Clarkston Capital Partners LLC Purchases New Holdings in Uber Technologies, Inc. $UBER

Clarkston Capital Partners LLC purchased a new stake in shares of Uber Technologies, Inc. (NYSE:UBER) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 20,860 shares of the ride-sharing company’s stock, valued at approximately $1,704,000.

A number of other large investors also recently bought and sold shares of UBER. Measured Wealth Private Client Group LLC purchased a new position in Uber Technologies in the third quarter worth about $25,000. Lloyd Advisory Services LLC. purchased a new position in Uber Technologies in the fourth quarter worth about $27,000. Ares Financial Consulting LLC purchased a new position in Uber Technologies in the fourth quarter worth about $28,000. Gould Capital LLC raised its holdings in Uber Technologies by 245.0% in the fourth quarter. Gould Capital LLC now owns 345 shares of the ride-sharing company’s stock worth $28,000 after buying an additional 245 shares during the last quarter. Finally, SWAN Capital LLC raised its holdings in Uber Technologies by 265.0% in the fourth quarter. SWAN Capital LLC now owns 365 shares of the ride-sharing company’s stock worth $30,000 after buying an additional 265 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Uber Technologies

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

• Negative Sentiment: Investors are concerned that self-driving competitors could eventually erode Uber’s core ride-hailing market, especially as Waymo expands and tests new revenue models. Ca$htag$: UBER First in Rideshare, GOOGL Gains Speed with Waymo
• Negative Sentiment: Uber is also facing skepticism over a possible Delivery Hero acquisition bid, with investors worried the deal could add integration risk and require asset divestitures to clear regulators. Uber (UBER) Plots Delivery Hero Acquisition With Strategic Asset Divestitures
• Neutral Sentiment: Analysts remain somewhat constructive on earnings, with Erste Group raising FY2026 EPS estimates to $3.35 from $3.34, which is slightly above the broader consensus of $2.95. Uber Technologies news
• Neutral Sentiment: Uber continues to defend its platform by suing New York City over a new driver-deactivation law, arguing the rule could hurt rider safety and weaken its control over marketplace operations. Uber Lawsuit Over New York Driver Rules Puts Safety Policy In Focus
• Positive Sentiment: Longer term, Uber still has support from bullish analysts and investor interest in its platform, including its expanding role in mobility and autonomy, which could help offset current concerns. Waymo vs. Uber: Who Will Control the Future of Autonomous Ride-Hailing?

Insider Activity at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the sale, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 3.81% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on UBER. Citigroup reaffirmed a “market outperform” rating on shares of Uber Technologies in a report on Tuesday, May 26th. The Goldman Sachs Group set a $115.00 target price on shares of Uber Technologies in a report on Thursday, May 7th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Uber Technologies in a report on Monday, June 1st. BTIG Research reaffirmed a “buy” rating and issued a $100.00 target price on shares of Uber Technologies in a report on Tuesday, May 26th. Finally, TD Cowen began coverage on shares of Uber Technologies in a report on Monday, May 11th. They issued a “hold” rating for the company. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $104.97.

Uber Technologies Stock Performance

Shares of UBER stock opened at $68.67 on Friday. The company has a 50 day moving average price of $73.41 and a 200-day moving average price of $77.16. Uber Technologies, Inc. has a 52 week low of $67.19 and a 52 week high of $101.99. The firm has a market capitalization of $139.79 billion, a PE ratio of 17.13, a P/E/G ratio of 5.91 and a beta of 1.12. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.41.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The firm had revenue of $13.20 billion during the quarter, compared to analyst estimates of $13.28 billion. During the same period in the previous year, the business posted $0.83 earnings per share. The business’s revenue for the quarter was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. As a group, equities research analysts expect that Uber Technologies, Inc. will post 2.95 earnings per share for the current 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.