Oarsman Capital Inc. Boosts Holdings in Uber Technologies, Inc. $UBER

Oarsman Capital Inc. grew its holdings in Uber Technologies, Inc. (NYSE:UBER) by 63.0% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 30,358 shares of the ride-sharing company’s stock after buying an additional 11,728 shares during the period. Oarsman Capital Inc.’s holdings in Uber Technologies were worth $2,481,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in Uber Technologies by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after buying an additional 1,670,761 shares in the last quarter. Mach 1 Financial Group LLC acquired a new stake in Uber Technologies in the fourth quarter valued at $1,220,000. Teacher Retirement System of Texas increased its position in shares of Uber Technologies by 17.6% in the fourth quarter. Teacher Retirement System of Texas now owns 554,154 shares of the ride-sharing company’s stock valued at $45,280,000 after buying an additional 82,851 shares in the last quarter. Robinhood Asset Management LLC acquired a new position in shares of Uber Technologies during the 4th quarter worth $10,884,000. Finally, Dixon Mitchell Investment Counsel Inc. purchased a new stake in shares of Uber Technologies in the 4th quarter worth about $17,336,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on UBER. Piper Sandler increased their price objective on shares of Uber Technologies from $100.00 to $105.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Fox Advisors raised shares of Uber Technologies from a “hold” rating to an “outperform” rating in a report on Monday, May 11th. BNP Paribas Exane lowered shares of Uber Technologies to an “underweight” rating in a research report on Monday, May 11th. TD Cowen initiated coverage on shares of Uber Technologies in a research note on Monday, May 11th. They set a “hold” rating for the company. Finally, UBS Group downgraded Uber Technologies from a “buy” rating to a “neutral” rating in a research report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $104.97.

Uber Technologies Trading Up 5.8%

NYSE UBER opened at $72.85 on Tuesday. The company has a market cap of $148.29 billion, a P/E ratio of 18.17, a P/E/G ratio of 5.85 and a beta of 1.12. Uber Technologies, Inc. has a 12 month low of $67.19 and a 12 month high of $101.99. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The company has a 50-day moving average of $73.44 and a 200-day moving average of $77.04.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. During the same period last year, the company earned $0.83 earnings per share. The company’s quarterly revenue 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 analysts predict that Uber Technologies, Inc. will post 2.95 earnings per share for the current year.

Uber Technologies News Summary

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

• Positive Sentiment: Recent commentary says Uber’s core business remains strong, citing 3.6 billion trips, 199 million monthly active consumers, and 50 million Uber One members contributing about half of gross bookings. Will Uber Hit $100 This Year?
• Positive Sentiment: Zacks highlighted Uber as one of the stocks to watch in the gig economy, reinforcing the view that its scale and diversification make it a leading play in ride-hailing and delivery. Must-Watch Stocks to Make the Most of the Gig Economy’s Popularity
• Positive Sentiment: Another note argued Uber has an edge versus Grab because of its global scale, diversification, and valuation support, which could help sustain investor confidence. UBER vs. GRAB: Which Ride-Hailing Stock Has an Edge at Present?
• Positive Sentiment: Wall Street sentiment remains supportive, with recent buy/overweight ratings and a median price target well above the current share price, suggesting analysts still see meaningful upside. Uber Technologies Stock (UBER) Opinions on Recent Share Price Decline
• Neutral Sentiment: One article questioned whether Uber can reach $100 this year, noting the company’s strong operating metrics but also that the stock has lagged recently, underscoring a debate between fundamentals and market sentiment. Will Uber Hit $100 This Year?
• Negative Sentiment: A separate analysis warned that macro volatility is pressuring platform valuations and that Uber’s robotaxi ambitions and broader “platform multiple” thesis may be facing investor skepticism. Forget Uber: As Macro Volatility Cracks Platform Multiples, This Profitable Digital Fortress Is The Better Buy
• Negative Sentiment: Social chatter noted Uber’s shares have fallen year to date, with some investors questioning whether spending on robotaxi technology and other initiatives is weighing on the stock. Uber Technologies Stock (UBER) Opinions on Recent Share Price Decline

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.