Stratos Wealth Advisors LLC decreased its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 78.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 16,334 shares of the ride-sharing company’s stock after selling 59,876 shares during the period. Stratos Wealth Advisors LLC’s holdings in Uber Technologies were worth $1,335,000 as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC purchased a new stake in shares of Uber Technologies in the third quarter worth about $25,000. Westend Capital Management LLC purchased a new position in Uber Technologies during the third quarter valued at approximately $27,000. Imprint Wealth LLC purchased a new position in Uber Technologies during the third quarter valued at approximately $32,000. Total Investment Management Inc. bought a new stake in Uber Technologies during the 2nd quarter worth approximately $32,000. Finally, Pilgrim Partners Asia Pte Ltd bought a new stake in Uber Technologies during the 3rd quarter worth approximately $34,000. Institutional investors own 80.24% of the company’s stock.
Insiders Place Their Bets
In other news, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were purchased at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the acquisition, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.84% of the company’s stock.
Uber Technologies Price Performance
Uber Technologies (NYSE:UBER – Get Free Report) last posted its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business’s revenue was up 20.1% on a year-over-year basis. During the same period in the prior year, the firm posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.
Key Stories Impacting Uber Technologies
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Uber agreed to acquire Blacklane, adding a global premium chauffeur/pre‑booked executive travel business to diversify beyond core ride‑hail and deepen corporate/luxury reach — a move analysts say supports higher-margin revenue and narrows valuation concerns. Uber’s Blacklane Deal Puts Focus On Premium Growth And Valuation Gap
- Positive Sentiment: Bank of America Securities reiterated a Buy on UBER with a $103 price target, explicitly citing the Blacklane deal — institutional support that could underpin the stock ifexecution and premium expansion play out. Bank of America Securities Maintains a Buy Rating on Uber (UBER) Following Blacklane Acquisition
- Positive Sentiment: Uber and WeRide launched Level‑4, fare‑charging robotaxis in Dubai (Uber holds a ~5.82% stake in WeRide). Real‑world AV deployments can reduce long‑term driver costs and open new mobility revenue streams if scalable. Uber Holds a 5.82% Stake in WeRide. Should You Buy WRD Stock Too?
- Positive Sentiment: Uber expanded EV incentives for drivers (national program offering up to $6,500; other reports cite $4,000 offers) to accelerate electrification, reduce driver fuel exposure, and support regulatory/ESG positioning — a potential long‑term cost saving and PR positive. Uber expands EV grant nationwide, offering drivers up to $6,500 in incentives
- Neutral Sentiment: CEO Dara Khosrowshahi signaled openness to integrating Tesla robotaxis on Uber’s platform — a potential revenue upside but dependent on third‑party AV readiness and regulatory approvals. Uber CEO Dara Khosrowshahi hopes to incorporate Tesla robotaxis on its platform: ‘It’s a great car’
- Neutral Sentiment: Commentary pieces on AI/agent infrastructure and autonomy debate (Fortune, Motley Fool, Zacks) frame longer‑term strategic context but are unlikely to move the stock near term. I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself
- Negative Sentiment: Restaurant partners pushed back after Eats fee increases — a notable chain cut ties, highlighting merchant resistance that could pressure Eats GMV or force promotions/fee rollbacks. Popular pizza chain cuts ties with Uber Eats
- Negative Sentiment: Outlets urging caution note autonomous vehicles could both help and threaten Uber’s core ride business — if OEMs monetize robotaxis directly, Uber’s take-rate and marketplace edge could be pressured. Should You Buy Uber Stock on the Dip?
Analyst Upgrades and Downgrades
UBER has been the subject of several analyst reports. KeyCorp cut their price target on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Tuesday, January 20th. Melius Research set a $73.00 price target on shares of Uber Technologies in a report on Monday, January 5th. JPMorgan Chase & Co. lowered their price objective on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Cantor Fitzgerald dropped their price objective on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Finally, Stifel Nicolaus decreased their target price on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $105.14.
Check Out Our Latest Stock Report on UBER
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.
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