Tremblant Capital Group Has $36.97 Million Position in Uber Technologies, Inc. $UBER

Tremblant Capital Group grew its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 3.6% in the third quarter, Holdings Channel reports. The firm owned 377,390 shares of the ride-sharing company’s stock after purchasing an additional 13,054 shares during the period. Uber Technologies comprises approximately 3.8% of Tremblant Capital Group’s holdings, making the stock its 9th biggest position. Tremblant Capital Group’s holdings in Uber Technologies were worth $36,973,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in UBER. Brighton Jones LLC boosted its stake 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 valued at $4,491,000 after buying an additional 2,474 shares during the period. Revolve Wealth Partners LLC increased its stake in Uber Technologies by 65.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after acquiring an additional 6,129 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of Uber Technologies by 20.3% in the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after acquiring an additional 641 shares in the last quarter. Caxton Associates LLP purchased a new stake in shares of Uber Technologies in the 1st quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. bought a new stake in shares of Uber Technologies during the 2nd quarter valued at about $842,000. Institutional investors own 80.24% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber and Motional have relaunched a commercial robotaxi service in Las Vegas (electric IONIQ 5s; safety drivers initially, operator removal planned), giving Uber real-world AV volume, visibility and potential incremental mobility revenue. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Uber struck a multiyear deal to deploy Amazon/Zoox purpose‑built robotaxis on the Uber app (initial U.S. rollouts announced), broadening its AV partner set and scaling potential robotaxi supply without heavy capex. Is Uber’s Robotaxi Deal With Amazon’s Zoox a Growth Catalyst?
• Positive Sentiment: Marsh Risk and Apollo launched an insurance facility to back Uber’s autonomous‑vehicle expansion — removing a major operational hurdle by improving availability and pricing of liability coverage as AV deployments scale. Marsh Risk and Apollo launch Insurance Facility to support Uber’s autonomous vehicle expansion
• Positive Sentiment: Uber expanded international AV pilots, teaming with Nissan and Wayve for a Tokyo robotaxi program (pilot planned for late 2026), signaling global roll‑out optionality beyond U.S. testbeds. Nissan, Uber, Wayve announce robotaxi tie-up
• Neutral Sentiment: MarketBeat flagged Uber among names with technical tailwinds for traders — useful for short‑term momentum players but not a substitute for fundamentals. 3 Rebound Candidates With Technical Tailwinds (UBER)
• Neutral Sentiment: Coverage pieces (Forbes/Fool) are framing Uber as a potential value/growth play given solid cash flow trends and a relatively low debt load; useful context for longer‑term investors but not a catalyst by itself. Is Uber Stock Now A Value Play?
• Neutral Sentiment: Travis Kalanick launched Atoms (specialized industrial robotics). It’s notable because of his profile, but Atoms targets industrial sectors (mining/food/transport) rather than Uber’s consumer mobility business, so immediate competitive impact is unclear. Uber co-founder Kalanick launches Atoms in specialized robotics push
• Negative Sentiment: Short‑term pressure persists: analysts pointed out the stock dipped more than the broader market recently amid volatility and an EPS miss in the last quarter (Q4 EPS below consensus), keeping some investors cautious about near‑term multiples. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Insider Activity at Uber Technologies

In related news, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on UBER. Morgan Stanley cut their price objective on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $109.00 target price on shares of Uber Technologies in a research note on Tuesday, February 3rd. Melius Research set a $73.00 target price on shares of Uber Technologies in a research report on Monday, January 5th. Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a report on Friday, December 5th. Finally, Stifel Nicolaus lowered their price objective 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. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $73.33 on Friday. The stock has a market cap of $150.92 billion, a price-to-earnings ratio of 15.57, a P/E/G ratio of 6.69 and a beta of 1.22. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The stock’s 50-day moving average is $77.70 and its 200 day moving average is $86.60.

Uber Technologies (NYSE:UBER) last released its 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). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter in the previous year, the firm earned $3.21 EPS. The business’s quarterly revenue 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. On average, sell-side analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

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.