Uber Technologies, Inc. $UBER Shares Bought by Empirical Asset Management LLC

Empirical Asset Management LLC grew its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 2,745.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 75,480 shares of the ride-sharing company’s stock after purchasing an additional 72,827 shares during the period. Uber Technologies makes up about 1.1% of Empirical Asset Management LLC’s investment portfolio, making the stock its 14th largest position. Empirical Asset Management LLC’s holdings in Uber Technologies were worth $7,395,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in UBER. Kilter Group LLC acquired a new position in Uber Technologies in the 2nd quarter worth $26,000. Westend Capital Management LLC purchased a new stake in shares of Uber Technologies during the third quarter worth about $27,000. Total Investment Management Inc. purchased a new stake in shares of Uber Technologies during the second quarter worth about $32,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Uber Technologies in the third quarter worth about $34,000. Finally, Howard Hughes Medical Institute purchased a new position in Uber Technologies in the second quarter valued at about $42,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies Stock Up 0.9%

UBER stock opened at $71.34 on Wednesday. The firm has a market cap of $146.83 billion, a price-to-earnings ratio of 15.15, a PEG ratio of 6.48 and a beta of 1.21. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The firm has a fifty day moving average price of $79.37 and a two-hundred day moving average price of $88.22. 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 (NYSE:UBER) last posted its quarterly 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). 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 the consensus estimate of $14.32 billion. During the same quarter in the previous year, the business posted $3.21 earnings per share. The company’s quarterly revenue was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Insider Activity at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s 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 owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.70% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber agreed to acquire SpotHero, adding ~13,000 parking locations across 400+ North American cities and integrating parking reservations into the Uber app — a clear step toward becoming a “super‑app” and monetizing commuter/event parking. Uber to Acquire SpotHero, Expands Into Parking
• Positive Sentiment: Uber launched Uber Autonomous Solutions to offer software, fleet ops and regulatory support for robotaxis and delivery robots — a move that could accelerate commercialization and create a services revenue stream if AV adoption scales. Uber Unveils Uber Autonomous Solutions to Accelerate Autonomous Mobility & Delivery Worldwide
• Positive Sentiment: Uber Health introduced a self‑booking feature allowing organization‑funded riders to book directly in the Uber app, reducing provider admin costs and potentially increasing healthcare volume. Uber Health Launches Self‑Booking Feature
• Positive Sentiment: Uber Eats expanded grocery selection in Canada via a national launch with T&T Supermarket, broadening delivery offerings and average order opportunities in an underpenetrated market. Uber Eats Expands Canadian Grocery Selection
• Neutral Sentiment: Analysts and bullish write‑ups (Seeking Alpha, Forbes) argue Uber’s long‑term EPS growth and platform expansion justify upside, but valuation and execution risk remain focal points for investors. Uber: Market Uncertainty Has Discounted This High‑Quality Stock
• Neutral Sentiment: CEO commentary predicting a long runway for robotaxis (majority of rides potentially robot‑fulfilled in ~20 years) underscores a multi‑decade vision but implies near‑term investments and regulatory work. Uber CEO Says Majority Of Our Trips Could Be Fulfilled By Robots Within 20 Years
• Negative Sentiment: India’s government‑backed taxi service—offering drivers profit shares and zero commissions—poses a direct competitive threat in a large and fast‑growing market where Uber has invested heavily. India Backs New Ride‑Hailing Service to Challenge Likes of Uber
• Negative Sentiment: Waymo’s expansion to 10 major U.S. markets (including Texas and Florida) strengthens a competitor in autonomous ride services; faster Waymo rollout could reduce Uber’s autonomy market share. Waymo’s Robotaxis Now Being Dispatched in 10 Major U.S. Markets
• Negative Sentiment: Broader market volatility from tariff and AI concerns is creating risk‑off flows that can weigh on growth stocks including Uber despite company‑specific positives. Bitcoin Price Falls to $63,000 Over Tariff Worries and Tech Selloff

Analyst Ratings Changes

Several equities research analysts have issued reports on UBER shares. UBS Group set a $111.00 price objective on Uber Technologies in a report on Monday, February 2nd. KeyCorp dropped their price target on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research note on Tuesday, January 20th. Susquehanna reaffirmed a “positive” rating and issued a $110.00 price target on shares of Uber Technologies in a report on Wednesday, November 5th. The Goldman Sachs Group set a $125.00 price objective on shares of Uber Technologies in a report on Wednesday, February 4th. Finally, Arete Research set a $125.00 target price on shares of Uber Technologies and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $104.53.

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.