Qsemble Capital Management LP Boosts Holdings in Uber Technologies, Inc. $UBER

Qsemble Capital Management LP grew its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 177.4% during the 4th quarter, HoldingsChannel reports. The fund owned 60,899 shares of the ride-sharing company’s stock after acquiring an additional 38,949 shares during the quarter. Qsemble Capital Management LP’s holdings in Uber Technologies were worth $4,976,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in UBER. Brighton Jones LLC increased its stake in shares of Uber Technologies by 3.4% in the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after buying an additional 2,474 shares during the period. Revolve Wealth Partners LLC increased 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 increased its stake in shares of Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after buying an additional 641 shares during the period. Caxton Associates LLP purchased a new position in shares of Uber Technologies in the first quarter worth $304,000. Finally, Schnieders Capital Management LLC. purchased a new position in shares of Uber Technologies in the second quarter worth $842,000. 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: Uber’s Uber One subscription program reached 50 million members, highlighting stronger customer loyalty and a potentially more durable recurring revenue stream. Uber just hit an impressive 50M milestone
• Positive Sentiment: Fox Advisors upgraded Uber to Outperform and set a $95 price target, reflecting confidence in the company’s investment strategy and future earnings power. Uber Technologies (UBER) – Among the 10 Best Stocks to Buy Now for a $1 Million Portfolio
• Positive Sentiment: Uber announced plans to open two campuses in India and expand infrastructure support there, which could strengthen product development and operating efficiency over time. Uber to open 2 campuses in India to support product development, operations
• Neutral Sentiment: Several articles continue to frame Uber as a long-term “super app” or autonomy winner, but these are mostly strategic narratives rather than immediate catalysts. Can Uber Make an “Everything” App?
• Negative Sentiment: SoftBank’s Q1 portfolio update showed a complete exit from Uber, which may weigh on sentiment because it removes a notable institutional backer. SoftBank (SFTBY) Dumps Uber and Lemonade, Slashes T-Mobile Holdings in Q1 Portfolio Overhaul
• Negative Sentiment: Reports about tension in the Uber-Waymo partnership and criticism of autonomous-vehicle rollout could raise concerns about the pace and competitiveness of Uber’s self-driving strategy. Uber-Waymo Partnership On The Rocks? Exec Shares ‘Scary’ SF Robotaxi Moment, Slam AV Rollout

Analyst Upgrades and Downgrades

Several brokerages recently commented on UBER. Mizuho decreased their target price on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. BNP Paribas Exane downgraded shares of Uber Technologies to an “underweight” rating in a research note on Monday. Roth Mkm set a $105.00 target price on shares of Uber Technologies in a research note on Thursday, February 5th. Fox Advisors raised shares of Uber Technologies from a “hold” rating to an “outperform” rating in a research note on Monday. Finally, Morgan Stanley decreased their target price on shares of 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 investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Uber Technologies currently has an average rating of “Moderate Buy” and an average target price of $105.11.

Uber Technologies Stock Up 0.7%

Shares of NYSE UBER opened at $75.23 on Friday. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41. Uber Technologies, Inc. has a 12 month low of $68.46 and a 12 month high of $101.99. The firm has a market capitalization of $153.14 billion, a PE ratio of 18.76, a price-to-earnings-growth ratio of 5.74 and a beta of 1.16. The firm has a fifty day simple moving average of $74.19 and a two-hundred day simple moving average of $80.14.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business had revenue of $13.20 billion during the quarter, compared to analyst estimates of $13.28 billion. During the same period in the prior year, the business earned $0.83 EPS. The company’s revenue for the quarter was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities analysts expect that Uber Technologies, Inc. will post 3.26 earnings per share for the current year.

Insider Transactions at Uber Technologies

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies 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 transaction, 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 legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the sale, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. This represents a 6.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.81% of the stock is 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.