Ossiam Has $74.98 Million Stake in Uber Technologies, Inc. $UBER

Ossiam boosted its stake in Uber Technologies, Inc. (NYSE:UBER) by 123.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 765,366 shares of the ride-sharing company’s stock after acquiring an additional 422,739 shares during the quarter. Uber Technologies accounts for 1.0% of Ossiam’s portfolio, making the stock its 13th largest position. Ossiam’s holdings in Uber Technologies were worth $74,983,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in UBER. Tremblant Capital Group boosted its position in shares of Uber Technologies by 3.6% during the third quarter. Tremblant Capital Group now owns 377,390 shares of the ride-sharing company’s stock worth $36,973,000 after buying an additional 13,054 shares during the period. Sirios Capital Management L P raised its position in Uber Technologies by 133.8% in the 3rd quarter. Sirios Capital Management L P now owns 24,959 shares of the ride-sharing company’s stock valued at $2,445,000 after buying an additional 14,283 shares during the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its stake in Uber Technologies by 457.6% in the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 11,320 shares of the ride-sharing company’s stock valued at $1,109,000 after acquiring an additional 9,290 shares in the last quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna lifted its stake in Uber Technologies by 288.6% in the 3rd quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 3,109 shares of the ride-sharing company’s stock valued at $305,000 after acquiring an additional 2,309 shares in the last quarter. Finally, NorthRock Partners LLC boosted its position in Uber Technologies by 37.9% during the 3rd quarter. NorthRock Partners LLC now owns 31,411 shares of the ride-sharing company’s stock worth $3,077,000 after acquiring an additional 8,629 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Trending Headlines about Uber Technologies

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 Analysts Forecast Growth

A number of research firms have recently issued reports on UBER. Roth Mkm set a $105.00 price objective on shares of Uber Technologies in a report on Thursday, February 5th. Royal Bank Of Canada restated an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a report on Thursday, February 5th. Truist Financial set a $108.00 target price on shares of Uber Technologies in a research report on Monday, February 9th. BTIG Research reiterated a “buy” rating on shares of Uber Technologies in a research note on Wednesday. Finally, Guggenheim cut their price target on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a research report on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Trading Up 0.5%

Shares of Uber Technologies stock opened at $73.33 on Friday. The stock has a market cap of $150.92 billion, a P/E ratio of 15.57, a P/E/G ratio of 6.69 and a beta of 1.22. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The business’s 50 day moving average is $77.70 and its 200-day moving average is $86.60.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate 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 net margin of 19.33% and a return on equity of 43.63%. Uber Technologies’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the prior year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities research analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were bought 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 $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 3.84% of the company’s stock.

Uber Technologies Company 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.