Jacobs & Co. CA Purchases New Position in Uber Technologies, Inc. $UBER

Jacobs & Co. CA acquired a new position in Uber Technologies, Inc. (NYSE:UBER) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 113,535 shares of the ride-sharing company’s stock, valued at approximately $9,276,000.

Several other institutional investors also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Uber Technologies in the 3rd quarter worth $25,000. Kilter Group LLC purchased a new position in shares of Uber Technologies during the second quarter valued at $26,000. Westend Capital Management LLC purchased a new position in shares of Uber Technologies during the third quarter valued at $27,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies in the second quarter valued at about $32,000. Finally, Imprint Wealth LLC purchased a new stake in Uber Technologies in the third quarter worth about $32,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies Stock Performance

UBER stock opened at $76.67 on Thursday. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99. The firm has a market cap of $157.80 billion, a price-to-earnings ratio of 16.28, a PEG ratio of 7.13 and a beta of 1.22. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm has a 50-day simple moving average of $77.23 and a two-hundred day simple moving average of $86.14.

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

Analysts Set New Price Targets

UBER has been the topic of several recent research reports. BTIG Research reiterated a “buy” rating and set a $100.00 target price on shares of Uber Technologies in a report on Tuesday. The Goldman Sachs Group set a $125.00 price target on shares of Uber Technologies in a research report on Wednesday, February 4th. Erste Group Bank downgraded shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Friday, December 5th. Mizuho cut their price objective on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $105.00 price objective on shares of Uber Technologies in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Uber Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $105.29.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Expanded Nvidia robotaxi deal accelerates Uber’s AV timeline (plans for Level 4 robotaxis in ~28 cities, LA/SF as early as H1 2027), boosting investor confidence in a long‑term new revenue stream and de‑risking tech execution. Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario
• Positive Sentiment: Launches with Motional in Las Vegas and other AV collaborations validate execution and help convert pilot programs into commercial ride volumes and data advantages. Uber, Motional Launch Las Vegas Service: Robotaxi Space Heating Up?
• Positive Sentiment: Analyst support remains: BTIG reaffirmed a Buy with a $100 price target, signaling that some firms still see meaningful upside tied to AV and U.S. rideshare earnings power. Uber: Benefiting From a Diversified Robotaxi Ecosystem With Undervalued U.S. Rideshare Earnings Power
• Positive Sentiment: Bank of America and other brokers view the Nvidia tie‑up as improving Uber’s medium‑term AV supply outlook, reducing the risk that AV costs derail the rideshare thesis. Uber-Nvidia deal boosts Bank of America’s confidence in rideshare app’s AV future
• Neutral Sentiment: Short‑term valuation and momentum are under review after a one‑month rebound; some investors see the stock as recovering but still trading at premium forward multiples. A Look At Uber Technologies (UBER) Valuation As Shares Rebound Over The Past Month
• Neutral Sentiment: AI/robotics ecosystem activity continues (startup funding and talent moves, including people formerly at Uber) but is peripheral to near‑term revenue. Manifold Announces $8 Million Seed Funding Round to Secure Autonomous Endpoint AI Agents at Runtime
• Negative Sentiment: Operational disruption: driver strikes in Lagos have interrupted services locally and highlight regulatory / labor risks that could pressure regional volumes and PR. Uber seeks dialogue as Lagos drivers continue strike
• Negative Sentiment: After the AV‑driven rally some traders took profits, producing steeper intraday declines than the broader market; short‑term volatility is likely while investors digest execution timelines. Uber Technologies (UBER) Falls More Steeply Than Broader Market: What Investors Need to Know

Insiders Place Their Bets

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

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.