DSM Capital Partners LLC Grows Holdings in Uber Technologies, Inc. $UBER

DSM Capital Partners LLC raised its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 13.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,972,849 shares of the ride-sharing company’s stock after purchasing an additional 347,373 shares during the quarter. Uber Technologies makes up about 4.2% of DSM Capital Partners LLC’s holdings, making the stock its 9th biggest holding. DSM Capital Partners LLC owned about 0.14% of Uber Technologies worth $291,250,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Foster Group Inc. raised its stake in Uber Technologies by 3.3% in the third quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock worth $330,000 after buying an additional 107 shares in the last quarter. Dumont & Blake Investment Advisors LLC grew its holdings in shares of Uber Technologies by 1.3% during the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 8,975 shares of the ride-sharing company’s stock worth $879,000 after acquiring an additional 115 shares during the period. Abacus Planning Group Inc. raised its position in shares of Uber Technologies by 2.8% in the 3rd quarter. Abacus Planning Group Inc. now owns 4,260 shares of the ride-sharing company’s stock worth $417,000 after acquiring an additional 117 shares in the last quarter. True Wealth Design LLC raised its position in shares of Uber Technologies by 38.6% in the 3rd quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock worth $42,000 after acquiring an additional 118 shares in the last quarter. Finally, Warren Street Wealth Advisors LLC lifted its stake in shares of Uber Technologies by 5.0% in the 3rd quarter. Warren Street Wealth Advisors LLC now owns 2,554 shares of the ride-sharing company’s stock valued at $250,000 after purchasing an additional 122 shares during the period. 80.24% of the stock is currently owned by institutional investors.

Uber Technologies Stock Performance

Shares of Uber Technologies stock opened at $85.45 on Wednesday. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The firm’s 50-day moving average is $87.14 and its 200 day moving average is $91.41. The stock has a market cap of $177.54 billion, a price-to-earnings ratio of 10.98 and a beta of 1.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15.

Uber Technologies (NYSE:UBER) last issued its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.67 by $2.44. The business had revenue of $13.47 billion during the quarter, compared to analysts’ expectations of $13.25 billion. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The business’s revenue for the quarter was up 20.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.20 earnings per share. Sell-side analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on UBER. Mizuho began coverage on Uber Technologies in a research note on Monday, September 29th. They issued an “outperform” rating and a $130.00 price target on the stock. Stifel Nicolaus set a $122.00 target price on shares of Uber Technologies in a report on Tuesday, November 4th. Cantor Fitzgerald increased their price target on shares of Uber Technologies from $107.00 to $108.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 5th. Cowen reissued a “buy” rating on shares of Uber Technologies in a research note on Wednesday, November 5th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $107.33.

More Uber Technologies News

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

• Positive Sentiment: Uber unveiled a production‑intent robotaxi developed with Lucid and Nuro, has begun on‑road testing in the San Francisco Bay Area, and plans a commercial launch later this year — advancing a long‑term revenue and cost‑reduction pathway if deployments scale. Lucid, Nuro, Uber debut robotaxi
• Positive Sentiment: Uber renewed / strengthened mapping and location ties with TomTom to integrate maps and live services across its platform — this supports ride/AV routing reliability and reduces technical integration risk for on‑demand and autonomous services. TomTom and Uber strengthen ties
• Neutral Sentiment: Positive media and analyst pieces are painting Uber as a potential robotaxi leader (e.g., 24/7 Wall St., TechCrunch, CNET coverage), which can lift sentiment but may already be priced in given the long runway and capital needs of AV commercialization. Uber Technologies Is the Robotaxi Winner of 2026
• Neutral Sentiment: Recent reports note institutional purchases by smaller managers — incremental buying that supports liquidity but not necessarily a change to the broader sell‑side view. CV Advisors LLC Invests in Uber Technologies
• Negative Sentiment: Melius Research downgraded UBER to Sell with a $73 price target, citing intensified robotaxi competition and valuation risk — analyst downgrades can pressure the stock and trigger short‑term outflows. Uber Stock Is Cut to Sell
• Negative Sentiment: Legal and governance headlines: Uber failed to delay a sexual‑assault trial and could not block related ad campaigns, and a shareholder‑law firm announced an investigation into the board for possible fiduciary lapses around rider safety and driver checks — these raise litigation, reputational and potential financial risks. Uber fails to delay trial

Insider Buying and Selling

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the transaction, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This represents a 21.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total value of $251,125.00. Following the sale, the insider owned 175,423 shares in the company, valued at approximately $14,096,992.28. This represents a 1.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 14,875 shares of company stock valued at $1,348,818. 3.70% 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.