Uber Technologies, Inc. $UBER Shares Purchased by Bokf Na

Bokf Na raised its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 25.2% during the third quarter, HoldingsChannel reports. The fund owned 62,713 shares of the ride-sharing company’s stock after acquiring an additional 12,631 shares during the quarter. Bokf Na’s holdings in Uber Technologies were worth $6,144,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in shares of Uber Technologies by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 190,828,841 shares of the ride-sharing company’s stock valued at $18,695,502,000 after purchasing an additional 1,277,322 shares in the last quarter. Norges Bank acquired a new position in Uber Technologies in the second quarter worth about $2,348,319,000. Capital World Investors grew its stake in Uber Technologies by 1.1% in the third quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company’s stock worth $1,667,121,000 after purchasing an additional 182,976 shares in the last quarter. Charles Schwab Investment Management Inc. increased its holdings in Uber Technologies by 1.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 13,810,255 shares of the ride-sharing company’s stock valued at $1,288,497,000 after buying an additional 142,933 shares during the last quarter. Finally, Legal & General Group Plc raised its stake in Uber Technologies by 6.9% during the third quarter. Legal & General Group Plc now owns 13,386,313 shares of the ride-sharing company’s stock valued at $1,311,457,000 after buying an additional 867,719 shares in the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber expanded its AV footprint with a multiyear partnership to put Zoox robotaxis on the Uber app (Las Vegas this summer, Los Angeles next year), which supports Uber’s strategy to capture AV trip volume and lower per-trip costs long term. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Uber signed an MoU with Nissan and Wayve to pilot robotaxis in Tokyo by late‑2026, signaling international expansion of AV offerings and potential scale beyond U.S. markets. Nissan, Uber, Wayve announce robotaxi tie-up
• Positive Sentiment: Analysts (e.g., Wedbush) view Uber as well positioned in AVs after recent partnership flow, noting the company now partners with most major unsupervised AV players — a structural positive if execution follows. Uber seen as well-positioned in autonomous vehicles
• Positive Sentiment: Product/service updates (e.g., a new premium “Uber Elite” chauffeur option and safety features like Women Preferences nationwide) aim to grow higher‑margin corporate/executive trips and improve platform trust. Market Chatter: Uber Launches Chauffeur Ride Option
• Positive Sentiment: Partnerships with autonomous delivery/robotics players (e.g., Serve Robotics) extend Uber Eats’ automation options and reduce delivery costs over time. Serve Robotics and White Castle Launch Autonomous Delivery via Uber Eats
• Neutral Sentiment: Corporate governance/security hires (ex‑Uber CSO Joe Sullivan joining StackHawk’s board) are industry‑relevant but not material to Uber’s near‑term stock moves. Former Chief Security Officer Joins StackHawk Board
• Neutral Sentiment: Broader commentary asking whether Uber’s recent multi‑year run fully reflects value — useful for longer‑term allocation decisions but not an immediate catalyst. Is It Time To Reassess Uber Technologies
• Negative Sentiment: Short‑term selling pressure and profit‑taking after recent rally: several headlines note the stock dipped more than the broader market today as investors trimmed positions. Why Uber Technologies (UBER) Dipped More Than Broader Market Today
• Negative Sentiment: Recent quarterly results showed an EPS miss versus consensus and conservative near‑term guidance, which keeps focus on execution and margins even as revenue grows — a headwind for the share price until confidence returns. MarketBeat: Uber Technologies Stock Data
• Negative Sentiment: Sector/market weakness and rotation into other AI/tech names likely amplified declines despite the positive AV announcements. Internet Stocks Look Too Cheap After AI and Iran Worries

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 target price on shares of Uber Technologies in a report on Tuesday, February 3rd. BTIG Research reiterated a “buy” rating on shares of Uber Technologies in a report on Wednesday. UBS Group set a $111.00 price objective on Uber Technologies in a research note on Monday, February 2nd. TD Cowen reaffirmed a “buy” rating on shares of Uber Technologies in a report on Wednesday. Finally, Guggenheim lowered their target price on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating for the company in a research note 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 issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Uber Technologies has an average rating of “Moderate Buy” and an average target price of $105.29.

Uber Technologies Stock Down 2.9%

Shares of Uber Technologies stock opened at $72.83 on Friday. The stock has a market capitalization of $149.88 billion, a price-to-earnings ratio of 15.46, a PEG ratio of 6.87 and a beta of 1.22. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The business’s 50 day simple moving average is $77.89 and its 200-day simple moving average is $86.75.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data 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 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 revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Insider Buying and Selling at Uber Technologies

In related news, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.84% 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.