Uber Technologies, Inc. $UBER Shares Sold by Deltec Asset Management LLC

Deltec Asset Management LLC reduced its position in Uber Technologies, Inc. (NYSE:UBER) by 14.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 180,708 shares of the ride-sharing company’s stock after selling 29,450 shares during the quarter. Uber Technologies comprises approximately 2.9% of Deltec Asset Management LLC’s investment portfolio, making the stock its 8th biggest holding. Deltec Asset Management LLC’s holdings in Uber Technologies were worth $17,704,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Kilter Group LLC acquired a new position in Uber Technologies during the 2nd quarter valued at about $26,000. Westend Capital Management LLC acquired a new stake in Uber Technologies in the third quarter worth about $27,000. West Oak Capital LLC acquired a new stake in Uber Technologies in the second quarter worth about $28,000. Trust Co. of Toledo NA OH purchased a new stake in shares of Uber Technologies during the second quarter worth about $30,000. Finally, Nova Wealth Management Inc. increased its holdings in shares of Uber Technologies by 41.0% during the first quarter. Nova Wealth Management Inc. now owns 430 shares of the ride-sharing company’s stock valued at $31,000 after acquiring an additional 125 shares in the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Jefferies and Bank of America reiterated Buy ratings with high price targets (~$119–$120), reinforcing buy-side conviction that Uber’s margin and free-cash-flow story can sustain upside. Jefferies and BofA Remain Bullish on Uber Technologies (UBER)
• Positive Sentiment: Wells Fargo raised its price target to $122 and kept an Overweight rating, signaling institutional confidence and providing a near-term technical/psychological boost for the stock. Wells Fargo Raises Price Target
• Positive Sentiment: CES robotaxi developments (Lucid’s reveal and Lucid–Nuro partnerships) and commentary that Nvidia’s robotaxi push could help platform players have revived optimism that Uber can act as the distribution/payment/routing layer for autonomous fleets—supporting margin inflection without owning vehicles. Lucid Motors Just Revealed Its New Robotaxi at CES 2026
• Positive Sentiment: MarketBeat highlights Uber’s margin-inflection thesis as the key 2026 catalyst—if AV fleets scale, Uber can improve operating leverage and cash flow by being the aggregator rather than the vehicle owner. 3 Tech Stocks Positioned for the Next Leg of the Bull Market
• Neutral Sentiment: Uber renewed its global maps deal with TomTom, which improves routing precision and efficiency but is incremental to near-term revenue; it supports execution rather than driving immediate upside. Uber Renews Global Maps Deal With TomTom
• Negative Sentiment: Zacks analysis ranks Baidu ahead of Uber in the autonomous-vehicle race, citing Baidu’s rollout, earnings outlook and valuation — a reminder that AV competition could cap upside for Uber’s AV narrative. UBER vs. BIDU: Which Stock Is Better Placed in the Promising AV Space?
• Negative Sentiment: Analysts expect Uber’s upcoming Q4 2025 results to show a double?digit decline in the bottom line, creating short-term earnings risk that could pressure the stock until results and guidance are clear. Uber’s Q4 2025 Earnings: What to Expect
• Negative Sentiment: Melius Research flagged Uber with a “strong sell” designation (contradicting other bullish notes), adding downside narrative risk from divergent analyst views. Melius Research Strong Sell Call

Uber Technologies Trading Down 2.4%

NYSE UBER opened at $85.46 on Friday. The company has a fifty day moving average of $86.55 and a 200 day moving average of $91.35. The company has a market capitalization of $177.58 billion, a PE ratio of 10.98 and a beta of 1.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. The business had revenue of $13.47 billion during the quarter, compared to analyst estimates of $13.25 billion. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.The company’s revenue was up 20.4% on a year-over-year basis. During the same quarter last year, the business posted $1.20 EPS. Research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total value of $251,125.00. Following the completion of the transaction, the insider directly owned 175,423 shares in the company, valued at $14,096,992.28. The trade was a 1.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total transaction of $519,255.00. Following the sale, the chief financial officer directly owned 20,330 shares in the company, valued at $1,919,355.30. This trade represents a 21.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 14,875 shares of company stock valued at $1,348,818 over the last three months. 3.84% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on UBER shares. Melius Research set a $73.00 price objective on shares of Uber Technologies in a research report on Monday, January 5th. Cowen restated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, November 5th. DA Davidson raised their price target on shares of Uber Technologies from $102.00 to $108.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Piper Sandler set a $107.00 price objective on shares of Uber Technologies in a report on Wednesday, November 5th. Finally, Susquehanna reissued a “positive” rating and issued a $110.00 target price on shares of Uber Technologies in a research report on Wednesday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $107.14.

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.