ABN AMRO Bank N.V. Increases Holdings in Uber Technologies, Inc. $UBER

ABN AMRO Bank N.V. increased its position in Uber Technologies, Inc. (NYSE:UBER) by 7.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,100,218 shares of the ride-sharing company’s stock after buying an additional 79,408 shares during the quarter. ABN AMRO Bank N.V.’s holdings in Uber Technologies were worth $107,417,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Uber Technologies by 3.4% in the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after acquiring an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Uber Technologies by 65.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares during the last quarter. Bison Wealth LLC raised its position in Uber Technologies by 20.3% in the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after purchasing an additional 641 shares during the period. Caxton Associates LLP bought a new stake in Uber Technologies in the first quarter worth $304,000. Finally, Trueblood Wealth Management LLC purchased a new stake in Uber Technologies during the second quarter valued at about $265,000. 80.24% of the stock is currently owned by institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Q4 revenue, bookings and user growth were strong — revenue rose ~20% and gross bookings topped estimates, with active users and trips reaching record levels, and the company generated materially higher free cash flow. These results support the growth story and buyback/capital-allocation optionality. Company press release
• Positive Sentiment: Autonomous-vehicle (robotaxi) progress and partnerships: management highlighted AV ambition and expansion of robotaxi programs (markets named include Hong Kong, Madrid, Houston, Zurich), which investors view as a multitrillion‑dollar long‑term opportunity that could transform margins over time. Seeking Alpha
• Positive Sentiment: Analyst and institutional support — several firms reaffirmed or raised targets (including upgrades and $100+ targets from Citizens JMP, BTIG and Needham), signaling conviction among some buy‑side and sell‑side investors about upside from growth and cash flow.
• Neutral Sentiment: Management change: Uber promoted Balaji Krishnamurthy to CFO — he’s a vocal robotaxi backer. That underscores continued AV prioritization but raises questions about near‑term margin focus vs. long‑term investment. TechCrunch
• Neutral Sentiment: Mixed analyst tone — some firms reiterated Neutral/Market‑perform ratings citing competitive and AV‑related uncertainty even as others remain constructive; expect divergent analyst calls to keep volatility elevated. Proactive Investors
• Negative Sentiment: Profitability and guidance miss: adjusted EPS for Q4 missed estimates and Uber guided Q1 EPS below consensus (company gave 0.65–0.72 vs. higher Street estimate), citing cheaper ride options and higher taxes that boosted trips but compressed margins — the principal driver of the stock decline. Reuters
• Negative Sentiment: One‑time charges and EPS volatility: investors are focused on an equity‑investment charge and the gap between GAAP and adjusted metrics, which amplified the profit miss and increased short‑term uncertainty. Zacks
• Negative Sentiment: Market reaction: heavy trading and a sizable share sell‑off followed the results and guidance, reflecting investor preference for near‑term profitability over growth/AV optionality right now. Barron’s

Uber Technologies Stock Down 5.5%

Shares of NYSE UBER opened at $73.67 on Thursday. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.37. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99. The firm has a market capitalization of $153.07 billion, a PE ratio of 9.47 and a beta of 1.21. The firm has a fifty day simple moving average of $83.54 and a two-hundred day simple moving average of $89.94.

Uber Technologies (NYSE:UBER) last announced its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The firm had revenue of $13.47 billion for the quarter, compared to analyst estimates of $13.25 billion. During the same quarter in the previous year, the firm posted $1.20 EPS. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. Equities analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on UBER shares. Guggenheim reiterated a “buy” rating and issued a $135.00 price objective on shares of Uber Technologies in a report on Thursday, January 22nd. The Goldman Sachs Group set a $125.00 price target on Uber Technologies in a research report on Wednesday. Citigroup raised Uber Technologies from a “market perform” rating to an “outperform” rating in a research note on Wednesday. Susquehanna reiterated a “positive” rating and issued a $110.00 price objective on shares of Uber Technologies in a research report on Wednesday, November 5th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Uber Technologies in a report on Monday, December 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seven 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 target price of $107.41.

Insider Transactions at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the transaction, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at $1,919,355.30. This represents a 21.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 14,875 shares of company stock valued at $1,319,130. 3.84% of the stock is owned by insiders.

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.