Tealwood Asset Management Inc. Acquires Shares of 14,413 Uber Technologies, Inc. $UBER

Tealwood Asset Management Inc. bought a new stake in Uber Technologies, Inc. (NYSE:UBER) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 14,413 shares of the ride-sharing company’s stock, valued at approximately $1,178,000.

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Wolfe Research lowered their price target on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Cantor Fitzgerald reduced their price objective on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Canaccord Genuity Group set a $72.00 target price on shares of Uber Technologies in a report on Thursday, February 5th. Stifel Nicolaus dropped their target price on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating for the company in a research report on Tuesday, January 27th. Finally, DA Davidson cut their price target on Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies presently has an average rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Stock Performance

Shares of NYSE:UBER opened at $73.86 on Friday. The firm’s 50 day simple moving average is $76.76 and its 200 day simple moving average is $85.87. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The company has a market capitalization of $152.01 billion, a price-to-earnings ratio of 15.68, a P/E/G ratio of 6.77 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 issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) 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 quarter in the prior year, the firm posted $3.21 EPS. The firm’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, sell-side analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Uber Technologies News Roundup

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms “Buy” Rating for Uber Technologies (NYSE:UBER)
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber’s Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I’ve Been Bullish For Years – Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

Insider Transactions at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the business’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 completion of the transaction, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the sale, the senior vice president owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This represents a 6.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 3.84% of the company’s stock.

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.