G&S Capital LLC Makes New Investment in Uber Technologies, Inc. $UBER

G&S Capital LLC bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 9,009 shares of the ride-sharing company’s stock, valued at approximately $736,000.

Other large investors have also recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC bought a new position in Uber Technologies during the 3rd quarter worth about $25,000. Westend Capital Management LLC bought a new position in Uber Technologies during the 3rd quarter worth about $27,000. Imprint Wealth LLC bought a new position in Uber Technologies during the 3rd quarter worth about $32,000. Pilgrim Partners Asia Pte Ltd bought a new position in Uber Technologies during the 3rd quarter worth about $34,000. Finally, True Wealth Design LLC increased its holdings in Uber Technologies by 38.6% during the 3rd quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock worth $42,000 after purchasing an additional 118 shares in the last quarter. Institutional investors own 80.24% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Uber disclosed a materially larger economic commitment to Lucid — an ~11.5% stake and an expanded robotaxi order (35,000 vehicles) alongside Lucid’s ~$1.05B financing — which signals stronger strategic backing for Uber’s AV roadmap and potential fleet supply for future robo?taxis. Lucid Sees Uber Raise Stake, Expands Robotaxi Commitment
• Positive Sentiment: Uber and Block expanded a global partnership to bring Square’s Uber Eats integrations internationally and introduce Cash App Pay in the U.S., a move that could boost payments revenue, restaurant integrations and monetization of Eats. Uber and Block Expand Global Partnership to Transform Restaurant Operations and Launch Cash App Pay
• Positive Sentiment: Coco Robotics launched autonomous delivery on Uber Eats in San Jose, expanding robot delivery coverage — a small but incremental step toward lower last?mile costs and greener delivery options. Coco Robotics Launches with Uber Eats in San Jose
• Positive Sentiment: Analyst optimism (TD Cowen cited as an example) is backing upside scenarios — bullish forecasts highlight strong booking trends, Delivery growth and AV partnerships as drivers of significant upside. Uber (UBER) Stock: Analyst Projects 47% Rally on Strong Booking Trends
• Neutral Sentiment: Coverage notes the stock is falling even as parts of the market rally — useful context but not by itself a catalyst beyond investor positioning. Uber Technologies (UBER) Stock Drops Despite Market Gains
• Negative Sentiment: A federal jury found Uber liable in a bellwether assault trial and awarded damages; more than 3,000 similar claims remain in multidistrict litigation — a headline that raises legal exposure and potential settlement costs. Federal Jury Once Again Finds Uber Responsible for Driver Assault
• Negative Sentiment: Local and state litigation/regulatory pressure: a Seattle report disputes Uber’s claims about gig-worker pay effects, and separate lawsuits allege Uber is skirting California protections — these increase the risk of higher labor costs or adverse rulings. Seattle report says gig worker pay law is working
• Negative Sentiment: Investor debate over Uber’s large AV push — coverage highlights a potential $10B investment pivot that could be a long?term growth vector but also a near?term margin and capital allocation risk. Uber’s AV Pivot: Growth Opportunity or Margin Risk?

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. DA Davidson lowered their target price on Uber Technologies from $108.00 to $105.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. UBS Group set a $111.00 price objective on Uber Technologies in a report on Monday, February 2nd. Melius Research set a $73.00 price objective on Uber Technologies in a report on Monday, January 5th. Finally, BTIG Research restated a “buy” rating and issued a $100.00 price objective on shares of Uber Technologies in a report on Tuesday, March 17th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $105.14.

Insider Buying and Selling

In other news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the firm’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 completion of the purchase, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies 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 transaction, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 3.81% of the company’s stock.

Uber Technologies Trading Down 2.1%

Shares of UBER stock opened at $75.65 on Thursday. The firm has a 50 day moving average price of $73.47 and a two-hundred day moving average price of $82.17. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The company has a market capitalization of $154.56 billion, a PE ratio of 16.06, a price-to-earnings-growth ratio of 7.07 and a beta of 1.21. Uber Technologies, Inc. has a 12-month low of $68.46 and a 12-month high of $101.99.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results 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). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. During the same quarter in the previous year, the firm posted $3.21 earnings per share. 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. As a group, analysts predict that Uber Technologies, Inc. will post 3.34 earnings per share for the current year.

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.