Uber Technologies (NYSE:UBER) Price Target Lowered to $95.00 at Wells Fargo & Company

Uber Technologies (NYSE:UBER) had its target price lowered by Wells Fargo & Company from $100.00 to $95.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has an overweight rating on the ride-sharing company’s stock.

A number of other equities analysts also recently weighed in on the stock. Morgan Stanley cut their price target on shares of Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Benchmark restated a “hold” rating on shares of Uber Technologies in a report on Thursday, February 5th. Wedbush cut their target price on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a research report on Thursday, February 5th. BNP Paribas Exane started coverage on Uber Technologies in a report on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 target price on the stock. Finally, Wall Street Zen downgraded Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $105.14.

Uber Technologies Stock Up 0.8%

UBER opened at $69.76 on Monday. Uber Technologies has a 12 month low of $60.63 and a 12 month high of $101.99. The business has a 50-day moving average of $75.18 and a two-hundred day moving average of $84.90. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The stock has a market capitalization of $142.52 billion, a price-to-earnings ratio of 14.81, a price-to-earnings-growth ratio of 6.33 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share 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 company had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same quarter in the previous year, the company earned $3.21 earnings per share. The company’s 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, research analysts expect that Uber Technologies will post 2.54 earnings per share for the current year.

Insider Buying and Selling at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were 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 in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.70% of the stock is currently owned by corporate insiders.

Institutional Trading of Uber Technologies

Large investors have recently bought and sold shares of the company. Foster Group Inc. grew its holdings in Uber Technologies by 3.3% during the 3rd quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock valued at $330,000 after purchasing an additional 107 shares in the last quarter. Sage Rhino Capital LLC boosted its position in Uber Technologies by 4.2% in the 3rd quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock valued at $268,000 after buying an additional 110 shares during the last quarter. Quent Capital LLC boosted its position in Uber Technologies by 3.3% in the 3rd quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock valued at $343,000 after buying an additional 111 shares during the last quarter. Advisors Capital Management LLC grew its stake in shares of Uber Technologies by 1.8% during the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock valued at $627,000 after acquiring an additional 111 shares in the last quarter. Finally, Emergent Wealth Advisors LLC increased its position in shares of Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock worth $1,701,000 after acquiring an additional 114 shares during the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Uber agreed to acquire Berlin-based Blacklane to expand luxury and executive travel, strengthening its Uber Elite product and giving instant access to chauffeur inventory across ~500 cities — a revenue-diversification move that targets higher-margin users. Quartz: Uber to buy Blacklane
• Positive Sentiment: Multiple outlets confirm the Blacklane deal and that closing is expected by year-end, highlighting strategic intent to grow the premium transport category globally — likely supportive of ARPU and premium-booking share over time. PYMNTS: Uber Acquires Blacklane
• Positive Sentiment: Uber continues to advance its AV strategy: a robotaxi push into Europe (Zagreb launch) and a disclosed ~5.82% stake in WeRide reinforce network effects and partner-led autonomous scale — positive for long-term cost reduction and margin expansion if execution stays on track. Zacks: Robotaxis to Europe
• Positive Sentiment: A Seeking Alpha author upgraded UBER to a Strong Buy after a ~30% pullback, citing accelerating delivery, record gross bookings and MAUs, and scalable AV partnerships — a bullish analyst view that may attract value buyers. Seeking Alpha: Rating Upgrade
• Neutral Sentiment: Wells Fargo trimmed its price target from $100 to $95 but maintained an Overweight rating, signaling conviction in the business while flagging AV-related uncertainty — a mixed signal that tempers enthusiasm but still leaves analyst upside. Benzinga: Wells Fargo PT Change
• Negative Sentiment: Rising fuel costs (cited in driver interviews) increase operating costs for driver-partners, which can compress driver margins, push for higher fares or subsidies, and exacerbate supply issues — a near-term headwind for ride availability and unit economics. Fortune: Fuel cost pressure
• Negative Sentiment: Coverage noting the stock fell despite strong results suggests ongoing investor skepticism about sustainability of margins or AV disruption risks — volatility may persist until clearer AV economics or margin proof points emerge. Yahoo Finance: Stock reaction analysis

Uber Technologies Company Profile

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.