First Trust Advisors LP Acquires 233,984 Shares of Uber Technologies, Inc. $UBER

First Trust Advisors LP raised its holdings in Uber Technologies, Inc. (NYSE:UBER) by 61.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 616,671 shares of the ride-sharing company’s stock after buying an additional 233,984 shares during the period. First Trust Advisors LP’s holdings in Uber Technologies were worth $60,415,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after acquiring an additional 2,474 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares in the last quarter. Bison Wealth LLC grew its stake in Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 641 shares in the last quarter. Caxton Associates LLP acquired a new position in shares of Uber Technologies during the 1st quarter worth approximately $304,000. Finally, Schnieders Capital Management LLC. bought a new stake in shares of Uber Technologies during the 2nd quarter worth approximately $842,000. 80.24% of the stock is owned by institutional investors.

Insider Activity

In related news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.70% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on UBER shares. BTIG Research reissued a “buy” rating and issued a $100.00 price objective on shares of Uber Technologies in a report on Wednesday, March 4th. Wall Street Zen downgraded shares of Uber Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Stifel Nicolaus dropped their price target on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. UBS Group set a $111.00 price objective on shares of Uber Technologies in a research report on Monday, February 2nd. Finally, Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $105.29.

Uber Technologies News Summary

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

• Positive Sentiment: Nissan to partner with Uber on self‑driving technology — expands Uber’s access to OEM expertise and could accelerate AV deployment or revenue partnerships if commercialized successfully. Nissan to partner with Uber on self-driving technology
• Positive Sentiment: BMO reiterates Buy and $106 price target, citing leverage from the Getir Türkiye acquisition and platform scale to drive growth and profitability upside — this provides analyst support that could limit downside and attract value‑seeking buyers. Uber: Leveraging Getir Türkiye Acquisition and Platform Scale to Drive Growth and Profitability Upside
• Positive Sentiment: Company reiterated strategic priorities at the Morgan Stanley conference and remains a major holding for activist/large investors (Pershing Square/Ackman), which can support the stock over time. Uber Technologies, Inc. (UBER) Outlines Its Strategic Vision at Morgan Stanley Conference
• Neutral Sentiment: Uber expands a female‑driver option in the U.S. — a safety/PR initiative that may modestly improve rider confidence but could add operational costs; not immediately material to revenue. Uber expands female driver option in the US amid mounting assault cases
• Neutral Sentiment: Analyst/market commentary highlights Uber’s relatively cheap valuation versus industrial peers — a potential catalyst if earnings execution continues, but analysts flag near‑term regulatory and AV risks. Is UBER’s Cheap Valuation Reason Enough to Invest in the Stock?
• Negative Sentiment: UBER underperformed peers in recent trading, contributing to downward pressure as investors rotate into higher‑momentum peers. Uber Technologies Inc. stock underperforms Monday when compared to competitors
• Negative Sentiment: Autonomous‑vehicle rollouts (e.g., Waymo/robotaxi expansion) are cited as an accelerating threat to ride‑hail economics and driver supply, increasing long‑term uncertainty and damping enthusiasm despite profitability. How autonomous vehicles are disrupting the rideshare economy
• Negative Sentiment: Commentary asking why the stock isn’t rallying despite profitability highlights investor skepticism over growth outlook, valuation multiple compression, and macro/competitive headwinds. Uber is finally profitable. So why is the stock still going nowhere?

Uber Technologies Stock Down 2.0%

UBER stock opened at $72.40 on Wednesday. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The business’s 50 day simple moving average is $78.20 and its 200 day simple moving average is $86.93. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $149.00 billion, a PE ratio of 15.37, a PEG ratio of 6.77 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results 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). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. During the same period in the prior year, the business earned $3.21 EPS. The company’s revenue for the quarter was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, research analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Uber Technologies 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.