Uber Technologies (NYSE:UBER) Receives “Buy” Rating from BTIG Research

BTIG Research reiterated their buy rating on shares of Uber Technologies (NYSE:UBER) in a research report sent to investors on Tuesday,Benzinga reports. BTIG Research currently has a $100.00 price target on the ride-sharing company’s stock.

A number of other analysts also recently issued reports on UBER. Canaccord Genuity Group set a $72.00 price target on shares of Uber Technologies in a report on Thursday, February 5th. The Goldman Sachs Group set a $125.00 price objective on Uber Technologies in a research report on Wednesday, February 4th. Wall Street Zen cut Uber Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Roth Mkm set a $105.00 target price on Uber Technologies in a research report on Thursday, February 5th. Finally, Cantor Fitzgerald cut their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $105.29.

Uber Technologies Trading Up 4.2%

UBER stock opened at $77.81 on Tuesday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. Uber Technologies has a 1-year low of $60.63 and a 1-year high of $101.99. The business has a 50 day simple moving average of $77.42 and a two-hundred day simple moving average of $86.20. The company has a market capitalization of $160.15 billion, a price-to-earnings ratio of 16.52, a PEG ratio of 6.84 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last released 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 net margin of 19.33% and a return on equity of 43.63%. The company had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter in the previous year, the business earned $3.21 EPS. The company’s quarterly revenue 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 will post 2.54 EPS for the current fiscal year.

Insider Activity

In other Uber Technologies news, insider Tony West sold 3,125 shares of the business’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 sale, the insider directly owned 176,584 shares in the company, valued at $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of Uber Technologies stock in a transaction dated Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the transaction, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.70% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Osbon Capital Management LLC purchased a new stake in shares of Uber Technologies during the fourth quarter worth $25,000. Nalls Sherbakoff Group LLC purchased a new position in Uber Technologies in the fourth quarter valued at $25,000. Measured Wealth Private Client Group LLC purchased a new position in Uber Technologies in the third quarter valued at $25,000. Kilter Group LLC acquired a new position in Uber Technologies during the 2nd quarter worth $26,000. Finally, Westend Capital Management LLC acquired a new position in Uber Technologies during the 3rd quarter worth $27,000. Institutional investors and hedge funds own 80.24% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Landmark Nvidia deal — Uber and Nvidia plan to launch Nvidia‑powered Level‑4 robotaxis beginning in Los Angeles and San Francisco in 1H 2027 and scale to 28 cities by 2028; the tie‑up uses NVIDIA DRIVE Hyperion and the “Alpamayo” AI model to accelerate simulation, routing and fleet ops, which investors view as de‑risking Uber’s AV roadmap. MarketWatch: Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario
• Positive Sentiment: Analyst and bank support — Bank of America says the expanded Nvidia partnership significantly improves Uber’s medium‑term AV supply outlook; BTIG reaffirmed a Buy and set a $100 price target, reinforcing bullish analyst sentiment. ProactiveInvestors: Uber-Nvidia deal boosts Bank of America’s confidence Benzinga: BTIG reaffirms Buy, $100 PT
• Positive Sentiment: Commercial deployments are already expanding — Uber and Motional launched robotaxi service in Las Vegas (Hyundai Ioniq 5), and Uber is forging other partnerships (including with Zoox/Hyundai) that broaden its AV access points. Zacks: Uber, Motional launch Las Vegas service
• Neutral Sentiment: Platform expansion moves — Uber is integrating parking (SpotHero) and creating “Uber Autonomous Solutions,” diversifying monetization beyond rideshare but adding execution complexity. Yahoo Finance: Uber expands into parking and autonomy
• Neutral Sentiment: Valuation and investor debate — Some coverage frames UBER at ~22x forward earnings; the Nvidia news is a catalyst but raises questions about how much AV upside is already priced in. Invezz: Is UBER stock a buy at 22x forward earnings?
• Negative Sentiment: Competitive and execution risks — Waymo and other incumbents already operate commercial robotaxi services; scaling driverless fleets across dozens of cities requires regulatory approvals, safety validation and capex, which could delay value realization. Reuters: Uber, Nvidia plan robotaxi rollout
• Negative Sentiment: Macro/AI skepticism — Prominent investors and commentators caution about AI hype and execution risk, a reminder that enthusiasm can outpace fundamentals. CNBC: Bill Gurley on AI bubble

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.