Uber Technologies (NYSE:UBER) Shares Up 1.6% Following Analyst Upgrade

Uber Technologies, Inc. (NYSE:UBER)’s share price rose 1.6% during mid-day trading on Thursday after Citizens Jmp upgraded the stock from a market perform rating to an outperform rating. Citizens Jmp now has a $100.00 price target on the stock. Uber Technologies traded as high as $77.22 and last traded at $75.13. Approximately 33,020,787 shares traded hands during mid-day trading, an increase of 50% from the average daily volume of 22,069,654 shares. The stock had previously closed at $73.92.

A number of other research firms have also commented on UBER. Wedbush reduced their price objective on shares of Uber Technologies from $84.00 to $78.00 and set a “neutral” rating for the company in a research note on Friday, December 19th. Wells Fargo & Company upped their price target on shares of Uber Technologies from $120.00 to $122.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a research report on Friday, December 5th. Royal Bank Of Canada set a $110.00 target price on Uber Technologies in a report on Wednesday, November 5th. Finally, BNP Paribas Exane began coverage on Uber Technologies in a report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $104.72.

Insider Transactions at Uber Technologies

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the sale, the chief financial officer owned 20,330 shares of the company’s stock, valued at $1,919,355.30. The trade was a 21.29% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction dated 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 sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 14,875 shares of company stock worth $1,319,130. 3.84% of the stock is owned by company insiders.

Uber Technologies News Summary

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

• Positive Sentiment: Strong Q4 growth and record engagement: Uber reported revenue up ~20% and record metrics (gross bookings +22% to ~$54B, ~200M monthly users, trips at ~40M/day) and highlighted record free cash flow, which supports buyback capacity and longer‑term value. Uber Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Analyst buy-side support: Multiple firms reaffirmed buys/upgrades (RBC, BTIG, Needham, JPMorgan retained overweight) or upgraded ratings after Q4, providing institutional cover that can cushion downside and prompt dip buying. Analyst coverage mentions (Benzinga aggregate)
• Positive Sentiment: Long-term AV/robotaxi narrative remains intact: Management and the new CFO (Balaji Krishnamurthy) are publicly bullish on robotaxis as a multitrillion‑dollar opportunity, which keeps growth investors engaged despite near‑term noise. Uber appoints new CFO as its AV plans accelerate
• Neutral Sentiment: Market technicals/buy‑zone narrative: Some outlets argue the pullback puts UBER in a “buy zone,” citing institutional accumulation and supportive cash flow trends — a tactical signal rather than a fundamental change. Uber in the Buy Zone: Can It Take Investors for a Ride They Like?
• Neutral Sentiment: Mixed analyst reactions: Several firms trimmed price targets (Wells, Cantor, Mizuho, Wedbush) but many maintained positive ratings — that narrows near‑term upside expectations while leaving consensus skewed to modest upside. Analyst price target updates (Benzinga aggregate)
• Negative Sentiment: EPS and guidance miss: Q4 adjusted EPS missed estimates (reported $0.71 vs. ~$0.79 consensus) and Q1 EPS guidance ( $0.65–0.72 ) came in below Street expectations — the primary near‑term reason shares have been under pressure. Uber stock down on outlook miss; CEO sees robotaxi rollout as ‘multitrillion-dollar’ opportunity
• Negative Sentiment: Margin headwinds from cheaper rides and taxes: Management said pushing lower fares to grow trips, plus higher taxes/charges, will compress near‑term margins — a structural concern for profit‑focused investors. Uber forecasts profit below estimates as cheaper rides boost trips but hurt margins
• Negative Sentiment: Short‑term stock pressure likely: The EPS/guidance miss triggered near‑term selling and some analysts kept neutral stances (e.g., Wedbush, Benchmark), meaning momentum could stay choppy until guidance or margin trends improve. Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus

Hedge Funds Weigh In On Uber Technologies

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its stake in shares of Uber Technologies by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after purchasing an additional 1,670,761 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Uber Technologies by 2.6% during the 2nd quarter. Geode Capital Management LLC now owns 45,859,136 shares of the ride-sharing company’s stock valued at $4,258,756,000 after purchasing an additional 1,168,288 shares during the last quarter. Norges Bank bought a new position in shares of Uber Technologies in the second quarter valued at approximately $2,348,319,000. Northern Trust Corp raised its position in Uber Technologies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after purchasing an additional 297,132 shares during the last quarter. Finally, Capital World Investors raised its holdings in shares of Uber Technologies by 1.1% in the third quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company’s stock valued at $1,667,121,000 after buying an additional 182,976 shares during the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Uber Technologies Stock Performance

The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.15. The stock’s 50 day simple moving average is $83.33 and its two-hundred day simple moving average is $89.83. The company has a market capitalization of $156.11 billion, a P/E ratio of 15.95 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings data 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). The firm had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm’s quarterly revenue was up 20.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, research analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

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.