Uber Technologies, Inc. $UBER Shares Bought by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. lifted its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 88.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 125,073 shares of the ride-sharing company’s stock after purchasing an additional 58,590 shares during the period. Uber Technologies comprises approximately 0.8% of Landscape Capital Management L.L.C.’s portfolio, making the stock its 17th largest position. Landscape Capital Management L.L.C.’s holdings in Uber Technologies were worth $12,253,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Westend Capital Management LLC acquired a new position in shares of Uber Technologies during the 3rd quarter worth about $27,000. Kilter Group LLC purchased a new stake in Uber Technologies during the second quarter worth approximately $26,000. Total Investment Management Inc. purchased a new stake in Uber Technologies during the second quarter worth approximately $32,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Uber Technologies in the third quarter valued at approximately $34,000. Finally, True Wealth Design LLC boosted its holdings in Uber Technologies by 38.6% in the third quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock valued at $42,000 after purchasing an additional 118 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on UBER shares. JPMorgan Chase & Co. cut their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. UBS Group set a $111.00 target price on shares of Uber Technologies in a research report on Monday, February 2nd. DA Davidson cut their price target on shares of Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. TD Cowen reissued a “buy” rating on shares of Uber Technologies in a research report on Wednesday. Finally, Erste Group Bank downgraded shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $105.29.

Insider Transactions at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, 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 ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 transaction of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 3.84% of the company’s stock.

Key Uber Technologies News

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

• Positive Sentiment: Zoox strategic partnership adds purpose-built robotaxis to the Uber app (initial rollout in Las Vegas this summer, LA next). This broadens Uber’s AV supply without heavy capex and was a market-positive surprise. Zoox and Uber Announce Strategic Partnership
• Positive Sentiment: Uber and Motional launched an all‑electric IONIQ 5 robotaxi service in Las Vegas, moving from announcements to live operations — a tangible step toward commercial AV revenue and scale. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Nissan + Wayve collaboration to pilot robotaxis in Tokyo (via Uber) expands Uber’s international AV experiments and partner roster, supporting a multi‑partner deployment strategy. Uber plans Tokyo robotaxi trial with Nissan and Britain’s Wayve
• Neutral Sentiment: Analysts (e.g., Wedbush) and several outlets note Uber is well‑positioned in AVs because it has deals with multiple suppliers — this reduces single‑partner execution risk but delays any large revenue inflection. Uber seen as well-positioned in autonomous vehicles following Zoox partnership
• Neutral Sentiment: Coverage and commentary (Seeking Alpha, InsiderMonkey) generally reinforce that AV partnerships are an opportunity, though industry AI headwinds and execution timelines keep upside uncertain. Uber And Zoox: The Partnership Proves AVs An Opportunity Not A Threat (Upgrade)
• Negative Sentiment: Near-term headwinds: Uber’s latest quarterly EPS missed consensus and investors remain focused on margins, guidance and whether AVs will materially improve economics soon — contributing to downward pressure on the stock. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Uber Technologies Stock Performance

NYSE:UBER traded up $1.61 during trading hours on Friday, reaching $74.58. 3,008,923 shares of the company’s stock were exchanged, compared to its average volume of 21,177,768. The firm has a market capitalization of $153.50 billion, a price-to-earnings ratio of 15.83, a P/E/G ratio of 6.87 and a beta of 1.22. The company has a 50-day moving average of $77.89 and a 200 day moving average of $86.75. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business 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 posted $3.21 earnings per share. The company’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. Research analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current 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.