State of Alaska Department of Revenue lessened its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 4.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 224,143 shares of the ride-sharing company’s stock after selling 10,487 shares during the quarter. State of Alaska Department of Revenue’s holdings in Uber Technologies were worth $21,959,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors also recently modified their holdings of UBER. Foster Group Inc. lifted its position in shares of Uber Technologies by 3.3% during the third quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock worth $330,000 after purchasing an additional 107 shares during the last quarter. Dumont & Blake Investment Advisors LLC increased its holdings in shares of Uber Technologies by 1.3% in the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 8,975 shares of the ride-sharing company’s stock worth $879,000 after acquiring an additional 115 shares during the period. Realta Investment Advisors raised its holdings in shares of Uber Technologies by 2.9% during the third quarter. Realta Investment Advisors now owns 4,018 shares of the ride-sharing company’s stock valued at $394,000 after buying an additional 115 shares during the last quarter. Abacus Planning Group Inc. lifted its stake in shares of Uber Technologies by 2.8% in the 3rd quarter. Abacus Planning Group Inc. now owns 4,260 shares of the ride-sharing company’s stock worth $417,000 after acquiring an additional 117 shares during the period. Finally, Ethos Financial Group LLC boosted its stake in Uber Technologies by 3.9% during the 3rd quarter. Ethos Financial Group LLC now owns 3,092 shares of the ride-sharing company’s stock valued at $303,000 after purchasing an additional 117 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.
Uber Technologies News Roundup
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Major sell-side houses reiterated Buy ratings and raised targets (Jefferies $120, BofA $119; Wells Fargo raised its target to $122), supporting upside expectations and signaling confidence in Uber’s margin and cash-flow story. Jefferies and BofA Remain Bullish on Uber Technologies (UBER)
- Positive Sentiment: Robotaxi partnerships unveiled at CES (Uber + Lucid + Nuro) and testing/launch talk for 2026 increase the odds Uber becomes the distribution layer for autonomous fleets—a scenario that can boost margins without heavy capex. Uber & Partners Reveal Robotaxi Design at CES: Sign of More Upside?
- Positive Sentiment: Broader industry moves (Nvidia’s robotaxi initiatives) are being reframed as supportive for Uber—more autonomous vehicle supply can play to Uber’s strengths (demand aggregation, routing, payments). Why Nvidia’s Robotaxi Offensive Could Be Good News For Uber
- Positive Sentiment: Operational tie-ups and product improvements—like renewing global maps with TomTom—help routing efficiency and unit economics, supporting the margin-inflation thesis. Uber Renews Global Maps Deal With TomTom: Growth Thesis Strengthening?
- Neutral Sentiment: Market commentary highlights a narrative shift from growth-at-all-costs to operating leverage, free cash flow and AI/AV repricing—this is more strategic framing than immediate earnings impact. How The Narrative Around Uber Technologies (UBER) Is Shifting With AV And AI Repricing
- Neutral Sentiment: Zacks and MarketBeat pieces flag earnings growth and a consensus price target above current levels, reinforcing the bullish research backdrop but not adding new company-specific catalysts. Earnings Growth & Price Strength Make Uber Technologies (UBER) a Stock to Watch
- Negative Sentiment: A small number of bearish/contrarian calls surfaced (Melius Research upgraded to “strong sell” in one note), adding volatility and differing analyst views on AV risk. Melius Research Strong Sell Coverage
- Negative Sentiment: Shareholder-litigation risk: a Berger Montague investigation into Uber’s board over oversight of rider safety and background checks introduces governance/legal overhang that could pressure sentiment. Berger Montague Investigation Alert
Wall Street Analyst Weigh In
Get Our Latest Stock Analysis on UBER
Uber Technologies Stock Up 1.6%
Shares of NYSE UBER opened at $87.61 on Friday. The firm’s 50-day moving average is $86.78 and its 200-day moving average is $91.35. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.37. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The firm has a market capitalization of $182.04 billion, a PE ratio of 11.26 and a beta of 1.20.
Uber Technologies (NYSE:UBER – Get Free Report) last announced its quarterly earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.The company had revenue of $13.47 billion during the quarter, compared to analysts’ expectations of $13.25 billion. During the same period in the prior year, the business posted $1.20 EPS. Uber Technologies’s revenue was up 20.4% on a year-over-year basis. Equities analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current year.
Insider Activity
In other news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total transaction of $519,255.00. Following the completion of the sale, the chief financial officer owned 20,330 shares in the company, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $80.36, for a total value of $251,125.00. Following the sale, the insider directly owned 175,423 shares of the company’s stock, valued at $14,096,992.28. This represents a 1.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 14,875 shares of company stock valued at $1,348,818 in the last 90 days. 3.84% of the stock is owned by corporate 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.
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