Uber Technologies, Inc. $UBER Shares Sold by Greenfield Seitz Capital Management LLC

Greenfield Seitz Capital Management LLC lowered its stake in Uber Technologies, Inc. (NYSE:UBER) by 19.0% during the third quarter, HoldingsChannel reports. The firm owned 61,717 shares of the ride-sharing company’s stock after selling 14,439 shares during the quarter. Uber Technologies comprises approximately 1.9% of Greenfield Seitz Capital Management LLC’s portfolio, making the stock its 15th biggest holding. Greenfield Seitz Capital Management LLC’s holdings in Uber Technologies were worth $6,046,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of UBER. Foster Group Inc. raised its position in Uber Technologies by 3.3% during the 3rd quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock worth $330,000 after buying an additional 107 shares during the last quarter. Sage Rhino Capital LLC boosted its holdings in shares of Uber Technologies by 4.2% in the third quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock valued at $268,000 after acquiring an additional 110 shares in the last quarter. Quent Capital LLC boosted its holdings in shares of Uber Technologies by 3.3% in the third quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock valued at $343,000 after acquiring an additional 111 shares in the last quarter. Advisors Capital Management LLC increased its stake in shares of Uber Technologies by 1.8% during the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock worth $627,000 after acquiring an additional 111 shares during the period. Finally, Emergent Wealth Advisors LLC raised its holdings in Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock worth $1,701,000 after purchasing an additional 114 shares in the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Expanded NVIDIA robotaxi rollout: Uber and NVIDIA plan to deploy NVIDIA‑powered Level‑4 robotaxis on Uber’s network starting in Los Angeles and San Francisco in 1H‑2027, scaling to 28 cities by 2028 — a major catalyst for Uber’s autonomous strategy and service economics. Uber, Nvidia plan robotaxi rollout in 28 cities starting next year
• Positive Sentiment: Street support reinforced — BTIG reaffirmed a Buy on UBER with a $100 price target, signaling continued analyst conviction that autonomous and core rideshare strength justify upside. BTIG maintains Buy on Uber
• Positive Sentiment: Bank of America and other brokers are more confident in Uber’s medium‑term AV supply outlook after the NVIDIA expansion; that increases the likelihood of meaningful margin/leverage benefits if deployment scales as planned. Uber-Nvidia deal boosts Bank of America’s confidence
• Positive Sentiment: Broader AV and partner deployments (Motional in Las Vegas, Zoox/Hyundai tie‑ins) and the SpotHero parking acquisition expand Uber’s addressable market and strengthen its platform monetization potential beyond rides. Uber, Motional Launch Las Vegas Service Uber Expands Into Parking And Autonomy
• Neutral Sentiment: Market momentum & valuation debate: Recent pieces highlight a rebound in shares and ask whether UBER’s forward multiples (roughly low‑20s forward P/E) fairly price in AV optionality — the topic keeps both bulls and bears engaged. Valuation look as shares rebound
• Neutral Sentiment: Founder relocation: News that co‑founder Travis Kalanick moved to Texas drew headlines but is largely a corporate governance/profile story rather than a direct operational impact. Kalanick moves to Texas
• Negative Sentiment: Execution risk and timeline: Robotaxi deployments carry execution, regulatory and capital‑intensity risks; failure to scale or delayed timing would hurt the upside case investors are pricing in today. NVIDIA to Launch L4 Robotaxis on Uber

Analysts Set New Price Targets

UBER has been the subject of several recent analyst reports. Needham & Company LLC reissued a “buy” rating and issued a $109.00 price target on shares of Uber Technologies in a report on Tuesday, February 3rd. Roth Mkm set a $105.00 price objective on Uber Technologies in a report on Thursday, February 5th. Truist Financial set a $108.00 price objective on Uber Technologies in a research report on Monday, February 9th. Morgan Stanley reduced their target price on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Insider Buying and Selling

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 sale, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the transaction, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.70% of the stock is currently owned by insiders.

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $77.81 on Wednesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The business’s fifty day moving average price is $77.42 and its two-hundred day moving average price is $86.20. The stock has a market cap of $160.15 billion, a PE ratio of 16.52, a price-to-earnings-growth ratio of 6.84 and a beta of 1.22. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99.

Uber Technologies (NYSE:UBER) last released 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 return on equity of 43.63% and a net margin of 19.33%.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 business earned $3.21 earnings per share. Uber Technologies’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

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.