Compass Wealth Management LLC bought a new stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor bought 33,365 shares of the ride-sharing company’s stock, valued at approximately $3,185,000.
Several other large investors also recently added to or reduced their stakes in UBER. Brighton Jones LLC lifted its stake in shares of Uber Technologies by 3.4% in the 4th 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 increased its position in Uber Technologies by 65.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after buying an additional 6,129 shares during the last quarter. Bison Wealth LLC raised its holdings in Uber Technologies by 20.3% during the fourth 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 in the last quarter. Caxton Associates LLP bought a new position in Uber Technologies during the first quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. acquired a new stake in shares of Uber Technologies in the second quarter worth about $842,000. 80.24% of the stock is owned by institutional investors.
Insider Activity
In other news, 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 transaction of $260,937.50. Following the completion of the transaction, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 3.84% of the company’s stock.
Uber Technologies Price Performance
Uber Technologies (NYSE:UBER – Get Free Report) last issued its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The firm had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, equities analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current year.
Analyst Ratings Changes
UBER has been the topic of a number of analyst reports. Wells Fargo & Company lowered their price objective on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. The Goldman Sachs Group set a $125.00 target price on Uber Technologies in a research report on Wednesday, February 4th. Morgan Stanley dropped 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 report on Thursday, February 5th. BNP Paribas Exane began coverage on shares of Uber Technologies in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price objective for the company. Finally, BMO Capital Markets lowered their target price on shares of Uber Technologies from $113.00 to $106.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $104.61.
Read Our Latest Stock Analysis on UBER
Trending Headlines about Uber Technologies
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Uber will invest more than $100 million to build fast-charging hubs for robotaxis — a tangible capex commitment that helps address a key scaling bottleneck for autonomous EV fleets and signals the company is serious about competing in the robotaxi race. This news has been cited across outlets and appears to be the main driver of the stock’s intraday strength. Uber to invest over $100 million in autonomous vehicle charging amid robotaxi push
- Positive Sentiment: Uber expanded its Life360 partnership to integrate teen accounts and real-time trip tracking — a product move that could increase family-targeted usage, boost rides and retention within a higher-frequency user segment, and monetize more household travel. Uber Expands Life360 Deal to Enhance Family Travel: Upside Ahead?
- Positive Sentiment: Several opinion pieces argue Uber is a buy in the robotaxi/AI transition — highlighting Uber’s scale, marketplace and potential “winner-take-most” upside if it captures autonomous ride volume. Those narratives support a re-rating if investors give more weight to Uber’s robotaxi roadmap than to short-term margin noise. Uber: A Rare Opportunity To Buy The Future Robotaxi ‘Winner-Take-Most’
- Neutral Sentiment: Analyst coverage roundup — a 23-rating summary shows mixed views and reiterations after the robotaxi announcement; useful for gauging consensus but not an immediate catalyst. What 23 Analyst Ratings Have To Say About Uber Technologies
- Neutral Sentiment: Regulatory/litigation update — Uber won sanctions against a lawyer for sexual-assault plaintiffs, trimming a legal overhang but not removing all related risks. That’s a small positive datapoint but unlikely to move the stock materially on its own. Uber wins sanctions against lawyer for sexual assault plaintiffs
- Neutral Sentiment: Media/TV mentions (Jim Cramer, coverage of “over-trading”) — generates short-term flow and attention but is noisy; not a clear directional fundamental signal. Jim Cramer discusses over trading in Uber (UBER) stock
- Negative Sentiment: Critical commentary exists (e.g., “This makes no sense”) arguing against current strategy or valuation — such skeptical pieces can add selling pressure if investors focus on execution risk, capital intensity and the long timeline to meaningful robotaxi profits. Uber: This Makes No Sense
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.
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