Uber Technologies, Inc. $UBER Shares Bought by Armstrong Henry H Associates Inc.

Armstrong Henry H Associates Inc. raised its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 133.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,420 shares of the ride-sharing company’s stock after buying an additional 20,240 shares during the period. Uber Technologies makes up 0.3% of Armstrong Henry H Associates Inc.’s portfolio, making the stock its 21st biggest position. Armstrong Henry H Associates Inc.’s holdings in Uber Technologies were worth $2,894,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank purchased a new stake in Uber Technologies in the 2nd quarter worth about $2,348,319,000. Pacer Advisors Inc. increased its stake in shares of Uber Technologies by 1,905.3% during the 3rd quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock worth $426,216,000 after purchasing an additional 4,133,532 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Uber Technologies by 4,471.9% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock valued at $290,660,000 after purchasing an additional 2,901,936 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in shares of Uber Technologies by 97.1% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock valued at $531,197,000 after purchasing an additional 2,671,539 shares in the last quarter. Finally, C WorldWide Group Holding A S acquired a new stake in shares of Uber Technologies in the 3rd quarter valued at $173,776,000. Institutional investors own 80.24% of the company’s stock.

Uber Technologies Price Performance

Shares of UBER opened at $73.86 on Friday. The company’s 50-day moving average is $76.76 and its 200-day moving average is $85.92. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The firm has a market capitalization of $152.01 billion, a PE ratio of 15.68, a PEG ratio of 6.91 and a beta of 1.22. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. During the same period in the prior year, the company earned $3.21 EPS. The company’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. Equities analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on UBER. Royal Bank Of Canada reiterated an “outperform” rating and set a $105.00 price target on shares of Uber Technologies in a research note on Thursday, February 5th. Roth Mkm set a $105.00 price target on shares of Uber Technologies in a research report on Thursday, February 5th. Benchmark restated a “hold” rating on shares of Uber Technologies in a research note on Thursday, February 5th. Citizens Jmp raised shares of Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price objective for the company in a report on Wednesday, February 4th. Finally, Wells Fargo & Company lowered their target price on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $105.29.

More Uber Technologies News

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms “Buy” Rating for Uber Technologies (NYSE:UBER)
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber’s Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I’ve Been Bullish For Years – Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

Insider Transactions at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was 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 in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the stock in a transaction on Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the acquisition, the chief financial officer owned 28,742 shares of the company’s stock, valued at $2,047,867.50. This represents a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.84% of the company’s stock.

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.