TKG Advisors LLC Invests $557,000 in Uber Technologies, Inc. $UBER

TKG Advisors LLC bought a new position in Uber Technologies, Inc. (NYSE:UBER) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 6,812 shares of the ride-sharing company’s stock, valued at approximately $557,000.

Other institutional investors have also added to or reduced their stakes in the company. Spirepoint Private Client LLC boosted its position in Uber Technologies by 21.9% during the third quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock valued at $7,331,000 after buying an additional 13,454 shares during the period. Econ Financial Services Corp purchased a new position in shares of Uber Technologies in the third quarter worth about $1,538,000. Transcendent Capital Group LLC bought a new stake in shares of Uber Technologies in the 3rd quarter valued at about $1,859,000. Mawer Investment Management Ltd. bought a new stake in shares of Uber Technologies in the 3rd quarter valued at about $74,107,000. Finally, FFG Partners LLC boosted its holdings in Uber Technologies by 17.4% during the 3rd quarter. FFG Partners LLC now owns 144,159 shares of the ride-sharing company’s stock valued at $14,123,000 after acquiring an additional 21,315 shares during the period. Institutional investors own 80.24% of the company’s stock.

Uber Technologies Price Performance

Shares of NYSE UBER opened at $74.73 on Friday. The company has a 50 day simple moving average of $73.54 and a two-hundred day simple moving average of $82.12. The company has a market capitalization of $152.67 billion, a price-to-earnings ratio of 15.87, a P/E/G ratio of 6.92 and a beta of 1.21. Uber Technologies, Inc. has a fifty-two week low of $68.46 and a fifty-two week high of $101.99. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The firm had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts expect that Uber Technologies, Inc. will post 3.34 EPS for the current fiscal year.

Insider Buying and Selling

In related 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 transaction of $2,233,500.00. Following the completion of the sale, the senior vice president owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased at an average price 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 SEC filing for this purchase provides additional information. Corporate insiders own 3.81% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on UBER. Roth Mkm set a $105.00 price target on Uber Technologies in a research note on Thursday, February 5th. Wells Fargo & Company cut their target price on shares of Uber Technologies from $100.00 to $95.00 and set an “overweight” rating on the stock in a report on Monday, March 30th. Needham & Company LLC reaffirmed a “buy” rating and issued a $109.00 target price on shares of Uber Technologies in a research note on Tuesday, February 3rd. KeyCorp lowered their price target on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Tuesday, January 20th. Finally, Guggenheim dropped their price target on shares of Uber Technologies from $135.00 to $125.00 and set a “buy” rating for the company in a research report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Uber Technologies has an average rating of “Moderate Buy” and an average price target of $105.14.

Uber Technologies News Roundup

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

• Positive Sentiment: Block partnership expansion: Uber extended its global deal with Block to add Cash App Pay in the U.S. and broaden Square’s Uber Eats integrations internationally — a direct monetization and payments win that can boost take-rates and restaurant merchant services. Block And Uber Tie Up Connects Cash App And Square To Everyday Spending
• Positive Sentiment: Autonomous-delivery expansion: Coco Robotics launched robot delivery with Uber Eats in San Jose, showing Uber is scaling AV delivery pilots that could reduce last-mile costs over time. This supports the company’s broader AV strategy and potential long-term margin gains. Coco Robotics Launches with Uber Eats in San Jose
• Positive Sentiment: Investor backing mentions: An investment letter highlighted Uber as a lucrative holding, reinforcing confidence among some institutional investors about Uber’s mix of mobility, delivery and payments opportunities. That can support medium-term investor demand. What Makes Uber Technologies (UBER) a Lucrative Investment?
• Neutral Sentiment: Uber’s stake in Lucid and robotaxi push: Uber disclosed an ~11.5% stake in Lucid and a larger robotaxi order (35k vehicles), signaling commitment to owning parts of its AV stack — a strategic long-term bet that could pay off but also ties capital and execution risk to a struggling EV maker. Uber Has an 11.52% Stake in Lucid. Does That Make LCID Stock a Buy?
• Neutral Sentiment: AV pivot trade-off: Coverage re-emphasized Uber’s $10B AV commitment — a potential driver of long-term growth but a material shift from asset-light operations that leaves timing and margin outcomes uncertain. Uber’s AV Pivot: Growth Opportunity or Margin Risk?
• Negative Sentiment: Bellwether verdict and litigation exposure: A federal jury found Uber liable in a driver-assault bellwether trial, awarding damages and underscoring thousands of pending claims — an earnings and reputational risk that could pressure the stock. Federal Jury Once Again Finds Uber Responsible for Driver Assault
• Negative Sentiment: Labor and cost pressures: Local gig-pay regulations and critiques of “gigification” (including nursing parallels and Seattle’s policy debates) highlight rising wage and compliance costs that could compress margins for delivery and rides. Seattle report says gig worker pay law is working
• Negative Sentiment: Customer-friction reports: Viral complaints about payment surcharges (AmEx) and other UX issues can dent consumer sentiment and usage in the near term. Uber riders complain they were charged more for paying with Amex cards

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.