Smartleaf Asset Management LLC Raises Stake in Uber Technologies, Inc. $UBER

Smartleaf Asset Management LLC raised its holdings in Uber Technologies, Inc. (NYSE:UBER) by 45.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,281 shares of the ride-sharing company’s stock after purchasing an additional 6,931 shares during the quarter. Smartleaf Asset Management LLC’s holdings in Uber Technologies were worth $2,219,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the business. First National Bank of Hutchinson purchased a new position in shares of Uber Technologies during the third quarter worth about $454,000. Chapman Investment Management LLC lifted its position in Uber Technologies by 1.1% during the 3rd quarter. Chapman Investment Management LLC now owns 33,286 shares of the ride-sharing company’s stock worth $3,261,000 after acquiring an additional 360 shares during the period. Alps Advisors Inc. grew its stake in shares of Uber Technologies by 20.9% in the 3rd quarter. Alps Advisors Inc. now owns 33,455 shares of the ride-sharing company’s stock valued at $3,278,000 after purchasing an additional 5,781 shares during the last quarter. Arkfeld Wealth Strategies L.L.C. increased its holdings in shares of Uber Technologies by 9.2% in the third quarter. Arkfeld Wealth Strategies L.L.C. now owns 2,370 shares of the ride-sharing company’s stock valued at $229,000 after purchasing an additional 200 shares during the period. Finally, Moloney Securities Asset Management LLC raised its stake in shares of Uber Technologies by 36.8% during the third quarter. Moloney Securities Asset Management LLC now owns 36,179 shares of the ride-sharing company’s stock worth $3,544,000 after purchasing an additional 9,730 shares during the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Insider Activity

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

Uber Technologies News Roundup

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

• Positive Sentiment: Analysts continue to show support — several firms reaffirmed or upgraded ratings and Citi left a “buy” view (while trimming its PT to $110), keeping sizable upside in street estimates. Read More.
• Positive Sentiment: Large robotaxi expansion with partner WeRide — plan to deploy ~1,200 autonomous robotaxis across Abu Dhabi, Dubai and Riyadh by 2027, reinforcing Uber’s AV growth narrative and long-term TAM. Read More.
• Positive Sentiment: Underlying Q4 business metrics remain strong — revenue and bookings grew ~20% y/y and free cash flow/reported profitability improved, supporting medium‑term fundamentals. Read More.
• Neutral Sentiment: Corporate moves: Uber appointed a new CFO as it accelerates AV and robotaxi investment — operationally important but a longer‑dated catalyst. Read More.
• Negative Sentiment: Legal hit — a jury in Arizona found Uber liable and ordered the company to pay $8.5M in a rape suit; the company faces thousands of similar claims, raising reputational and potential financial exposure. Read More.
• Negative Sentiment: Q4 EPS miss and cautious guidance — Uber missed EPS expectations and set Q1 EPS guidance below consensus, which triggered the post‑earnings selloff despite solid revenue growth. Read More.
• Negative Sentiment: Multiple price‑target trims and mixed analyst notes — several shops lowered targets (JPMorgan, Wells Fargo, Wedbush, Cantor, etc.) or issued neutral/hold stances, increasing near‑term uncertainty. Read More.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Wedbush lowered their price objective on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a research report on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Uber Technologies in a report on Monday, December 29th. Wall Street Zen lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Arete Research set a $125.00 price objective on shares of Uber Technologies and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Finally, Piper Sandler set a $107.00 price objective on Uber Technologies in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Uber Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $104.94.

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $74.80 on Monday. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99. The firm has a market capitalization of $155.42 billion, a price-to-earnings ratio of 15.88, a price-to-earnings-growth ratio of 6.32 and a beta of 1.21. The business’s 50 day simple moving average is $83.07 and its 200-day simple moving average is $89.70. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.15.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates 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%. Uber Technologies’s revenue was up 20.1% on a year-over-year basis. During the same period in the previous year, the company posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, equities analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

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.