Uber Technologies (NYSE:UBER) Price Target Cut to $92.00 by Analysts at Cantor Fitzgerald

Uber Technologies (NYSE:UBER) had its target price dropped by investment analysts at Cantor Fitzgerald from $99.00 to $92.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the ride-sharing company’s stock. Cantor Fitzgerald’s price target points to a potential upside of 22.81% from the stock’s previous close.

A number of other equities analysts have also commented on the company. BTIG Research reiterated a “buy” rating and issued a $100.00 price objective on shares of Uber Technologies in a research note on Wednesday. Jefferies Financial Group reissued a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. Benchmark reiterated a “hold” rating on shares of Uber Technologies in a research note on Thursday. Canaccord Genuity Group set a $72.00 target price on shares of Uber Technologies in a research report on Thursday. Finally, Royal Bank Of Canada set a $110.00 price objective on Uber Technologies in a report on Wednesday, November 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $105.14.

Uber Technologies Stock Up 1.3%

Shares of UBER traded up $0.99 during midday trading on Thursday, reaching $74.91. 9,743,040 shares of the stock were exchanged, compared to its average volume of 21,038,199. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.37. The company has a market cap of $155.65 billion, a price-to-earnings ratio of 9.59 and a beta of 1.21. Uber Technologies has a 12-month low of $60.63 and a 12-month high of $101.99. The firm has a 50 day simple moving average of $83.54 and a 200-day simple moving average of $89.94.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.The business had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter in the prior year, the company posted $3.21 earnings per share. The company’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts forecast 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 firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of 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 position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the transaction, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 14,875 shares of company stock worth $1,319,130 in the last quarter. Company insiders own 3.84% of the company’s stock.

Institutional Trading of Uber Technologies

Several large investors have recently added to or reduced their stakes in UBER. Brighton Jones LLC raised its position in shares of Uber Technologies by 3.4% in the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after acquiring an additional 2,474 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Uber Technologies by 65.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after buying an additional 6,129 shares during the last quarter. Bison Wealth LLC grew its position in Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after acquiring an additional 641 shares in the last quarter. Caxton Associates LLP purchased a new stake in Uber Technologies during the first quarter valued at approximately $304,000. Finally, Venturi Wealth Management LLC lifted its position in Uber Technologies by 46.1% in the second quarter. Venturi Wealth Management LLC now owns 4,678 shares of the ride-sharing company’s stock worth $436,000 after buying an additional 1,476 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: Strong top-line growth and user metrics: Q4 revenue rose ~20% to ~$14.4B, gross bookings and trips were up ~22%, and monthly users hit ~200M — signs of continued demand recovery and scale. Press Release
• Positive Sentiment: Record free cash flow and buyback activity: 2025 FCF jumped materially (cited as a multi‑quarter record), enabling share repurchases that reduce share count and support per‑share metrics. MarketBeat summary
• Positive Sentiment: Analyst support remains mixed but includes buy-side reinforcement — several firms reaffirmed or upgraded to Buy/Outperform and kept high price targets (e.g., Morgan Stanley, BTIG, Needham, Citizens JMP). Those calls provide upside case for investors focused on growth and AV optionality. TipRanks analyst roundup
• Neutral Sentiment: Autonomous‑vehicle (AV) roadmap and leadership change: Uber promoted Balaji Krishnamurthy to CFO and emphasized aggressive robotaxi expansion (new markets). This increases long‑term optionality but also raises execution and capital allocation questions in the near term. TechCrunch
• Neutral Sentiment: Institutional demand: reports indicate steady institutional buying (high ownership), which can provide a floor for the stock, but it hasn’t fully offset post‑earnings selling. MarketBeat institutional note
• Negative Sentiment: EPS and guidance miss: Adjusted Q4 EPS (~$0.71) missed consensus and Q1 EPS guidance (0.65–0.72) came in below Street expectations — the primary catalyst for the selloff. Reuters
• Negative Sentiment: Margin pressure from cheaper rides and higher taxes: management said cheaper pricing to grow trips and local tax/take-rate headwinds will compress near‑term margins, weighing on profit forecasts. MarketWatch
• Negative Sentiment: Analyst caution and PT cuts: some firms cut price targets or moved to Neutral/Hold after the guidance/earnings miss (e.g., Wedbush lowered PT and reiterated Neutral), increasing near‑term selling pressure. Benzinga

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.