Uber Technologies, Inc. $UBER Stake Increased by Yarbrough Capital LLC

Yarbrough Capital LLC boosted its stake in Uber Technologies, Inc. (NYSE:UBER) by 314.7% during the 4th quarter, HoldingsChannel reports. The fund owned 158,693 shares of the ride-sharing company’s stock after buying an additional 120,430 shares during the period. Yarbrough Capital LLC’s holdings in Uber Technologies were worth $12,967,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC acquired a new position in Uber Technologies in the third quarter worth about $25,000. Westend Capital Management LLC bought a new position in Uber Technologies during the 3rd quarter worth approximately $27,000. Kilter Group LLC acquired a new position in shares of Uber Technologies in the 2nd quarter worth approximately $26,000. Imprint Wealth LLC bought a new stake in shares of Uber Technologies in the 3rd quarter valued at approximately $32,000. Finally, Total Investment Management Inc. bought a new position in Uber Technologies during the second quarter worth $32,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were bought at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this link. Also, insider Tony West sold 3,125 shares of the company’s 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 approximately $14,744,764. This 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 owned by corporate insiders.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on UBER shares. Morgan Stanley dropped their target price on shares of Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. BNP Paribas Exane initiated coverage on Uber Technologies in a report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 target price for the company. Arete Research set a $125.00 price target on Uber Technologies and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Mizuho lowered their price objective on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, KeyCorp cut their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research note on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Trading Up 0.1%

Shares of UBER stock opened at $69.22 on Monday. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The firm has a market capitalization of $141.41 billion, a PE ratio of 14.70, a price-to-earnings-growth ratio of 6.33 and a beta of 1.22. The stock has a fifty day moving average of $75.48 and a two-hundred day moving average of $85.08. 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 issued 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 business 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%. Uber Technologies’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period last year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, research analysts expect 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.