Uber Technologies, Inc. $UBER Position Boosted by Tremblant Capital Group

Tremblant Capital Group lifted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 3.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 377,390 shares of the ride-sharing company’s stock after acquiring an additional 13,054 shares during the quarter. Uber Technologies accounts for about 3.8% of Tremblant Capital Group’s holdings, making the stock its 9th largest position. Tremblant Capital Group’s holdings in Uber Technologies were worth $36,973,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Westend Capital Management LLC bought a new position in Uber Technologies in the 3rd quarter valued at $27,000. Kilter Group LLC purchased a new stake in shares of Uber Technologies during the 2nd quarter valued at $26,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies during the 2nd quarter worth $32,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Uber Technologies in the 3rd quarter worth about $34,000. Finally, True Wealth Design LLC boosted its holdings in shares of 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 buying an additional 118 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber and Motional have relaunched a commercial robotaxi service in Las Vegas (electric IONIQ 5s; safety drivers initially, operator removal planned), giving Uber real-world AV volume, visibility and potential incremental mobility revenue. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Uber struck a multiyear deal to deploy Amazon/Zoox purpose‑built robotaxis on the Uber app (initial U.S. rollouts announced), broadening its AV partner set and scaling potential robotaxi supply without heavy capex. Is Uber’s Robotaxi Deal With Amazon’s Zoox a Growth Catalyst?
• Positive Sentiment: Marsh Risk and Apollo launched an insurance facility to back Uber’s autonomous‑vehicle expansion — removing a major operational hurdle by improving availability and pricing of liability coverage as AV deployments scale. Marsh Risk and Apollo launch Insurance Facility to support Uber’s autonomous vehicle expansion
• Positive Sentiment: Uber expanded international AV pilots, teaming with Nissan and Wayve for a Tokyo robotaxi program (pilot planned for late 2026), signaling global roll‑out optionality beyond U.S. testbeds. Nissan, Uber, Wayve announce robotaxi tie-up
• Neutral Sentiment: MarketBeat flagged Uber among names with technical tailwinds for traders — useful for short‑term momentum players but not a substitute for fundamentals. 3 Rebound Candidates With Technical Tailwinds (UBER)
• Neutral Sentiment: Coverage pieces (Forbes/Fool) are framing Uber as a potential value/growth play given solid cash flow trends and a relatively low debt load; useful context for longer‑term investors but not a catalyst by itself. Is Uber Stock Now A Value Play?
• Neutral Sentiment: Travis Kalanick launched Atoms (specialized industrial robotics). It’s notable because of his profile, but Atoms targets industrial sectors (mining/food/transport) rather than Uber’s consumer mobility business, so immediate competitive impact is unclear. Uber co-founder Kalanick launches Atoms in specialized robotics push
• Negative Sentiment: Short‑term pressure persists: analysts pointed out the stock dipped more than the broader market recently amid volatility and an EPS miss in the last quarter (Q4 EPS below consensus), keeping some investors cautious about near‑term multiples. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Uber Technologies Trading Up 0.5%

Shares of UBER stock opened at $73.33 on Friday. The stock has a market capitalization of $150.92 billion, a price-to-earnings ratio of 15.57, a PEG ratio of 6.69 and a beta of 1.22. The company’s fifty day simple moving average is $77.70 and its two-hundred day simple moving average is $86.60. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14.

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

Analyst Ratings Changes

A number of analysts recently issued reports on UBER shares. UBS Group set a $111.00 price objective on shares of Uber Technologies in a report on Monday, February 2nd. Wells Fargo & Company dropped their target price on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Jefferies Financial Group reissued a “buy” rating on shares of Uber Technologies in a research report on Wednesday, January 7th. Needham & Company LLC restated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research note on Tuesday, February 3rd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Uber Technologies in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Insider Transactions at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies stock in a transaction on Tuesday, February 24th. The shares were bought at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.84% of the company’s stock.

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.