Uber Technologies, Inc. $UBER Stock Position Increased by Lyell Wealth Management LP

Lyell Wealth Management LP boosted its position in Uber Technologies, Inc. (NYSE:UBER) by 4.4% during the 4th quarter, HoldingsChannel reports. The firm owned 196,782 shares of the ride-sharing company’s stock after buying an additional 8,367 shares during the quarter. Uber Technologies makes up about 1.2% of Lyell Wealth Management LP’s investment portfolio, making the stock its 29th largest position. Lyell Wealth Management LP’s holdings in Uber Technologies were worth $16,079,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Longbow Finance SA raised its position in shares of Uber Technologies by 51.8% during the 3rd quarter. Longbow Finance SA now owns 112,287 shares of the ride-sharing company’s stock worth $11,001,000 after buying an additional 38,304 shares in the last quarter. Vanguard Group Inc. raised its position in shares of Uber Technologies by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock worth $15,729,142,000 after buying an additional 1,670,761 shares in the last quarter. Mach 1 Financial Group LLC bought a new stake in shares of Uber Technologies during the 4th quarter worth about $1,220,000. Varma Mutual Pension Insurance Co raised its position in shares of Uber Technologies by 13.8% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 297,892 shares of the ride-sharing company’s stock worth $29,184,000 after buying an additional 36,100 shares in the last quarter. Finally, DDD Partners LLC raised its position in shares of Uber Technologies by 243.7% during the 3rd quarter. DDD Partners LLC now owns 174,824 shares of the ride-sharing company’s stock worth $17,128,000 after buying an additional 123,963 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Several recent pieces argue Uber is still one of the better stocks to own, pointing to its maturing platform, improving fundamentals, and potential upside from autonomous ride-hailing rather than disruption from it. Article Title
• Positive Sentiment: Uber also announced a major financing partnership with Banco Santander to create a €1 billion platform for European fleet operators, which could help expand supply and support growth in key international markets. Article Title
• Positive Sentiment: Investor sentiment was helped by commentary that Uber’s self-driving investments could strengthen its long-term position, with reports highlighting robotaxi tests in Europe and the company’s commitment to autonomous technology. Article Title
• Neutral Sentiment: Uber reported in a recent market recap that its latest quarter beat EPS expectations but missed on revenue, while guidance for the next quarter was reasonably solid; this keeps the earnings picture mixed but not alarming for investors.
• Negative Sentiment: Uber filed suit against New York City over a new driver-retention rule, arguing it weakens safety controls and harms the platform’s ability to deactivate problematic drivers. The case introduces legal and regulatory uncertainty for the core ride-hailing business. Article Title

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. JPMorgan Chase & Co. boosted their price target on shares of Uber Technologies from $105.00 to $110.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Piper Sandler boosted their price target on shares of Uber Technologies from $100.00 to $105.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Fox Advisors upgraded shares of Uber Technologies from a “hold” rating to an “outperform” rating in a research report on Monday, May 11th. The Goldman Sachs Group set a $115.00 price target on shares of Uber Technologies in a research report on Thursday, May 7th. Finally, Needham & Company LLC restated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Uber Technologies has an average rating of “Moderate Buy” and a consensus price target of $104.68.

Uber Technologies Stock Up 1.3%

NYSE UBER opened at $69.51 on Friday. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The company’s 50 day simple moving average is $73.48 and its 200 day simple moving average is $77.22. Uber Technologies, Inc. has a 12 month low of $67.19 and a 12 month high of $101.99. The company has a market capitalization of $141.49 billion, a P/E ratio of 17.33, a PEG ratio of 5.83 and a beta of 1.12.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same period in the previous year, the firm earned $0.83 EPS. The business’s revenue for the quarter was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities research analysts expect that Uber Technologies, Inc. will post 2.95 earnings per share for the current fiscal year.

Insider Activity at Uber Technologies

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the sale, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 3.81% of the stock is owned by 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.