Uber Technologies’ (UBER) Buy Rating Reiterated at Needham & Company LLC

Needham & Company LLC reaffirmed their buy rating on shares of Uber Technologies (NYSE:UBER) in a research report sent to investors on Tuesday morning,Benzinga reports. Needham & Company LLC currently has a $109.00 price objective on the ride-sharing company’s stock.

A number of other equities research analysts have also recently weighed in on the stock. The Goldman Sachs Group reissued a “buy” rating on shares of Uber Technologies in a research report on Wednesday, November 5th. Guggenheim restated a “buy” rating and set a $135.00 price target on shares of Uber Technologies in a research note on Thursday, January 22nd. Morgan Stanley cut their price target on Uber Technologies from $115.00 to $110.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Cantor Fitzgerald decreased their price objective on Uber Technologies from $108.00 to $99.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Finally, Melius Research set a $73.00 price objective on shares of Uber Technologies in a research report on Monday, January 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Uber Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $104.72.

Uber Technologies Stock Performance

Shares of UBER opened at $75.13 on Tuesday. The company has a market capitalization of $156.11 billion, a price-to-earnings ratio of 15.95 and a beta of 1.21. Uber Technologies has a 52-week low of $60.63 and a 52-week high of $101.99. The company has a quick ratio of 1.15, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock has a 50 day moving average price of $83.33 and a 200 day moving average price of $89.83.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The company had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. During the same period in the previous year, the business posted $3.21 EPS. The firm’s revenue for the quarter 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. Research analysts predict that Uber Technologies will post 2.54 EPS for the current fiscal year.

Insider Activity at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the 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 completion of the transaction, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 14,875 shares of company stock worth $1,319,130 in the last quarter. 3.84% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Uber Technologies

Several hedge funds have recently bought and sold shares of the company. Sherry Group Inc. purchased a new stake in Uber Technologies during the fourth quarter worth $326,000. Odyssey Capital Advisors Inc. acquired a new position in shares of Uber Technologies during the 4th quarter worth $593,000. Peak Asset Management LLC boosted its position in shares of Uber Technologies by 12.6% in the 4th quarter. Peak Asset Management LLC now owns 31,307 shares of the ride-sharing company’s stock worth $2,558,000 after buying an additional 3,506 shares in the last quarter. TD Private Client Wealth LLC boosted its position in shares of Uber Technologies by 20.9% in the 4th quarter. TD Private Client Wealth LLC now owns 67,242 shares of the ride-sharing company’s stock worth $5,494,000 after buying an additional 11,626 shares in the last quarter. Finally, Pacific Heights Asset Management LLC grew its stake in Uber Technologies by 28.8% in the 4th quarter. Pacific Heights Asset Management LLC now owns 335,000 shares of the ride-sharing company’s stock valued at $27,373,000 after acquiring an additional 75,000 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Strong Q4 growth and record engagement: Uber reported revenue up ~20% and record metrics (gross bookings +22% to ~$54B, ~200M monthly users, trips at ~40M/day) and highlighted record free cash flow, which supports buyback capacity and longer‑term value. Uber Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Analyst buy-side support: Multiple firms reaffirmed buys/upgrades (RBC, BTIG, Needham, JPMorgan retained overweight) or upgraded ratings after Q4, providing institutional cover that can cushion downside and prompt dip buying. Analyst coverage mentions (Benzinga aggregate)
• Positive Sentiment: Long-term AV/robotaxi narrative remains intact: Management and the new CFO (Balaji Krishnamurthy) are publicly bullish on robotaxis as a multitrillion‑dollar opportunity, which keeps growth investors engaged despite near‑term noise. Uber appoints new CFO as its AV plans accelerate
• Neutral Sentiment: Market technicals/buy‑zone narrative: Some outlets argue the pullback puts UBER in a “buy zone,” citing institutional accumulation and supportive cash flow trends — a tactical signal rather than a fundamental change. Uber in the Buy Zone: Can It Take Investors for a Ride They Like?
• Neutral Sentiment: Mixed analyst reactions: Several firms trimmed price targets (Wells, Cantor, Mizuho, Wedbush) but many maintained positive ratings — that narrows near‑term upside expectations while leaving consensus skewed to modest upside. Analyst price target updates (Benzinga aggregate)
• Negative Sentiment: EPS and guidance miss: Q4 adjusted EPS missed estimates (reported $0.71 vs. ~$0.79 consensus) and Q1 EPS guidance ( $0.65–0.72 ) came in below Street expectations — the primary near‑term reason shares have been under pressure. Uber stock down on outlook miss; CEO sees robotaxi rollout as ‘multitrillion-dollar’ opportunity
• Negative Sentiment: Margin headwinds from cheaper rides and taxes: Management said pushing lower fares to grow trips, plus higher taxes/charges, will compress near‑term margins — a structural concern for profit‑focused investors. Uber forecasts profit below estimates as cheaper rides boost trips but hurt margins
• Negative Sentiment: Short‑term stock pressure likely: The EPS/guidance miss triggered near‑term selling and some analysts kept neutral stances (e.g., Wedbush, Benchmark), meaning momentum could stay choppy until guidance or margin trends improve. Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus

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.