Prime Capital Investment Advisors LLC Cuts Position in Uber Technologies, Inc. $UBER

Prime Capital Investment Advisors LLC decreased its holdings in Uber Technologies, Inc. (NYSE:UBER) by 11.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 257,150 shares of the ride-sharing company’s stock after selling 33,116 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in Uber Technologies were worth $25,193,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Uber Technologies by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after acquiring an additional 3,025,483 shares in the last quarter. Geode Capital Management LLC increased its stake 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 worth $4,258,756,000 after purchasing an additional 1,168,288 shares in the last quarter. Norges Bank acquired a new position in shares of Uber Technologies during the 2nd quarter worth about $2,348,319,000. Charles Schwab Investment Management Inc. raised its position in shares of Uber Technologies by 1.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 13,810,255 shares of the ride-sharing company’s stock worth $1,288,497,000 after purchasing an additional 142,933 shares during the last quarter. Finally, Legal & General Group Plc lifted its stake in Uber Technologies by 5.2% in the 2nd quarter. Legal & General Group Plc now owns 12,518,594 shares of the ride-sharing company’s stock valued at $1,167,985,000 after buying an additional 615,692 shares in the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Key Uber Technologies News

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

• Positive Sentiment: Record growth and platform strength — Q4 revenue (~$14.37B) and gross bookings topped forecasts; monthly users and trips rose materially, and adjusted EBITDA/FCF improved, giving fundamentals a bullish tailwind. Revenue and Gross Bookings Beat
• Positive Sentiment: Major autonomous mobility partnership — Uber and WeRide plan to deploy at least 1,200 robotaxis in the Middle East by 2027, reinforcing Uber’s long‑term TAM for AVs and delivery. This is a strategic, high‑upside growth signal for investors focused on future monetization. WeRide Robotaxi Expansion
• Positive Sentiment: Some bullish analyst moves — upgrades and Buy/outperform re‑affirms from BTIG, Citizens JMP and others signal continued conviction in Uber’s growth trajectory despite near‑term noise. Analyst Upgrade / Volume Increase
• Neutral Sentiment: Leadership change — promotion of Balaji Krishnamurthy to CFO (a public pro‑robotaxi advocate) reinforces exec support for AV investments; neutral near term but relevant for strategy execution. New CFO Announcement
• Negative Sentiment: Profit outlook and EPS miss — Q4 adjusted EPS missed estimates ($0.71 vs. ~$0.79) and Q1 EPS guidance (0.65–0.72) came in below consensus, which is the main driver of the stock pullback as it signals near‑term margin pressure from cheaper rides and higher taxes. Outlook Miss Coverage
• Negative Sentiment: Analyst price‑target cuts and caution — several banks trimmed targets (JPMorgan to $105, Wedbush to $75, Wells Fargo/Cantor/Mizuho cuts) and Benchmark reiterated a Hold, increasing near‑term selling pressure and uncertainty on valuation. JPMorgan PT Lowered Wedbush PT Lowered Benchmark Hold

Insider Activity

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total transaction of $519,255.00. Following the completion of the transaction, the chief financial officer owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This trade represents a 1.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 14,875 shares of company stock valued at $1,319,130. 3.84% of the stock is currently owned by insiders.

Uber Technologies Stock Up 1.6%

Shares of NYSE UBER opened at $75.13 on Friday. The company has a 50 day simple moving average of $83.33 and a 200-day simple moving average of $89.83. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.15. The company has a market capitalization of $156.11 billion, a P/E ratio of 15.95 and a beta of 1.21. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The business’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period last year, the company earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Analysts Set New Price Targets

UBER has been the subject of a number of research analyst reports. JPMorgan Chase & Co. reduced their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Thursday. TD Cowen reiterated a “buy” rating on shares of Uber Technologies in a research report on Wednesday, November 5th. Wall Street Zen downgraded Uber Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. BNP Paribas Exane initiated coverage on Uber Technologies in a report on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price objective on the stock. Finally, Benchmark reaffirmed a “hold” rating on shares of Uber Technologies in a report on Thursday. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Uber Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $104.72.

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.