Longbow Finance SA Grows Stake in Uber Technologies, Inc. $UBER

Longbow Finance SA increased its stake in Uber Technologies, Inc. (NYSE:UBER) by 51.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 112,287 shares of the ride-sharing company’s stock after buying an additional 38,304 shares during the quarter. Uber Technologies comprises 1.1% of Longbow Finance SA’s portfolio, making the stock its 29th largest position. Longbow Finance SA’s holdings in Uber Technologies were worth $11,001,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Kilter Group LLC acquired a new stake in Uber Technologies during the 2nd quarter valued at approximately $26,000. Westend Capital Management LLC purchased a new position in shares of Uber Technologies during the 3rd quarter valued at approximately $27,000. Total Investment Management Inc. acquired a new stake in shares of Uber Technologies during the second quarter worth approximately $32,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Uber Technologies in the third quarter worth $34,000. Finally, Howard Hughes Medical Institute acquired a new stake in Uber Technologies in the second quarter valued at $42,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $71.17 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm’s 50-day moving average price is $81.74 and its two-hundred day moving average price is $89.20. Uber Technologies, Inc. has a 52-week low of $60.63 and a 52-week high of $101.99. The stock has a market capitalization of $147.88 billion, a P/E ratio of 15.11, a P/E/G ratio of 6.50 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share 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 return on equity of 43.63% and a net margin of 19.33%.The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on UBER. Melius Research set a $73.00 price objective on shares of Uber Technologies in a report on Monday, January 5th. Benchmark reaffirmed a “hold” rating on shares of Uber Technologies in a research report on Thursday, February 5th. Guggenheim reiterated a “buy” rating and issued a $135.00 price target on shares of Uber Technologies in a research note on Thursday, January 22nd. The Goldman Sachs Group set a $125.00 price objective on Uber Technologies in a research note on Wednesday, February 4th. Finally, BMO Capital Markets reduced their target price on Uber Technologies from $113.00 to $106.00 and set an “outperform” rating on the stock in a report on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Uber Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $104.89.

Insiders Place Their Bets

In other Uber Technologies news, insider Tony West sold 3,125 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold 9,375 shares of company stock valued at $799,875 over the last quarter. 3.84% of the stock is owned by company insiders.

More Uber Technologies News

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

• Positive Sentiment: WeRide-Uber expanded the first commercial Robotaxi service into downtown Abu Dhabi, increasing coverage to ~70% of core areas and enabling bookings through the Uber app — a visible step in AV monetization and platform differentiation. WeRide and Uber Begin First Commercial Robotaxi Service in Downtown Abu Dhabi
• Positive Sentiment: Uber Eats launched an AI “Cart Assistant” to build grocery baskets from text or images — a direct product push to take share from Instacart that could expand GMV and margins in grocery over time. Uber Eats launches AI cart assistant for grocery delivery
• Positive Sentiment: Uber and Baidu’s Apollo Go driverless rides launched in Dubai, integrating AV supply into the Uber app — another AV distribution channel that supports the company’s autonomous strategy and geographic scale. Uber & Baidu Expand Deal for Dubai AV Rides
• Neutral Sentiment: Uber for Business partnered with Mazda to provide dealership courtesy rides, vehicle delivery and service support — a business-to-business use case that could modestly grow rides or logistics volume but is unlikely to move near-term revenue materially. Uber for Business and Mazda Team Up
• Neutral Sentiment: Legislative progress in Israel to allow Uber/Lyft operations signals potential market expansion, but commercialization and competitive ramp remain early-stage. Bill allowing Uber and Lyft in Israel receives committee approval
• Negative Sentiment: Unusually large put-option buying was reported (159,363 puts traded, ~46% above average), indicating elevated bearish positioning or hedging activity that can amplify downward pressure on the share price.
• Negative Sentiment: An analyst downgrade was reported and has been cited as contributing to intraday selling, reinforcing near-term negative sentiment despite the strategic product/AV news. Uber Shares Down on Analyst Downgrade

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.