Cookson Peirce & Co. Inc. Raises Position in Uber Technologies, Inc. $UBER

Cookson Peirce & Co. Inc. grew its stake in Uber Technologies, Inc. (NYSE:UBER) by 2,633.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 347,272 shares of the ride-sharing company’s stock after purchasing an additional 334,566 shares during the quarter. Uber Technologies makes up about 1.4% of Cookson Peirce & Co. Inc.’s holdings, making the stock its 24th largest position. Cookson Peirce & Co. Inc.’s holdings in Uber Technologies were worth $34,022,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Westend Capital Management LLC bought a new stake in shares of Uber Technologies in the 3rd quarter worth $27,000. Kilter Group LLC bought a new position in shares of Uber Technologies during the second quarter valued at about $26,000. Total Investment Management Inc. purchased a new position in Uber Technologies during the second quarter worth about $32,000. Pilgrim Partners Asia Pte Ltd bought a new stake in Uber Technologies in the 3rd quarter worth about $34,000. Finally, True Wealth Design LLC increased its stake in Uber Technologies by 38.6% in the 3rd quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock valued at $42,000 after buying an additional 118 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Insiders Place Their Bets

In other news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares in the company, valued at $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold a total of 9,375 shares of company stock worth $799,875 in the last three months. 3.84% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on UBER shares. BTIG Research restated a “buy” rating and issued a $100.00 target price on shares of Uber Technologies in a research note on Wednesday, February 4th. Citigroup dropped their price target on Uber Technologies from $120.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $108.00 price objective on shares of Uber Technologies in a research report on Wednesday, October 29th. Susquehanna reaffirmed a “positive” rating and set a $110.00 target price on shares of Uber Technologies in a research report on Wednesday, November 5th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $109.00 target price on shares of Uber Technologies in a research note on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Uber Technologies presently has an average rating of “Moderate Buy” and an average target price of $104.89.

Uber Technologies Stock Performance

NYSE:UBER opened at $71.17 on Friday. The company has a market capitalization of $147.88 billion, a P/E ratio of 15.11, a P/E/G ratio of 6.50 and a beta of 1.21. The business has a fifty day simple moving average of $81.74 and a two-hundred day simple moving average of $89.20. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 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 issued its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same period in the prior year, the company earned $3.21 EPS. The firm’s quarterly revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: WeRide-Uber expanded the first commercial Robotaxi service into downtown Abu Dhabi, increasing coverage to ~70% of core areas and enabling bookings through the Uber app — a visible step in AV monetization and platform differentiation. WeRide and Uber Begin First Commercial Robotaxi Service in Downtown Abu Dhabi
• Positive Sentiment: Uber Eats launched an AI “Cart Assistant” to build grocery baskets from text or images — a direct product push to take share from Instacart that could expand GMV and margins in grocery over time. Uber Eats launches AI cart assistant for grocery delivery
• Positive Sentiment: Uber and Baidu’s Apollo Go driverless rides launched in Dubai, integrating AV supply into the Uber app — another AV distribution channel that supports the company’s autonomous strategy and geographic scale. Uber & Baidu Expand Deal for Dubai AV Rides
• Neutral Sentiment: Uber for Business partnered with Mazda to provide dealership courtesy rides, vehicle delivery and service support — a business-to-business use case that could modestly grow rides or logistics volume but is unlikely to move near-term revenue materially. Uber for Business and Mazda Team Up
• Neutral Sentiment: Legislative progress in Israel to allow Uber/Lyft operations signals potential market expansion, but commercialization and competitive ramp remain early-stage. Bill allowing Uber and Lyft in Israel receives committee approval
• Negative Sentiment: Unusually large put-option buying was reported (159,363 puts traded, ~46% above average), indicating elevated bearish positioning or hedging activity that can amplify downward pressure on the share price.
• Negative Sentiment: An analyst downgrade was reported and has been cited as contributing to intraday selling, reinforcing near-term negative sentiment despite the strategic product/AV news. Uber Shares Down on Analyst Downgrade

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.