Annex Advisory Services LLC grew its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 5.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 619,193 shares of the ride-sharing company’s stock after purchasing an additional 31,273 shares during the quarter. Annex Advisory Services LLC’s holdings in Uber Technologies were worth $50,594,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Spirepoint Private Client LLC grew its position in Uber Technologies by 21.9% in 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 purchased a new position in Uber Technologies in the 3rd quarter valued at $1,538,000. Transcendent Capital Group LLC purchased a new position in Uber Technologies in the 3rd quarter valued at $1,859,000. Mawer Investment Management Ltd. purchased a new position in Uber Technologies in the 3rd quarter valued at $74,107,000. Finally, FFG Partners LLC grew its position in Uber Technologies by 17.4% in the 3rd quarter. FFG Partners LLC now owns 144,159 shares of the ride-sharing company’s stock valued at $14,123,000 after buying an additional 21,315 shares during the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.
More Uber Technologies News
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Uber expanded its robotaxi partnership and is a financial backer in Lucid’s recent funding round, boosting visibility on vehicle supply and scale for Uber’s autonomous ambitions — a catalyst for longer‑term revenue diversification. Lucid names auto industry outsider as CEO, expands Uber deal
- Positive Sentiment: Uber is actively testing premium robotaxi services with partners (Nuro/Lucid) in San Francisco and running early employee rides — operational progress that validates commercialization pathways for autonomy. Uber and Nuro begin testing premium robotaxi service in San Francisco
- Positive Sentiment: Uber Eats continues network expansion into retail: Ace Hardware will offer last‑mile delivery via Uber Eats, supporting non-food revenue growth and volume leverage for delivery logistics. Ace Hardware taps Uber Eats for last-mile delivery
- Neutral Sentiment: Uber announced the date for its Q1 2026 earnings call (May 6); the upcoming release will be a short‑term volatility trigger as investors parse guidance, margins and autonomous investments. Uber Announces Date of First Quarter 2026 Results Conference Call
- Neutral Sentiment: Third‑party analysis and valuation pieces are debating whether the recent pullback makes UBER attractively priced; these pieces can amplify trading as value vs. growth narratives clash. Is Uber Technologies (UBER) Still Attractively Priced After Recent Share Price Pullback?
- Negative Sentiment: Broader concerns about regulatory pressure, competition from Waymo/robotaxi entrants and recent earnings softness have weighed on the stock — analysts cite a substantial six‑month decline that keeps investor skepticism elevated. UBER Stock Plunges 23.4% in 6 Months: Time to Hold or Fold?
- Negative Sentiment: Analysis highlighting legal pressures and uncertainties around AI/autonomy strategy raise valuation questions — these risks could cap multiple expansion unless growth and margins clearly improve. Uber Legal Pressures And AI Expansion Create Valuation Question For Investors
Uber Technologies Price Performance
Uber Technologies (NYSE:UBER – Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business had revenue of $14.37 billion during the quarter, compared to analysts’ expectations of $14.32 billion. During the same quarter in the prior year, the firm earned $3.21 earnings per share. Uber Technologies’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. On average, equities research analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
A number of equities analysts recently weighed in on UBER shares. Mizuho lowered their price objective on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Roth Mkm set a $105.00 price objective on shares of Uber Technologies in a research report on Thursday, February 5th. Stifel Nicolaus lowered their price objective on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Melius Research set a $73.00 target price on shares of Uber Technologies in a research report on Monday, January 5th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a research 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 assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $105.14.
View Our Latest Report on UBER
Insider Transactions at Uber Technologies
In other news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the transaction, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This represents a 6.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 3.81% of the company’s stock.
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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