Andra AP fonden Grows Stake in Uber Technologies, Inc. $UBER

Andra AP fonden grew its position in Uber Technologies, Inc. (NYSE:UBER) by 50.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 302,800 shares of the ride-sharing company’s stock after buying an additional 101,700 shares during the quarter. Andra AP fonden’s holdings in Uber Technologies were worth $29,665,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its holdings in shares of Uber Technologies by 3.4% in the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after acquiring an additional 2,474 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Uber Technologies by 65.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares during the period. Bison Wealth LLC raised its holdings in shares of Uber Technologies by 20.3% in the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 641 shares in the last quarter. Caxton Associates LLP bought a new stake in shares of Uber Technologies in the 1st quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of Uber Technologies in the 2nd quarter worth approximately $842,000. Institutional investors own 80.24% of the company’s stock.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $74.76 on Friday. The stock has a market cap of $153.87 billion, a price-to-earnings ratio of 15.87, a PEG ratio of 6.67 and a beta of 1.21. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99. The company has a 50 day simple moving average of $79.15 and a two-hundred day simple moving average of $88.02. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last issued its earnings results 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). The business had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The company’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period last year, the business earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, analysts predict 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: Uber and Joby Aviation confirmed in‑app booking and a planned commercial launch of electric air taxis in Dubai in 2026 — this is a visible step toward monetizing premium urban air mobility and differentiating Uber’s mobility network. Joby And Uber Link Air Taxi Bookings
• Positive Sentiment: The Trump administration moved to roll back a Biden‑era independent‑contractor rule, a change investors view as reducing driver‑classification risk and potential labor costs for gig platforms. Markets reacted positively to the policy shift. Uber, Lyft stocks surge as Trump scraps Biden-era contractor rule
• Positive Sentiment: Uber agreed to acquire SpotHero (parking reservations covering ~13,000 locations), expanding the app into parking and commuter/event use cases — a logical step toward a “super‑app” and new monetization. Uber Moves Into Parking in Deal to Acquire SpotHero
• Positive Sentiment: Insider signal: CFO Balaji Krishnamurthy purchased ~22,453 shares (~$1.6M), which investors often read as management confidence in the stock and outlook. SEC filing: Insider purchase
• Positive Sentiment: Uber signed a partnership with drone‑delivery startup Manna, expanding autonomous last‑mile delivery options that could lower costs and improve Eats/freight unit economics over time. Manna signs partnership with Uber
• Neutral Sentiment: Wayve raised $1.2B (with milestone capital from Uber reported), accelerating autonomous driving tech deployment — positive for long‑term AV exposure but distant from near‑term revenue. Wayve raises $1.2bn
• Neutral Sentiment: Baidu and Uber are testing Apollo Go robotaxis in Dubai — a strategic expansion of autonomous partnerships that supports Uber’s platform play but depends on regulatory approvals and scale economics. Baidu And Uber Test Apollo Go Robotaxis In Dubai
• Negative Sentiment: Driver pushback: Seattle protesters urged Uber and Lyft to stop adding drivers to an already “flooded” market; combined with reports of high empty miles, this highlights supply/demand inefficiencies that can pressure driver economics and unit margins. In Seattle protest, workers call on Uber and Lyft to stop adding new drivers
• Negative Sentiment: Competitive/operational risk: Waymo’s accelerated U.S. rollout and new DMV data showing limitations for some AV partners (e.g., Nuro) underline that autonomous mobility is a contested field — faster rival deployments or underperforming partners could dent Uber’s long‑term autonomy lead. Waymo’s Robotaxis Now Being Dispatched in 10 Major U.S. Markets

Insider Transactions at Uber Technologies

In related news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm’s stock in a transaction on Tuesday, February 24th. The stock was bought at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the acquisition, 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 SEC filing for this purchase provides additional information. Company insiders own 3.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on UBER shares. Jefferies Financial Group reissued a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. Canaccord Genuity Group set a $72.00 target price on Uber Technologies in a research report on Thursday, February 5th. Morgan Stanley cut their price target on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Citigroup reduced their price target on Uber Technologies from $120.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Finally, Wells Fargo & Company decreased their price objective on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average target price 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.