Jacobs & Co. CA acquired a new stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 113,535 shares of the ride-sharing company’s stock, valued at approximately $9,276,000.
Several other large investors also recently bought and sold shares of UBER. AIA Group Ltd grew its holdings in shares of Uber Technologies by 96.8% during the third quarter. AIA Group Ltd now owns 79,201 shares of the ride-sharing company’s stock valued at $7,759,000 after buying an additional 38,950 shares during the last quarter. Lynwood Price Capital Management LP raised its stake in Uber Technologies by 38.5% in the 3rd quarter. Lynwood Price Capital Management LP now owns 162,000 shares of the ride-sharing company’s stock worth $15,871,000 after acquiring an additional 45,000 shares during the last quarter. Allworth Financial LP lifted its position in Uber Technologies by 18.1% during the 3rd quarter. Allworth Financial LP now owns 32,992 shares of the ride-sharing company’s stock worth $3,232,000 after acquiring an additional 5,060 shares during the period. IFP Advisors Inc lifted its position in Uber Technologies by 5.1% during the 3rd quarter. IFP Advisors Inc now owns 54,234 shares of the ride-sharing company’s stock worth $5,313,000 after acquiring an additional 2,631 shares during the period. Finally, Swiss Life Asset Management Ltd increased its holdings in shares of Uber Technologies by 6.9% in the third quarter. Swiss Life Asset Management Ltd now owns 692,138 shares of the ride-sharing company’s stock valued at $67,809,000 after purchasing an additional 44,598 shares during the period. Hedge funds and other institutional investors own 80.24% of the company’s stock.
Insider Activity
In related news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of Uber Technologies stock in a transaction on Tuesday, February 24th. The stock was bought at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the transaction, the chief financial officer owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the 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 transaction, the senior vice president directly owned 460,756 shares in the company, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.84% of the company’s stock.
Uber Technologies Stock Performance
Uber Technologies (NYSE:UBER – Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period in the previous year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Sell-side analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.
Key Uber Technologies News
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Expanded Nvidia robotaxi deal accelerates Uber’s AV timeline (plans for Level 4 robotaxis in ~28 cities, LA/SF as early as H1 2027), boosting investor confidence in a long‑term new revenue stream and de‑risking tech execution. Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario
- Positive Sentiment: Launches with Motional in Las Vegas and other AV collaborations validate execution and help convert pilot programs into commercial ride volumes and data advantages. Uber, Motional Launch Las Vegas Service: Robotaxi Space Heating Up?
- Positive Sentiment: Analyst support remains: BTIG reaffirmed a Buy with a $100 price target, signaling that some firms still see meaningful upside tied to AV and U.S. rideshare earnings power. Uber: Benefiting From a Diversified Robotaxi Ecosystem With Undervalued U.S. Rideshare Earnings Power
- Positive Sentiment: Bank of America and other brokers view the Nvidia tie‑up as improving Uber’s medium‑term AV supply outlook, reducing the risk that AV costs derail the rideshare thesis. Uber-Nvidia deal boosts Bank of America’s confidence in rideshare app’s AV future
- Neutral Sentiment: Short‑term valuation and momentum are under review after a one‑month rebound; some investors see the stock as recovering but still trading at premium forward multiples. A Look At Uber Technologies (UBER) Valuation As Shares Rebound Over The Past Month
- Neutral Sentiment: AI/robotics ecosystem activity continues (startup funding and talent moves, including people formerly at Uber) but is peripheral to near‑term revenue. Manifold Announces $8 Million Seed Funding Round to Secure Autonomous Endpoint AI Agents at Runtime
- Negative Sentiment: Operational disruption: driver strikes in Lagos have interrupted services locally and highlight regulatory / labor risks that could pressure regional volumes and PR. Uber seeks dialogue as Lagos drivers continue strike
- Negative Sentiment: After the AV‑driven rally some traders took profits, producing steeper intraday declines than the broader market; short‑term volatility is likely while investors digest execution timelines. Uber Technologies (UBER) Falls More Steeply Than Broader Market: What Investors Need to Know
Analyst Ratings Changes
A number of research firms recently commented on UBER. Citigroup reaffirmed a “buy” rating on shares of Uber Technologies in a report on Tuesday. Wolfe Research decreased their price objective on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. TD Cowen reaffirmed a “buy” rating on shares of Uber Technologies in a report on Wednesday, March 11th. UBS Group set a $111.00 price target on Uber Technologies in a research report on Monday, February 2nd. Finally, Arete Research set a $125.00 price objective on shares of Uber Technologies and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Uber Technologies has an average rating of “Moderate Buy” and a consensus price target of $105.29.
Check Out Our Latest Analysis on Uber Technologies
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.
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