William Blair Investment Management LLC Has $259.12 Million Position in Uber Technologies, Inc. $UBER

William Blair Investment Management LLC lessened its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 3.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,644,874 shares of the ride-sharing company’s stock after selling 107,664 shares during the period. Uber Technologies makes up 0.7% of William Blair Investment Management LLC’s portfolio, making the stock its 28th biggest position. William Blair Investment Management LLC owned approximately 0.13% of Uber Technologies worth $259,118,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of UBER. Westend Capital Management LLC acquired a new position in shares of Uber Technologies in the third quarter valued at approximately $27,000. Kilter Group LLC acquired a new stake in shares of Uber Technologies during the second quarter worth $26,000. Total Investment Management Inc. bought a new stake in Uber Technologies in the 2nd quarter valued at $32,000. Pilgrim Partners Asia Pte Ltd bought a new stake in Uber Technologies in the 3rd quarter valued at $34,000. Finally, True Wealth Design LLC boosted its stake in Uber Technologies by 38.6% in the 3rd quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock worth $42,000 after purchasing an additional 118 shares during the period. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Uber Technologies Stock Up 0.5%

NYSE:UBER opened at $75.20 on Friday. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The firm has a market capitalization of $154.76 billion, a price-to-earnings ratio of 15.97, a price-to-earnings-growth ratio of 6.91 and a beta of 1.21. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock’s 50 day moving average price is $79.06 and its two-hundred day moving average price is $87.88.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The company had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the company posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities research analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Insider Transactions at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the transaction, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of the company’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 directly owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 3.84% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber launched Uber Air (air taxi bookings integrated into the Uber app) in partnership with Joby Aviation, with first commercial flights planned for Dubai in 2026 — a long-term growth/revenue optionality story that investors are rewarding. Uber Air Is Officially Here
• Positive Sentiment: Joby and Uber confirmed in-app booking for eVTOL flights and Dubai launch timing; coverage notes Joby’s improving fundamentals and the tie-up’s potential to accelerate urban air mobility monetization. The eVTOL Era is Beginning With Uber and Joby Aviation
• Positive Sentiment: The Biden-era contractor rule is being rolled back by the current administration, which reduces the risk of stricter employee classification for gig companies and supports Uber’s cost model and margins. Trump administration moves to nix Biden-era rule on independent contractors
• Positive Sentiment: Insider buying was reported, a signal some investors interpret as management confidence in the stock’s prospects. Insider Buying Activity
• Positive Sentiment: BTIG and other analysts remain constructive (Buy ratings and ~$100 targets cited), supporting upside expectations versus recent trading levels. Analyst Bullish Coverage
• Neutral Sentiment: Uber’s acquisition of SpotHero aims to broaden mobility services and parking integration; strategic fit is positive but near-term financial impact is modest. Uber Buys SpotHero
• Neutral Sentiment: Analyst fair-value tweaks and sector multiple resets changed some price targets slightly lower, reflecting updated models rather than a broad shift in conviction. Analysts Reset Valuations
• Negative Sentiment: Driver protests in markets like Seattle spotlight supply/demand imbalance and regulatory/labor friction risk that could pressure trip economics in some regions. Seattle Driver Protest

Wall Street Analyst Weigh In

A number of analysts have recently commented on UBER shares. Sanford C. Bernstein restated an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. Wall Street Zen lowered Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. BNP Paribas Exane initiated coverage on Uber Technologies in a research report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price target for the company. Stifel Nicolaus decreased their price target on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating for the company in a research note on Tuesday, January 27th. Finally, Benchmark reiterated a “hold” rating on shares of Uber Technologies in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $104.53.

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.