Avity Investment Management Inc. Sells 7,850 Shares of Uber Technologies, Inc. $UBER

Avity Investment Management Inc. reduced its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 4.5% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 167,125 shares of the ride-sharing company’s stock after selling 7,850 shares during the quarter. Avity Investment Management Inc.’s holdings in Uber Technologies were worth $16,373,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Measured Wealth Private Client Group LLC bought a new position in Uber Technologies during the 3rd quarter worth approximately $25,000. Kilter Group LLC bought a new stake in Uber Technologies in the second quarter valued at approximately $26,000. Westend Capital Management LLC acquired a new stake in Uber Technologies in the third quarter worth $27,000. Total Investment Management Inc. acquired a new stake in Uber Technologies in the second quarter worth $32,000. Finally, Imprint Wealth LLC bought a new position in shares of Uber Technologies during the third quarter worth $32,000. 80.24% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on UBER. Cantor Fitzgerald decreased their price target on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Erste Group Bank cut Uber Technologies from a “buy” rating to a “hold” rating in a research note on Friday, December 5th. Citizens Jmp upgraded Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price target for the company in a report on Wednesday, February 4th. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Tuesday, February 3rd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $105.00 price objective on shares of Uber Technologies in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $105.29.

Uber Technologies Price Performance

NYSE UBER opened at $77.81 on Wednesday. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a market capitalization of $160.15 billion, a PE ratio of 16.52, a price-to-earnings-growth ratio of 6.84 and a beta of 1.22. The firm’s 50 day moving average is $77.42 and its 200-day moving average is $86.20.

Uber Technologies (NYSE:UBER) last announced its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.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 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities research analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Insider Activity

In related news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired 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 owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 3.70% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Landmark Nvidia deal — Uber and Nvidia plan to launch Nvidia‑powered Level‑4 robotaxis beginning in Los Angeles and San Francisco in 1H 2027 and scale to 28 cities by 2028; the tie‑up uses NVIDIA DRIVE Hyperion and the “Alpamayo” AI model to accelerate simulation, routing and fleet ops, which investors view as de‑risking Uber’s AV roadmap. MarketWatch: Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario
• Positive Sentiment: Analyst and bank support — Bank of America says the expanded Nvidia partnership significantly improves Uber’s medium‑term AV supply outlook; BTIG reaffirmed a Buy and set a $100 price target, reinforcing bullish analyst sentiment. ProactiveInvestors: Uber-Nvidia deal boosts Bank of America’s confidence Benzinga: BTIG reaffirms Buy, $100 PT
• Positive Sentiment: Commercial deployments are already expanding — Uber and Motional launched robotaxi service in Las Vegas (Hyundai Ioniq 5), and Uber is forging other partnerships (including with Zoox/Hyundai) that broaden its AV access points. Zacks: Uber, Motional launch Las Vegas service
• Neutral Sentiment: Platform expansion moves — Uber is integrating parking (SpotHero) and creating “Uber Autonomous Solutions,” diversifying monetization beyond rideshare but adding execution complexity. Yahoo Finance: Uber expands into parking and autonomy
• Neutral Sentiment: Valuation and investor debate — Some coverage frames UBER at ~22x forward earnings; the Nvidia news is a catalyst but raises questions about how much AV upside is already priced in. Invezz: Is UBER stock a buy at 22x forward earnings?
• Negative Sentiment: Competitive and execution risks — Waymo and other incumbents already operate commercial robotaxi services; scaling driverless fleets across dozens of cities requires regulatory approvals, safety validation and capex, which could delay value realization. Reuters: Uber, Nvidia plan robotaxi rollout
• Negative Sentiment: Macro/AI skepticism — Prominent investors and commentators caution about AI hype and execution risk, a reminder that enthusiasm can outpace fundamentals. CNBC: Bill Gurley on AI bubble

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.