Uber Technologies, Inc. (NYSE:UBER) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Uber Technologies, Inc. (NYSE:UBER) has been assigned a consensus recommendation of “Moderate Buy” from the forty-one research firms that are currently covering the firm, MarketBeat reports. One analyst has rated the stock with a sell recommendation, six have assigned a hold recommendation, thirty-three have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month price target among brokers that have issued ratings on the stock in the last year is $104.5278.

A number of equities analysts have recently issued reports on the company. UBS Group set a $111.00 price target on Uber Technologies in a research note on Monday, February 2nd. Morgan Stanley reduced their price objective on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Weiss Ratings reissued a “buy (b)” rating on shares of Uber Technologies in a report on Monday, December 29th. Wolfe Research dropped their target price on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. Finally, BTIG Research restated a “buy” rating and set a $100.00 price target on shares of Uber Technologies in a research note on Wednesday, March 4th.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of the firm’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 owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the transaction, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.84% of the company’s stock.

Institutional Investors Weigh In On Uber Technologies

Hedge funds have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after purchasing an additional 2,474 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after buying an additional 6,129 shares during the period. Bison Wealth LLC lifted its position in shares of Uber Technologies by 20.3% during the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after buying an additional 641 shares in the last quarter. Caxton Associates LLP purchased a new position in shares of Uber Technologies during the 1st quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. bought a new position in shares of Uber Technologies during the 2nd quarter valued at approximately $842,000. Institutional investors own 80.24% of the company’s stock.

Uber Technologies Stock Performance

Shares of UBER traded down $2.68 during mid-day trading on Monday, hitting $72.45. 2,983,455 shares of the company traded hands, compared to its average volume of 21,330,998. The stock has a market cap of $149.11 billion, a price-to-earnings ratio of 15.38, a P/E/G ratio of 6.89 and a beta of 1.22. The stock has a 50-day moving average price of $78.54 and a two-hundred day moving average price of $87.25. Uber Technologies has a 1 year low of $60.63 and a 1 year high of $101.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14.

Uber Technologies (NYSE:UBER) last issued 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). The company had revenue of $14.37 billion during the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The company’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts anticipate that Uber Technologies will post 2.54 earnings per share for the current year.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber reported sustained profitability and is selling a clear strategic story at investor forums, giving credibility to management’s path to durable cash profits and growth. Uber Outlines Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: Pershing Square/Bill Ackman holds Uber as a top position, signalling strong activist/backing support that can buoy sentiment and reduce perceived governance risk. Pershing Square stake coverage
• Positive Sentiment: Uber is expanding into autonomous solutions and air taxis (Joby partnership/Uber Air pilots), which could create new addressable markets and higher-margin services over the medium term. This supports upside optionality for investors willing to look past near-term churn. Uber Expands Autonomous And Air Taxi Services
• Neutral Sentiment: Uber is testing additional mobility products (intercity bus ticketing in India), which diversifies revenue but are likely incremental near-term contributors rather than game-changers. Uber launches intercity bus ticketing in India
• Neutral Sentiment: High-profile bullish comments (e.g., Jim Cramer) add retail momentum and visibility but don’t alter fundamentals; useful for sentiment-driven flows. Jim Cramer on Uber
• Negative Sentiment: Autonomous-ridescale threats (Waymo’s robotaxi expansion) pose a direct competitive and margin risk to Uber’s core rides business — faster AV rollout can depress driver supply economics and force heavy investment or revenue share pressure. How autonomous vehicles are disrupting the rideshare economy
• Negative Sentiment: Despite profitability, investors point to valuation vs. growth prospects, mixed recent EPS (Q4 miss on EPS vs. consensus) and technical headwinds (shares below 50- and 200-day moving averages), which cap upside until guidance and execution reassure the market. Uber is finally profitable. So why is the stock still going nowhere?

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.