Capital World Investors Raises Holdings in Uber Technologies, Inc. $UBER

Capital World Investors boosted its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 1.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,016,467 shares of the ride-sharing company’s stock after buying an additional 182,976 shares during the period. Capital World Investors’ holdings in Uber Technologies were worth $1,667,121,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Kilter Group LLC bought a new position in shares of Uber Technologies in the 2nd quarter worth $26,000. Westend Capital Management LLC purchased a new position in Uber Technologies in the third quarter valued at about $27,000. Total Investment Management Inc. bought a new position in Uber Technologies in the second quarter worth about $32,000. Pilgrim Partners Asia Pte Ltd bought a new position in Uber Technologies in the third quarter worth about $34,000. Finally, Howard Hughes Medical Institute bought a new stake in shares of Uber Technologies in the 2nd quarter valued at about $42,000. Institutional investors own 80.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. KeyCorp cut their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Tuesday, February 3rd. Melius Research set a $73.00 price objective on Uber Technologies in a report on Monday, January 5th. Finally, Stifel Nicolaus dropped their target price on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $104.53.

Insider Transactions at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were purchased at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the transaction, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The SEC filing for this sale provides additional information. 3.70% of the stock is currently owned by corporate insiders.

More Uber Technologies News

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

• Positive Sentiment: Nissan partnership — Nissan will partner with Uber on self‑driving technology, which could accelerate vehicle supply and OEM relationships for Uber’s AV roadmap and lower capital/intake risk as Uber scales autonomous offerings. Nissan to partner with Uber on self-driving technology
• Positive Sentiment: Autonomous + air mobility expansion — Uber launched Uber Autonomous Solutions and is preparing Uber Air with Joby eVTOL deployments (starting in Dubai), extending addressable market beyond human drivers and potentially lifting long‑term revenue mix and margins. Uber Expands Autonomous And Air Taxi Services As Valuation Signals Upside
• Positive Sentiment: Institutional support & strategy visibility — Uber presented strategy at the Morgan Stanley conference and remains a large holding for Pershing Square/Bill Ackman, which can bolster investor confidence and reduce perceived governance risk. Uber Technologies, Inc. (UBER) Outlines Its Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer publicly called Uber a long‑term winner, which can support retail demand and narrative momentum. Jim Cramer on Uber: “I Think This Is a Company That’s Taking Over the World”
• Neutral Sentiment: Valuation debate — Analysts note Uber trades at a discount to peers, prompting value arguments, but raise robotaxi competition and regulatory risk as offsets — mixed case for new buyers. Is UBER’s Cheap Valuation Reason Enough to Invest in the Stock?
• Neutral Sentiment: Safety and product adjustments — Uber is expanding a female‑driver option in the U.S. to address assault concerns; may help retention/PR but highlights underlying safety headwinds. Uber expands female driver option in the US amid mounting assault cases
• Negative Sentiment: Profitability but muted multiple — Coverage asks why stock hasn’t rerated despite profitability; market skepticism about sustainability and growth mix may cap upside. Uber is finally profitable. So why is the stock still going nowhere?
• Negative Sentiment: Robotaxi competition — Rapid Waymo robotaxi expansion is cited as accelerating AV disruption and crowding the rideshare market, a direct competitive threat to Uber’s driver and AV plans. How autonomous vehicles are disrupting the rideshare economy

Uber Technologies Trading Down 1.6%

NYSE UBER opened at $73.91 on Tuesday. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a fifty day simple moving average of $78.39 and a two-hundred day simple moving average of $87.10. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock has a market cap of $152.11 billion, a P/E ratio of 15.69, a P/E/G ratio of 6.89 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last announced 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 net margin of 19.33% and a return on equity of 43.63%. The company had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same period last year, the firm earned $3.21 earnings per share. Uber Technologies’s quarterly 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, analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

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.