Cooper Investors PTY Ltd. Buys 18,058 Shares of Uber Technologies, Inc. $UBER

Cooper Investors PTY Ltd. grew its stake in Uber Technologies, Inc. (NYSE:UBER) by 19.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 110,249 shares of the ride-sharing company’s stock after buying an additional 18,058 shares during the quarter. Uber Technologies makes up 3.0% of Cooper Investors PTY Ltd.’s portfolio, making the stock its 12th biggest holding. Cooper Investors PTY Ltd.’s holdings in Uber Technologies were worth $9,008,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in UBER. Measured Wealth Private Client Group LLC bought a new position in shares of Uber Technologies during the 3rd quarter valued at approximately $25,000. Westend Capital Management LLC bought a new position in shares of Uber Technologies in the third quarter worth about $27,000. Kilter Group LLC purchased a new stake in shares of Uber Technologies during the second quarter worth about $26,000. Imprint Wealth LLC purchased a new stake in shares of Uber Technologies during the third quarter worth about $32,000. Finally, Total Investment Management Inc. bought a new stake in Uber Technologies during the 2nd quarter valued at approximately $32,000. Institutional investors own 80.24% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

Wall Street Analysts Forecast Growth

UBER has been the subject of several recent analyst reports. Citizens Jmp upgraded Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price target for the company in a research note on Wednesday, February 4th. Wedbush reduced their price objective on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a research report on Thursday, February 5th. Weiss Ratings downgraded shares of Uber Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 19th. BNP Paribas Exane assumed coverage on shares of Uber Technologies in a research report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 target price for the company. Finally, JPMorgan Chase & Co. reduced their price target on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $105.29.

Insider Buying and Selling at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’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 transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were bought at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.70% of the stock is owned by corporate insiders.

Uber Technologies Stock Performance

Shares of NYSE:UBER opened at $69.22 on Monday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm’s 50-day moving average is $75.48 and its 200 day moving average is $85.08. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99. The company has a market capitalization of $141.41 billion, a price-to-earnings ratio of 14.70, a PEG ratio of 6.33 and a beta of 1.22.

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 analysts’ consensus estimates of $0.79 by ($0.08). The company had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. 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. Research analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current year.

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.