Uber Technologies, Inc. $UBER Stock Position Lowered by Clark Capital Management Group Inc.

Clark Capital Management Group Inc. decreased its position in Uber Technologies, Inc. (NYSE:UBER) by 29.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 430,858 shares of the ride-sharing company’s stock after selling 181,663 shares during the quarter. Clark Capital Management Group Inc.’s holdings in Uber Technologies were worth $42,211,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of UBER. Kilter Group LLC acquired a new stake in Uber Technologies in the 2nd quarter valued at about $26,000. Westend Capital Management LLC acquired a new position in shares of Uber Technologies in the 3rd quarter worth approximately $27,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies in the 2nd quarter worth approximately $32,000. Imprint Wealth LLC bought a new stake in shares of Uber Technologies in the 3rd quarter worth approximately $32,000. Finally, Pilgrim Partners Asia Pte Ltd acquired a new stake in Uber Technologies during the third quarter valued at approximately $34,000. Institutional investors own 80.24% of the company’s stock.

Analysts Set New Price Targets

UBER has been the subject of a number of research reports. BNP Paribas Exane initiated coverage on shares of Uber Technologies in a report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 target price for the company. Mizuho cut their price objective on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Citizens Jmp raised Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price objective for the company in a research note on Wednesday, February 4th. BTIG Research restated a “buy” rating on shares of Uber Technologies in a report on Wednesday. Finally, DA Davidson cut their target price on Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Uber Technologies has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $73.33 on Monday. The company’s fifty day moving average is $77.70 and its two-hundred day moving average is $86.46. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a market cap of $150.92 billion, a P/E ratio of 15.57, a price-to-earnings-growth ratio of 6.72 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last issued its earnings results 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). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. During the same period last year, the business earned $3.21 EPS. The business’s quarterly revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Uber Technologies News Roundup

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

Insider Activity

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was 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 of the company’s stock, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.70% of the stock is currently owned by corporate insiders.

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.