GS Investments Inc. Boosts Stake in Uber Technologies, Inc. $UBER

GS Investments Inc. raised its position in Uber Technologies, Inc. (NYSE:UBER) by 125.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,017 shares of the ride-sharing company’s stock after buying an additional 13,905 shares during the period. GS Investments Inc.’s holdings in Uber Technologies were worth $2,044,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UBER. Brighton Jones LLC lifted its position in shares of Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after purchasing an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Uber Technologies by 65.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after purchasing an additional 6,129 shares during the last quarter. Bison Wealth LLC lifted its position in shares of Uber Technologies by 20.3% during the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after purchasing an additional 641 shares during the last quarter. Caxton Associates LLP bought a new position in shares of Uber Technologies during the first quarter worth about $304,000. Finally, Schnieders Capital Management LLC. bought a new position in shares of Uber Technologies during the second quarter worth about $842,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber announced an industry-first partnership with Mews that embeds ride booking, real-time tracking, and billing directly into hotel software, a potentially useful revenue-expanding integration for travel demand. Article: In an industry-first collaboration, Mews and Uber bring ride booking inside the hotel operating system
• Positive Sentiment: Several Wall Street notes remained bullish on Uber, including DA Davidson reaffirming a buy rating with a $107 price target, suggesting analysts still see meaningful upside from current levels. Article: Uber’s $10 Billion Robotaxi Bet Is Turning Lucid Into A Dilution Machine
• Positive Sentiment: UBER has also been linked to a major Delivery Hero takeover effort, which could strengthen its global food-delivery footprint and help defend against competition in a consolidating market. Article: Delivery Hero shares hit 18-month high following Uber bid news
• Neutral Sentiment: Media coverage also highlighted Gen Z workers signing up for gig apps like Uber ahead of summer jobs, which is supportive for driver supply but not a major market-moving catalyst. Article: Gen Z is turning to gig apps like Uber and GoPuff for summer jobs
• Negative Sentiment: Uber’s COO said the company has already burned through its 2026 AI budget in four months and questioned whether the rising AI spend is worth it, raising concerns about margin pressure and return on investment. Article: Uber burned through its entire 2026 AI budget in four months. Now its COO is questioning whether it’s worth it
• Negative Sentiment: Consumer Watchdog accused Uber of misrepresenting its insurance structure to California lawmakers, reviving regulatory and legal risk around how the company funds uninsured motorist coverage. Article: Uber Misrepresented Its Insurance Structure To Legislature To Get Reduced Uninsured Motorist Coverage
• Negative Sentiment: Investors also appear wary of the possible Delivery Hero acquisition price, with reports that Uber may need to raise its offer after a rejected bid, which could increase spending and complicate capital allocation. Article: Uber Weighs Bigger Delivery Hero Bid

Insider Activity at Uber Technologies

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the sale, the senior vice president owned 460,756 shares in the company, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 3.81% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on UBER shares. Roth Mkm set a $105.00 price target on shares of Uber Technologies in a research report on Thursday, February 5th. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Thursday, May 7th. HSBC cut shares of Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. JPMorgan Chase & Co. increased their price target on shares of Uber Technologies from $105.00 to $110.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Finally, US Capital Advisors set a $95.00 price target on shares of Uber Technologies in a research report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $104.97.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $70.25 on Wednesday. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.41. The firm’s 50-day moving average price is $74.06 and its two-hundred day moving average price is $78.89. Uber Technologies, Inc. has a 52-week low of $68.46 and a 52-week high of $101.99. The stock has a market capitalization of $143.00 billion, a P/E ratio of 17.52, a P/E/G ratio of 6.11 and a beta of 1.16.

Uber Technologies (NYSE:UBER) last issued its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The firm had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. During the same quarter last year, the company posted $0.83 earnings per share. Uber Technologies’s revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. As a group, sell-side analysts forecast that Uber Technologies, Inc. will post 2.95 earnings per share for the current year.

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.