California Public Employees Retirement System Has $397.11 Million Stock Position in Uber Technologies, Inc. $UBER

California Public Employees Retirement System grew its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 3.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,053,399 shares of the ride-sharing company’s stock after buying an additional 142,915 shares during the quarter. California Public Employees Retirement System owned approximately 0.20% of Uber Technologies worth $397,112,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of UBER. Cantor Fitzgerald L. P. boosted its holdings in shares of Uber Technologies by 10.5% during the 3rd quarter. Cantor Fitzgerald L. P. now owns 58,946 shares of the ride-sharing company’s stock valued at $5,775,000 after acquiring an additional 5,582 shares in the last quarter. Chilton Investment Co. Inc. acquired a new position in Uber Technologies in the 3rd quarter worth about $396,000. BNP Paribas increased its holdings in Uber Technologies by 4.1% in the 3rd quarter. BNP Paribas now owns 218,763 shares of the ride-sharing company’s stock worth $21,326,000 after purchasing an additional 8,632 shares in the last quarter. Boothbay Fund Management LLC raised its position in Uber Technologies by 129.2% in the third quarter. Boothbay Fund Management LLC now owns 19,298 shares of the ride-sharing company’s stock valued at $1,891,000 after purchasing an additional 85,473 shares during the last quarter. Finally, Anchor Investment Management LLC raised its position in Uber Technologies by 7.5% in the third quarter. Anchor Investment Management LLC now owns 32,887 shares of the ride-sharing company’s stock valued at $3,222,000 after purchasing an additional 2,282 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Key Uber Technologies News

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

Insiders Place Their Bets

In other news, insider Tony West sold 3,125 shares of the company’s 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 sale, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were purchased at an average price of $71.25 per share, with a total value 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 $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. Corporate insiders own 3.84% of the company’s stock.

Uber Technologies Price Performance

Uber Technologies stock opened at $73.33 on Friday. The stock’s 50 day moving average is $77.70 and its 200 day moving average is $86.53. 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 $150.92 billion, a P/E ratio of 15.57, a P/E/G ratio of 6.72 and a beta of 1.22. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14.

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 net margin of 19.33% and a return on equity of 43.63%. The firm 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 company posted $3.21 EPS. The business’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 expect that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on UBER. JPMorgan Chase & Co. reduced their price target on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Wells Fargo & Company dropped their price objective on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Mizuho cut their target price on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Wedbush reduced their target price on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a report on Thursday, February 5th. Finally, Citigroup decreased their price target on shares of Uber Technologies from $120.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Uber Technologies has an average rating of “Moderate Buy” and an average price target of $105.29.

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.