Uber Technologies, Inc. $UBER Shares Sold by Deltec Asset Management LLC

Deltec Asset Management LLC lowered its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 14.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 180,708 shares of the ride-sharing company’s stock after selling 29,450 shares during the quarter. Uber Technologies makes up 2.9% of Deltec Asset Management LLC’s holdings, making the stock its 8th largest position. Deltec Asset Management LLC’s holdings in Uber Technologies were worth $17,704,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in UBER. Brighton Jones LLC grew its stake in Uber Technologies by 3.4% in the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after acquiring an additional 2,474 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Uber Technologies by 65.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares in the last quarter. Bison Wealth LLC grew its position in shares of Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 641 shares during the period. Caxton Associates LLP purchased a new stake in shares of Uber Technologies during the first quarter worth about $304,000. Finally, Integrity Alliance LLC. purchased a new stake in shares of Uber Technologies during the first quarter worth about $413,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on UBER. TD Cowen raised their price target on shares of Uber Technologies from $108.00 to $114.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Wedbush lowered their price target on Uber Technologies from $84.00 to $78.00 and set a “neutral” rating on the stock in a research note on Friday, December 19th. Royal Bank Of Canada set a $110.00 price target on Uber Technologies in a research report on Wednesday, November 5th. Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a research note on Thursday, December 18th. Finally, Truist Financial lifted their target price on shares of Uber Technologies from $96.00 to $110.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $107.14.

Insider Activity

In other news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction that occurred 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 sale, the chief financial officer owned 20,330 shares of the company’s stock, valued at $1,919,355.30. This represents a 21.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $80.36, for a total transaction of $251,125.00. Following the sale, the insider owned 175,423 shares of the company’s stock, valued at $14,096,992.28. This represents a 1.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 14,875 shares of company stock valued at $1,348,818. 3.84% of the stock is owned by company insiders.

Uber Technologies Stock Performance

Shares of Uber Technologies stock opened at $85.46 on Friday. The business’s 50 day moving average price is $86.55 and its 200 day moving average price is $91.35. The company has a market cap of $177.58 billion, a price-to-earnings ratio of 10.98 and a beta of 1.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.15 and a current ratio of 1.15. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99.

Uber Technologies (NYSE:UBER) last issued its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $2.44. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.The company had revenue of $13.47 billion during the quarter, compared to analysts’ expectations of $13.25 billion. During the same period in the prior year, the business earned $1.20 EPS. The firm’s quarterly revenue was up 20.4% on a year-over-year basis. On average, research analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Jefferies and Bank of America reiterated Buy ratings with high price targets (~$119–$120), reinforcing buy-side conviction that Uber’s margin and free-cash-flow story can sustain upside. Jefferies and BofA Remain Bullish on Uber Technologies (UBER)
• Positive Sentiment: Wells Fargo raised its price target to $122 and kept an Overweight rating, signaling institutional confidence and providing a near-term technical/psychological boost for the stock. Wells Fargo Raises Price Target
• Positive Sentiment: CES robotaxi developments (Lucid’s reveal and Lucid–Nuro partnerships) and commentary that Nvidia’s robotaxi push could help platform players have revived optimism that Uber can act as the distribution/payment/routing layer for autonomous fleets—supporting margin inflection without owning vehicles. Lucid Motors Just Revealed Its New Robotaxi at CES 2026
• Positive Sentiment: MarketBeat highlights Uber’s margin-inflection thesis as the key 2026 catalyst—if AV fleets scale, Uber can improve operating leverage and cash flow by being the aggregator rather than the vehicle owner. 3 Tech Stocks Positioned for the Next Leg of the Bull Market
• Neutral Sentiment: Uber renewed its global maps deal with TomTom, which improves routing precision and efficiency but is incremental to near-term revenue; it supports execution rather than driving immediate upside. Uber Renews Global Maps Deal With TomTom
• Negative Sentiment: Zacks analysis ranks Baidu ahead of Uber in the autonomous-vehicle race, citing Baidu’s rollout, earnings outlook and valuation — a reminder that AV competition could cap upside for Uber’s AV narrative. UBER vs. BIDU: Which Stock Is Better Placed in the Promising AV Space?
• Negative Sentiment: Analysts expect Uber’s upcoming Q4 2025 results to show a double‑digit decline in the bottom line, creating short-term earnings risk that could pressure the stock until results and guidance are clear. Uber’s Q4 2025 Earnings: What to Expect
• Negative Sentiment: Melius Research flagged Uber with a “strong sell” designation (contradicting other bullish notes), adding downside narrative risk from divergent analyst views. Melius Research Strong Sell Call

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.