National Bank of Canada FI Sells 171,298 Shares of Uber Technologies, Inc. $UBER

National Bank of Canada FI lessened its holdings in Uber Technologies, Inc. (NYSE:UBER) by 8.0% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,959,503 shares of the ride-sharing company’s stock after selling 171,298 shares during the period. National Bank of Canada FI’s holdings in Uber Technologies were worth $191,937,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Norges Bank purchased a new position in Uber Technologies in the second quarter worth $2,348,319,000. Pacer Advisors Inc. increased its position in shares of Uber Technologies by 1,905.3% during the 3rd quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock valued at $426,216,000 after purchasing an additional 4,133,532 shares during the last quarter. Vanguard Group Inc. increased its holdings in Uber Technologies by 1.6% during the second quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after buying an additional 3,025,483 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Uber Technologies by 4,471.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock worth $290,660,000 after purchasing an additional 2,901,936 shares during the period. Finally, Robeco Institutional Asset Management B.V. raised its stake in shares of Uber Technologies by 97.1% in the third quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock valued at $531,197,000 after buying an additional 2,671,539 shares during the period. 80.24% of the stock is owned by hedge funds and other institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Uber and NVIDIA expanded their autonomous‑vehicle partnership to deploy NVIDIA‑powered robotaxis on Uber, starting in Los Angeles and San Francisco in 1H 2027 and scaling to 28 cities globally by 2028 — a concrete timetable that increases Uber’s optionality for low‑cost, higher‑margin autonomous rides and long‑term TAM expansion. NVIDIA to Launch L4 Software-Driven Robotaxis on Uber Across 28 Cities by 2028
• Positive Sentiment: Major automakers and mobility providers are adopting NVIDIA DRIVE Hyperion (BYD, Geely, Isuzu, Nissan, etc.), validating the software/hardware platform that Uber and NVIDIA will use — helping scalability, supplier alignment and reducing integration risk for Uber’s robotaxi rollout. BYD, Geely, Isuzu and Nissan Adopt NVIDIA DRIVE Hyperion for Level 4 Vehicles
• Positive Sentiment: Uber is expanding beyond rideshare into parking and autonomy — agreeing to acquire SpotHero and launching Uber Autonomous Solutions to support partners — which diversifies revenue streams and strengthens its position as a mobility platform provider. Uber Expands Into Parking And Autonomy As Valuation Gap Persists
• Neutral Sentiment: Media and market coverage (pre‑market and after‑hours) notes the stock reaction and investor interest tied to the NVIDIA announcement; increased attention can fuel momentum but also raises expectations. Uber Stock Rises on Expanded Deal with Nvidia to Rollout Robotaxis in 28 Cities
• Neutral Sentiment: Founder Travis Kalanick’s move to Texas drew headlines but is unlikely to change Uber’s operational outlook or near‑term fundamentals; mostly a reputational/biographical note for investors. Billionaire Uber co-founder Travis Kalanick admits strategically moving to Texas before California wealth tax
• Negative Sentiment: Macro and sentiment risk: high‑profile warnings about an AI valuation reset (e.g., Bill Gurley) could pressure stocks tied to AI/autonomy narratives (including NVIDIA and mobility plays like Uber) if investors re‑rate growth expectations. Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming

Wall Street Analyst Weigh In

UBER has been the topic of several research reports. Melius Research set a $73.00 price target on shares of Uber Technologies in a research report on Monday, January 5th. Benchmark reiterated a “hold” rating on shares of Uber Technologies in a research note on Thursday, February 5th. UBS Group set a $111.00 price objective on Uber Technologies in a report on Monday, February 2nd. Wall Street Zen downgraded Uber Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Finally, Wolfe Research decreased their price target on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $105.29.

Insider Transactions at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the business’s 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 completion of the transaction, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the chief financial officer owned 28,742 shares of the company’s stock, valued at $2,047,867.50. The trade was a 357.02% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.70% of the company’s stock.

Uber Technologies Trading Up 1.9%

Shares of UBER stock opened at $74.74 on Tuesday. The company has a market capitalization of $153.82 billion, a PE ratio of 15.87, a price-to-earnings-growth ratio of 6.72 and a beta of 1.22. Uber Technologies, Inc. has a 52-week low of $60.63 and a 52-week high of $101.99. The business’s fifty day moving average is $77.58 and its 200 day moving average is $86.31. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14.

Uber Technologies (NYSE:UBER) last posted its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.Uber Technologies’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research 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.