Uber Technologies, Inc. $UBER Position Increased by GCQ FUNDS MANAGEMENT PTY Ltd

GCQ FUNDS MANAGEMENT PTY Ltd raised its holdings in Uber Technologies, Inc. (NYSE:UBER) by 32.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 1,324,841 shares of the ride-sharing company’s stock after acquiring an additional 323,415 shares during the period. Uber Technologies accounts for 19.7% of GCQ FUNDS MANAGEMENT PTY Ltd’s holdings, making the stock its biggest holding. GCQ FUNDS MANAGEMENT PTY Ltd’s holdings in Uber Technologies were worth $129,795,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in UBER. Kilter Group LLC purchased a new position in shares of Uber Technologies in the second quarter valued at approximately $26,000. Westend Capital Management LLC acquired a new stake in Uber Technologies during the 3rd quarter worth approximately $27,000. Total Investment Management Inc. purchased a new stake in shares of Uber Technologies in the 2nd quarter valued at approximately $32,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Uber Technologies during the 3rd quarter worth approximately $34,000. Finally, Howard Hughes Medical Institute acquired a new position in Uber Technologies during the second quarter worth approximately $42,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

UBER has been the subject of a number of analyst reports. Barclays cut their target price on Uber Technologies from $110.00 to $107.00 and set an “overweight” rating for the company in a research note on Wednesday, November 5th. Wolfe Research reduced their target price on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Melius Research set a $73.00 target price on shares of Uber Technologies in a research report on Monday, January 5th. Royal Bank Of Canada reissued an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a research report on Thursday, February 5th. Finally, Citizens Jmp raised Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price target on the stock in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $104.53.

Insider Buying and Selling

In other Uber Technologies news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the acquisition, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their position. The SEC filing for this purchase provides additional information. 3.84% of the stock is currently owned by insiders.

Uber Technologies News Summary

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

• Positive Sentiment: Uber is adding electric air‑taxi rides to its app via a partnership rollout (Dubai launch announced), opening a new luxury/high‑margin modal and validating the Joby (JOBY) tie‑up — a clear product expansion that drove headlines and helped JOBY shares jump. Electric Air Taxis Come To The Uber App
• Positive Sentiment: Uber agreed to acquire SpotHero, adding ~13,000 parking locations across 400+ North American cities and integrating reservations into the Uber app — expands addressable market, cross‑sell opportunities for Uber One and commuter monetization. Uber to Acquire SpotHero, Expands Into Parking
• Positive Sentiment: Uber announced product and services extensions — Uber Autonomous Solutions (software, fleet ops, regulatory support), Uber Health self‑booking, and grocery expansion in Canada — each can raise take‑rates or drive incremental volume across platforms. Uber Unveils Uber Autonomous Solutions
• Positive Sentiment: Insider confidence: CFO Balaji Krishnamurthy bought ~22,453 shares (~$1.6M), a signal some investors view as management backing the stock at current levels. Uber CFO Buys $1,599,776.25 in Stock
• Neutral Sentiment: Analyst/commentary mix: bullish pieces argue long‑term upside from platform expansion, but valuation and execution risk are emphasized — suggests upside is contingent on execution and margin delivery. Uber: Market Uncertainty Has Discounted This High‑Quality Stock
• Neutral Sentiment: Wayve’s $1.2B raise (including milestone commitments tied to partners) highlights industry funding momentum in AV software; Uber’s involvement signals strategic bets but unclear near‑term revenue impact. Wayve Raises $1.2B
• Negative Sentiment: India’s government‑backed, zero‑commission taxi service poses a direct competitive risk in a high‑growth market — could pressure pricing and growth metrics in one of Uber’s largest opportunity markets. India Backs New Ride‑Hailing Service
• Negative Sentiment: Autonomy competition and partner performance: Waymo’s expansion to more U.S. markets and reports of limited testing mileage for robotaxi partner Nuro highlight competitive and execution risks that could delay Uber’s full AV monetization. Waymo’s Robotaxis Now Being Dispatched in 10 Major U.S. Markets Nuro Testing Shortfalls

Uber Technologies Stock Performance

Shares of Uber Technologies stock opened at $72.80 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. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The firm’s 50-day simple moving average is $79.25 and its 200-day simple moving average is $88.11. The firm has a market cap of $149.84 billion, a PE ratio of 15.46, a price-to-earnings-growth ratio of 6.54 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. During the same quarter last year, the business posted $3.21 earnings per share. The firm’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

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.