Strategic Blueprint LLC Trims Holdings in Uber Technologies, Inc. $UBER

Strategic Blueprint LLC reduced its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 16.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 41,728 shares of the ride-sharing company’s stock after selling 8,399 shares during the quarter. Strategic Blueprint LLC’s holdings in Uber Technologies were worth $3,410,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of UBER. Massachusetts Financial Services Co. MA boosted its position in Uber Technologies by 4,471.9% during the third quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock worth $290,660,000 after acquiring an additional 2,901,936 shares during the last quarter. Robeco Institutional Asset Management B.V. raised its holdings in Uber Technologies by 97.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 5,422,035 shares of the ride-sharing company’s stock valued at $531,197,000 after acquiring an additional 2,671,539 shares during the last quarter. C WorldWide Group Holding A S acquired a new position in Uber Technologies in the 3rd quarter valued at $173,776,000. Vanguard Group Inc. lifted its stake in shares of Uber Technologies by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock worth $15,729,142,000 after purchasing an additional 1,670,761 shares during the period. Finally, Danske Bank A S purchased a new position in shares of Uber Technologies during the 3rd quarter worth $151,979,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies News Roundup

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

• Positive Sentiment: Several brokers reiterated bullish views with high price targets, supporting longer?term upside and likely limiting downside. Citizens Jmp reaffirmed “market outperform” with a $100 target. Citizens Jmp Reaffirms Market Outperform
• Positive Sentiment: High-profile analyst bulls like TD Cowen (PT $114) and Guggenheim (PT $125) remain constructive, emphasizing long-term growth in mobility, delivery and freight. Those ratings can attract buyers ahead of earnings. TD Cowen Sees Over 50% Upside To Uber
• Positive Sentiment: Uber expanded its global partnership with Block to streamline restaurant operations and payments, which should help Uber Eats monetization and merchant adoption over time. Uber, Block Expand Global Partnership
• Neutral Sentiment: Operational note from Uber Freight: “phantom capacity” is tightening the US?Mexico trucking market, signaling mixed supply/demand dynamics in freight that could boost rates or raise execution risks. This is sector?specific and not an immediate company?level catalyst. Phantom Capacity Tightens US-Mexico Trucking Market
• Neutral Sentiment: High?profile investors (e.g., Bill Ackman mentions) and coverage arguing to “buy and hold” ahead of May earnings create offsetting flows — attention is increasing but could amplify volatility into results. Bill Ackman Holds Large Position in Uber
• Negative Sentiment: Uber drivers in Victoria, B.C., ratified a first?of?its?kind union contract covering 1,000+ drivers — a potential precedent for other regions that could raise labor costs and regulation risk for ride?hailing. Investors see this as a margin headwind. Uber Drivers in Victoria Ratify Union Contract
• Negative Sentiment: Merchant pushback persists: a restaurant owner publicly cited high delivery fees and left platforms including Uber Eats — a reminder that restaurant resistance and fee pressure could constrain take?rates and growth in deliveries. Restaurant Owner Ditches Uber Eats Over Fees
• Negative Sentiment: Market commentary (Zacks) highlighted that UBER slid more than the broader market today, which can trigger short?term selling and increase volatility into the company’s May earnings release. Zacks: Uber Suffers Larger Drop Than Market

Insider Activity

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was 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 in the company, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 3.81% of the company’s stock.

Uber Technologies Trading Down 2.8%

Shares of UBER opened at $74.16 on Wednesday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market capitalization of $151.49 billion, a P/E ratio of 15.74, a price-to-earnings-growth ratio of 6.99 and a beta of 1.21. The stock’s fifty day simple moving average is $73.84 and its 200 day simple moving average is $81.44. Uber Technologies, Inc. has a twelve month low of $68.46 and a twelve month high of $101.99.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) 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 analysts’ expectations of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. Uber Technologies’s revenue was up 20.1% on a year-over-year basis. During the same period last year, the firm posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts forecast that Uber Technologies, Inc. will post 3.34 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on UBER. Guggenheim reaffirmed a “buy” rating and issued a $125.00 price objective on shares of Uber Technologies in a research report on Monday. JPMorgan Chase & Co. reduced their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. The Goldman Sachs Group set a $125.00 price target on Uber Technologies in a research note on Wednesday, February 4th. Truist Financial set a $108.00 price target on Uber Technologies in a report on Monday, February 9th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $105.14.

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.