Sienna Gestion Decreases Stock Position in Uber Technologies, Inc. $UBER

Sienna Gestion lessened its stake in Uber Technologies, Inc. (NYSE:UBER) by 11.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 148,772 shares of the ride-sharing company’s stock after selling 19,648 shares during the quarter. Uber Technologies comprises 0.9% of Sienna Gestion’s portfolio, making the stock its 22nd largest holding. Sienna Gestion’s holdings in Uber Technologies were worth $13,289,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Uber Technologies in the 2nd quarter valued at approximately $2,348,319,000. Pacer Advisors Inc. increased its holdings in Uber Technologies by 1,905.3% in the third quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock valued at $426,216,000 after buying an additional 4,133,532 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Uber Technologies by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after buying an additional 3,025,483 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of Uber Technologies by 4,471.9% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock worth $290,660,000 after acquiring an additional 2,901,936 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its holdings in shares of Uber Technologies by 97.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock valued at $531,197,000 after acquiring an additional 2,671,539 shares during the last quarter. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on UBER shares. Wolfe Research decreased their target price on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Mizuho dropped their price target on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. UBS Group set a $111.00 price objective on shares of Uber Technologies in a report on Monday, February 2nd. Benchmark restated a “hold” rating on shares of Uber Technologies in a research report on Thursday, February 5th. Finally, Needham & Company LLC restated a “buy” rating and issued a $109.00 target price on shares of Uber Technologies in a report on Tuesday, February 3rd. One 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 assigned a Sell rating to the company. According to data from MarketBeat.com, Uber Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $104.53.

Insider Activity at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the business’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the transaction, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were purchased 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 owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.84% of the stock is owned by corporate insiders.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Uber’s profitability milestone and strategic messaging at the Morgan Stanley conference underline management’s plan to diversify and monetize the platform, and Pershing Square’s large position (Bill Ackman exposure) signals heavyweight investor confidence. Uber Outlines Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: Uber is rolling out Uber Autonomous Solutions and moving ahead with Uber Air (Joby eVTOL partnerships) — expanding the app beyond human drivers into autonomous cars and air taxis, which can increase addressable market and long-term revenue streams if execution goes as planned. Uber Expands Autonomous And Air Taxi Services
• Positive Sentiment: High-profile bullish commentary from influencers (e.g., Jim Cramer urging long-term holders to stay) can support retail demand and sentiment momentum even when fundamentals are mixed. Jim Cramer on Uber
• Positive Sentiment: Geographic/product expansion: Uber launched intercity bus ticketing in India, a low-cost, high-volume market expansion that could add incremental gross bookings and improve local monetization. Uber launches Intercity Bus ticketing in India
• Neutral Sentiment: Corporate/social PR: Uber partnered with a foundation to expand impaired-driving education — positive for brand and regulatory goodwill but limited direct financial impact. Foundation partners with Uber on impaired-driving education
• Neutral Sentiment: Insider/insider-like trades and small news items (e.g., reports of a senator acquiring UBER stock; profiles comparing UBER to other firms) are noted by outlets but are unlikely to move fundamentals materially. Stock Acquired Sen. John Boozman
• Negative Sentiment: Competitive risk from rapid Waymo robotaxi expansion: independent reporting flags that Waymo’s rollout is accelerating a shift to autonomous robotaxis that could compress driver-based margins and bookings for Uber in markets where AVs scale. This competitive threat is a key overhang on Uber’s valuation. How autonomous vehicles are disrupting the rideshare economy
• Negative Sentiment: Market skepticism persists despite profitability: commentary and analysis note that profitability alone hasn’t driven multiple expansion because growth has slowed, recent EPS missed estimates, and guidance is cautious — factors keeping the stock range-bound. Uber is finally profitable. So why is the stock still going nowhere?

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $75.07 on Monday. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99. The stock has a market capitalization of $154.50 billion, a price-to-earnings ratio of 15.94, a PEG ratio of 6.89 and a beta of 1.22. The company has a 50-day simple moving average of $78.54 and a 200-day simple moving average of $87.25. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14.

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

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.