Uber Technologies (NYSE:UBER) Trading Down 2.4% – Time to Sell?

Uber Technologies, Inc. (NYSE:UBER) traded down 2.4% during mid-day trading on Friday . The stock traded as low as $84.88 and last traded at $85.4620. 15,841,909 shares changed hands during trading, a decline of 21% from the average session volume of 20,103,561 shares. The stock had previously closed at $87.59.

Uber Technologies News Summary

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

Analyst Ratings Changes

Several analysts have weighed in on UBER shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Uber Technologies in a research report on Thursday, December 18th. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a research note on Wednesday. Wedbush reduced 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. The Goldman Sachs Group reiterated a “buy” rating on shares of Uber Technologies in a report on Wednesday, November 5th. Finally, Susquehanna restated a “positive” rating and set a $110.00 target price on shares of Uber Technologies in a report 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 assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $107.14.

Uber Technologies Stock Performance

The business has a fifty day moving average price of $86.78 and a 200-day moving average price of $91.35. The stock has a market capitalization of $177.58 billion, a P/E ratio of 10.98 and a beta of 1.20. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.37.

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

Insider Activity

In other news, 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 sale, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at $1,919,355.30. This represents a 21.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total transaction of $251,125.00. Following the transaction, the insider owned 175,423 shares in the company, valued at approximately $14,096,992.28. This trade represents a 1.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 14,875 shares of company stock valued at $1,348,818 in the last ninety days. Insiders own 3.84% of the company’s stock.

Institutional Investors Weigh In On Uber Technologies

A number of institutional investors have recently bought and sold shares of the business. Foster Group Inc. grew its position in shares of Uber Technologies by 3.3% during the third quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock worth $330,000 after purchasing an additional 107 shares in the last quarter. Sage Rhino Capital LLC boosted its stake in Uber Technologies by 4.2% in the 3rd quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock worth $268,000 after purchasing an additional 110 shares during the period. Quent Capital LLC boosted its stake in Uber Technologies by 3.3% in the 3rd quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock worth $343,000 after purchasing an additional 111 shares during the period. Advisors Capital Management LLC grew its holdings in Uber Technologies by 1.8% during the 3rd quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock valued at $627,000 after buying an additional 111 shares in the last quarter. Finally, Emergent Wealth Advisors LLC raised its position in shares of Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock valued at $1,701,000 after buying an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 80.24% of the company’s stock.

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.