Chickasaw Capital Management LLC Buys Shares of 36,163 Uber Technologies, Inc. $UBER

Chickasaw Capital Management LLC bought a new position in Uber Technologies, Inc. (NYSE:UBER) in the 4th quarter, Holdings Channel reports. The firm bought 36,163 shares of the ride-sharing company’s stock, valued at approximately $2,955,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in UBER. Brighton Jones LLC lifted its stake in Uber Technologies by 3.4% in the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after acquiring an additional 2,474 shares during the period. Revolve Wealth Partners LLC increased its position in Uber Technologies by 65.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares during the period. Bison Wealth LLC increased its position in 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 purchasing an additional 641 shares during the period. Caxton Associates LLP bought a new stake in shares of Uber Technologies in the 1st quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. bought a new stake in shares of Uber Technologies in the 2nd quarter valued at about $842,000. Institutional investors own 80.24% of the company’s stock.

Insider Transactions at Uber Technologies

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This represents a 6.11% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm’s 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 purchase, the chief financial officer owned 28,742 shares of the company’s stock, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 3.70% of the company’s stock.

Uber Technologies Trading Up 1.7%

NYSE UBER opened at $75.12 on Tuesday. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99. The company has a 50 day moving average price of $76.57 and a 200 day moving average price of $85.71. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market cap of $154.61 billion, a PE ratio of 15.95, a price-to-earnings-growth ratio of 6.77 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last announced its earnings results 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). 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%. Uber Technologies’s revenue was up 20.1% on a year-over-year basis. During the same quarter last year, the business earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Arete Research set a $125.00 price objective on shares of Uber Technologies and gave the company a “buy” rating in a research note on Wednesday, December 3rd. The Goldman Sachs Group set a $125.00 price objective on shares of Uber Technologies in a research note on Wednesday, February 4th. Wedbush lowered their target price on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating for the company in a report on Thursday, February 5th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a research report on Wednesday, January 7th. Finally, KeyCorp cut their price target on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $105.29.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber agreed to a major robotaxi tie-up with Rivian that includes a potential investment and a plan to deploy tens of thousands of R2 robotaxis — a deal investors view as accelerating Uber’s path to lower-cost, higher-margin autonomous rides and long-term TAM expansion. Uber to invest up to $1.25B in Rivian for 50,000 R2 robotaxis
• Positive Sentiment: Citi Research says Uber could become the largest autonomous-vehicle (AV) ride-sharing platform by 2029 — a bullish strategic view that supports premium multiple expansion if Uber successfully executes on its hybrid human+AV network. Uber leads rivals in race for global autonomous ride-sharing dominance by 2029 – Citi Research
• Positive Sentiment: Wall Street interest and analyst targets remain constructive (multiple buy/outperform notes and median price targets above current levels), reinforcing upside expectations tied to AV rollout and expansion into local commerce. Quiver Quant coverage (analyst/insider summary)
• Neutral Sentiment: Uber’s push beyond ride-hailing into local commerce and logistics is highlighted as a multi‑trillion‑dollar opportunity — strategic upside over time but not an immediate earnings catalyst. Uber Is Quietly Expanding Into a Multitrillion-Dollar Market
• Neutral Sentiment: High‑profile founder relocation stories (Travis Kalanick moving to Texas) generate headlines but have limited direct impact on Uber’s operations or fundamentals. Founder relocation story
• Negative Sentiment: Insider selling remains notable — the CEO and several executives have sold shares in recent months — which can signal profit-taking or reduce near-term investor confidence. Insider trading and compensation details
• Negative Sentiment: Large institutional reductions reported in Q4 (UBS AM, FMR, JPM among the biggest sellers) suggest some major holders are trimming exposure, which could cap upside or add selling pressure if trend continues. Institutional holdings changes

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.