AustralianSuper Pty Ltd Purchases 1,275,953 Shares of Uber Technologies, Inc. $UBER

AustralianSuper Pty Ltd boosted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 756.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,444,558 shares of the ride-sharing company’s stock after buying an additional 1,275,953 shares during the period. AustralianSuper Pty Ltd owned approximately 0.07% of Uber Technologies worth $141,523,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Westend Capital Management LLC bought a new position in shares of Uber Technologies in the 3rd quarter worth $27,000. Kilter Group LLC purchased a new stake in Uber Technologies during the second quarter valued at about $26,000. Trust Co. of Toledo NA OH purchased a new stake in Uber Technologies during the second quarter valued at about $30,000. Total Investment Management Inc. bought a new stake in Uber Technologies during the second quarter worth about $32,000. Finally, Pilgrim Partners Asia Pte Ltd bought a new position in shares of Uber Technologies during the 3rd quarter valued at about $34,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $108.00 target price on shares of Uber Technologies in a research note on Wednesday, October 29th. Guggenheim reaffirmed a “buy” rating and issued a $135.00 price objective on shares of Uber Technologies in a research note on Thursday, January 22nd. KeyCorp reduced their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Tuesday, January 20th. Exane BNP Paribas raised shares of Uber Technologies to a “strong-buy” rating in a research note on Wednesday, January 14th. Finally, BTIG Research reaffirmed a “buy” rating and set a $100.00 price objective on shares of Uber Technologies in a research note on Thursday, January 15th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Uber Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $107.50.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber committed up to $500M and is partnering with Waabi as that autonomous-driving startup raises ~$750M–$1B; the deal could accelerate deployment of robotaxis and offers a long-term growth avenue for AV-driven rides/revenue. Uber Plows $500M into Self-Driving Startup Waabi
• Positive Sentiment: Multiple outlets report Waabi’s large fundraising round and Uber’s role; investors may view this as a strategic bet on autonomous mobility that could expand margins and vehicle utilization over time. Waabi raises up to $1 billion and partners with Uber
• Positive Sentiment: Uber launched “AV Labs” to gather driving data for its robotaxi partners — this centralizes valuable data assets, strengthens partnerships, and can speed commercialization of autonomous services. Uber launches AV Labs
• Positive Sentiment: A Dutch court ruled drivers are contractors, not employees — a legal outcome that, if it carries to other jurisdictions, reduces labor-cost/liability risk versus employee classification. Dutch court rules drivers are contractors
• Neutral Sentiment: Analysts and previews flag Q4 results are on deck with mixed expectations: revenue growth forecasts look solid (~19%) but EPS could miss; that uncertainty can amplify short-term volatility around the print. Uber Q4 Earnings on Deck
• Neutral Sentiment: An earnings preview warns Uber lacks the mix for an easy beat this quarter, which could temper expectations even if top-line growth remains healthy. Earnings Preview: Q4 Expected to Decline
• Neutral Sentiment: Institutional filing: a smaller manager (Bensler LLC) increased its Uber position — a routine 13F change that signals steady institutional interest but is not a material catalyst. Bensler LLC 13F position
• Negative Sentiment: Shareholders’ law firm launched an investigation into Uber’s board over alleged oversight failures tied to rider safety and background checks — escalation that could lead to governance headaches, fines, or reputational damage. Berger Montague board investigation
• Negative Sentiment: Ongoing litigation and trials: Uber denied liability in a high-profile sexual-assault trial; continued legal exposure and plaintiff-focused advertising (e.g., law firms expanding Uber-related practices) increase legal/settlement risk and can hurt sentiment. Uber denies liability in sexual-assault trial
• Negative Sentiment: Fund commentary and weekly roundup pieces list Uber as a recent worst performer in some funds, reflecting short-term selling pressure and negative sentiment that can pressure the stock. Uber was the worst performer
• Negative Sentiment: Security/data concerns flagged in commentary connecting ex-Uber personnel and high-profile breaches (SolarWinds) serve as a reminder of operational and data-security risks investors watch closely. Data security lessons

Insider Buying and Selling

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total transaction of $519,255.00. Following the completion of the transaction, the chief financial officer owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Tony West sold 3,125 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 14,875 shares of company stock valued at $1,319,130 in the last ninety days. Insiders own 3.70% of the company’s stock.

Uber Technologies Price Performance

Shares of UBER stock opened at $79.77 on Thursday. The business’s fifty day moving average is $84.06 and its 200 day moving average is $90.38. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.37. The stock has a market cap of $165.75 billion, a price-to-earnings ratio of 10.25 and a beta of 1.20. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99.

Uber Technologies (NYSE:UBER) last announced its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. The firm had revenue of $13.47 billion for 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 company’s quarterly revenue was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.20 EPS. Research analysts expect that Uber Technologies, Inc. will post 2.54 EPS 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.