailing that supports Uber’s long‑term margin and growth story in mobility and marketplace monetization. Investors view this as validation of Uber’s AV strategy and a potential multi‑year revenue driver. Uber, Lyft to test Baidu robotaxis in UK from next year
• Positive Sentiment: Bullish analyst/commentary on fundamentals and valuation: The Motley Fool and other bullish writeups highlight accelerating users/trips, improving unit economics and a valuation that looks attractive versus earnings prospects — a narrative supporting further upside if execution continues. Should You Invest $1,000 in Uber Right Now?
• Neutral Sentiment: Sector/peer coverage lifts interest in AV exposure: Research pieces that include Uber among top self‑driving plays (alongside Baidu, Alphabet) help keep investor attention on Uber’s AV optionality but don’t change near‑term fundamentals. 3 Self-Driving Tech Stocks to Ride into 2026
• Neutral Sentiment: Short‑term market commentary and technicals: Trader/TV coverage notes Uber’s strong 2025 gain and recent pullbacks; these technical narratives can amplify intraday moves but are not fundamental catalysts. Options Corner: UBER Up 30% in 2025 After Hitting 8-Month Low
• Negative Sentiment: Damaging safety reporting: A New York Times investigation alleges Uber cleared violent felons to drive and links drivers to serious assaults — a major reputational and regulatory risk that could prompt fines, tighter regulation, higher compliance costs, and legal claims. This is a near‑term negative for sentiment. Uber Cleared Violent Felons to Drive. Passengers Accused Them of Rape.
• Negative Sentiment: Shareholder investigation into the board: Berger Montague announced an investigation into Uber’s board for possible breaches of fiduciary duty tied to oversight of rider safety and background checks — increases legal/governance uncertainty and could lead to shareholder litigation or governance actions. Berger Montague PC Investigates Uber’s Board

Uber Technologies Trading Down 0.4%

UBER stock opened at $80.90 on Wednesday. The business has a fifty day moving average price of $89.54 and a 200 day moving average price of $91.63. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15. Uber Technologies, Inc. has a fifty-two week low of $60.02 and a fifty-two week high of $101.99. The stock has a market capitalization of $168.10 billion, a price-to-earnings ratio of 10.40 and a beta of 1.19.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Tuesday, November 4th. The ride-sharing company reported $3.11 EPS for the quarter, topping analysts’ consensus estimates of $0.67 by $2.44. The company had revenue of $13.47 billion for the quarter, compared to analyst estimates of $13.25 billion. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.The business’s revenue was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.20 earnings per share. Analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Insider Activity

In related news, insider Tony West sold 3,125 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total value of $251,125.00. Following the completion of the sale, the insider owned 175,423 shares of the company’s stock, valued at $14,096,992.28. This trade represents a 1.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the transaction, the chief financial officer owned 20,330 shares in the company, valued at $1,919,355.30. The trade was a 21.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 14,875 shares of company stock valued at $1,348,818 in the last 90 days. Corporate insiders own 3.70% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on UBER shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $108.00 price objective on shares of Uber Technologies in a research report on Wednesday, October 29th. Arete Research set a $125.00 price objective on shares of Uber Technologies and gave the company a “buy” rating in a research note on Wednesday, December 3rd. BMO Capital Markets decreased their target price on shares of Uber Technologies from $113.00 to $106.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 5th. Benchmark reissued a “hold” rating on shares of Uber Technologies in a research report on Tuesday, October 28th. Finally, Mizuho initiated coverage on shares of Uber Technologies in a research note on Monday, September 29th. They set an “outperform” rating and a $130.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Uber Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $108.43.

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.