130,838 Shares in Uber Technologies, Inc. $UBER Bought by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. acquired a new position in Uber Technologies, Inc. (NYSE:UBER) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 130,838 shares of the ride-sharing company’s stock, valued at approximately $10,691,000.

A number of other institutional investors and hedge funds also recently modified their holdings of UBER. Brant Point Investment Management LLC bought a new position in shares of Uber Technologies during the second quarter worth about $933,000. Spirepoint Private Client LLC lifted its position in Uber Technologies by 21.9% in the 3rd quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock valued at $7,331,000 after purchasing an additional 13,454 shares during the last quarter. Econ Financial Services Corp acquired a new position in Uber Technologies during the 3rd quarter valued at about $1,538,000. Transcendent Capital Group LLC acquired a new position in Uber Technologies during the 3rd quarter valued at about $1,859,000. Finally, Munro Partners bought a new position in Uber Technologies in the 2nd quarter worth about $96,294,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $69.22 on Monday. The stock has a fifty day moving average price of $75.48 and a two-hundred day moving average price of $85.08. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The firm has a market cap of $141.41 billion, a P/E ratio of 14.70, a PEG ratio of 6.33 and a beta of 1.22. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year 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 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 the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm’s quarterly revenue was up 20.1% on a year-over-year basis. During the same period in the prior year, the firm posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have recently weighed in on UBER. UBS Group set a $111.00 price target on Uber Technologies in a report on Monday, February 2nd. Arete Research set a $125.00 target price on Uber Technologies and gave the company a “buy” rating in a research report on Wednesday, December 3rd. JPMorgan Chase & Co. cut their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Wells Fargo & Company decreased their price target on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Finally, Guggenheim lowered their price target on Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Uber Technologies currently has an average rating of “Moderate Buy” and an average price target of $105.29.

Insiders Place Their Bets

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were purchased at an average cost of $71.25 per share, for a total transaction 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Tony West sold 3,125 shares of the company’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 sale, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.70% of the stock is owned by company insiders.

Key Headlines Impacting Uber Technologies

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

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.