Compass Wealth Management LLC Takes $3.19 Million Position in Uber Technologies, Inc. $UBER

Compass Wealth Management LLC bought a new stake in shares of Uber Technologies, Inc. (NYSE:UBER) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 33,365 shares of the ride-sharing company’s stock, valued at approximately $3,185,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Uber Technologies by 3.4% in the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after purchasing an additional 2,474 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after buying an additional 6,129 shares during the last quarter. Bison Wealth LLC grew its position in Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after buying an additional 641 shares during the last quarter. Caxton Associates LLP bought a new position in shares of Uber Technologies in the first quarter valued at $304,000. Finally, Schnieders Capital Management LLC. acquired a new stake in shares of Uber Technologies during the 2nd quarter valued at $842,000. 80.24% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Melius Research set a $73.00 target price on Uber Technologies in a report on Monday, January 5th. The Goldman Sachs Group set a $125.00 price target on Uber Technologies in a research report on Wednesday, February 4th. Morgan Stanley dropped their price target on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. BTIG Research reaffirmed a “buy” rating and set a $100.00 price objective on shares of Uber Technologies in a research note on Wednesday, February 4th. Finally, Citigroup dropped their target price on shares of Uber Technologies from $120.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $104.61.

Uber Technologies Stock Performance

UBER stock opened at $72.91 on Friday. The firm has a 50 day simple moving average of $80.01 and a 200 day simple moving average of $88.62. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99. The stock has a market cap of $150.06 billion, a P/E ratio of 15.48, a P/E/G ratio of 6.66 and a beta of 1.21. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.15 and a current ratio of 1.14.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The company had revenue of $14.37 billion during the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.21 EPS. 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 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 3.84% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber will invest more than $100 million to build fast-charging hubs for robotaxis — a tangible capex commitment that helps address a key scaling bottleneck for autonomous EV fleets and signals the company is serious about competing in the robotaxi race. This news has been cited across outlets and appears to be the main driver of the stock’s intraday strength. Uber to invest over $100 million in autonomous vehicle charging amid robotaxi push
• Positive Sentiment: Uber expanded its Life360 partnership to integrate teen accounts and real-time trip tracking — a product move that could increase family-targeted usage, boost rides and retention within a higher-frequency user segment, and monetize more household travel. Uber Expands Life360 Deal to Enhance Family Travel: Upside Ahead?
• Positive Sentiment: Several opinion pieces argue Uber is a buy in the robotaxi/AI transition — highlighting Uber’s scale, marketplace and potential “winner-take-most” upside if it captures autonomous ride volume. Those narratives support a re-rating if investors give more weight to Uber’s robotaxi roadmap than to short-term margin noise. Uber: A Rare Opportunity To Buy The Future Robotaxi ‘Winner-Take-Most’
• Neutral Sentiment: Analyst coverage roundup — a 23-rating summary shows mixed views and reiterations after the robotaxi announcement; useful for gauging consensus but not an immediate catalyst. What 23 Analyst Ratings Have To Say About Uber Technologies
• Neutral Sentiment: Regulatory/litigation update — Uber won sanctions against a lawyer for sexual-assault plaintiffs, trimming a legal overhang but not removing all related risks. That’s a small positive datapoint but unlikely to move the stock materially on its own. Uber wins sanctions against lawyer for sexual assault plaintiffs
• Neutral Sentiment: Media/TV mentions (Jim Cramer, coverage of “over-trading”) — generates short-term flow and attention but is noisy; not a clear directional fundamental signal. Jim Cramer discusses over trading in Uber (UBER) stock
• Negative Sentiment: Critical commentary exists (e.g., “This makes no sense”) arguing against current strategy or valuation — such skeptical pieces can add selling pressure if investors focus on execution risk, capital intensity and the long timeline to meaningful robotaxi profits. Uber: This Makes No Sense

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.