Campbell Capital Management Inc. Has $5.37 Million Holdings in Uber Technologies, Inc. $UBER

Campbell Capital Management Inc. grew its holdings in Uber Technologies, Inc. (NYSE:UBER) by 82.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,849 shares of the ride-sharing company’s stock after acquiring an additional 24,802 shares during the quarter. Uber Technologies accounts for 2.1% of Campbell Capital Management Inc.’s portfolio, making the stock its 15th largest holding. Campbell Capital Management Inc.’s holdings in Uber Technologies were worth $5,374,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brant Point Investment Management LLC bought a new position in shares of Uber Technologies during the 2nd quarter worth about $933,000. Spirepoint Private Client LLC lifted its stake in shares of Uber Technologies by 21.9% in the third 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 period. Econ Financial Services Corp bought a new stake in shares of Uber Technologies in the third quarter valued at about $1,538,000. Transcendent Capital Group LLC acquired a new stake in Uber Technologies during the third quarter worth about $1,859,000. Finally, Prudential PLC grew its position in Uber Technologies by 15.7% during the second quarter. Prudential PLC now owns 216,855 shares of the ride-sharing company’s stock worth $20,233,000 after buying an additional 29,359 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of the business’s stock in a transaction 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 sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was bought at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, 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 ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.70% of the company’s stock.

Uber Technologies Stock Performance

NYSE UBER opened at $77.81 on Wednesday. The stock has a market cap of $160.15 billion, a P/E ratio of 16.52, a PEG ratio of 6.84 and a beta of 1.22. The company’s 50-day simple moving average is $77.42 and its 200 day simple moving average is $86.20. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve 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.

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 the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion during the quarter, compared to analyst estimates 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 for the quarter was up 20.1% on a year-over-year basis. During the same period last year, the company earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

More Uber Technologies News

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

• Positive Sentiment: Landmark Nvidia deal — Uber and Nvidia plan to launch Nvidia‑powered Level‑4 robotaxis beginning in Los Angeles and San Francisco in 1H 2027 and scale to 28 cities by 2028; the tie‑up uses NVIDIA DRIVE Hyperion and the “Alpamayo” AI model to accelerate simulation, routing and fleet ops, which investors view as de‑risking Uber’s AV roadmap. MarketWatch: Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario
• Positive Sentiment: Analyst and bank support — Bank of America says the expanded Nvidia partnership significantly improves Uber’s medium‑term AV supply outlook; BTIG reaffirmed a Buy and set a $100 price target, reinforcing bullish analyst sentiment. ProactiveInvestors: Uber-Nvidia deal boosts Bank of America’s confidence Benzinga: BTIG reaffirms Buy, $100 PT
• Positive Sentiment: Commercial deployments are already expanding — Uber and Motional launched robotaxi service in Las Vegas (Hyundai Ioniq 5), and Uber is forging other partnerships (including with Zoox/Hyundai) that broaden its AV access points. Zacks: Uber, Motional launch Las Vegas service
• Neutral Sentiment: Platform expansion moves — Uber is integrating parking (SpotHero) and creating “Uber Autonomous Solutions,” diversifying monetization beyond rideshare but adding execution complexity. Yahoo Finance: Uber expands into parking and autonomy
• Neutral Sentiment: Valuation and investor debate — Some coverage frames UBER at ~22x forward earnings; the Nvidia news is a catalyst but raises questions about how much AV upside is already priced in. Invezz: Is UBER stock a buy at 22x forward earnings?
• Negative Sentiment: Competitive and execution risks — Waymo and other incumbents already operate commercial robotaxi services; scaling driverless fleets across dozens of cities requires regulatory approvals, safety validation and capex, which could delay value realization. Reuters: Uber, Nvidia plan robotaxi rollout
• Negative Sentiment: Macro/AI skepticism — Prominent investors and commentators caution about AI hype and execution risk, a reminder that enthusiasm can outpace fundamentals. CNBC: Bill Gurley on AI bubble

Analyst Upgrades and Downgrades

Several research firms have commented on UBER. Cantor Fitzgerald cut their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Wall Street Zen lowered Uber Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Arete Research set a $125.00 price objective on Uber Technologies and gave the company a “buy” rating in a research report on Wednesday, December 3rd. TD Cowen restated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, March 11th. Finally, The Goldman Sachs Group set a $125.00 target price on Uber Technologies in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $105.29.

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.