American Assets Investment Management LLC Makes New Investment in Uber Technologies, Inc. $UBER

American Assets Investment Management LLC bought a new stake in Uber Technologies, Inc. (NYSE:UBER) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 15,000 shares of the ride-sharing company’s stock, valued at approximately $1,470,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Uber Technologies by 1.6% in the second quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after purchasing an additional 3,025,483 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Uber Technologies by 2.6% in the 2nd quarter. Geode Capital Management LLC now owns 45,859,136 shares of the ride-sharing company’s stock worth $4,258,756,000 after buying an additional 1,168,288 shares during the period. Norges Bank purchased a new position in Uber Technologies in the 2nd quarter valued at approximately $2,348,319,000. Charles Schwab Investment Management Inc. raised its holdings in Uber Technologies by 1.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 13,810,255 shares of the ride-sharing company’s stock valued at $1,288,497,000 after acquiring an additional 142,933 shares during the period. Finally, Legal & General Group Plc raised its stake in shares of Uber Technologies by 5.2% during the 2nd quarter. Legal & General Group Plc now owns 12,518,594 shares of the ride-sharing company’s stock valued at $1,167,985,000 after purchasing an additional 615,692 shares during the period. Institutional investors own 80.24% of the company’s stock.

Wall Street Analysts Forecast Growth

UBER has been the topic of several analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $108.00 price target on shares of Uber Technologies in a research report on Wednesday, October 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 target price on shares of Uber Technologies in a report on Tuesday, February 3rd. BTIG Research reiterated a “buy” rating and issued a $100.00 target price on shares of Uber Technologies in a research note on Wednesday. TD Cowen restated a “buy” rating on shares of Uber Technologies in a research report on Wednesday, November 5th. Finally, Arete Research set a $125.00 price target on shares of Uber Technologies and gave the stock a “buy” rating in a report on Wednesday, December 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $104.94.

Uber Technologies Trading Down 0.5%

Shares of UBER stock opened at $74.80 on Friday. The business has a 50-day moving average price of $83.07 and a two-hundred day moving average price of $89.71. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a quick ratio of 1.15, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market cap of $155.42 billion, a P/E ratio of 15.88, a price-to-earnings-growth ratio of 6.32 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last posted 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). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business 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 business’s quarterly 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. Equities analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Insider Activity at Uber Technologies

In related news, insider Tony West sold 3,125 shares of the company’s stock in a transaction on 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 directly owned 176,584 shares in the company, valued at $14,744,764. This represents a 1.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the sale, the chief financial officer owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 14,875 shares of company stock valued at $1,319,130 in the last quarter. Corporate insiders own 3.84% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Analysts continue to show support — several firms reaffirmed or upgraded ratings and Citi left a “buy” view (while trimming its PT to $110), keeping sizable upside in street estimates. Read More.
• Positive Sentiment: Large robotaxi expansion with partner WeRide — plan to deploy ~1,200 autonomous robotaxis across Abu Dhabi, Dubai and Riyadh by 2027, reinforcing Uber’s AV growth narrative and long-term TAM. Read More.
• Positive Sentiment: Underlying Q4 business metrics remain strong — revenue and bookings grew ~20% y/y and free cash flow/reported profitability improved, supporting medium‑term fundamentals. Read More.
• Neutral Sentiment: Corporate moves: Uber appointed a new CFO as it accelerates AV and robotaxi investment — operationally important but a longer‑dated catalyst. Read More.
• Negative Sentiment: Legal hit — a jury in Arizona found Uber liable and ordered the company to pay $8.5M in a rape suit; the company faces thousands of similar claims, raising reputational and potential financial exposure. Read More.
• Negative Sentiment: Q4 EPS miss and cautious guidance — Uber missed EPS expectations and set Q1 EPS guidance below consensus, which triggered the post‑earnings selloff despite solid revenue growth. Read More.
• Negative Sentiment: Multiple price‑target trims and mixed analyst notes — several shops lowered targets (JPMorgan, Wells Fargo, Wedbush, Cantor, etc.) or issued neutral/hold stances, increasing near‑term uncertainty. Read More.

Uber Technologies 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.