Uber Technologies, Inc. $UBER Shares Sold by Gavilan Investment Partners LLC

Gavilan Investment Partners LLC cut its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 16.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 230,000 shares of the ride-sharing company’s stock after selling 45,000 shares during the period. Uber Technologies accounts for 4.5% of Gavilan Investment Partners LLC’s investment portfolio, making the stock its 13th largest holding. Gavilan Investment Partners LLC’s holdings in Uber Technologies were worth $18,793,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Clarkston Capital Partners LLC acquired a new stake in Uber Technologies during the 4th quarter worth approximately $1,704,000. Broadleaf Partners LLC lifted its holdings in Uber Technologies by 0.5% during the 4th quarter. Broadleaf Partners LLC now owns 95,041 shares of the ride-sharing company’s stock worth $7,766,000 after buying an additional 430 shares in the last quarter. Cloverfields Capital Group LP lifted its holdings in Uber Technologies by 32.8% during the 4th quarter. Cloverfields Capital Group LP now owns 76,003 shares of the ride-sharing company’s stock worth $6,210,000 after buying an additional 18,787 shares in the last quarter. Titan Investment Solutions Ltd acquired a new stake in Uber Technologies during the 4th quarter worth approximately $28,234,000. Finally, Dynamic Technology Lab Private Ltd acquired a new stake in Uber Technologies during the 4th quarter worth approximately $335,000. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Uber Technologies Price Performance

Shares of UBER opened at $68.67 on Friday. Uber Technologies, Inc. has a twelve month low of $67.19 and a twelve month high of $101.99. The firm’s fifty day simple moving average is $73.41 and its 200-day simple moving average is $77.16. The firm has a market capitalization of $139.79 billion, a price-to-earnings ratio of 17.13, a PEG ratio of 5.91 and a beta of 1.12. 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 (NYSE:UBER) last announced its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $13.20 billion for the quarter, compared to analyst estimates of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The company’s revenue was up 14.5% on a year-over-year basis. During the same period last year, the business earned $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities analysts forecast that Uber Technologies, Inc. will post 2.95 EPS for the current fiscal year.

Uber Technologies News Roundup

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

• Negative Sentiment: Investors are concerned that self-driving competitors could eventually erode Uber’s core ride-hailing market, especially as Waymo expands and tests new revenue models. Ca$htag$: UBER First in Rideshare, GOOGL Gains Speed with Waymo
• Negative Sentiment: Uber is also facing skepticism over a possible Delivery Hero acquisition bid, with investors worried the deal could add integration risk and require asset divestitures to clear regulators. Uber (UBER) Plots Delivery Hero Acquisition With Strategic Asset Divestitures
• Neutral Sentiment: Analysts remain somewhat constructive on earnings, with Erste Group raising FY2026 EPS estimates to $3.35 from $3.34, which is slightly above the broader consensus of $2.95. Uber Technologies news
• Neutral Sentiment: Uber continues to defend its platform by suing New York City over a new driver-deactivation law, arguing the rule could hurt rider safety and weaken its control over marketplace operations. Uber Lawsuit Over New York Driver Rules Puts Safety Policy In Focus
• Positive Sentiment: Longer term, Uber still has support from bullish analysts and investor interest in its platform, including its expanding role in mobility and autonomy, which could help offset current concerns. Waymo vs. Uber: Who Will Control the Future of Autonomous Ride-Hailing?

Wall Street Analysts Forecast Growth

UBER has been the topic of a number of research reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of Uber Technologies in a report on Monday, June 1st. Needham & Company LLC restated a “buy” rating and issued a $109.00 price objective on shares of Uber Technologies in a report on Thursday, May 7th. Truist Financial raised their price objective on shares of Uber Technologies from $108.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 7th. DA Davidson restated a “buy” rating and issued a $107.00 price objective on shares of Uber Technologies in a report on Tuesday, May 26th. Finally, Macquarie Infrastructure upgraded shares of Uber Technologies to an “outperform” rating in a report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.97.

Insider Activity at Uber Technologies

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This trade represents a 6.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 3.81% of the stock is owned by company insiders.

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.