Uber Technologies, Inc. $UBER Stock Position Raised by Chesley Taft & Associates LLC

Chesley Taft & Associates LLC boosted its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 3.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 249,230 shares of the ride-sharing company’s stock after purchasing an additional 8,661 shares during the period. Chesley Taft & Associates LLC’s holdings in Uber Technologies were worth $20,365,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Brant Point Investment Management LLC acquired a new position in Uber Technologies in the 2nd quarter worth about $933,000. Spirepoint Private Client LLC lifted its holdings in shares of Uber Technologies by 21.9% during the 3rd quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock valued at $7,331,000 after buying an additional 13,454 shares during the last quarter. Econ Financial Services Corp acquired a new stake in shares of Uber Technologies during the 3rd quarter valued at about $1,538,000. Transcendent Capital Group LLC bought a new stake in shares of Uber Technologies in the 3rd quarter valued at approximately $1,859,000. Finally, Munro Partners acquired a new position in Uber Technologies in the second quarter worth approximately $96,294,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Uber Technologies Stock Down 1.9%

Shares of Uber Technologies stock opened at $69.22 on Friday. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock has a 50 day moving average price of $75.48 and a two-hundred day moving average price of $85.14. The stock has a market capitalization of $141.41 billion, a P/E ratio of 14.70, a PEG ratio of 6.33 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results 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 company’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same period in the prior year, the business earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on UBER. KeyCorp cut their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Mizuho dropped their price target on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Guggenheim cut their price target on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, February 18th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Finally, Wedbush decreased their price objective on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating for the company in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Insiders Place Their Bets

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the sale, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.84% of the company’s stock.

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.