Uber Technologies, Inc. $UBER is DSM Capital Partners LLC’s 9th Largest Position

DSM Capital Partners LLC boosted its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 13.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,972,849 shares of the ride-sharing company’s stock after purchasing an additional 347,373 shares during the period. Uber Technologies comprises 4.2% of DSM Capital Partners LLC’s portfolio, making the stock its 9th largest holding. DSM Capital Partners LLC’s holdings in Uber Technologies were worth $291,250,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in UBER. Brighton Jones LLC grew 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 worth $4,491,000 after acquiring an additional 2,474 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after acquiring an additional 6,129 shares during the period. Bison Wealth LLC boosted its position in Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after purchasing an additional 641 shares during the last quarter. Ashton Thomas Private Wealth LLC grew its stake in shares of Uber Technologies by 26.6% during the 1st quarter. Ashton Thomas Private Wealth LLC now owns 64,435 shares of the ride-sharing company’s stock valued at $4,695,000 after purchasing an additional 13,519 shares during the period. Finally, Caxton Associates LLP purchased a new stake in shares of Uber Technologies during the 1st quarter valued at about $304,000. Institutional investors own 80.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the stock. Morgan Stanley dropped their price objective on shares of Uber Technologies from $115.00 to $110.00 and set an “overweight” rating on the stock in a report on Monday, December 8th. TD Cowen increased their price target on shares of Uber Technologies from $108.00 to $114.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Wall Street Zen upgraded shares of Uber Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Royal Bank Of Canada set a $110.00 price objective on Uber Technologies in a research note on Wednesday, November 5th. Finally, Barclays decreased their target price on Uber Technologies from $110.00 to $107.00 and set an “overweight” rating on the stock in a report on Wednesday, November 5th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Uber Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $107.33.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Uber unveiled a production‑intent robotaxi developed with Lucid and Nuro, has begun on‑road testing in the San Francisco Bay Area, and plans a commercial launch later this year — advancing a long‑term revenue and cost‑reduction pathway if deployments scale. Lucid, Nuro, Uber debut robotaxi
• Positive Sentiment: Uber renewed / strengthened mapping and location ties with TomTom to integrate maps and live services across its platform — this supports ride/AV routing reliability and reduces technical integration risk for on‑demand and autonomous services. TomTom and Uber strengthen ties
• Neutral Sentiment: Positive media and analyst pieces are painting Uber as a potential robotaxi leader (e.g., 24/7 Wall St., TechCrunch, CNET coverage), which can lift sentiment but may already be priced in given the long runway and capital needs of AV commercialization. Uber Technologies Is the Robotaxi Winner of 2026
• Neutral Sentiment: Recent reports note institutional purchases by smaller managers — incremental buying that supports liquidity but not necessarily a change to the broader sell‑side view. CV Advisors LLC Invests in Uber Technologies
• Negative Sentiment: Melius Research downgraded UBER to Sell with a $73 price target, citing intensified robotaxi competition and valuation risk — analyst downgrades can pressure the stock and trigger short‑term outflows. Uber Stock Is Cut to Sell
• Negative Sentiment: Legal and governance headlines: Uber failed to delay a sexual‑assault trial and could not block related ad campaigns, and a shareholder‑law firm announced an investigation into the board for possible fiduciary lapses around rider safety and driver checks — these raise litigation, reputational and potential financial risks. Uber fails to delay trial

Insider Transactions at Uber Technologies

In related news, insider Tony West sold 3,125 shares of the stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $80.36, for a total transaction of $251,125.00. Following the completion of the sale, the insider owned 175,423 shares in the company, valued at approximately $14,096,992.28. This trade represents a 1.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of Uber Technologies stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the sale, the chief financial officer directly owned 20,330 shares in the company, valued at $1,919,355.30. This trade represents a 21.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 14,875 shares of company stock valued at $1,348,818. Corporate insiders own 3.70% of the company’s stock.

Uber Technologies Stock Up 5.8%

Shares of UBER stock opened at $85.45 on Wednesday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99. The company’s fifty day moving average price is $87.14 and its 200-day moving average price is $91.41. The company has a market capitalization of $177.54 billion, a price-to-earnings ratio of 10.98 and a beta of 1.20.

Uber Technologies (NYSE:UBER) last issued its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share for the quarter, topping the consensus estimate of $0.67 by $2.44. The company had revenue of $13.47 billion during the quarter, compared to the consensus estimate of $13.25 billion. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. Uber Technologies’s quarterly revenue was up 20.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.20 EPS. Sell-side analysts expect 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.