HWG Holdings LP Trims Holdings in Uber Technologies, Inc. $UBER

HWG Holdings LP trimmed its holdings in Uber Technologies, Inc. (NYSE:UBER) by 77.6% in the 4th quarter, Holdings Channel reports. The fund owned 16,082 shares of the ride-sharing company’s stock after selling 55,725 shares during the quarter. Uber Technologies accounts for about 0.3% of HWG Holdings LP’s investment portfolio, making the stock its 28th biggest position. HWG Holdings LP’s holdings in Uber Technologies were worth $1,314,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Measured Wealth Private Client Group LLC purchased a new stake in Uber Technologies in the third quarter worth about $25,000. Kilter Group LLC purchased a new position in shares of Uber Technologies during the second quarter valued at approximately $26,000. Westend Capital Management LLC purchased a new position in shares of Uber Technologies during the third quarter valued at approximately $27,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies in the 2nd quarter worth approximately $32,000. Finally, Imprint Wealth LLC bought a new stake in shares of Uber Technologies in the 3rd quarter worth approximately $32,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. KeyCorp cut their price target on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research note on Tuesday, January 20th. Needham & Company LLC reiterated a “buy” rating and set a $109.00 price objective on shares of Uber Technologies in a research note on Tuesday, February 3rd. Benchmark reissued a “hold” rating on shares of Uber Technologies in a report on Thursday, February 5th. Roth Mkm set a $105.00 target price on Uber Technologies in a research note on Thursday, February 5th. Finally, Melius Research set a $73.00 price target on Uber Technologies in a report on Monday, January 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $73.10 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm has a market cap of $149.33 billion, a price-to-earnings ratio of 15.52, a price-to-earnings-growth ratio of 6.63 and a beta of 1.22. The business has a 50-day simple moving average of $76.07 and a two-hundred day simple moving average of $85.49. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99.

Uber Technologies (NYSE:UBER) last announced its quarterly 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 for the quarter, compared to analysts’ expectations of $14.32 billion. During the same period in the previous year, the business earned $3.21 EPS. The business’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, analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Key Uber Technologies News

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

• Positive Sentiment: Uber announced an exclusive, multi‑year partnership with Ibotta to deliver digital promotions across Uber’s U.S. grocery and retail ecosystem — expected to increase monetization of grocery/retail trips and provide CPGs a direct ad/promotions channel at point‑of‑purchase. Read More.
• Positive Sentiment: Reports say Uber is close to acquiring Blacklane, a premium global chauffeur service — a move that would expand Uber into higher‑margin, pre‑booked and corporate travel segments, which can lift overall take rates and margin profile. Read More.
• Positive Sentiment: Coverage of Uber’s push to convert Rivian’s R2 into a robotaxi highlights the company’s longer‑term strategy to lower driver costs and create an autonomous mobility revenue stream — a multi‑year catalyst for margins if execution and AV economics improve. Read More.
• Neutral Sentiment: Uber is expanding its New York office after CEO Dara Khosrowshahi relocated there and instituted stronger return‑to‑office expectations — signals of executive commitment to NYC talent and customer proximity, but with incremental office costs and culture implications. Read More.
• Neutral Sentiment: CEO remarks on AI (calling other executives dishonest about AI impacts) have drawn attention — notable for strategy signaling but unclear near‑term financial impact; could influence investor perception about management’s stance on automation and labor. Read More.
• Negative Sentiment: Some reports note the stock dipped more than the broader market amid the news flow and sector moves — short‑term volatility risk as investors parse deals, partnerships and macro. Read More.
• Negative Sentiment: Uber disclosed political contributions supporting multiple California gubernatorial candidates — creates potential reputational/regulatory scrutiny that can be a modest near‑term headwind for investor sentiment. Read More.

Insider Buying and Selling

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the stock in a transaction dated Tuesday, February 24th. The shares were purchased 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 directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the transaction, the senior vice president owned 460,756 shares in the company, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.84% of the stock is currently owned by corporate insiders.

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.