Chesley Taft & Associates LLC Acquires 8,661 Shares of Uber Technologies, Inc. $UBER

Chesley Taft & Associates LLC lifted its stake in Uber Technologies, Inc. (NYSE:UBER) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 249,230 shares of the ride-sharing company’s stock after acquiring an additional 8,661 shares during the period. Chesley Taft & Associates LLC’s holdings in Uber Technologies were worth $20,365,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Measured Wealth Private Client Group LLC bought a new position in shares of Uber Technologies during the 3rd quarter worth about $25,000. Westend Capital Management LLC bought a new stake in shares of Uber Technologies in the third quarter valued at about $27,000. Kilter Group LLC bought a new stake in shares of Uber Technologies in the second quarter valued at about $26,000. Imprint Wealth LLC acquired a new stake in Uber Technologies during the third quarter worth about $32,000. Finally, Total Investment Management Inc. acquired a new stake in Uber Technologies during the second quarter worth about $32,000. Institutional investors own 80.24% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was bought at an average cost 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 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 document filed with the SEC, which is available through this hyperlink. Also, insider Tony West sold 3,125 shares of the business’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 owned 176,584 shares in the company, valued at $14,744,764. This represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.84% of the company’s stock.

Uber Technologies News Roundup

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

Uber Technologies Trading Down 1.9%

UBER stock opened at $69.22 on Friday. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The firm has a market cap of $141.41 billion, a P/E ratio of 14.70, a P/E/G ratio of 6.33 and a beta of 1.22. The business’s 50 day moving average is $75.48 and its 200-day moving average is $85.14. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER) last posted 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 company had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.Uber Technologies’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same quarter last year, the business earned $3.21 EPS. 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 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have commented on the company. Erste Group Bank cut Uber Technologies from a “buy” rating to a “hold” rating in a report on Friday, December 5th. TD Cowen reissued a “buy” rating on shares of Uber Technologies in a report on Wednesday, March 11th. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. KeyCorp reduced their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. Finally, Benchmark reiterated a “hold” rating on shares of Uber Technologies 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 issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $105.29.

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.