Ethos Capital Management Inc. Buys New Position in Uber Technologies, Inc. $UBER

Ethos Capital Management Inc. bought a new stake in shares of Uber Technologies, Inc. (NYSE:UBER) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 14,410 shares of the ride-sharing company’s stock, valued at approximately $1,177,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. MBL Wealth LLC boosted its position in shares of Uber Technologies by 12.9% during the 4th quarter. MBL Wealth LLC now owns 5,237 shares of the ride-sharing company’s stock valued at $428,000 after purchasing an additional 600 shares in the last quarter. Modera Wealth Management LLC boosted its position in shares of Uber Technologies by 3.3% during the 4th quarter. Modera Wealth Management LLC now owns 6,666 shares of the ride-sharing company’s stock valued at $545,000 after purchasing an additional 214 shares in the last quarter. Rydar Equities Inc. boosted its position in shares of Uber Technologies by 4.8% during the 4th quarter. Rydar Equities Inc. now owns 12,727 shares of the ride-sharing company’s stock valued at $1,041,000 after purchasing an additional 581 shares in the last quarter. Robinhood Asset Management LLC bought a new stake in shares of Uber Technologies during the 4th quarter valued at about $10,884,000. Finally, Banque de Luxembourg S.A. boosted its position in shares of Uber Technologies by 108.2% during the 4th quarter. Banque de Luxembourg S.A. now owns 5,976 shares of the ride-sharing company’s stock valued at $488,000 after purchasing an additional 3,106 shares in the last quarter. Institutional investors own 80.24% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber is expanding its AWS contract to run more ride-matching and delivery services on Amazon’s Graviton CPUs and trial Trainium3 AI chips — this should lower compute costs, speed latency-sensitive matching and accelerate in-house AI model training, which can boost margins and product differentiation over time. TechCrunch: Uber is the latest to be won over by Amazon’s AI chips
• Positive Sentiment: Uber plans to acquire Blacklane (chauffeur platform) to scale its premium Uber Elite/chauffeur offering — a targeted M&A move that could increase higher-margin revenue per ride and expand luxury travel reach if integration succeeds. Business Traveller: Uber to Acquire Blacklane
• Positive Sentiment: Uber added Ace Hardware (3,700+ stores) to Uber Eats, expanding on-demand local delivery nationwide — a scale play that can drive delivery volume and take rates, and diversify revenue beyond food. Yahoo Finance: Ace Hardware Joins Uber Eats
• Neutral Sentiment: Investor commentary and trend pieces (Zacks/MarketBeat) have spotlighted UBER as a trending stock; this attention can amplify short-term flows but doesn’t change fundamentals by itself. Zacks: Here is What to Know Beyond Why Uber is Trending
• Negative Sentiment: Competition and AV developments: WeRide’s robotaxi expansions in Singapore and Dubai underscore that autonomous mobility is accelerating globally — a reminder Uber faces both incumbent and fast-moving AV competitors that could pressure future AV economics and timeline. Yahoo Finance: WeRide Expands Robotaxi Push
• Negative Sentiment: Recent reported quarter (Feb) showed an EPS miss versus consensus ($0.71 vs $0.79) despite revenue growth — investors remain sensitive to margins and EPS execution, so near-term stock reaction reflects caution until guidance/earnings cadence improves. No link

Wall Street Analysts Forecast Growth

Several brokerages recently commented on UBER. Truist Financial set a $108.00 target price on Uber Technologies in a research report on Monday, February 9th. Benchmark restated a “hold” rating on shares of Uber Technologies in a research report on Thursday, February 5th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Uber Technologies in a report on Thursday, December 18th. Cantor Fitzgerald cut their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Finally, BNP Paribas Exane assumed coverage on Uber Technologies in a report on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price target on the stock. One equities research 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 stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $105.14.

Insider Activity at Uber Technologies

In related news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were bought at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the transaction, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares in the company, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.84% of the stock is owned by insiders.

Uber Technologies Stock Down 0.7%

Shares of NYSE:UBER opened at $71.65 on Wednesday. The business’s 50 day simple moving average is $73.89 and its two-hundred day simple moving average is $83.86. The firm has a market cap of $146.38 billion, a P/E ratio of 15.21, a PEG ratio of 6.57 and a beta of 1.21. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. Uber Technologies, Inc. has a 52-week low of $63.50 and a 52-week high of $101.99.

Uber Technologies (NYSE:UBER) last announced 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 firm had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm’s revenue was up 20.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $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 EPS for the current fiscal 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.