Uber Technologies (NYSE:UBER) Upgraded at Melius Research

Uber Technologies (NYSE:UBER) was upgraded by research analysts at Melius Research to a “strong sell” rating in a note issued to investors on Monday,Zacks.com reports.

Several other analysts have also recently commented on the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $108.00 target price on shares of Uber Technologies in a report on Wednesday, October 29th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday. UBS Group set a $122.00 target price on shares of Uber Technologies and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a report on Friday, December 5th. Finally, Citigroup reiterated a “market perform” rating on shares of Uber Technologies in a report on Wednesday, December 10th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $107.33.

Uber Technologies Stock Performance

NYSE UBER opened at $86.19 on Monday. The company has a market capitalization of $179.09 billion, a price-to-earnings ratio of 11.08 and a beta of 1.20. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.37. Uber Technologies has a twelve month low of $60.63 and a twelve month high of $101.99. The stock has a fifty day simple moving average of $86.96 and a 200 day simple moving average of $91.37.

Uber Technologies (NYSE:UBER) last released 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. The firm had revenue of $13.47 billion for 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 business’s revenue was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.20 EPS. Sell-side analysts expect that Uber Technologies will post 2.54 EPS for the current year.

Insider Activity

In other news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the 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 transaction, the chief financial officer owned 20,330 shares of the company’s stock, valued at $1,919,355.30. This represents a 21.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated 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 sale, the insider owned 175,423 shares of the company’s stock, valued at approximately $14,096,992.28. This represents a 1.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 14,875 shares of company stock worth $1,348,818 in the last quarter. Company insiders own 3.84% of the company’s stock.

Institutional Investors Weigh In On Uber Technologies

Several hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in Uber Technologies by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 190,828,841 shares of the ride-sharing company’s stock valued at $18,695,502,000 after purchasing an additional 1,277,322 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Uber Technologies by 2.6% during the second quarter. Geode Capital Management LLC now owns 45,859,136 shares of the ride-sharing company’s stock valued at $4,258,756,000 after buying an additional 1,168,288 shares during the last quarter. Norges Bank bought a new stake in shares of Uber Technologies during the second quarter worth about $2,348,319,000. Kingstone Capital Partners Texas LLC raised its holdings in shares of Uber Technologies by 334,075.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 19,973,682 shares of the ride-sharing company’s stock worth $1,863,545,000 after acquiring an additional 19,967,705 shares during the last quarter. Finally, Northern Trust Corp raised its holdings in shares of Uber Technologies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock worth $1,911,301,000 after acquiring an additional 297,132 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber, Lucid and Nuro unveiled a production-intent robotaxi at CES and have begun on-road testing with plans to launch a robotaxi service this year — a development that could meaningfully expand Uber’s SAM (serviceable addressable market) and long-term margins. Uber & Partners Reveal Robotaxi Design at CES
• Positive Sentiment: Jefferies reiterated a Buy rating, calling the recent pullback — driven by renewed AV concerns — an attractive entry point given limited near-term competitive impact from AVs. That analyst stance supports the rebound narrative. Uber Technologies pullback creates buying opportunity, says Jefferies analysts
• Positive Sentiment: Bank of America reiterated a bullish view (Buy), citing AV partnerships and free-cash-flow valuation upside — another institutional endorsement helping drive demand. Uber: Buy Rating Backed by Autonomous Vehicle Partnerships
• Neutral Sentiment: TomTom renewed/strengthened its mapping partnership with Uber to integrate maps and live services across Uber’s platform — operationally supportive but lower-impact on near-term earnings. TomTom and Uber strengthen ties
• Neutral Sentiment: Several media pieces and analyst-roundup articles revisit Uber’s 3‑year outlook and valuation tradeoffs (growth vs. AV uncertainty), offering mixed views—useful for strategy but not immediate catalysts. Where Will Uber Technologies Stock Be in 3 Years?
• Negative Sentiment: Berger Montague launched an investigation into Uber’s board for potential breaches of fiduciary duty tied to rider safety and background-check oversight — a governance/legal risk that could increase liabilities or negative headlines. Berger Montague investigation alert
• Negative Sentiment: Melius Research downgraded UBER to Sell and media noted an immediate share decline after the downgrade, highlighting that some analysts remain concerned about valuation and execution risks. Uber Rating Lowered to Sell at Melius
• Negative Sentiment: Bloomberg Law reported Uber failed to delay a sexual-assault trial or block a related ad campaign — ongoing litigation and reputational matters can pressure sentiment and increase legal costs. Uber fails to delay sexual-assault trial

Uber Technologies Company 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.