Tealwood Asset Management Inc. Acquires New Holdings in Uber Technologies, Inc. $UBER

Tealwood Asset Management Inc. bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 14,413 shares of the ride-sharing company’s stock, valued at approximately $1,178,000.

A number of other institutional investors have also recently bought and sold shares of UBER. Norges Bank bought a new stake in shares of Uber Technologies during the second quarter worth $2,348,319,000. Pacer Advisors Inc. lifted its position in Uber Technologies by 1,905.3% in the 3rd quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock valued at $426,216,000 after acquiring an additional 4,133,532 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its position in Uber Technologies by 4,471.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock valued at $290,660,000 after acquiring an additional 2,901,936 shares in the last quarter. Robeco Institutional Asset Management B.V. boosted its stake in Uber Technologies by 97.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock worth $531,197,000 after purchasing an additional 2,671,539 shares during the period. Finally, C WorldWide Group Holding A S acquired a new position in Uber Technologies in the 3rd quarter worth $173,776,000. Institutional investors own 80.24% of the company’s stock.

Analyst Ratings Changes

UBER has been the topic of several recent research reports. Wells Fargo & Company dropped their price target on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. BTIG Research reaffirmed a “buy” rating and set a $100.00 price objective on shares of Uber Technologies in a research report on Tuesday, March 17th. The Goldman Sachs Group set a $125.00 price objective on Uber Technologies in a report on Wednesday, February 4th. Citizens Jmp raised Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 target price on the stock in a research report on Wednesday, February 4th. Finally, Morgan Stanley cut their target price on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Uber Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $105.29.

Uber Technologies Trading Down 2.0%

Shares of NYSE:UBER opened at $73.86 on Friday. The company’s 50-day moving average price is $76.76 and its two-hundred day moving average price is $85.87. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The stock has a market capitalization of $152.01 billion, a PE ratio of 15.68, a price-to-earnings-growth ratio of 6.77 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $14.32 billion. During the same period in the prior year, the firm posted $3.21 EPS. Uber Technologies’s 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, equities analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms “Buy” Rating for Uber Technologies (NYSE:UBER)
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber’s Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I’ve Been Bullish For Years – Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

Insider Buying and Selling at Uber Technologies

In other 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 sale, the insider owned 176,584 shares in the company, valued at $14,744,764. This represents a 1.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was bought at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the acquisition, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.84% of the company’s stock.

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.