Uber Technologies (NYSE:UBER) Sees Large Volume Increase After Analyst Upgrade

Uber Technologies, Inc. (NYSE:UBER) saw unusually-high trading volume on Wednesday after Citizens Jmp upgraded the stock from a market perform rating to an outperform rating. Citizens Jmp now has a $100.00 price target on the stock. Approximately 31,100,742 shares changed hands during mid-day trading, an increase of 56% from the previous session’s volume of 19,962,912 shares.The stock last traded at $75.3330 and had previously closed at $77.93.

A number of other research analysts have also recently commented on the company. Morgan Stanley reduced their price objective on Uber Technologies from $115.00 to $110.00 and set an “overweight” rating on the stock in a research note on Monday, December 8th. KeyCorp dropped their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Tuesday, January 20th. BTIG Research restated a “buy” rating and issued a $100.00 price target on shares of Uber Technologies in a report on Wednesday. Barclays lowered their price objective on shares of Uber Technologies from $110.00 to $107.00 and set an “overweight” rating for the company in a research report on Wednesday, November 5th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Uber Technologies in a research report on Monday, December 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.72.

Insiders Place Their Bets

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total transaction of $519,255.00. Following the completion of the transaction, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at $1,919,355.30. This trade represents a 21.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,875 shares of company stock worth $1,319,130 over the last quarter. 3.84% of the stock is currently owned by insiders.

Uber Technologies News Roundup

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

• Positive Sentiment: Strong Q4 growth and record engagement: Uber reported revenue up ~20% and record metrics (gross bookings +22% to ~$54B, ~200M monthly users, trips at ~40M/day) and highlighted record free cash flow, which supports buyback capacity and longer‑term value. Uber Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Analyst buy-side support: Multiple firms reaffirmed buys/upgrades (RBC, BTIG, Needham, JPMorgan retained overweight) or upgraded ratings after Q4, providing institutional cover that can cushion downside and prompt dip buying. Analyst coverage mentions (Benzinga aggregate)
• Positive Sentiment: Long-term AV/robotaxi narrative remains intact: Management and the new CFO (Balaji Krishnamurthy) are publicly bullish on robotaxis as a multitrillion‑dollar opportunity, which keeps growth investors engaged despite near‑term noise. Uber appoints new CFO as its AV plans accelerate
• Neutral Sentiment: Market technicals/buy‑zone narrative: Some outlets argue the pullback puts UBER in a “buy zone,” citing institutional accumulation and supportive cash flow trends — a tactical signal rather than a fundamental change. Uber in the Buy Zone: Can It Take Investors for a Ride They Like?
• Neutral Sentiment: Mixed analyst reactions: Several firms trimmed price targets (Wells, Cantor, Mizuho, Wedbush) but many maintained positive ratings — that narrows near‑term upside expectations while leaving consensus skewed to modest upside. Analyst price target updates (Benzinga aggregate)
• Negative Sentiment: EPS and guidance miss: Q4 adjusted EPS missed estimates (reported $0.71 vs. ~$0.79 consensus) and Q1 EPS guidance ( $0.65–0.72 ) came in below Street expectations — the primary near‑term reason shares have been under pressure. Uber stock down on outlook miss; CEO sees robotaxi rollout as ‘multitrillion-dollar’ opportunity
• Negative Sentiment: Margin headwinds from cheaper rides and taxes: Management said pushing lower fares to grow trips, plus higher taxes/charges, will compress near‑term margins — a structural concern for profit‑focused investors. Uber forecasts profit below estimates as cheaper rides boost trips but hurt margins
• Negative Sentiment: Short‑term stock pressure likely: The EPS/guidance miss triggered near‑term selling and some analysts kept neutral stances (e.g., Wedbush, Benchmark), meaning momentum could stay choppy until guidance or margin trends improve. Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus

Institutional Investors Weigh In On Uber Technologies

Institutional investors have recently made changes to their positions in the company. Brighton Jones LLC increased its stake in Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after purchasing an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Uber Technologies by 65.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after buying an additional 6,129 shares during the period. Bison Wealth LLC grew its position in shares of Uber Technologies by 20.3% during the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after buying an additional 641 shares during the last quarter. Caxton Associates LLP acquired a new stake in Uber Technologies during the first quarter worth about $304,000. Finally, Venturi Wealth Management LLC lifted its holdings in Uber Technologies by 46.1% in the second quarter. Venturi Wealth Management LLC now owns 4,678 shares of the ride-sharing company’s stock worth $436,000 after acquiring an additional 1,476 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors.

Uber Technologies Stock Performance

The company has a market capitalization of $156.11 billion, a price-to-earnings ratio of 15.95 and a beta of 1.21. The stock has a 50 day simple moving average of $83.33 and a 200 day simple moving average of $89.83. The company has a quick ratio of 1.15, a current ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates 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 analyst estimates of $14.32 billion. During the same quarter in the previous year, the company posted $3.21 earnings per share. The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share 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.