ICONIQ Capital LLC Trims Holdings in Uber Technologies, Inc. $UBER

ICONIQ Capital LLC trimmed its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 12.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,133 shares of the ride-sharing company’s stock after selling 8,414 shares during the quarter. ICONIQ Capital LLC’s holdings in Uber Technologies were worth $5,989,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in UBER. Brighton Jones LLC increased its stake in Uber Technologies by 3.4% in the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after buying an additional 2,474 shares during the period. Revolve Wealth Partners LLC lifted its holdings 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 buying an additional 6,129 shares in the last quarter. Bison Wealth LLC boosted its position in Uber Technologies by 20.3% in the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after buying an additional 641 shares during the period. Caxton Associates LLP purchased a new stake in Uber Technologies in the 1st quarter valued at about $304,000. Finally, Schnieders Capital Management LLC. bought a new position in Uber Technologies in the 2nd quarter worth about $842,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Benchmark reaffirmed a “hold” rating on shares of Uber Technologies in a research report on Thursday, February 5th. Wedbush lowered their price target on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating for the company in a report on Thursday, February 5th. Sanford C. Bernstein reissued an “outperform” rating on shares of Uber Technologies in a research note on Thursday, December 18th. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. Finally, Roth Mkm set a $105.00 target price on Uber Technologies in a research report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $105.29.

Uber Technologies Price Performance

Shares of UBER opened at $73.33 on Monday. 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 company has a 50 day moving average price of $77.70 and a 200-day moving average price of $86.46. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The stock has a market capitalization of $150.92 billion, a PE ratio of 15.57, a PEG ratio of 6.72 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the business earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Uber and Motional have relaunched a commercial robotaxi service in Las Vegas (electric IONIQ 5s; safety drivers initially, operator removal planned), giving Uber real-world AV volume, visibility and potential incremental mobility revenue. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Uber struck a multiyear deal to deploy Amazon/Zoox purpose?built robotaxis on the Uber app (initial U.S. rollouts announced), broadening its AV partner set and scaling potential robotaxi supply without heavy capex. Is Uber’s Robotaxi Deal With Amazon’s Zoox a Growth Catalyst?
• Positive Sentiment: Marsh Risk and Apollo launched an insurance facility to back Uber’s autonomous?vehicle expansion — removing a major operational hurdle by improving availability and pricing of liability coverage as AV deployments scale. Marsh Risk and Apollo launch Insurance Facility to support Uber’s autonomous vehicle expansion
• Positive Sentiment: Uber expanded international AV pilots, teaming with Nissan and Wayve for a Tokyo robotaxi program (pilot planned for late 2026), signaling global roll?out optionality beyond U.S. testbeds. Nissan, Uber, Wayve announce robotaxi tie-up
• Neutral Sentiment: MarketBeat flagged Uber among names with technical tailwinds for traders — useful for short?term momentum players but not a substitute for fundamentals. 3 Rebound Candidates With Technical Tailwinds (UBER)
• Neutral Sentiment: Coverage pieces (Forbes/Fool) are framing Uber as a potential value/growth play given solid cash flow trends and a relatively low debt load; useful context for longer?term investors but not a catalyst by itself. Is Uber Stock Now A Value Play?
• Neutral Sentiment: Travis Kalanick launched Atoms (specialized industrial robotics). It’s notable because of his profile, but Atoms targets industrial sectors (mining/food/transport) rather than Uber’s consumer mobility business, so immediate competitive impact is unclear. Uber co-founder Kalanick launches Atoms in specialized robotics push
• Negative Sentiment: Short?term pressure persists: analysts pointed out the stock dipped more than the broader market recently amid volatility and an EPS miss in the last quarter (Q4 EPS below consensus), keeping some investors cautious about near?term multiples. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their position. The SEC filing for this purchase provides additional information. 3.70% of the stock is currently owned by company insiders.

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.