Uber Technologies, Inc. $UBER Stake Boosted by Longbow Finance SA

Longbow Finance SA boosted its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 51.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,287 shares of the ride-sharing company’s stock after purchasing 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 holding. Longbow Finance SA’s holdings in Uber Technologies were worth $11,001,000 as of its most recent filing with the Securities & Exchange Commission.

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

Uber Technologies News Summary

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

Insider Transactions at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This represents a 1.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In the last 90 days, insiders have sold 9,375 shares of company stock worth $799,875. 3.84% of the stock is owned by corporate insiders.

Uber Technologies Stock Up 0.2%

Shares of UBER opened at $71.17 on Friday. The company has a market capitalization of $147.88 billion, a P/E ratio of 15.11, a PEG ratio of 6.50 and a beta of 1.21. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99. The business’s 50 day simple moving average is $81.74 and its 200-day simple moving average is $89.20. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.15.

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 the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company’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 firm posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on UBER. Piper Sandler set a $107.00 price objective on Uber Technologies in a research report on Wednesday, November 5th. Roth Mkm set a $105.00 target price on shares of Uber Technologies in a research note on Thursday, February 5th. Truist Financial set a $108.00 price target on shares of Uber Technologies in a research note on Monday. Wells Fargo & Company lowered their price objective on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Finally, Mizuho dropped their target price on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $104.89.

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.