Uber Technologies, Inc. $UBER Shares Sold by Greenfield Seitz Capital Management LLC

Greenfield Seitz Capital Management LLC reduced its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 19.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 61,717 shares of the ride-sharing company’s stock after selling 14,439 shares during the period. Uber Technologies accounts for about 1.9% of Greenfield Seitz Capital Management LLC’s portfolio, making the stock its 15th largest holding. Greenfield Seitz Capital Management LLC’s holdings in Uber Technologies were worth $6,046,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in UBER. Vanguard Group Inc. raised its stake in 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 during the last quarter. Norges Bank purchased a new position in Uber Technologies in the 2nd quarter valued at $2,348,319,000. Northern Trust Corp boosted its stake in Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock worth $1,911,301,000 after purchasing an additional 297,132 shares during the last quarter. Capital World Investors grew its holdings in shares of Uber Technologies by 1.1% during 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 buying an additional 182,976 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in shares of Uber Technologies by 1.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 13,810,255 shares of the ride-sharing company’s stock worth $1,288,497,000 after buying an additional 142,933 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have commented on UBER. Roth Mkm set a $105.00 price objective on shares of Uber Technologies in a report on Thursday, February 5th. Wolfe Research dropped their price target on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $105.00 price target on shares of Uber Technologies in a report on Thursday, February 5th. The Goldman Sachs Group set a $125.00 price objective on Uber Technologies in a research report on Wednesday, February 4th. Finally, Citizens Jmp upgraded Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 target price for the company in a report on Wednesday, February 4th. One equities research 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 data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $105.29.

Uber Technologies News Summary

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

• Positive Sentiment: Expanded NVIDIA robotaxi rollout: Uber and NVIDIA plan to deploy NVIDIA‑powered Level‑4 robotaxis on Uber’s network starting in Los Angeles and San Francisco in 1H‑2027, scaling to 28 cities by 2028 — a major catalyst for Uber’s autonomous strategy and service economics. Uber, Nvidia plan robotaxi rollout in 28 cities starting next year
• Positive Sentiment: Street support reinforced — BTIG reaffirmed a Buy on UBER with a $100 price target, signaling continued analyst conviction that autonomous and core rideshare strength justify upside. BTIG maintains Buy on Uber
• Positive Sentiment: Bank of America and other brokers are more confident in Uber’s medium‑term AV supply outlook after the NVIDIA expansion; that increases the likelihood of meaningful margin/leverage benefits if deployment scales as planned. Uber-Nvidia deal boosts Bank of America’s confidence
• Positive Sentiment: Broader AV and partner deployments (Motional in Las Vegas, Zoox/Hyundai tie‑ins) and the SpotHero parking acquisition expand Uber’s addressable market and strengthen its platform monetization potential beyond rides. Uber, Motional Launch Las Vegas Service Uber Expands Into Parking And Autonomy
• Neutral Sentiment: Market momentum & valuation debate: Recent pieces highlight a rebound in shares and ask whether UBER’s forward multiples (roughly low‑20s forward P/E) fairly price in AV optionality — the topic keeps both bulls and bears engaged. Valuation look as shares rebound
• Neutral Sentiment: Founder relocation: News that co‑founder Travis Kalanick moved to Texas drew headlines but is largely a corporate governance/profile story rather than a direct operational impact. Kalanick moves to Texas
• Negative Sentiment: Execution risk and timeline: Robotaxi deployments carry execution, regulatory and capital‑intensity risks; failure to scale or delayed timing would hurt the upside case investors are pricing in today. NVIDIA to Launch L4 Robotaxis on Uber

Uber Technologies Stock Up 4.2%

NYSE:UBER opened at $77.81 on Wednesday. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99. The stock’s fifty day moving average is $77.42 and its two-hundred day moving average is $86.20. The stock has a market capitalization of $160.15 billion, a price-to-earnings ratio of 16.52, a price-to-earnings-growth ratio of 6.84 and a beta of 1.22. 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 (NYSE:UBER) last issued its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (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 for the quarter, compared to analyst estimates of $14.32 billion. During the same period in the prior year, the company posted $3.21 EPS. The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Insider Activity at Uber Technologies

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the acquisition, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, the insider 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 disclosure for this sale is available in the SEC filing. Insiders own 3.70% 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.