Uber Technologies, Inc. $UBER Shares Sold by Theleme Partners LLP

Theleme Partners LLP lessened its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 8.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,552,250 shares of the ride-sharing company’s stock after selling 137,500 shares during the period. Uber Technologies makes up 9.7% of Theleme Partners LLP’s holdings, making the stock its 5th biggest position. Theleme Partners LLP’s holdings in Uber Technologies were worth $152,074,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UBER. Brant Point Investment Management LLC acquired a new stake in shares of Uber Technologies in the second quarter worth approximately $933,000. Spirepoint Private Client LLC grew its holdings in shares of Uber Technologies by 21.9% during the third quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock worth $7,331,000 after buying an additional 13,454 shares in the last quarter. Econ Financial Services Corp acquired a new stake in shares of Uber Technologies in the third quarter valued at about $1,538,000. Transcendent Capital Group LLC purchased a new position in shares of Uber Technologies in the third quarter worth about $1,859,000. Finally, Prudential PLC lifted its stake in shares of Uber Technologies by 15.7% in the second quarter. Prudential PLC now owns 216,855 shares of the ride-sharing company’s stock worth $20,233,000 after buying an additional 29,359 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Tony West sold 3,125 shares of the company’s stock in a transaction that occurred 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 transaction, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The SEC filing for this purchase provides additional information. 3.84% of the stock is currently owned by insiders.

More Uber Technologies News

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

• Positive Sentiment: Uber announced a Japan robotaxi collaboration with Nissan and Wayve to pilot Nissan LEAF vehicles equipped with Wayve’s AI driver in Tokyo by late 2026 — Uber riders will be able to hail those robotaxis via the Uber app, marking Uber’s first AV tie-up in Japan and expanding its global autonomous footprint. Nissan, Uber, Wayve announce robotaxi tie-up
• Positive Sentiment: Uber struck a multi‑year deal with Zoox (Amazon-owned) to offer Zoox robotaxis on the Uber app — initial deployments planned in Las Vegas this summer and Los Angeles next year, giving Uber a fast path to AV supply without building vehicles itself. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Multiple autonomous and delivery partnerships (Zoox, Nissan/Wayve, Serve Robotics integrations with Uber Eats) create a clearer commercialization pathway for new revenue streams and potential margin upside versus pure ride-hailing exposure. This cluster of deals is being treated by the market as validation of Uber’s AV strategy. Uber Taps Zoox Robotaxis To Test Autonomous Economics
• Neutral Sentiment: Industry analysts and strategists (Evercore/Barron’s coverage) say internet/mobility stocks including Uber may be oversold amid macro/AI concerns — this is a market-level argument that could support mean reversion but doesn’t change company fundamentals by itself. Amazon, Uber, and Other Internet Stocks Look Too Cheap
• Negative Sentiment: Investors still face execution and regulatory risk: autonomous deployments are capital‑intensive, timelines can slip, and uncertainty around AV unit economics continues to weigh on sentiment — some outlets note the stock is down materially year‑to‑date amid that uncertainty. Uber Stock Is Down 12% in Just 3 Months
• Negative Sentiment: Fundamentals reminder — Uber missed Q4 EPS expectations (last reported EPS $0.71 vs. $0.79 consensus) and issued Q1 2026 EPS guidance of $0.65–$0.72; near‑term earnings and profitability still matter even as the market prices AV optionality. (Company quarterly release 4 Feb.)
• Positive Sentiment: Broker note: BMO maintained a Buy and $106 price target, highlighting growth and platform scale as upside drivers — a supporting voice for investors focused on medium-term appreciation. BMO Buy rating on Uber

Analyst Ratings Changes

A number of analysts have commented on the stock. DA Davidson cut their price objective on shares of Uber Technologies from $108.00 to $105.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Melius Research set a $73.00 target price on Uber Technologies in a report on Monday, January 5th. Stifel Nicolaus dropped their price target on Uber Technologies from $122.00 to $105.00 and set a “buy” rating for the company in a research report on Tuesday, January 27th. JPMorgan Chase & Co. reduced their price objective on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Finally, BTIG Research reissued a “buy” rating on shares of Uber Technologies in a research note on Wednesday. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $105.29.

Uber Technologies Stock Up 3.5%

Shares of NYSE UBER opened at $74.91 on Thursday. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The company has a market capitalization of $154.17 billion, a P/E ratio of 15.90, a P/E/G ratio of 6.63 and a beta of 1.22. The company has a 50 day simple moving average of $78.06 and a 200-day simple moving average of $86.85. 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 posted its 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 business had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. During the same period last year, the business earned $3.21 EPS. Uber Technologies’s revenue 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. On average, equities research analysts predict that Uber Technologies, Inc. will post 2.54 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.