Uber Technologies, Inc. $UBER Shares Sold by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC lessened its position in Uber Technologies, Inc. (NYSE:UBER) by 84.8% during the fourth quarter, Holdings Channel reports. The fund owned 20,043 shares of the ride-sharing company’s stock after selling 111,779 shares during the quarter. Aristotle Atlantic Partners LLC’s holdings in Uber Technologies were worth $1,638,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of UBER. Banco Bilbao Vizcaya Argentaria S.A. grew its stake in shares of Uber Technologies by 33.6% in the fourth quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 331,257 shares of the ride-sharing company’s stock worth $27,125,000 after purchasing an additional 83,338 shares in the last quarter. Armistice Capital LLC grew its stake in shares of Uber Technologies by 134.5% in the fourth quarter. Armistice Capital LLC now owns 282,734 shares of the ride-sharing company’s stock worth $23,102,000 after purchasing an additional 162,153 shares in the last quarter. Alden Global Capital LLC bought a new position in shares of Uber Technologies in the fourth quarter worth $4,097,000. Altshuler Shaham Ltd grew its stake in shares of Uber Technologies by 1.3% in the fourth quarter. Altshuler Shaham Ltd now owns 2,489,903 shares of the ride-sharing company’s stock worth $203,450,000 after purchasing an additional 31,851 shares in the last quarter. Finally, 7G Capital Management LLC bought a new position in shares of Uber Technologies in the fourth quarter worth $1,062,000. Institutional investors and hedge funds own 80.24% of the company’s stock.

Key Uber Technologies News

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

• Positive Sentiment: Uber announced it will expand its robotaxi partnership with Lucid and Nuro into Houston in 2027, with Uber operating the network and the partners supplying vehicles and self-driving technology. The move suggests Uber is making concrete progress toward scaling its autonomous ride-hailing strategy, which could support long-term growth. Article Title
• Positive Sentiment: Uber also unveiled a broader autonomous-driving partnership with Stellantis and Wayve to deploy Level 4 robotaxis globally. That adds another route for Uber to deepen its role in self-driving mobility and potentially expand its platform economics over time. Article Title
• Positive Sentiment: Uber and WeRide announced plans to launch commercial robotaxi service in Zurich later this year, expanding the companies’ European footprint after Madrid. The ongoing international rollout reinforces Uber’s autonomous mobility ambitions. Article Title
• Neutral Sentiment: Uber’s stock was also hit by headlines about an investigation into “fictitious discounts” and dynamic pricing, which could keep regulatory and consumer-trust concerns in focus if the issue gains traction. Article Title
• Neutral Sentiment: A separate report said Uber’s latest advertising products could make the stock look undervalued, but that story is more of a valuation argument than an immediate catalyst. Article Title
• Negative Sentiment: Zacks reported that Uber Technologies (UBER) declined more than the broader market in the latest session, reflecting that the positive robotaxi news has not yet fully offset near-term pressure on the shares. Article Title

Analyst Ratings Changes

A number of equities research analysts have weighed in on UBER shares. Wolfe Research set a $100.00 target price on Uber Technologies in a research report on Friday, May 29th. JPMorgan Chase & Co. upped their target price on Uber Technologies from $105.00 to $110.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Weiss Ratings downgraded Uber Technologies from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, June 12th. BNP Paribas Exane downgraded Uber Technologies to an “underweight” rating in a research report on Monday, May 11th. Finally, Macquarie Infrastructure upgraded Uber Technologies to an “outperform” rating in a research report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $104.97.

Uber Technologies Stock Down 3.1%

NYSE UBER opened at $70.97 on Thursday. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The company’s 50 day simple moving average is $73.44 and its 200 day simple moving average is $76.85. Uber Technologies, Inc. has a 12 month low of $67.19 and a 12 month high of $101.99. The company has a market capitalization of $144.47 billion, a P/E ratio of 17.70, a PEG ratio of 6.23 and a beta of 1.12.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same period in the previous year, the firm earned $0.83 EPS. The business’s revenue for the quarter was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities research analysts expect that Uber Technologies, Inc. will post 2.95 earnings per share for the current fiscal year.

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.